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Member HandbookYour ERA Coordinated Plan Benefits Public Employees Retirement Association of Minnesota July 2015July 2015To Our Members: We are pleased to present you with this publication describing

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How to fill out your pera

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Step 1: Gather all necessary information and documents

02

Step 2: Start by providing your personal information such as your full name, date of birth, and contact details

03

Step 3: Specify your current occupation, employer's name, and address

04

Step 4: Provide details about your income, assets, and liabilities

05

Step 5: Fill in the sections related to your dependents and beneficiaries

06

Step 6: Indicate your desired contribution amount and frequency

07

Step 7: Review and double-check all the information you have provided

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Step 8: Sign and date the completed pera form

Who needs your pera?

01

Individuals who are looking for a tax-advantaged retirement savings account

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Employees who want to supplement their existing retirement plans

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Self-employed individuals or freelancers who don't have access to employer-sponsored retirement plans

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Those who want to take advantage of the potential investment growth through various pera investment options

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People who want to have control over how their retirement funds are invested

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What is your pera?

PERA stands for Personal Equity Retirement Account.

Who is required to file your pera?

Employees and self-employed individuals are required to file for PERA.

How to fill out your pera?

You can fill out your PERA form online or through a paper application.

What is the purpose of your pera?

The purpose of PERA is to help individuals save for their retirement.

What information must be reported on your pera?

Information such as contributions, investments, and account balances must be reported on PERA.

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