Deferred Member Forms
Deferred - are defined as individuals who are not currently working for a SCERA-covered employer, have left their contributions on deposit, but are not collecting a retirement benefit. If you are not a deferred member you cannot use these forms. Please go to the forms page appropriate to your status.
Deferred Transferred - are defined as individuals who left SCERA-covered employment, deferred their retirement and developed reciprocity with another California Public Retirement System. If you are not an deferred transferred member you cannot use these forms. Please go to the forms page appropriate to your status.
Please provide all required signatures in physical form, as we cannot accept electronic signatures on forms due to the need for signature verification. This process is essential for safeguarding the integrity of your personal account information. The completed and signed form can be emailed to SCERA.MemberServices@sonoma-county.org.
- Age Factors - Plan A General
- Age Factors - Plan A Safety
- Age Factors - Plan B General
- Age Factors - Plan B Safety
- Address Change
- Alternate Beneficiary Designation
- Authorization to Release Information
- Authorization to Release Information to Legal Representative
- Beneficiary Designation for Deferred Members
- Beneficiary Designation for Active and Transferred Members
- Benefit Payment Options
- Dissolution of Marriage Guidelines - Model A Split Benefit (Word)
- Dissolution of Marriage Guidelines - Model B Separate Accounts (Word)
- Distribution of Retirement Contributions Election
- Divorce/Domestic Partnership Dissolution Information
- Guidelines for Requesting a Public Service Credit Estimate
- Membership Election
- Power of Attorney Form
- Power of Attorney FAQs
- Pre-Retirement Checklist
- Purchase of Service Credit FAQs
- Service Purchase Estimate Request Form
- Separation from Service Following Retirement Summary
- Special Tax Notice Regarding Plan Payments
- Vesting and Retirement Eligibility - Plan A
- Vesting and Retirement Eligibility - Plan B
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