Application for Retirement

You should obtain this form from your local personnel or business office sometime in mid-April of the year of your planned retirement. Complete Section I and return the form to your personnel or business office where Section II will be completed. Your employer will forward the completed application to our office. Our staff will review your application for eligibility and mail you: (a) An information memorandum; (b) A final computation of your retirement benefit; (c) A final selection of benefit form; and (d) A direct deposit authorization form. The New Mexico Retiree Health Care Authority will automatically mail you a retirement packet.

Retirement Application Package (pdf)

Other Forms for Members (pdf)

ARP Election Form - Must be submitted through your employer

Application to Purchase Service Credit (Out of State Employment)

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

Authorization Agreement for Direct Deposit Services

Change of Address Form

Direct Rollover to ERB Transfer Request Form

Request for Refund and/or Rollover

State and Federal Tax Deduction Form

Statement of Release

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

Divorce - Model Order with Instructions Dividing ERB Benefits (word version)

Divorce - Release of Claims (pdf version)

Divorce - Release of Claims (word version)

Disability - Authorization for Release of Information (pdf version)

Disability - Authorization for Release of Information (word version)

Disability - Physician Statement of Disability (pdf version)

Disability - Physician Statement of Disability (word version)

Beneficiary Designation (Form 42)

Application for Return to Work Program (NM ERA Retirees Only)

Employee vs: Independent Contractor (IC) Determination

Option to Switch from the ARP to the Defined Benefit Plan Information Sheet

Forms for Employers

Form 100 - Contribution Report - FY11
- pdf
- Microsoft Excel Version

- Instructions

Form 100 - Contribution Report - FY10
- pdf
- Microsoft Excel Version

- Instructions

Form 100 - Contribution Report - FY09
- pdf
- Microsoft Excel Version

Contribution Rate Schedule
- pdf

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", 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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