Complete this form if you prefer to have a smaller portion of your PERA benefit deposited into a secondary account (example: a savings account reserved for monthly payments on a loan). To have the main portion of your PERA benefit deposited into your primary account, please complete the Direct Deposit by Electronic Funds Transfer (EFT) form.
To be completed if you want to allow PERA to release information pertaining to your PERA account to specific individuals/entities. This form does NOT cover release of health care information for PERA members and/or benefit recipients enrolled in PERACare. Complete the Authorization to Use and/or Disclose Personal Health Information (PHI) to authorize release of your health plan information.
Review this fact sheet if you are a BOCES employer and want to declare a critical shortage and allow certain PERA retirees to work after retirement and be exempt from the PERA working after retirement limits.