Member Forms & Publications

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Information on eligibility requirements and estimated costs of purchasing defined benefit service credit (includes a Service Credit Purchase Application).

Review your options and the forms for refunding or rolling over your PERA DB account when leaving PERA-covered employment. Also review the Tax Considerations for Refunds and Rollovers fact sheet for important tax information relating to your refund or rollover.

Retirement Application Kit

If you are planning to retire within the next four to five months, this Kit has all of the latest versions of the forms and brochures needed to ensure a smooth transition from PERA-covered employment to retirement.

Information on applying for a PERA retirement benefit (includes the Retirement Application).

Detailed information on PERA's survivor benefits, which are part of the basic PERA benefits program. PERA encourages every member to keep a current copy of this brochure with his or her important papers for survivors' future reference.

Review important tax information that pertains to your refund or rollover of your DB account.

All PERA benefit recipients will want to know how a PERA benefit is affected by federal and Colorado state income tax laws. This brochure has information on both federal and state tax laws and includes the Withholding Preference Form to authorize or change withholding.

If you do not provide withholding instructions, federal law requires PERA to withhold federal income tax at a rate for a married individual claiming three allowances.

Review the Plan document for the PERA Deferred Compensation Plan.

Information on why you should consider leaving your account at PERA when you terminate PERA-covered employment.

Information on using tax-deferred funds to purchase service credit.

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