Downloadable Forms

Most ERB forms below are fillable PDFs. Simply click the cursor on the blank line and begin typing. When finished, print the form, complete any required signatures, and mail to ERB.


Application for Retirement

You should obtain this form from your local personnel or business office 60-90 days prior to your planned effective date of retirement. There are four pages in the retirement application, they are: (1) Retirement Application Instructions, (2) Application for Retirement Checklist, (3) Member Information, and (4) the Employer Certification. Complete the Member Information Form and return it to your personnel or business office where the Employer Certification will be completed. Your employer will then forward the completed application to our office. Our staff will review your application for eligibility and mail to you your retirement documents, which include: an information memorandum, a final computation of your retirement benefit, a final selection of benefit form, and a direct deposit authorization form. (The New Mexico Retiree Health Care Authority will automatically mail you a retirement packet. For more information on the NMRHCA, call 1-800-233-2576.)


Retirement Application Package (pdf)


Other Forms for Members (pdf)


Beneficiary Designation - Form 42  (For Active Members Only - If you are retired and wish to inquire about a change in                                                                 beneficiary, please contact ERB Member Services at 1-866-691-2345 or  email                                                               

Change of Address Form (For all Retirees who've moved and wish to recieve their 1099 forms.)

Application to Purchase Service Credit  (Private School Employment in NM)

Please Note - Effective October 1, 2014: When you provide a check as payment, you authorize the State of New Mexico to either use information from your check to make a one-time electronic fund transfer from your account or to process the payment as a check transaction.

Authorization Agreement for Direct Deposit Services  (Bank Form for Retirees)

Application to Purchase Service Credit  (Out of State Employment)

Direct Rollover to ERB Transfer Request Form

Request for Refund and/or Rollover

State and Federal Tax Deduction Form  (click here for: IRS Tax Withholding Calculator, 2015 Tax Withholding Tables)

Statement of Release


Alternative Retirement Plan (ARP) Forms

*ARP Announcements*

-- ARP Selection Form (to be completed at initial time of employment)

-- Election to Become a Defined Benefit Plan Member (from ARP) Must be submitted through your employer

(brochure) Option to Switch from the ARP to the Defined Benefit Plan


Divorce Forms

Divorce - Pre-Retirement Model Order with Instructions Dividing ERB Benefits (pdf version)

Divorce - Pre-Retirement Model Order with Instructions Dividing ERB Benefits (MS Word version)

 Divorce - Post-Retirement Model Order with Instructions Dividing ERB Benefits (pdf version)
 Divorce - Post-Retirement Model Order with Instructions Dividing ERB Benefits (MS Word version)

Divorce - Release of Claims (pdf version - can be completed using your computer keyboard)

Click here for definitions and Frequently Asked Questions about the Release of Claims form.

Click here for more information on Community Property Rights.


Disability Forms

Contact ERB at 505-827-8030

Click here for information on Disability Retirement


Working After Retirement - Applications

-- Return To Work Program Application

           ERB Director's Policy Regarding Contributions by Retirees Working Pursuant to the RTWP

-- Application to Withdraw from Return To Work Program - posted 05/15/2013

-- Independent Contractor Determination Application


Forms for Employers

Form 100 FY (17)

- pdf FY17

- Microsoft Excel Version

Employee Job Category Definitions

- pdf  FY 15

Form 9 - ADJUSTMENTS TO MONTHLY REPORTS - Regular Members only "R" and "RU"
- pdf
- Microsoft Excel Version


Form 9a - ADJUSTMENTS TO MONTHLY REPORTS - ARP Members only - (Colleges & Universities)
- pdf
- Microsoft Excel Version


Form 9b ADJUSTMENTS TO MONTHLY REPORTS -Return to Work "RT", "RP", "TU" and "PU"
- pdf
- Microsoft Excel Version


- pdf
- Microsoft Excel Version


Application to Purchase Non-Reported Contributory Service Credit

- pdf


Employee Data Form
- pdf


Contact Update & Signature Authorization Form

- Microsoft Excel Version

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