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 MemberDirect and some of them are fillable electronic versions.
- Address/Name Change Request
- Application for Retirement
- Beneficiary Designation/Change
- Benefit Estimate & Member Statement Request
- Declaration for Supplemental Disability Benefit
- Request to Defer Retirement
- Request to Refund or Rollover Contributions
- Service Credit Purchase Request
- Justification for Non-Signature of Spouse or Domestic Partner
- Tax Withholding Election
- Membership Enrollment Affidavit
- Special Durable Power of Attorney
- Read more
Publications
SBCERA has developed several publications for members to assist in understanding a variety of retirement options and enhancements. These publications are available both on the SBCERA website as PDF files and directly from SBCERA as printed documents.
The Compass
The most up-to-date version of The Compass: Navigating Your Retirement Benefit Plan, more formally known as the SBCERA Summary Plan Description, is always available online. The Compass, an SBCERA handbook for members, was last updated in 2014, per the California Public Employees’ Pension Reform Act (PEPRA) effective January 1, 2013.