Retiree Forms & Publications

View and/or print forms and publications for retirees and benefit recipients.

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PERA benefit recipients should use this form to have PERA benefits deposited directly into a bank or credit union account.

Information on the most frequently asked questions about PERA from retirees.

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.

To be completed by children of deceased PERA members who are receiving a benefit contingent on their enrollment in an accredited, non-traditional school on a full-time basis.

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

Complete this form if you want to add coverage(s), make changes, or cancel your coverage(s) for the 2018 plan year. This form is used for "combination coverage" only. Combination coverage applies when you are covering your spouse and/or child(ren) and one of you is on Medicare, but others are still under age 65.

For enrollments effective in 2018. Use this form to change your PERACare coverage if you are in Medicare. You may also complete the PERACare Medicare Enrollment/Change Form online in our secure area. (Requires a PERA PIN/User ID and password.)

For enrollments effective in 2018. This form allows you to enroll in or change your PERACare coverage if you are pre-Medicare. You may also complete the PERACare Pre-Medicare Enrollment/Change Form online in our secure area. (Requires a PERA PIN/User ID and password.)

For enrollments effective in 2018. This booklet provides details about PERACare, PERA's health benefits program, for benefit recipients (and eligible dependents) in Medicare. To enroll or change coverage, you will need to complete the PERACare Medicare Enrollment/Change Form.

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