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This form is for PERA retirees who are elected to office to apply for exclusion from membership in the Public Employees Retirement Association of New Mexico.
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How to fill out employee exclusion from pera
How to fill out Employee Exclusion From PERA Membership
01
Obtain the Employee Exclusion From PERA Membership form from your employer or the PERA website.
02
Fill in your personal information, including your name, address, and social security number.
03
Provide details about your employment, such as your job title, department, and start date.
04
Indicate the reason for exclusion from PERA membership, ensuring it aligns with eligibility criteria.
05
Review the form for accuracy and completeness.
06
Sign and date the form to certify that the information provided is true.
07
Submit the completed form to your employer or the designated PERA representative.
Who needs Employee Exclusion From PERA Membership?
01
Employees who are ineligible or do not wish to participate in the Public Employees Retirement Association (PERA) due to specific reasons like temporary or part-time employment.
02
Individuals who are part of a different retirement system and wish to maintain their exclusion from PERA.
03
New employees who have not yet enrolled in PERA and want to opt-out for any valid reason.
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What is Employee Exclusion From PERA Membership?
Employee Exclusion From PERA Membership refers to the process by which certain employees can opt out of participation in the Public Employees Retirement Association (PERA) retirement plan, thereby avoiding mandatory contributions to the plan.
Who is required to file Employee Exclusion From PERA Membership?
Employees who are eligible for exclusion from PERA membership, typically part-time or temporary employees, or those in specific job classifications that do not require membership, are required to file the Employee Exclusion From PERA Membership.
How to fill out Employee Exclusion From PERA Membership?
To fill out the Employee Exclusion From PERA Membership form, complete all required sections, including employee information, reason for exclusion, and any supporting documentation. Ensure the form is signed by both the employee and the employer before submission.
What is the purpose of Employee Exclusion From PERA Membership?
The purpose of Employee Exclusion From PERA Membership is to allow certain eligible employees to opt out of the retirement plan, thus preventing automatic enrollment and enabling them to avoid retirement contributions if they do not wish to participate.
What information must be reported on Employee Exclusion From PERA Membership?
The information that must be reported includes the employee's name, Social Security number, employment start date, position title, reason for exclusion, and the signatures of both the employee and the employer.
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