SBCERA offers a variety of resources to help you prepare for retirement. As you approach retirement, we encourage you to attend a retirement seminar and schedule a consultation with one of our retirement specialists.
We’re here to help every step of the way.
Call us at (909) 885-7980 or email MemberServices@SBCERA.org and we’ll be happy to help you through the retirement process.
How to Apply
If you are eligible and have selected your retirement date, you can begin your retirement application through mySBCERA, your online member portal.
- From the left-hand menu, select Self Service Options
- Select Apply for Retirement
- Select Service Retirement Application and follow the instructions to complete your application
After submitting your application, you can track its status by selecting Service Retirement Application from the Requests section on your Account Summary page.
Never accessed mySBCERA before?
View our mySBCERA Quick Reference Guide for step-by-step instructions on creating your account and getting started.
Not quite ready to retire?
It’s never too early to start planning for retirement. Visit www.SBCERA.org/Planning-Your-Service-Retirement to get started.
Need a printed application?
Email MemberServices@SBCERA.org or call (909) 885-7980 to request a printed copy.
Required Documents
Several documents may be required as part of your retirement application, including:
- A copy of your original or certified birth certificate, naturalization paperwork, passport, or REAL ID. If applicable, also provide identification for your spouse or registered domestic partner, along with a marriage certificate or domestic partnership agreement.
- A voided check or a letter from your financial institution verifying your direct deposit information.
- Federal Withholding Election
- State Withholding Election Form
You can upload these documents as part of your online application through mySBCERA or submit them to SBCERA by mail, fax, or in person at our office.
Other Retirement Options & Considerations
Invite a Guest
SBCERA encourages you to bring your spouse, registered domestic partner, child, or another guest to retirement consultations and seminars. Retirement is a major life transition, and having someone with you can help you navigate the process and remember important information.
Retiree Insurance Benefits
SBCERA does not administer retiree health, dental, vision, or life insurance benefits but can help connect you with the appropriate resources. Contact your employer or the County of San Bernardino Employee Benefits & Services Division (EBSD) to learn about your available coverage options. If you plan to become a member of the Retired Employees of San Bernardino County (RESBC), supplemental insurance options may also be available. You may elect RESBC membership as part of your retirement application. To view a full list of supplemental benefit resources, click here.
Changing Your Mind
You can cancel your retirement application or change your retirement date by submitting a written request to SBCERA before receiving your first retirement benefit payment. Please note that canceling your retirement application does not automatically reinstate your employment. Any decision regarding reemployment is made by your former employer.
