Life Events Checklist

As an SBCERA retiree or beneficiary, when any of these events occur please take the following steps with SBCERA.

Personal Information Changes or Family Changes

Address or Name Change  

If you move, temporarily or permanently, please complete and submit an SBCERA  Address/Name Change Request form. It is essential that you keep your address up-to-date with SBCERA.

Name Change  

Complete and submit an SBCERA Address/Name Change Request form. You must also provide a certified copy of your marriage certificate, a copy of your divorce decree, or a court order changing your name.

Beneficiary Change  

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.  

Divorce  

Contact SBCERA as soon as possible 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. See steps above.

Marriage  

Submit your certified marriage certificate to SBCERA. Update your beneficiary designation with SBCERA by completing a Beneficiary Designation/Change form.   If applicable, update your name by completing an Address/Name Change Request form.

Tax Withholding Change for Your SBCERA Benefit  

You can change your tax withholding at any time.  To do so, you must complete and submit an SBCERA Tax Withholding Election form.  

New Financial Institution for Direct Deposit

If you change financial institutions or close an account, please update SBCERA as soon as possible using an Authorization Agreement for Electronic Funds Transfer form to ensure your benefit payments continue uninterrupted.

Employment Events

Return to Work for a Participating SBCERA Employer

If you are considering returning to work after retirement for a participating SBCERA employer, contact SBCERA to find out how this may impact your retirement benefit. If you are returning to work for a non-SBCERA employer, your retirement benefit will continue as is.

Death

Death of an SBCERA Member

Contact SBCERA to learn about the death benefits available for the beneficiary based on the member’s selection at retirement.

Death of Your Beneficiary

Complete and submit an SBCERA Beneficiary Designation/Change form. If applicable, request and complete a Justification for Non-Signature of Spouse or Domestic Partner form.

Other Events

Lost or Incorrect Form 1099-R

If you would like a copy of a Form 1099-R or need a correction, request one online or complete and submit a Request for 1099-R Duplicate or Correction form.

Verification of SBCERA Income

If you require written verification of your income from SBCERA, please contact SBCERA and staff can assist you with this request.

Release of SBCERA Documents or Information

If you wish to have documents released to someone other than yourself, such as a copy of your payee advice or a benefit payment, 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.

Assistance Handling SBCERA Transactions

You can designate an Attorney-in-Fact by completing an SBCERA Special Durable Power of Attorney form. Your Attorney-in-Fact will be able to handle your retirement affairs relating to SBCERA such as changing your bank account for direct deposit, altering benefit deductions, or updating your tax withholding. 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.