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PERA Refund Beneficiary Form. Important Information You Should Know About Completing a PERA Refund Beneficiary Form. Frequently Asked Questions. A one-time refund benefit is paid by PERA in the event of your non-duty death.

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pera refund beneficiary form

PERA Refund Beneficiary Form

Important Information You Should Know About Completing a PERA

Refund Beneficiary Form

Public Employees Retirement Association of New Mexico

frequently asked questions
Frequently Asked Questions
  • A one-time refund benefit is paid by PERA in the event of your non-duty death.
  • You may only choose either one person or one organization as your Refund Beneficiary.
  • If you and your beneficiary pass away at the same time your account (your member contributions and the interest) will be refunded to your estate.

Public Employees Retirement Association of New Mexico

slide3

Member Information Section

999-99-9999

01/01/1960

Mary

Smith

X

505-222-1234

P. O. Box 111

X

Albuquerque NM 87000

X

Public Employees Retirement Association of New Mexico

beneficiary information section
Beneficiary Information Section

P. O. Box 111, Albuquerque, NM 87000

505-222-1234

OR

Spouse

02/02/1959

John Smith

888-88-8888

The Organization’s Name Address / Telephone Number 123-45-6789

John Smith Mary Smith

The Organization’s Name

January 1, 2008

John Smith

Public Employees Retirement Association of New Mexico

member authorization section
Member Authorization Section

Mary Smith

01/01/2008

Santa Fe

January 2008

Mary Smith

1

06/10/2010

505-123-1234

Maria Trujillo

Public Employees Retirement Association of New Mexico

completing the form
Completing the Form
  • Once you have completed the form:
    • Make a copy for yourself,
    • Give a copy to your employer, and
    • Send the original form to PERA.
  • You may check the PERA website www.pera.state.nm.us after 4 - 6 weeks to see if your beneficiary information has been added/changed.
  • If you have any questions concerning this form or any other issue, please contact PERA at

1-800-342-3422.

Public Employees Retirement Association of New Mexico