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.

Coming Soon

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.

Voya Account Access

Voya Account Access

Access your account from here.

Forms Resources

Forms Resources

Access all your member forms from here.

Make a Payment

Make a Payment

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