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  • Early Out Retirement Pera Request Form - Public Employees ...

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P UBLIC EMPLOYEES RETIREMEN T A SSOCIATION OF N EW M EXICO P UBLIC EMPLOYEES RETIREMEN T BOARD Print Form P.O. Box 2123, Santa Fe, New Mexico 87504-2123 (505) 476-9401 fax (505) 476-9300 voice (800).

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How to fill out the Early Out Retirement Pera Request Form - Public Employees online

Filling out the Early Out Retirement Pera Request Form is an important step for public employees looking to secure their retirement benefits. This guide provides clear and detailed instructions to help you complete the form online with confidence.

Follow the steps to successfully complete your retirement request form.

  1. Click ‘Get Form’ button to obtain the form and open it in the editor.
  2. Begin by entering your member information in the designated fields. This includes your Social Security Number or PERA ID Number, first name, middle initial, last name, mailing address, and contact information including home and business telephone numbers as well as your email address.
  3. Provide your city, state, ZIP code, date of birth, and gender by selecting the appropriate option.
  4. Indicate your present employer from the list provided, ensuring it is one of the listed entities: Bernalillo County, City of Albuquerque, City of Rio Rancho, or City of Santa Fe.
  5. In the 'Request for Information' section, check all applicable boxes to specify what information or assistance you require—whether a retirement kit or an estimate of benefits. Include your known employer early out date and effective retirement date if you have those details.
  6. Fill in the beneficiary's name and their relationship to you in the specified fields.
  7. If applicable, check all plans that apply for reciprocity, including PERA, JRA, MRA, or ERA.
  8. Complete the sections if you wish to purchase withdrawn service, military service, or 'air time' service. Attach the necessary documentation such as a copy of your DD214 or your last pay stub.
  9. Specify the name of the employer if you are requesting information regarding prior service.
  10. Lastly, ensure your signature and date are included at the end of the form, signifying your consent and verification of the provided information.
  11. Once completed, save any changes, and you may then download, print, or share the form according to your needs.

Complete your Early Out Retirement Pera Request Form online today to secure your retirement benefits.

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If you apply for a withdrawal, employer contributions made on your behalf are retained by PERA. If you withdraw your member contributions, you will forfeit the associated service credit. You must provide all divorce decrees and applicable marital property settlements prior to refund or rollover of your contributions.

If you do a refund/rollover of your account prior to age 59½, in addition to regular federal and state income taxes, you may have to pay a 10% additional federal income tax for early distribution.

Any age with 24 years or more of service credit; or • Age 60 or older with fifteen or more years of service credit; or • Age 65 years or older and eight or more years of service credit.

Leaving Your Account(s) With PERA Your DB Plan account(s) will remain tax-deferred, continue to accrue interest, and you may do a refund/rollover at any time.

To do a rollover or withdraw your PERAPlus 401(k) Plan account, PERAPlus 457 Plan account, or PERA DC Plan account, call 1-800-759-7372 and select the PERAPlus/DC option.

If you receive the refund before age 59½, you may be subject to an additional 10 percent federal early withdrawal tax.

You are vested in PERA after 36 months of public service (60 months for members hired after June 2010). Being vested means you qualify for benefits at the minimum allowable age.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232