SBCERA Cover Story

Want to get a Benefit Estimate? Need to see who your beneficiary is? By far one of the most convenient and useful resources SBCERA provides is your secure member account portal, MemberDirect.

Within your MemberDirect account is a blend of personalized membership and benefit information that provides you with access to the information 24 hours a day, 365 days a year. Having that information current and accurate is vitally important. If you haven’t done so already, sign up for a MemberDirect account by going to www.SBCERA.org/MD. You can also login from the website using the MemberDirect login button.

The first page that greets you upon login is your Account or Benefit Summary Page. The information on this page is accurate at the time it was posted, and is provided in part by you. As you review the Summary, please ensure the information is accurate and up-to-date. Depending on your status, you will see different information and menus to the right and at the bottom. No matter what your status is with SBCERA, you will see two menu items: Forms and Communications.

To update information in your account, you’ll need to submit a form. Under the Forms menu, you will find both pre-filled downloadable forms that you can print and mail in, as well as electronic forms that can be sent directly to SBCERA from MemberDirect (including the Request for a Service Purchase Estimate). Under the Demographics section for Active Members, your address, phone and email are likely provided by your employer, so if these need to be updated, start with your Human Resources or Payroll Department. If you are a Retired or Deferred Member, you may update your email and phone number using MemberDirect; however, your address and other information can only be changed using a form. SBCERA requires a hard copy form with an original signature for verification purposes.

Under Communications there is a Correspondence menu and a Member Statement menu. Under Correspondence is any interaction you have had with SBCERA as it relates to forms, appointment requests, or eCorrespondence notifications. If you are an Active Member, you will also see Member Information and Seminars. Retired Members will see Benefit Information. Make sure the appropriate beneficiaries are listed under the Nominated Beneficiaries or Beneficiary section. If you need to make a change, refer to the Forms section mentioned above.

What is eCorrespondence? Rather than mailing you paper, SBCERA can notify you electronically when certain information is available including your Member Statement or Payroll Advice. To choose this option, go to the bottom menu and click Communication Preferences. There you can select which documents you receive via email or regular mail.

Lastly, access our custom calculators to get an idea of how much you might receive in retirement (Estimate a Benefit) or how certain deductions may affect your benefit (Gross to Net Benefit Estimator).

The next time you have questions, start with your MemberDirect; you might be surprised how many answers you will find.