Forms/Kits/Handbooks

• Forms

  • Affidavit for Free Military Service

    To be used by a members called to active military service while actively employed by a PERA affiliated-employer to certify the dates of employment and military service.

    Affidavit for Missing Spouse

    Affidavit for Missing Spouse

    Application for Pension

    To be filled out when applying for pension.

    Application for Volunteer Firefighter Pension

    Application for Volunteer Firefighter Pension

    Attorney's Instructions & Model Dividing PERA Benefits

    Attorney instructions for Orders Dividing PERA Retirement Benefits

    Attorney's Instructions Order Changing Form of Payment

    Attorney's Instructions Order Changing Retirement Benefits Form of Payment

    Beneficiary Designation

    To be used by an active member to designate a survivor and refund beneficiary to receive a death benefit after the death of the member. This is a new form that combines both beneficiary designations.

    Beneficiary Spousal Consent Form

    To be used for a spouse to consent if member is selecting a beneficiary other than the spouse.

    Change in PERA Records

    To be used by all members to notify PERA of a change of address, a change of name or a change of social security number. You can now update your mailing address, phone number and email address in your PERA RIO account. Please visit https://perass.state.nm.us/SelfService/ to update this information rather than submitting a Change In PERA Records form.

    Change in Retirement Date

    To be used to change a member's retirement date after the member has submitted a completed retirement kit to PERA.

    Co-Payee Request for Refund

    To be filled out by co-payee if requesting to withdraw member contributions.

    Co-Payee Request for Rollover

    To be filled out by a co-payee if requesting a rollover of member contributions.

    Member Request for Refund

    To be filled out by PERA member if requesting to withdraw member contributions.

    Member Request for Rollover

    To be filled out by PERA member if requesting a rollover of member contributions.

    PERA Request Form

    To be used by an active member who wishes to request an estimate of benefits (must be within 3 years of retirement); cost calculations for air time, with drawn service, or military service; prepare a service credit verification or request a PERA Retirement Kit.

    Re-evaluation Application for Disability Retirement Benefits

    Reevaluation Application for Disability Retirement Benefits

    Affidavit for collection of personal property

    Affidavit for collection of personal property (Small Estate)

• Kits

  • PERA Retirement Kit

    Instructions detailing the Retirement Process

    PERA Disability Retirement Kit

    Instructions detailing the Disability Retirement Process

    PERA Disability Retirement Kit Forms

    Forms required for the Disability Retirement Process

    PERA Volunteer Firefighter Retirement Kit

    Instructions detailing the Volunteer Firefighter Retirement Process

• Handbooks

  • PERA Member Handbook

    A guide for members.

    Magistrate Member Handbook - Member Prior to 07/01/2014

    A guide for Magistrate Judges who took the bench prior to July 1, 2014.

    Judicial Member Handbook - Member Prior to 07/01/2014

    A guide for Judges/Justices who took the bench prior to July 1, 2014.

    Judicial Member Handbook - Member on or after July 1, 2014

    A guide for Judges/Justices who took the bench on or after July 1, 2014.