Member Resources
SBCERA Forms
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.
- Request to Refund or Rollover Contributions
- Tax Withholding Election
- Benefit Estimate & Member Statement Request
- Membership Enrollment Affidavit
- Beneficiary Designation
- Justification for Non-Signature of Spouse or Domestic Partner
- Service Purchase Request
- Request to Defer Retirement
- Address Change
- Name Change
- Release of Information
- Special Durable Power of Attorney
- Read more
Publications
SBCERA has developed several publications for members to assist in understanding a variety of retirement options. These publications are available both on the SBCERA website as PDF files and directly from SBCERA as printed documents.
Member Guide
A Summary Plan Description for members of the San Bernardino County Employees’ Retirement Association (SBCERA).
The SBCERA Member Guide is intended to provide you with basic information about the benefits offered by SBCERA. This publication is also formally known as the Summary Plan Description (SPD).
Click the link below to view, download, print and/or save a copy of the guide.