PERA SmartSave Deferred Compensation Forms

• Forms

  • Enrollment Form

    Enroll in the Plan!

    Contribution Change Form

    For those who wish to change their contribution amount.

    Beneficiary Designation Form

    To update your beneficiary.

• Kits

  • Distribution Form for Partial Distributions or Rollovers

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

    Retirement & Termination Guide

    Provides helpful information for soon-to-be retirees or those who recently terminated employment.

• Handbooks

  • Enrollment Guide and Plan Information

    The Enrollment Guide has everything you need to know about the PERA SmartSave Plan.