Forms and Publications
Forms and Publications
| Document Sort ascending | Description | Topic |
|---|---|---|
| Working After Retirement (PDF) | This fact sheet provides information about returning to PERA-covered employment. |
Retirement |
| Which PERA Pension is Right for You (PDF) | Use this spreadsheet to find which PERA benefit option best meets your income needs. |
Retirement |
| W-4R Federal Tax Form (PDF) | Complete this W-4R federal tax form for a refund benefit to withhold more that 20% federal taxes… |
Refund |
| W-4P Federal Tax Form (PDF) | Complete the W-4P federal tax form for monthly benefits (retirement, survivor, or disability) if… |
Payment |
| W-4MNP Minnesota State Tax Form (PDF) | Complete the W-4MNP Minnesota state tax form for a refund or monthly benefits (retirement,… |
Payment |
| Virtual Benefit Fair | This publication highlights key resources about PERA benefits. |
Retirement |
| Verification of Termination (PDF) | This form is completed with the Retirement Application to verify termination requirements. |
Retirement |
| Verification of Employment Status Privatization (PDF) | This form verifies a member's privatization employment status to start their PERA benefit. |
Retirement |
| Understanding Your 1099 (PDF) | Learn about the different sections of the Form 1099-R. |
Payment |
| Understanding PERA (PDF) | This publications provides the basics about PERA benefits. |
Retirement |
| Understanding Combined Service (PDF) | This publication explains what happens if you have service in more than one plan. |
General |
| Tax Notice About Your Rollover Options (PDF) | This publication provides eligibility and tax information about your rollover options. |
Refund |
| SVF Retirement Application (PDF) | This application is completed by SVF members for a lump-sum benefit. |
SVF |
| Survivor Options Explained (PDF) | This fact sheet explains survivor options if electing someone other than your spouse. |
Retirement |
| Secure Document Upload (PDF) | Learn how to upload different types of documents on myPERA. |
General |
| Retirement Checklist (PDF) | This checklist summarizes important information to know as you apply for retirement. |
Retirement |
| Retirement Application (PDF) | This application is completed by Coordinated, Police & Fire, or Correctional members for… |
Retirement |
| Resources and Contacts (PDF) | This publication provides a list of resources and contacts outside of PERA. |
General |
| Repaying a Refund (PDF) | This fact sheet explains eligibility to repay past PERA refunds to restore service. |
Purchase |
| Refund Application (PDF) | This application is completed by Coordinated, Police & Fire, Correctional, or Defined… |
Refund |
| Privatization (PDF) | This publication will help you understand how privatization impacts your benefit. |
Retirement |
| Police & Fire Plan Handbook (PDF) | This handbook contains plan information for Police & Fire members. |
General |
| Phased Retirement Option Agreement (PDF) | Complete the PRO Agreement prior to the start of the employee’s phased retirement employment.… |
Retirement |
| Phased Retirement Option (PDF) | This fact sheet provides an overview of the Phased Retirement Option (PRO). |
Retirement |
| PERA Change Form (PDF) | Use this form to change your name, address, remove or add beneficiaries. |
General |
| PERA Benefits and Marriage Dissolution (PDF) | This guide is designed to assist the parties involved in a marriage dissolution and their… |
Divorce |
| Payment Recipient Address Change Form (PDF) | Complete this form if you are receiving a benefit and updating your mailing address. |
Payment |
| Military Leave Verification (PDF) | Your employer completes this form for a military leave of absence. |
Purchase |
| Military Leave Purchases (PDF) | This fact sheet provides an overview of purchasing missing contributions due to a… |
Purchase |
| Membership Election for Public Officials (PDF) | Complete within the first 30 days of work for optional PERA membership. |
Eligibility |
| Membership Election for City Managers (PDF) | Complete within the first 30 days of work for optional PERA membership. |
Eligibility |
| Membership Election for Certain Ambulance...(PDF) | Complete within the first 30 days of work for optional PERA membership. |
Eligibility |
| Leave Purchases (PDF) | This fact sheet provides an overview of purchasing missing contributions due to an authorized… |
Purchase |
| Independent Contractor or Employee (PDF) | This brochure reviews eligibility requirements of employees and independent contractors. |
Retirement |
| Guidelines for Composing Court Orders (PDF) | The publication contains sample language for composing court orders that divide PERA benefits.… |
Divorce |
| Disability Information Police & Fire Plan (PDF) | Learn about Police & Fire Plan disability eligibility and benefits. |
Disability |
| Disability Information Correctional Plan (PDF) | Learn about Correctional Plan disability eligibility and benefits. |
Disability |
| Disability Information Coordinated Plan (PDF) | Learn about Coordinated Plan disability eligibility and benefits. |
Disability |
| Direct Deposit Agreement (PDF) | Complete this form or log into myPERA to change your direct deposit for your monthly benefit… |
Payment |
| DCP Investment Selection Form (PDF) | Complete this form to update your DCP account investments. |
DCP |
| DCP Handbook (PDF) | This handbook contains plan information for defined contribution plan (DCP) members. |
DCP |
| Countdown to Retirement (PDF) | This publication outlines steps to take throughout your career as you plan your countdown to… |
Retirement |
| Correctional Plan Handbook (PDF) | This handbook contains plan information for Correctional members. |
General |
| Coordinated Plan Handbook (PDF) | This handbook contains plan information for Coordinated members. |
General |
| Consent for Release of Information (PDF) | Use this form to release your personal information to another individual, agency, or firm. PERA… |
General |
| Applying for Police & Fire Plan Benefits (PDF) | Learn about applying for benefits in the Police & Fire Plan. |
Retirement |
| Applying for Correctional Plan Benefits (PDF) | Learn about applying for benefits in the Correctional Plan. |
Retirement |
| Applying for Coordinated Plan Benefits (PDF) | Learn about applying for benefits in the Coordinated Plan. |
Retirement |
| Applying for a Refund (PDF) | This fact sheet provides an overview of your refund options to receive a one-time payment of… |
Refund |
| Annual Increase Police & Fire Plan (PDF) | Learn about the annual increase schedule in the Police & Fire Plan. |
Payment |