Membership Tier Verification Form
This form is designed to help SBCERA employers place new members
in the correct retirement plan immediately upon hire.
Employer Requirement: You must provide this form
to all newly hired SBCERA members and only
return to SBCERA if the person appears to qualify for Tier 1
membership. Both you and the new hire must complete this
form. SBCERA must process this form before the end
of the employee’s first pay period.
SBCERA Waiver of Membership (60+) Form
This form serves as a waiver of membership for members who have
attained the age of sixty or greater prior to employment.
Employer Requirement: You must provide this form
to all new hires who are 60 and
above. The form should be returned to SBCERA even
if the employee is not waiving membership. SBCERA must
process this form before the end of the employee’s
first pay period.
Submitting Documents
Each of these forms must be submitted to SBCERA through
EmployerDirect,
our secure online portal for participating employers.
