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. See below for all downloadable forms.

Applying for your NMERB Retirement

Recommended Actions Leading Up To Retirement:

  • >>Register or login into your online Member Self-Service (MSS) login at www.nmerb.org. As an active member (not retired) you may review your statement of account and use the benefit estimator. See online instructions for information on how to register: www.nmerb.org.

  • >>If you are eligible and considering retirement within the next twelve months, you may request an Audited Benefit Estimate. You may download the form on the “Download Forms” tab on the website and follow the instructions. This process may take up to 8 weeks. NMERB will provide one Benefit Estimate for eligible members per year. 

click here.

>>Download Five Simple Steps to Retirement--(PDF)

>>Benefit Estimate Form (see below)

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.


Retirement Application Process

Step one: Complete the “Member Completion” section on page one of the NMERB Retirement Application. You may request the application from your Human Resources Office or download the document from the NMERB website on the “Download Forms” tab. 

Step two: Give your employer the Retirement Application with the Member Completion section finished. Your current employer will fill out the “Employer Section”. A complete retirement application must be submitted to NMERB. Inactive members who terminated employment 90 days prior to their effective retirement date don’t need to complete this section.

NOTE: When NMERB is in receipt of your completed Retirement Application, we’ll mail a letter informing you of the status. Approximately 45 days prior to your effective retirement date, we will send your Final Retirement Documents for you to complete.

*Retirement Application Form-- (pdf)

*Retirement Application Form with the 5 simple steps attached-- (PDF)

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



Additional 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 (updated 12/17)

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

You will need Acrobat reader to view the pdf files.

Click here to download Acrobat Reader