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980 9TH Street, 19th Floor P.O. Box 627 Sacramento, CA 95812-0627 Phone (916) 874-9119 Fax (916) 874-6060 SERVICE RETIREMENT APPLICATION PACKET Rev. March 25, 2011, THIS PAGE INTENTIONALLY LEFT BLANK
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How to fill out scers retirement application form
How to fill out scers retirement application form?
01
Gather all necessary personal information such as full name, date of birth, Social Security number, and contact information.
02
Determine the type of retirement plan you are applying for (e.g., service retirement, disability retirement, survivor benefits) and understand the eligibility requirements.
03
Review the instructions provided with the application form carefully to ensure you understand the process and the required documents.
04
Complete the application form accurately and thoroughly. Provide all requested information, including employment history, previous retirement plan participation, and beneficiary information.
05
Attach any necessary supporting documents, such as birth certificate, marriage certificate, military service records, or medical documentation (if applying for disability retirement).
06
Double-check the completed form and attached documents for accuracy and completeness.
07
Submit the application form and accompanying documents to the appropriate entity as instructed on the form. This may involve mailing the form, submitting it online, or delivering it in person.
Who needs scers retirement application form?
01
Any individual who is a member of the San Bernardino County Employees' Retirement System (SCERS) and wishes to apply for retirement benefits.
02
Employees who have met the eligibility requirements for service retirement and are ready to retire from their position.
03
Individuals who are seeking disability retirement due to a permanent disability that prevents them from performing their job duties.
04
Survivors of deceased SCERS members who are applying for survivor benefits.
Note: It is recommended to contact SCERS directly or visit their website for specific eligibility criteria and to obtain the most up-to-date retirement application form.
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