Becoming Incapacitated or Naming a Representative

If you become unable to manage your SCERS account due to illness, injury, or age-related changes, it’s important to have a trusted person who can act on your behalf. SCERS allows you to authorize a representative to communicate with us, access information, and assist in managing your retirement affairs. 

Planning ahead can help avoid delays in processing benefits or maintaining access to important records.

Submitting a Power of Attorney

If you wish to grant broader authority to an authorized representative—such as making benefit decisions or signing SCERS forms—you must submit a valid Power of Attorney (POA). SCERS accepts general and durable POAs that meet California legal standards.

To ensure a POA is honored:

• Submit a certified copy to SCERS
• SCERS staff will review and may request additional information
• The POA must be current and properly executed

If you don’t already have a POA and become incapacitated without one, your family may need to obtain court authorization to manage your account.

Need Help?

If you are concerned about your ability to manage your retirement benefits or want to set up a representative in advance, contact SCERS for guidance. We’ll help ensure your wishes are honored and your account stays protected.