[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-301806-105":3,"detail-sidebar-cat-1-en-105":84,"doc-detail-301806-en":130},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":77,"head_meta":79,"extra_data":81,"updated_unix":83},105,"en","retiree-focus-winter-january-2026","Retiree Focus - Winter January 2026","","Retiree Focus (Winter 2026) from the School Employees Retirement System of Ohio explains 2026 payment operations, tax documentation, and health care coverage changes. It details how monthly deposits and payment stubs work, including timing for the January 2026 deposit. The issue summarizes 1099-R and 1095-B form timing and eligibility, outlines federal tax updates affecting withholding, and provides guidance on contacting SERS about Medicare Part B. It also warns retirees to keep contact information current and describes common scam themes.",{"@graph":14,"@context":76},[15,34,55],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/letters/","Letters",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/retiree-focus-winter-january-2026/301806/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/retiree-focus-winter-january-2026/301806.png","ImageObject",442,249,{"name":42,"@type":43},"Gloria","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-09-25","2026-09-19",true,{"@type":52,"interactionType":53,"userInteractionCount":33},"InteractionCounter",{"@type":54},"ViewAction",{"@type":56,"mainEntity":57},"FAQPage",[58,64,68,72],{"name":59,"@type":60,"acceptedAnswer":61},"When is the January 2026 SERS payment deposited if the first day falls on a weekend or holiday?","Question",{"text":62,"@type":63},"Your SERS payment is deposited on the first business day of each month. For January 2026, it is deposited on January 2, 2026.","Answer",{"name":65,"@type":60,"acceptedAnswer":66},"Why might my January pension payment amount change?",{"text":67,"@type":63},"Changes can result from health care premium changes, IRS updates to federal income-tax withholding tables (effective on your January check), or a COLA that increases your gross pension amount.",{"name":69,"@type":60,"acceptedAnswer":70},"Who should contact SERS about Medicare Part B, and what details should be included when emailing?",{"text":71,"@type":63},"Recipients whose monthly SERS payment began before February 1, 2013 and who are not enrolled in SERS health care coverage should call or email only if specific Medicare Part B circumstances apply. When emailing, include a daytime telephone number.",{"name":73,"@type":60,"acceptedAnswer":74},"Do Medicare enrollees receive a 1095-B form?",{"text":75,"@type":63},"No. Medicare enrollees do not receive this form because Medicare coverage already provides the minimum coverage requirements.","https://schema.org",{"og:url":32,"og:type":78,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":80,"canonical":32},"index,follow",{"doc_id":82,"site_id":7},301806,1790210818,{"code":4,"msg":85,"data":86},"success",[87,92,97,102,107,112,117,121,126],{"id":88,"doc_module":22,"doc_module_name":25,"category_name":89,"show_sort_weight":90,"slug":91},11,"Presentations",90,"presentations",{"id":93,"doc_module":22,"doc_module_name":25,"category_name":94,"show_sort_weight":95,"slug":96},12,"Resumes",80,"resumes",{"id":98,"doc_module":22,"doc_module_name":25,"category_name":99,"show_sort_weight":100,"slug":101},14,"Invoices",70,"invoices",{"id":103,"doc_module":22,"doc_module_name":25,"category_name":104,"show_sort_weight":105,"slug":106},15,"Posters",60,"posters",{"id":108,"doc_module":22,"doc_module_name":25,"category_name":109,"show_sort_weight":110,"slug":111},16,"Social Media",50,"social-media",{"id":113,"doc_module":22,"doc_module_name":25,"category_name":114,"show_sort_weight":115,"slug":116},17,"Forms",40,"forms",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":119,"slug":120},18,30,"letters",{"id":122,"doc_module":22,"doc_module_name":25,"category_name":123,"show_sort_weight":124,"slug":125},21,"Paper Templates",5,"papers-templates",{"id":127,"doc_module":22,"doc_module_name":25,"category_name":128,"show_sort_weight":4,"slug":129},158,"General","general-158",{"code":4,"msg":85,"data":131},{"doc_id":82,"user_id":132,"nickname":42,"user_avatar":133,"doc_module":22,"category_id":118,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":134,"file_id":135,"file_url":136,"file_type":137,"file_size":138,"view_count":33,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":139,"language":140,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":141,"faqs":142,"seo_title":143,"seo_description":12,"update_tm":144,"read_time":26},2336474459895,"https://ap-avatar.wpscdn.com/avatar/22000baeef7a5ed0655?x-image-process=image/resize,m_fixed,w_180,h_180&k=1786071322749376916","WINTER | JANUARY 2026  \nRETIREE FOCUS  \nSchool Employees Retirement System of Ohio  \nServing the People Who Serve Our Schools®  \nIn This Issue  \nHealth Care News  \nCoverage Changes for 2026 ............................ 2  \n1095-B Tax Form .............. 2  \nYou May Need to Call about Medicare Part B ...... 3  \nAsk SERS  \nChange in January Pension Payment ........................... 3  \nSERS Spot  \nKeep Contact Information Current.............................. 3  \nNew Scams  \nFakes, Lies, and Fraud ..... 4  \nRetiree Profile  \nRetires as a Legend, Remains Unstoppable... 5  \nThe Value of SERS.......... 6  \nThe SERS Newsletters:  \nDon’t Miss Out .................. 6  \nPayment Schedule  \nYour SERS payment is deposited into your bank account on the first business day of each month. If the first day of the month falls on a weekend or holiday, it will be deposited on the previous business day. Due to tax laws, your January payment will be deposited on January 2, 2026, the first business day of the new year.  \nPayment Stubs  \nYou receive a payment stub twice a year with your Retiree Focus newsletter. It details your gross monthly allowance and deductions, and these amounts for year-to-date. You also receive a payment stub whenever there is a change in your benefit, including a change in your COLA, tax withholdings, or health care premiums.  \nYou will receive your next payment stub with the July 2026 issue of the Retiree Focus. n  \n1099-R Tax Forms in Mail, Online  \nWe are required by federal law to mail your 1099-R tax form by the end of January. The form provides the pension amounts you received for the year, the amount of taxes withheld, and other tax information. You also receive an informational handout explaining how federal and Ohio income tax laws apply to your pension payments. Forms also are available online through your Account Login. n  \nFederal Tax Changes  \nEvery year, the Internal Revenue Service (IRS) updates the tax tables used to calculate the amount of federal tax withheld from your pension. Review your payment stub for a breakdown of your gross amount and deductions. The IRS also updates Form W-4P used to elect the amount of federal tax withholding. You need to use a new form anytime you want to change the amount of federal tax withheld from your payment. Forms can be downloaded from our website at [www.ohsers.org.](www.ohsers.org. n)[ n](www.ohsers.org. n)  \nHealth Care News  \nSERS’ Health Care Coverage Changes for 2026  \nIn September, SERS sent Open Enrollment mailings to eligible benefit recipients.  \nPlan and premium changes are highlighted below:  \n􀂃 Delta Dental and VSP Vision  \nThis past fall, eligible benefit recipients could newly enroll in or cancel coverage for the upcoming two-year enrollment period. Unless changes were requested during open enrollment, current coverage renews for 2026-2027.  \nThere were no benefit changes to the Delta Dental and VSP Vision plans. However, there were small premium increases.  \n􀂃 Aetna Medicare Plan (PPO)  \nAetna Medicare Plan (PPO) premiums were reduced by $20 a month for all enrollees. Plan benefits remain the same.  \n􀂃 Aetna Choice POS II and AultCare PPO  \nFull premiums increased by 3% forAetna Choice POS II and 4% forAultCare PPO.  \nPlan benefits remain the same.  \n􀂃 Marketplace Wraparound HRA  \nThe HRA reimbursement limit increased to $2,200 per family per calendar year. n  \nEnrolled in a Non-Medicare SERS Plan? You Will Receive a 1095-B Tax Form  \nEach year, SERS reports to the Internal Revenue Service (IRS) that our plan provided non-Medicare plan enrollees with the minimum essential coverage as required by the  \nAffordable Care Act. Health care plans must send enrollees a tax form to confirm coverage. The forms are mailed after the end of the year. Where the form comes from and which tax form you receive varies.  \nFor SERS’ enrollees:  \n􀂃 SERS sends a 1095-B to Aetna Choice POS II plan enrollees.  \n􀂃 AultCare sends a 1095-B to AultCare PPO plan enrollees.  \n􀂃 Mark","cbCaiifzsz3iHfEQ","https://ap.wps.com/l/cbCaiifzsz3iHfEQ","pdf",751807,6,"English","# Health Care News\n## SERS’ Health Care Coverage Changes for 2026\n## Enrolled in a Non-Medicare SERS Plan? You Will Receive a 1095-B Tax Form\n## You May Need to Call SERS about Medicare Part B\n# Payment Schedule and Tax Forms\n## Payment Schedule\n## Payment Stubs\n## 1099-R Tax Forms in Mail, Online\n## Federal Tax Changes\n# SERS Support and Notices\n## Ask SERS\n## Keep Contact Information Current\n## New Scams","[{\"question\":\"When is the January 2026 SERS payment deposited if the first day falls on a weekend or holiday?\",\"answer\":\"Your SERS payment is deposited on the first business day of each month. For January 2026, it is deposited on January 2, 2026.\"},{\"question\":\"Why might my January pension payment amount change?\",\"answer\":\"Changes can result from health care premium changes, IRS updates to federal income-tax withholding tables (effective on your January check), or a COLA that increases your gross pension amount.\"},{\"question\":\"Who should contact SERS about Medicare Part B, and what details should be included when emailing?\",\"answer\":\"Recipients whose monthly SERS payment began before February 1, 2013 and who are not enrolled in SERS health care coverage should call or email only if specific Medicare Part B circumstances apply. When emailing, include a daytime telephone number.\"},{\"question\":\"Do Medicare enrollees receive a 1095-B form?\",\"answer\":\"No. Medicare enrollees do not receive this form because Medicare coverage already provides the minimum coverage requirements.\"}]","Retiree Focus - Winter January 2026 | PDF",1789785574]