
NM PERA Beneficiary Designation Form 2019-2025 free printable template
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33 Plaza La Prensa
Santa Fe, NM 87507
(505) 4769300 phone
(505) 9540370 fax
www.nmpera.orgBENEFICIARY DESIGNATION FORMInstructions: Please print or type in dark ink. This form must be completed in
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How to fill out pera request form

How to fill out NM PERA Beneficiary Designation Form
01
Obtain the NM PERA Beneficiary Designation Form from the NM PERA website or your HR department.
02
Fill in your personal information at the top of the form, including your name, social security number, and contact information.
03
List your primary beneficiaries in the designated sections. Include their names, relationships to you, and contact information.
04
If you have additional beneficiaries, use the secondary beneficiary section to list their details.
05
Review the percentages for each beneficiary to ensure they add up to 100%.
06
Sign and date the form at the bottom to verify your designations.
07
Submit the completed form to NM PERA either by mail or through your HR department.
Who needs NM PERA Beneficiary Designation Form?
01
Any member of NM PERA who has a retirement plan and wants to designate beneficiaries for their benefits upon their passing.
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What is NM PERA Beneficiary Designation Form?
The NM PERA Beneficiary Designation Form is a document used by members of the New Mexico Public Employees Retirement Association (PERA) to designate beneficiaries who will receive benefits upon the member's death.
Who is required to file NM PERA Beneficiary Designation Form?
Members of NM PERA are required to file the NM PERA Beneficiary Designation Form to ensure that their chosen beneficiaries will receive the retirement benefits when the member passes away.
How to fill out NM PERA Beneficiary Designation Form?
To fill out the NM PERA Beneficiary Designation Form, members need to provide personal information, including their name, address, and Social Security number, as well as the details of the beneficiaries they wish to designate, including their names, relationships, and contact information.
What is the purpose of NM PERA Beneficiary Designation Form?
The purpose of the NM PERA Beneficiary Designation Form is to clarify and document the individual's choices regarding who will receive retirement benefits, ensuring that the benefits are distributed according to the member's wishes.
What information must be reported on NM PERA Beneficiary Designation Form?
The information that must be reported on the NM PERA Beneficiary Designation Form includes the member's personal details, the names and relationships of beneficiaries, the percentage of benefits each beneficiary will receive, and any relevant contact information.
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