Applying for Retirement


SBCERA offers a variety of resources to assist you in preparing for retirement. As you approach retirement, we encourage you to attend a pre-retirement seminar and/or a one-on-one consultation with one of our subject matter experts. 

We’re here to help.

Give us a call at (909) 885-7980 or send us a message at and we’ll be happy to help you through the process. 

How to Apply

If you are eligible and have chosen your effective date of retirement, you can begin your application.

1. Navigate to the left-hand the menu under Self Service Options
2. Select Apply for Retirement
3. Select Service Retirement Application and follow the instructions to retire.
4. Once you submit your application, you can track your status by clicking on the Service Retirement Application on your Account Summary page under Requests

Never accessed mySBCERA before?
Follow the instructions on our mySBCERA Quick Reference Guide to learn how to sign up and get started. 

Not quite ready to retire?
It’s never too early to start planning for retirement. Visit to get started.

To request a printed copy of the application, please email or give us a call at (909) 885-7980.

Required Documents

Several important documents may be required as part of your retirement application. 
These include:

  • Copy of Original or Certified Birth Certificate, naturalization paperwork, passport, or REAL ID. If applicable, provide identification for your spouse or registered domestic partner and marriage certificate or partnership agreement. 
  • Voided check or letter from your bank with direct deposit instructions for verification. 
  • Federal Withholding Election
  • State Withholding Election Form

You can upload these as part of the online application or you can submit them to SBCERA by faxing, mailing, or dropping them off at our office. 

Other Retirement Options & Considerations 

  • Invite a Guest: SBCERA encourages you to invite your spouse, registered domestic partner, child and/or another guest to attend consultations and/or seminars with SBCERA. This is an important time in your life, and you may find having a “buddy” with you will help you through the process.
  • Retiree Insurance Benefits:  While SBCERA does not administer health or vision coverage and only facilitates the deduction, we want to connect you with the resources that can answer any questions you have. Contact your employer or the County of San Bernardino Employee Benefits & Services Division (EBSD) regarding your medical, dental and life insurance options. The Retired Employees of San Bernardino County (RESBC) also provides supplemental insurance options if you are a member. You can elect to become a member during your retirement application. 
  • Changing Your Mind: You can rescind your application or change your retirement date by submitting a written request to SBCERA prior to receiving your first benefit payment. However, such a request will not automatically reinstate you as an employee. The decision regarding whether to reinstate you as an employee will rest with your former employer. 

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