Forms Planning Retirement

Overview May 31, 2018

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.

Please read this important notice that concerns a possible amendment to SCERS’ Final Compensation Review Policy that could impact the calculation of your retirement allowance.

Post May 31, 2018 Required Forms

Application for Service Retirement

These are the forms you will need to apply for service retirement.

Post August 2, 2018 Required Forms

Member’s Affidavit

This form is mainly used to change your address, beneficiary, or marital status.

Post May 31, 2018 Required Forms

Tax Withholding

This form is used to change your Federal and California State income tax withholding amounts.

Post May 31, 2018 Required Forms

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.

Post May 31, 2018 Optional Forms

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.

Disposition of Accrued Sick Leave

Post November 30, 2023 Optional Forms

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.

Post October 16, 2018 Other Information

Disability Retirement Application

Use the Disability Retirement Application and Instructions to submit your Disability Retirement Application.

For more information, refer to the Disability Retirement Procedures of the Sacramento County Employees’ Retirement System which govern the submission, review, and evaluation of Applications; the adjudication of Contested Applications; and the Board’s decisions on Applications and judicial review thereof, in accordance with the County Employees’ Retirement Law of 1937 (Government Code Sections 31450 et seq.), applicable case law, and SCERS Bylaws.

Post May 31, 2018 Other Information

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.

Dissolution of Marriage Guidelines

Post May 31, 2018 Other Information

Purchasing Public Service Packet

This packet includes eligibility information, guidelines, and required forms to purchase up to four years of public service credit.

Purchasing Public Service Packet

Request Pertaining to Military Records (Standard Form 180)

Forms Planning Retirement

Planning to Retire With SCERS
If you're close to retirement, this video can help you prepare for that important step.

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