Forms Planning Retirement
Planning for Retirement
For Members Who Are Planning Retirement
This page provides forms and information to apply for service retirement. This information is designed for members who are within 90 days of retirement.
Application for Service Retirement
These are the forms you will need to apply for service retirement.
Member’s Affidavit
This form is mainly used to change your address, beneficiary, or marital status.
Tax Withholding
This form is used to change your Federal and California State income tax withholding amounts.
Authorization for Direct Deposit
This form is to sign up or change the direct deposit of your retirement warrant. It is also used when submitting the Service Retirement application.
Disposition of Accrued Sick Leave
This form is for management employees only to declare their intention to dispose of accrued sick leave. It is also used when submitting the Service Retirement application.
SCREA Membership
This form is to sign up for voluntary membership in the Sacramento County Retired Employees Association (SCREA) and authorize SCERS to take monthly deductions for SCREA dues from your retirement warrant.
Disability Retirement Application
Use the Disability Retirement Application and Instructions to submit your Disability Retirement Application.
Dissolution of Marriage Guidelines
This document provides information and answers questions about the division of retirement benefits upon divorce or legal separation of an active member. This information is for members who are not retired or have not yet received benefit payments from SCERS.
Service Purchases
You may be eligible to purchase additional service credit that can increase your pension benefit.