Smart Save Forms

For a list of forms please visit: https://www.newmexico457dc.com

  • Forms
    • Enrollment Form

      For those who want to build their own investment portfolio.

      Download Form

      EZ Enrollment Form

      For those who want their investment portfolio built for them also, information on life-cycle portfolios .

      Download Form

      Increase Contribution Form

      For those who wish to increase their payroll deduction amount.

      Download Form
  • Kits
    • Retirement Benefits Payout Booklet

      For those who have retired or terminated employment and wish to receive payments from their PERA Smart Save account.

      Download Kit
  • Handbooks
    • Enrollment Guide and Plan Highlights

      The Enrollment Guide and Plan Highlights is a quick step by step guide to help you enroll in your 457(b) plan. It includes descriptions of the different fund asset classes as well as Frequently Asked Questions to help you understand the IRS guidelines of the plan.

      Download Handbook