Employer Forms & Publications

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Information for State and community college employees eligible for PERAChoice. It includes the PERAChoice Election and Release Form, Member Information Form-Defined Benefit Plans, and DC Plan Beneficiary Designation Form.

To be completed by participants in PERAChoice who wish to use their one-time, irrevocable option of switching between the PERA DB and PERA DC Plans in years two through five of participation. The form should also be used if a participant wants to transfer their PERA DB account to the DC Plan after the switch.

To be completed by members who are working for a PERA-affiliated employer, but not in a PERA-covered position and who would like to enroll in the PERAPlus 401(k) Plan. Employees should also complete this form to notify the PERAPlus 401(k) Plan of any changes to their information.

A comparison of the Roth and pre-tax options in the PERAPlus 401(k) and 457 Plans. 

A guide for employers on adopting the Roth option in the PERAPlus 401(k) and 457 plans.

Provides information and instructions on how to affiliate with the PERAPlus 457 Plan.

Information if you are planning to retire in five to 10 years.

Information on eligibility requirements and estimated costs of purchasing defined benefit service credit (includes a Service Credit Purchase Application).

Learn about leaving your account at PERA, refunding your account, and tax issues concerning refunding. This booklet also includes Refund Request and Rollover Request forms and was previously called Terminating PERA-Covered Employment.

Retirement Application Kit

If you are planning to retire within the next four to five months, this Kit has all of the latest versions of the forms and brochures needed to ensure a smooth transition from PERA-covered employment to retirement.