News Updates for Retirees

Some of the information below may be dated or no longer applicable. Please see the dates and/or links below each item.

Information provided by montgomerycounty.gov is subjest to change if the County makes updates and changes to their website. MCREA only provides links to the pages, we have no control over the content on those pages. We will do our best to update if changes are made to any County website links. If a link is broken and no longer works, reach out to us and let us know. 

Federal Tax Form for Withholding—IRS Form W-4P

There is a Federal Tax form for retirees to use— ‘Withholding Certificate for periodic Pension or Annuity Payments’

Last updated: April 2, 2024

State Tax Form for Withholding—MD Form MW507P

Here is the State tax form for retirees to use to request changes to their withholding amount—’Maryland Income Tax Withholding for Annuity, Sick Pay and Retirement Distributions’.

Last updated: April 2, 2024

Virtual Retiree Health Insurance MONTHLY Office Hours—Your questions answered by the OHR Health Insurance Team

Held the first Thursday of each month from 3–4pm, via Zoom. To register (in advance), click here, or call OHR for more information: 240-777-0311. For more details, click here.

Last updated: October 16, 2023

Social Security/Medicare Seminars

Social Security Administration representatives conduct quarterly seminars for retirees/employees soon to turn 65 years old. For more information, click here, or click the button below.

Once you click on the link, see the ‘Employees’ Retirement System (ERS) in the blue box at the top of the page. The Planning Seminar information is the second item in the box.

Last updated: October 16, 2023

Sign Up for Medicare Online

You can now sign up for Medicare and Medicare Part B online through the Social Security Administration. Click the link below for more information about this, and others such as Medicare Advantage and drug plans.

Last updated: October 16, 2023

Montgomery County Retiree Health and Life Insurance Election Form is Now Electronic

The 2023 Retiree Health & Life Insurance Election Form is now electronic; making it easier for you to submit your enrollment elections online without requiring the need to complete paper forms or return them to OHR manually. TIP: Opening in Chrome as web-browser is the best user experience.

For additional information about this and to sign up, click the button below.

Last updated: October 16, 2023

The Life Insurance Beneficiary Form is Now Digital

The Life Insurance Beneficiary form is now digital; making it easier for you to submit your beneficiary changes online without requiring the need to complete paper forms or return them to OHR manually. TIP: Opening in Chrome as web-browser is the best user experience.

For additional information about this and to sign up, click the button below.

Last updated: October 16, 2023