Member Handbook

For Active or Deferred Member Forms

MCERA requires a signed form to implement changes to member information.  Handwritten or verbal requests will not be accepted.

• Administrative Hearing Policy
• Administrative Hearing Statement of Claim Form
• Beneficiary Designation Form, Active or Deferred Member
  
• Beneficiary Designation Form, DRO Recipient
• Estimate/Consultation Request Form
• Model Domestic Relations Order (DRO) Language for Active or Deferred Member Future Retirement Benefits - Shared Accounts
• Model DRO Language for Active or Deferred Member Future Retirement Benefits - Separate Accounts
• Separate Account Divisions of Community Property Interest Policy

Disability Retirement Application and Information

• Disability Retirement Application Handbook
• Procedures For Disability Retirement and Formal Hearings

For Members Leaving Employment

• Disposition of Retirement Distributions Form
• Separation from Employment Packet
• Special Tax Notice Regarding Retirement Distributions
• Direct Deposit Authorization for Lump Sum Payments
• Reciprocity Policy
• Understanding Reciprocity
• Terminating Employment Before Retirement

Service Retirement Application and Information

• AMCRE - New Member Voluntary Benefits Guide
• AMCRE - New Member Voluntary Benefits Enrollment Form
• Benefit Payment Policy
• Benefit Payment Options Explained
• Benefit Payment Optional Settlement 4 Policy
• Benefit Payment Option 4 Calculation Request
• Certificate Attestation Form
• How To Retire
• Service Retirement Application Packet
• Service Retirement Policy

For Retired Members

MCERA requires a signed form to implement changes to member information.  Handwritten or verbal requests will not be accepted.

• Address Change Form
  
• Administrative Hearing Policy
• Administrative Hearing Statement of Claim Form
• AMCRE - Member Voluntary Benefits Guide
• AMCRE - Member Voluntary Benefits Enrollment Form
• Beneficiary Designation Form, Retired Member
  
• Burial Benefit Beneficiary Designation Form, Retired Member
• Benefit Payment Policy
• California Pension Tax Withholding Form DE 4P
• Certificate Attestation Form
• Direct Deposit Authorization
  
• Federal Pension Tax Withholding Form W-4P
• Model Domestic Relations Order (DRO) Language for Retired Member Post-Retirement Benefits
• Return to Covered Employment Policy
• Separate Account Division of Community Property Interest Policy

For Recipient Benefit Continuance (After Death of a Member)

MCERA requires a signed form to implement changes to member information.  Handwritten or verbal requests will not be accepted.

• Address Change Form
  
• Beneficiary Designation Form, Recipient Benefit Continuance
• California Pension Tax Withholding Form DE 4P
• Certificate Attestation Form
• Direct Deposit Authorization Form
• Federal Pension Tax Withholding Form W-4P

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