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
• Active or Deferred Member Beneficiary Designation Form
• Estimate/Consultation Request
• Active Member - Model Domestic Relations Order (DRO) Language for Future Retirement Benefits - Shared Accounts
• Active Member - Model DRO Language for Future Retirement Benefits - Separate Accounts
• DRO Separate Accounts - Community Property Division Policy
• DRO Benefit Recipient - Beneficiary Designation Form

Disability Retirement Application and Information

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

For Members Leaving Employment

• Separation from Employment Packet
• Disposition of Retirement Distributions Form
• Special Tax Notice Regarding Retirement Distributions
• Reciprocity Policy
• Understanding Reciprocity
• Terminating Employment Before Retirement

Service Retirement Application and Information

• Service Retirement Application Packet
• How To Retire
• Service Retirement Policy
• Benefit Payment Policy
• Benefit Payment Options Explained
• Benefit Payment Optional Settlement 4 Policy
• Benefit Payment Option 4 Calculation Request
• 2023 AMCRE Member Voluntary Benefits Guide
• 2023 AMCRE Voluntary Benefits Enrollment Form

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
• Direct Deposit Authorization
• Beneficiary Designation Form, Retired Member
  
• Burial Benefit Beneficiary Designation Form, Retired Member
  
• Federal Pension Tax Withholding Form W-4P
• California Pension Tax Withholding Form DE 4P
• Return to Covered Employment Policy
• Benefit Payment Policy
• Certificate Attestation Form
• 2023 AMCRE Member Voluntary Benefits Guide
• 2023 AMCRE Voluntary Benefits Enrollment Form
• Retired Member - Model Domestic Relations Order (DRO) Language for Post-Retirement Benefits

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

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