Forms and Publications

Review financial, investment, and other information about PERA's pension administration.

Review a financial summary that highlights several sections of the ACFR.

This archived newsletter provides PERA news and updates from November 2024.

This fact sheet provides an overview of the actuarial military service purchase option.

Learn about the annual increase schedule in the Coordinated Plan.

Learn about the annual increase schedule in the Correctional Plan.

Learn about the annual increase schedule in the Police & Fire Plan.

This fact sheet provides an overview of your refund options to receive a one-time payment of…

Learn about applying for benefits in the Coordinated Plan.

Learn about applying for benefits in the Correctional Plan.

Learn about applying for benefits in the Police & Fire Plan.

Use this form to release your personal information to another individual, agency, or firm. PERA…

This handbook contains plan information for Coordinated members.

This handbook contains plan information for Correctional members.

This publication outlines steps to take throughout your career as you plan your countdown to…

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

Complete this form to update your DCP account investments.

Complete this form or log into myPERA to change your direct deposit for your monthly benefit…

Learn about Coordinated Plan disability eligibility and benefits.

Learn about Correctional Plan disability eligibility and benefits.

Learn about Police & Fire Plan disability eligibility and benefits.

The publication contains sample language for composing court orders that divide PERA benefits.…

This brochure reviews eligibility requirements of employees and independent contractors.

This fact sheet provides an overview of purchasing missing contributions due to an authorized…

Complete within the first 30 days of work for optional PERA membership.

Complete within the first 30 days of work for optional PERA membership.

Complete within the first 30 days of work for optional PERA membership.

This fact sheet provides an overview of purchasing missing contributions due to a…

Your employer completes this form for a military leave of absence.

Complete this form if you are receiving a benefit and updating your mailing address.

This guide is designed to assist the parties involved in a marriage dissolution and their…

Use this form to change your name, address, remove or add beneficiaries.

This fact sheet provides an overview of the Phased Retirement Option (PRO).

Complete the PRO Agreement prior to the start of the employee’s phased retirement employment.…

This handbook contains plan information for Police & Fire members.

This publication will help you understand how privatization impacts your benefit.

This application is completed by Coordinated, Police & Fire, Correctional, or Defined…

This fact sheet explains eligibility to repay past PERA refunds to restore service.

This publication provides a list of resources and contacts outside of PERA.

This application is completed by Coordinated, Police & Fire, or Correctional members for…

This checklist summarizes important information to know as you apply for retirement.

Learn how to upload different types of documents on myPERA.

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

This application is completed by SVF members for a lump-sum benefit.

This publication provides eligibility and tax information about your rollover options.

This publication explains what happens if you have service in more than one plan.

This publications provides the basics about PERA benefits.

Learn about the different sections of the Form 1099-R.

This form verifies a member's privatization employment status to start their PERA benefit.

This form is completed with the Retirement Application to verify termination requirements.