Get Nm Pera Form

The Nm Pera Form is a crucial document for notifying the Public Employees Retirement Association of New Mexico of an employee's termination. This guide provides clear, step-by-step instructions on how to fill out the form online, ensuring a smooth and efficient process for users.

Follow the steps to successfully complete the Nm Pera Form online.

1. Click the ‘Get Form’ button to access the Nm Pera Form and open it in the editor.
2. Fill out the Employer’s Certification of Termination section by providing the PERA employer number and name. Next, enter the member’s social security number or PERA ID number, and provide their first name, middle initial, and last name.
3. Indicate the date of termination in the designated field and confirm that the member will not be re-employed within 30 days of termination. Sign the authorized employer’s signature line, including the title, date, and telephone number.
4. In the Member’s Notice of Intent section, select one of the options regarding the withdrawal of contributions: Total Amount Refunded, Direct Partial Rollover, Direct Rollover, or Remain on Account. Complete the relevant fields as necessary.
5. If applicable, provide the name and address of the financial institution for rollovers, including the federal tax ID number and retirement plan account number as instructed.
6. Fill out the Member Certification section by affirming that the information provided is true and correct. Sign the form and include the date.
7. Complete the Mailing Address and Telephone Number fields to ensure proper communication.
8. Indicate the marital status and, if married, ensure a notarized spouse signature is included.
9. Make sure to review the entire form for completeness and accuracy before saving, downloading, printing, or sharing the form as needed.

Complete your Nm Pera Form online today to ensure a timely processing of your termination notice.