Forms Planning Retirement
Planning for Retirement
For Members Who Are Planning Retirement
This page provides forms and information to apply for service retirement. This information is designed for members who are within 90 days of retirement.
Application for Service Retirement
These are the forms you will need to apply for service retirement.
Member’s Affidavit
This form is mainly used to change your address, beneficiary, or marital status.
Tax Withholding
This form is used to change your Federal and California State income tax withholding amounts.
Authorization for Direct Deposit
This form is to sign up or change the direct deposit of your retirement warrant. It is also used when submitting the Service Retirement application.
Note: If selecting a checking account, you must attach a voided check or photo scan of a check (not a deposit slip) with your name pre-printed on the check (not hand-written), or a certified letter from the bank denoting your name, account number and routing number.
Disposition of Accrued Sick Leave
This form is for management employees only to declare their intention to dispose of accrued sick leave. It is also used when submitting the Service Retirement application.
Special Durable Power of Attorney
This document is used to create a special durable power of attorney by appointing a person to make retirement-related decisions for you as allowed by the California Probate Code. This power is expressly limited to decisions relating to your SCERS benefits.
SCREA Membership
This form is to sign up for voluntary membership in the Sacramento County Retired Employees Association (SCREA) and authorize SCERS to take monthly deductions for SCREA dues from your retirement warrant.
Disability Retirement Application
Use the Disability Retirement Application and Instructions to submit your Disability Retirement Application.
Dissolution of Marriage Guidelines
This document provides information and answers questions about the division of retirement benefits upon divorce or legal separation of an active member. This information is for members who are not retired or have not yet received benefit payments from SCERS.
Service Purchases
You may be eligible to purchase additional service credit that can increase your pension benefit.