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Downloadable Forms

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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Home || Contact || Handbook

New Mexico Educational Retirement Board (NMERB)
Managing the Retirement Assets of New Mexico's Educators
Santa Fe 505.827.8030
Albuquerque 505. 888.1560
Las Cruces 575.647.3313

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