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Service Credit --Quicklinks-- Calculating Retirement Retirement Benefits Benefit Options Preparing for Retirement Earned Service Credit Leave of Absence Membership Contributions Refund Information Pension Payments Disability Retirement Disability Benefits Employment after Retirement Return to Work Program Contractors $15.000 or FTE Rule Reemployment of Retirees Community Property Rights Dividing Benefits Divorce NM Health Care Authority Cost of Living Adjustment Retirement Eligibility Deferred Retirement Rule of 75 Allowed Service Effective Retirement Date Reciprocity ERA/PERA Options before Retirement Alternative Retirement Plan Sabbatical Leave

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)

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

Model Order with Attorney Instructions

Beneficiary Designation (Form 42)

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

Employee vs: Independent Contractor (IC) Determination

Forms for Employers

Form 100 - Contribution Report - revised 08-14-06
- pdf
- Microsoft Excel Version

Form 9 - ADJUSTMENTS TO MONTHLY REPORTS - Regular Members only
- pdf
- Microsoft Excel Version

Form 9a - ADJUSTMENTS TO MONTHLY REPORTS - Alternative Retirement Plan (ARP) Members only
- pdf
- Microsoft Excel Version

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

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

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