Life Events Checklist

Throughout your time as an active member of SBCERA use the checklist below to assist you in determining what steps to take should any of the following life events occur.

Personal Information Changes or Family Changes

  • Address Change
  • Beneficiary Change
  • Divorce
  • Marriage
  • Name Change
  • SBCERA receives this information from your employer. Please update with your Human Resources Department and/or payroll specialist.
  • Complete and submit an SBCERA Beneficiary Designation/Change form. If you do not have a spouse or domestic partner’s signature on this form, you must also complete and submit a Justification for Non-Signature of Spouse or Domestic Partner form.
  • Contact SBCERA to discuss the steps you must take and how a divorce may affect your retirement benefit. If you wish to change your beneficiary, complete and submit an SBCERA Beneficiary Designation/Change form.
  • SBCERA receives this information from your employer. Please update with your Human Resources Department and/or payroll specialist.  However, you must update your beneficiary with SBCERA. Complete and submit a Beneficiary Designation/Change form.
  • SBCERA receives this information from your employer. Please update with your Human Resources Department and/or payroll specialist.

Employment Events

  • Start employment with a participating SBCERA employer
  • Employment Status Change
  • Termination of Employment Before Retirement
  • Complete the SBCERA Membership Enrollment Affidavit and submit it to your Human Resources Department and/or payroll specialist.
  • If your status changes to part-time or your hours are reduced making you ineligible for SBCERA membership, you will no longer pay retirement contributions or accrue service credit. However, your past contributions will remain on deposit and continue to earn interest. You may not refund these contributions unless you terminate your employment. Contact SBCERA for more information. If you change your employment to a different participating SBCERA employer, complete the SBCERA Membership Enrollment Affidavit and submit it to your Human Resources Department and/or payroll specialist.
  • Learn about the Termination Options available based on your membership status with SBCERA. To defer your retirement, you must complete the Request for Deferred Retirement form. To withdraw your SBCERA contributions, you must complete a Request for Refund form. For more information about your options, contact SBCERA.

Death or Disability Events

  • Death of an SBCERA Member
  • Death of Your Beneficiary
  • Disability

Other Events

  • Release of SBCERA Documents or Information
  • Assistance Handling SBCERA Transactions
  • If you wish to have documents released to someone other than yourself, such as a benefit estimate, member statement or a refund check, you must complete an Authorization for Release of Information & Documents form. This request is effective immediately and remains in effect for 30 days from the date of your signature. The person picking up this information from SBCERA will be required to show valid photo identification.
  • You can designate an Attorney-in-Fact to handle your retirement affairs relating to SBCERA such as, filing applications, benefit elections, designating beneficiaries, or applying for retirement by completing an SBCERA Special Durable Power of Attorney form. You can elect to make the power of attorney effective immediately or upon the event of your incapacity. For more information, view our Frequently Asked Questions.