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 mySBCERA 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 Change
Authorization Agreement for Direct Deposit
Beneficiary Designation
Benefit Estimate & Member Statement Request
Justification for Non-Signature of Spouse or Domestic Partner
Name Change
Release of Information
Request to Defer Retirement
Request to Refund or Rollover Contributions
RESBC Membership Deduction and Authorization to Release Information
Service Purchase Request
Special Durable Power of Attorney
Tax Withholding Election

Tax Withholding Election Advisory

Before December 15, 2022 at 5 pm

If you are making a tax withholding election update prior to December 15, 2022, please complete the Tax Withholding Election form. 

After December 15, 2022 at 5 pm

If you are making a tax withholding election update after December 15, 2022, please complete the following forms:

Federal Withholding Election
State Withholding Election Form

Membership Enrollment Affidavit

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.

Notification

Office Updates

Our office is open to members and visitors, and we have staff working and available to serve you during normal business hours.

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