The Application Process

Applying for a Disability Retirement is an extensive process that requires a comprehensive evaluation of your Disability Retirement application. Below is an outline of what you may expect:

Step 1: Contact SBCERA– To begin the process and request the required forms and information, please contact SBCERA at (909) 885-7980 or Toll Free (877) 722-3721.

Step 2:  Submit Completed Application for Review– Submit a completed and signed application to SBCERA that includes the SBCERA Physician’s Report, Applicant’s Statement of Facts and Circumstances, and Medical Releases. SBCERA will conduct a review of the application to ensure the application is timely and complete and in accordance with Rule 4(a) of the Procedures for Disability Retirement Applications and Formal Hearings (Rev. 9/2016). An initial Disability Retirement consultation cannot be scheduled until the application is deemed timely and complete.

Step 3:  Schedule and Attend a Consultation Appointment with SBCERA – SBCERA will contact you confirming that your application has been accepted for processing and schedule your initial Disability Retirement consultation. Prior to attending the consultation, you must complete and sign the forms.

Step 4:  Document Collection and Processing– SBCERA staff collects and assembles medical and personnel documents pertaining to the Disability Retirement application. However, remember that you have the burden of proving that you are entitled to the benefits you are requesting. To help you meet that burden, you should submit any additional evidence in support of your application during this time.

Step 5:  Independent Medical Examination– You may be required to submit to one or more independent medical examinations based on your claimed injury and/or illness.

Step 6:  Comprehensive Medical Review and Preparation for the SBCERA Board of Retirement– The SBCERA Medical Advisor conducts a comprehensive review of the records pertaining to the application and advises the SBCERA Board on medical matters. In addition, staff reviews all records and prepares the recommendation to the SBCERA Board of Retirement.

Step 7:  SBCERA Board of Retirement Initial Hearing– The Disability Retirement application is considered by the SBCERA Board of Retirement.

NOTE: Generally, in order for your application to be deemed timely, your Disability Retirement application must be submitted while you are still in service as an Active Member, or within four months after discontinuance of service, or it must establish that you have been continuously physically or mentally incapacitated from the date of discontinuance of service.

Read a full overview of the Disability Retirement Application Process.