Forms/Kits/Handbooks

PERA offers publications about its benefits and services that can be an invaluable resource. All publications and forms are available to download or print in PDF format.

  • Forms
    • Affirmation of Marital Status

      To be used to certify that the retiring member is single at the time of retirement. The member's signature must be notarized.

      Download Form

      Affidavit for Missing Spouse

      Affidavit for Missing Spouse

      Download Form

      Affidavit to receive 1099

      To be used to receive deceased Member's 1099

      Download Form

      Affidavit for the collection of personal property

      Affidavit for collection of personal property (Small Estate)

      Download Form

      Direct Deposit Form

      To be used by the retiring member to have their pension benefit automatically direct deposited into a designated bank account.

      Download Form

      Employer Certification of Termination for a Re-Employed PERA Retiree

      To be used for a termination of a return-to-work PERA retiree. This form must be completed and submitted to PERA upon the return-to-work retiree's termination.

      Download Form

      Income Tax Withholding

      To be used by the retiring member to instruct PERA about taxes to be deducted from the retiree's pension check.

      Download Form

      Spousal Consent Form

      To be used by the retiring member and their spouse to ensure the spouse is aware of the member's selected form of payment and choice of beneficiary.

      Download Form

      Spousal Consent Form - Judicial/Magistrate Retirement

      To be used by the retiring member in the Judicial Retirement Act or the Magistrate Retirement Act and their spouse to ensure the spouse is aware of the member's selected form of payment and choice of beneficiary.

      Download Form
  • Kits
    • PERA Retirement Kit

      Instructions detailing the Retirement Process

      Download Kit

      PERA Volunteer Firefighter Retirement Kit

      Instructions detailing the Volunteer Firefighter Retirement Process

      Download Kit
  • Handbooks