Forms Retired Members

Overview May 31, 2018

Retired Members
For Members Who Are Already Retired

This page provides forms to send to SCERS to change address, beneficiary, taxes, and choose or change direct deposit. It also provides information regarding dissolution of marriage processes.

Please note that the cut-off date for retirees to submit changes, such as banking, tax, and address, is the 10th of each month. If that day falls on a holiday or weekend, the cut-off date will be the business day prior to the 10th.

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

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 November 30, 2023 Optional Forms

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.

Post May 31, 2018 Other Information

Dissolution of Marriage after Retirement

This document provides information and answers questions about the division of retirement benefits upon the divorce or legal separation of a retired member. This information is for members who are already receiving benefit payments from SCERS.

Dissolution of Marriage After Retirement

Post February 25, 2022 Other Information

Request for Informational Letter or Document

Use this form to request reprints of documents previously provided by SCERS or to request necessary informational letters. For the most up-to-date account information, you can log into the Retirement Benefit Calculator at https://www.scers.gov/benefit-calculator to review and print your account balance.

Request for Informational Letter or Document

Post May 31, 2018 Required Forms

Tax Withholding

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

Post December 12, 2022 Other Information

Suspension of Retirement Allowance

Persons who receive a retirement allowance from the Sacramento County Employees’ Retirement System (SCERS) for past employment cannot work for any SCERS employer on an indefinite or “permanent, regular” basis. However, persons who receive a service retirement allowance and are offered permanent, regular employment with the SCERS employer from which they retired may suspend their allowance. Please see the application and FAQs below for more information.

Forms Retired Members

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