Downloadable Forms

ERB forms have been formatted so they can be completed using a computer keyboard. 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                                                                         ERB-memberhelp@state.nm.us.)

Application to Purchase Service Credit  (Out of State Employment)

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)

Change of Address Form

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, 2014 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

 

 

LAU Guidance Memo FY 14-15

 

LAU Guidance Memo on Data Mapping and Deadlines - 07/03/2013

 

LAU Guidance Memo FY 13-14

 

RTW Program & RTW Exception Applicability to Retirees Under DBP & ARP - 05/29/2013

 

 

Form 100 - Contribution Report  - FY 15

- pdf

- Microsoft Excel Version

- Instructions

 

Form 100 - Contribution Report  - FY 14

- pdf

- Microsoft Excel Version

- Instructions

 

Contribution Rate Schedule
- pdf

 

Employee Job Category Definitions

- pdf  FY 15

- pdf  FY14

 

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

 

Form 9c ADJUSTMENTS TO MONTHLY REPORTS - Return to Work "RE" and "RW" NO CONTRIBUTIONS TO REPORT
- pdf
- Microsoft Excel Version

 

Application to Purchase Non-Reported Contributory Service Credit

- pdf

 

Employee Data Form
- pdf


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