Get Pera Beneficiary Designation Form.pdf - New Mexico State Judiciary

Completing the PERA Beneficiary Designation Form is an essential step in ensuring that your retirement benefits are distributed according to your wishes. This guide provides clear instructions on how to accurately fill out the form online, making the process straightforward and accessible for all users.

Follow the steps to successfully complete your beneficiary designation form.

1. Click the ‘Get Form’ button to obtain the PERA Beneficiary Designation Form. This will open the form in a user-friendly online editor.
2. Indicate whether you are filling out a new designation or changing existing information by selecting the appropriate checkbox at the top of the form.
3. Complete the Member Information section by providing your social security number or date of birth, PERA ID number, first name, middle initial, last name, mailing address, city, state, zip code, and home or cell telephone number.
4. Specify your marital status by checking one of the options: never married, married, divorced, or widowed. Remember, marriage or divorce after filling out this form can revoke your beneficiary designations.
5. In the Survivor Beneficiary Information section, enter the name, relationship, social security number, and date of birth of the person you designate to receive a monthly pension in the event of your death prior to retirement.
6. In the Refund Beneficiary Information section, designate a person or organization. If a person, fill out their name, relationship, social security number, and date of birth. If an organization, provide the organization's name, address, and tax ID number.
7. If you are married and naming someone other than your spouse as a beneficiary, check the box in the Spousal Consent section. You must then complete the Beneficiary Spousal Consent Form, which requires notarization.
8. Sign and date the Member Authorization section to affirm that all information provided is true and complete.
9. Once you have completed the form, you may choose to save changes, download, print, or share the form for submission.

Complete your PERA Beneficiary Designation Form online today to ensure your retirement benefits are handled according to your preferences.