Retiree Forms & Publications

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

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For enrollments effective in 2018. This booklet provides details about PERACare, PERA's health benefits program, for benefit recipients (and eligible dependents) who are under age 65 and not in Medicare. To enroll or change coverage, you will need to complete the PERACare Pre-Medicare Enrollment/Change Form. (Unless you specify otherwise, this booklet will be included in your Retirement Kit.)

Information on how Medicare works with PERACare.

To be completed by benefit recipients enrolled in PERACare to request PERA to automatically withdraw PERACare premiums from your checking or savings account.

Read this brief summary of the PERACare options available for the 2018 plan year.

 

To be completed by a benefit recipient to cancel PERACare coverage at any time. All cancellations are effective the last day of the month and require 30-days written notice.

Change the named beneficiary on a retiree account by completing this form.

A list of upcoming PERA meeting open to any PERA member or retiree.

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

To be completed by an eligible child who must provide certification within 30 days of the ending date of the spring term, indicating his or her intention to return to school on a full-time basis for the fall term in order to receive benefits during the summer months. This form must be completed by children of deceased PERA members who are receiving a benefit contingent on their enrollment in an accredited school on a full-time basis.

All PERA benefit recipients will want to know how a PERA benefit is affected by federal and Colorado state income tax laws. This brochure has information on both federal and state tax laws and includes the Withholding Preference Form to authorize or change withholding.

If you do not provide withholding instructions, federal law requires PERA to withhold federal income tax at a rate for a married individual claiming three allowances.

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