Member Forms & Publications

View and/or print forms and publications for active members.

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For members enrolled in PERA's life insurance program who wish to change their beneficiary(ies).

Complete this form to change your life insurance beneficiary in a disability waiver of premium policy. All other life insurance coverage is administered by Unum and uses a different form.

A form to enroll in the Life Insurance Program, administered by Unum. 

To be completed by new members or members changing beneficiaries, employment information, name, address, etc. (If only changing your address, you may call PERA instead of completing the form.)

To be completed to change address only information on an existing account. It changes address information for PERA Defined Benefit (DB) account(s), life insurance, PERAPlus 401(k), PERAPlus 457, and DC accounts.

Information for PERA members participating in a Section 125 flexible spending plan and how participation in such a plan may affect a PERA benefit.

Information on Social Security benefit reductions that may apply if you receive a Social Security benefit in addition to your PERA benefit.

Review information on benefit types and options under the PERA benefit structure.

An overview of the applicable laws, PERA rules, and procedures which affect benefit payments to a PERA member/retiree (the “Participant”) and the spouse of a PERA member/retiree (the “Alternate Payee”).

To be completed by PERA DC Plan participants changing names, addresses, phone numbers, and/or e-mail addresses.