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
- 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
- Membership Enrollment Affidavit
- Request to Refund or Rollover Contributions
- Read more
Video Library
The SBCERA Video Library is a valuable resource for members, beneficiaries, participating employers, and other SBCERA stakeholders. SBCERA videos will focus on our continued commitment to inform and educate our members and stakeholders.
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.