Forms/Resources

PERA offers publications about its benefits and services that can be an invaluable resource. All publications and forms are available to download or print in PDF format.

Affidavit for Free Military Service

To be used by a members called to active military service while actively employed by a PERA affiliated-employer to certify the dates of employment and military service.

Affidavit for Missing Spouse

Affidavit for Missing Spouse

Application for Pension - New

To be filled out when applying for pension updated April 2025

Application for Volunteer Firefighter Pension
Application for Volunteer Firefighter Pension
Attorney's Instructions & Model Dividing PERA Benefits
Attorney instructions for Orders Dividing PERA Retirement Benefits
Attorney's Instructions Order Changing Form of Payment
Attorney's Instructions Order Changing Retirement Benefits Form of Payment
Beneficiary Designation - New
To be used by an active member to designate a survivor and refund beneficiary to receive a death benefit after the death of the member. This is a new form that combines both beneficiary designations. Updated April 2025
Beneficiary Spousal Consent Form - New
To be used for a spouse to consent if member is selecting a beneficiary other than the spouse. Updated April 2025
Change in PERA Records - New
To be used by all members to notify PERA of a change of address, a change of name or a change of social security number. You can now update your mailing address, phone number and email address in your PERA RIO account. Please visit https://perass.state.nm.us/SelfService/ to update this information rather than submitting a Change In PERA Records form. Updated April 2025
Change in Retirement Date
To be used to change a member's retirement date after the member has submitted a completed retirement kit to PERA.
Co-Payee Request for Refund
To be filled out by co-payee if requesting to withdraw member contributions.
Co-Payee Request for Rollover
To be filled out by a co-payee if requesting a rollover of member contributions.
Member Request for Refund - New
To be filled out by PERA member if requesting to withdraw member contributions. Updated August 2025
Member Request for Rollover - New
To be filled out by PERA member if requesting a rollover of member contributions. Updated August 2025
PERA Request Form - New
To be used by an active member who wishes to request an estimate of benefits (must be within 3 years of retirement); cost calculations for air time, with drawn service, or military service; prepare a service credit verification or request a PERA Retirement Kit. Updated April 2025
Re-evaluation Application for Disability Retirement Benefits
Reevaluation Application for Disability Retirement Benefits
Affidavit for collection of personal property
Affidavit for collection of personal property (Small Estate)
PERA&Retirement&Kit
Instructions detailing the Retirement Process
PERA Disability Retirement Kit Forms
Forms required for the Disability Retirement Process
PERA Volunteer Firefighter Retirement Kit
Instructions detailing the Volunteer Firefighter Retirement Process
PERA Member Handbook
A guide for members.
Magistrate Member Handbook - Member Prior to 07/01/2014
A guide for Magistrate Judges who took the bench prior to July 1, 2014.
PERA Disability Retirement Kit
Instructions detailing the Disability Retirement Process
Judicial Member Handbook - Member Prior to 07/01/2014
A guide for Judges/Justices who took the bench prior to July 1, 2014.
Judicial Member Handbook - Member on or after July 1, 2014
A guide for Judges/Justices who took the bench on or after July 1, 2014.
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