Preparing to Retire

• W-4P

  Complete the W-4P federal tax form for monthly benefits (retirement, survivor, or disability) if you want to withhold an amount different than…

• W-4MNP

  Complete the W-4MNP Minnesota state tax form for a refund or monthly benefits (retirement, survivor, or disability) and you want to withhold…

• Verification of Employment Status-Privatization

  Privatization Only – complete this form to verify the employment status of a PERA member eligible for privatized benefits. Your privatized employer…

• Guidelines for Composing Court Orders

  This publication provides an overview of composing court order language for PERA benefits due to marital dissolution.

• Survivor Options

  This fact sheet explains survivor options available when electing someone other than your spouse.

• Handbook – Defined Contribution Plan

  This handbook contains plan information for defined contribution plan (DCP) members.

• Annual Increase – Coordinated

  This fact sheet explains the annual increase for Coordinated members.

• Divorce Guide

  This guide assists involved parties with the impact of divorce to PERA benefits, as it is considered marital property.

• Privatization Fact Sheet

  This publication will help you understand how privatization affects your PERA benefit.

• Handbook – Police & Fire

  This handbook contains plan information for Police & Fire members.