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This document is intended for PERA retirees who are elected to office, allowing them 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

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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 out your personal information, including your name, address, social security number, and date of birth.
03
Indicate your employment status and the reason for requesting exclusion from PERA membership.
04
Carefully read the terms and conditions associated with the exclusion.
05
Sign and date the form to certify that the information provided is accurate.
06
Submit the completed form to your employer's HR department or the designated PERA office.

Who needs Employee Exclusion From PERA Membership?

01
Employees who are working in positions that are not eligible for PERA membership.
02
Individuals who are already part of another retirement plan and wish to exclude themselves from PERA.
03
Employees who have been informed by their employer that they qualify for exclusion due to specific employment circumstances.
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Employee Exclusion From PERA Membership refers to the process of removing certain employees from membership in the Public Employees Retirement Association (PERA), which allows specific employees to opt out of the retirement benefits typically provided.
Employers that have employees who qualify for exclusion from PERA membership are required to file the Employee Exclusion From PERA Membership form.
To fill out the Employee Exclusion From PERA Membership form, employers should provide the necessary employee information, including name, identification number, and reason for exclusion, ensuring all details are accurate.
The purpose of Employee Exclusion From PERA Membership is to allow employers and specific employees to formally document a decision that the employee will not participate in PERA retirement benefits, thereby preserving their right to opt-out.
The information that must be reported on the Employee Exclusion From PERA Membership includes the employee's name, social security number, the effective date of exclusion, and the specific reasons for the exclusion.
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