Downloadable Forms

You may download and print out most NMERB forms such as, the Beneficiary Form (Form 42), Retirement Application, Benefit Estimate Request, Change of Address Form, and the State and Federal Tax Withholding Form. Please fill out all forms using black or dark blue ink. Complete any required signatures and mail the forms (unless otherwise stated) to NMERB at PO Box 26129 Santa Fe, NM 87502.

 

 

For your information: For questions concerning health and life insurance premiums contact The New Mexico Retiree Health Care Authority at 1-800-233-2576.

 

Applying for your NMERB retirement

Before you retire, you may wish to review your potential monthly benefit. If you're eligible, you may download and fill out the Request for Benefit Estimate Form (see below). You may scan and email this form to ERB-MemberHelp@state.nm.us. This process may take up to 8 weeks to process. In order to review an estimate of your monthly benefit immediately, please register or login into the Member-Self Service portal by clicking: My NMERB Account.

*Request for Benefit Estimate Form --(pdf)

*Note: NMERB will provide one benefit estimate for eligible members per year.

 

Your NMERB retirement application

You should obtain the Retirement Application Form from your local personnel or business office 60-90 days prior to your effective date of retirement. You may also download and print out the application yourself. Your Retirement Application has four pages: (1) Retirement Application Instructions, (2) Application for Retirement Checklist, (3) Member Information, and (4) the Employer Certification. Complete the Member Information Form and return it to your personnel or business office where the Employer Certification will be completed by your employer. Your employer will then forward the completed application to our office.

 

Our staff will review your application for eligibility and mail you your Retirement Documents Packet. This will include: an information memorandum, a final computation of your retirement benefit, a final selection of benefit form, and a direct deposit authorization form. You must complete and fill out all forms and mail the original copies to NMERB at PO Box 26129 Santa Fe, NM 87502. You should receive the Retirement Documents Packet at least one month prior to your effective retirement date. If you have not received this information, please email ERB-MemberHelp@state.nm.us.

*Retirement Application Form-- (pdf)

*NMERB now accepts your driver's license as proof of age for the Retirement Application.

 

Member forms

 

Beneficiary Designation - Form 42  (For Active/Inactive Members Only) - If you are retired and wish to inquire about a change in beneficiary, email ERB-memberhelp@state.nm.us.

Change of Address Form (For all Retirees who've moved and wish to recieve their 1099 forms.)

Application to Purchase Service Credit  (Private School Employment in New Mexico)

Please Note - Effective October 1, 2014: When you provide a check as payment, you authorize the State of New Mexico to either use information from your check to make a one-time electronic fund transfer from your account or to process the payment as a check transaction.

Authorization Agreement for Direct Deposit Services  (Bank Form for Retirees)

Application to Purchase Service Credit  (Out of State Employment)

Direct Rollover to ERB Transfer Request Form

Request for Refund and/or Rollover

State and Federal Tax Deduction Form  (click here for: IRS Tax Withholding Calculator, 2015 Tax Withholding Tables)

Statement of Release

 

Alternative Retirement Plan (ARP) Forms
ARP Eligibility - ARP NMERB Manual

ARP Announcements

-- ARP Selection Form (to be completed at initial time of employment)

-- Election to Become a Defined Benefit Plan Member (from ARP) Must be submitted through your employer)

(Brochure) Option to Switch from the ARP to the Defined Benefit Plan

 

Divorce Forms

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

Divorce - Pre-Retirement Model Order with Instructions Dividing ERB Benefits

(MS Word version)

 Divorce - Post-Retirement Model Order with Instructions Dividing ERB Benefits (pdf version)
 Divorce - Post-Retirement Model Order with Instructions Dividing ERB Benefits (MS Word version)

Divorce - Release of Claims (pdf version - can be completed using your computer keyboard)

Click here for definitions and Frequently Asked Questions about the Release of Claims form.

Click here for more information on Community Property Rights.

 

Disability Forms

For information pertaining to disability please email ERB-MemberHelp@state.nm.us

Click here for information on Disability Retirement

 

Working After Retirement - Applications

-- Return To Work Program Application

           ERB Director's Policy Regarding Contributions by Retirees Working Pursuant to the RTWP

-- Application to Withdraw from Return To Work Program - posted 05/15/2013

-- Independent Contractor Determination Application


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