Forms

SBCERA Forms

Overview

SBCERA has numerous forms available to assist with a variety of retirement options. To update or make changes to your SBCERA retirement account, please complete the appropriate form below. For your convenience, these forms are also available on MemberDirect and some of them are fillable electronic versions.

Return your completed, signed form to SBCERA. Please contact SBCERA if you have any questions about completing these forms. 

Address/Name Change Request
Application for Retirement
Arrowhead Credit Union Deduction Authorization
Authorization Agreement for Direct Deposit
Authorization for Release of Information & Documents
Beneficiary Designation/Change
Benefit Estimate & Member Statement Request
Declaration for Supplemental Disability Benefit
Justification for Non-Signature of Spouse or Domestic Partner
Request to Defer Retirement
Request to Refund or Rollover Contributions
Retired Employees of San Bernardino County Deduction Authorization
Service Credit Purchase Request
Special Durable Power of Attorney
Tax Withholding Election

Your Human Resources Department should have already provided the following form to you. If you do not have it, this form needs to be filled out and turned in to your Human Resources Department.

Membership Enrollment Affidavit

Notification

Coronavirus Updates

Our office is currently closed to the public, but we're working and available to assist you. Pension payments are on schedule and we are processing retirements. Visit our coronavirus (COVID-19) resource page for more information.

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