Pera request form 2026

The document is a Beneficiary Designation Form for members of the New Mexico Public Employees Retirement Association (PERA). It outlines the process for designating a survivor beneficiary and a refund beneficiary, including necessary information and documentation required for completion. Members must ensure that all fields are filled out accurately, especially in relation to marital status changes, and provide spousal consent if designating someone other than their spouse. The form must be submitted to PERA for processing.

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Click ‘Get Form’ to open the pera request form in the editor.
Begin by selecting whether this is a 'New Form' or a 'Change in Existing Information' at the top of the document.
In the Member Information section, fill out all required fields marked in bold italics, including your Social Security Number or PERA ID, name, address, and marital status.
If you are married and designating someone other than your spouse, check the spousal consent box and ensure to submit a separate Beneficiary Spousal Consent Form.
Designate one Survivor Beneficiary by entering their name, relationship, Social Security Number, and date of birth. Remember that only one person can be chosen for this section.
For Refund Beneficiary Information, similarly designate one person or organization. Fill in their details as required.
Finally, sign and date the Member Authorization section to validate your submission. Ensure all information is accurate before submitting.

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