Forms Retired Members

Overview

Retired Members
For Members Who Are Already Retired

This page provides forms to send to SCERS to change address, beneficiary, taxes, and choose or change direct deposit.  It also provides information regarding dissolution of marriage processes.

Please note that the cut-off date for retirees to submit changes, such as banking, tax, and address, is the 10th of each month. If that day falls on a holiday or weekend, the cut-off date will be the business day prior to the 10th.

Post

Suspension of Retirement Allowance

Persons who receive a retirement allowance from the Sacramento County Employees’ Retirement System (SCERS) for past employment cannot work for any SCERS employer on an indefinite or “permanent, regular” basis. However, persons who receive a service retirement allowance and are offered permanent, regular employment with the SCERS employer from which they retired may suspend their allowance. Please see the application and FAQs below for more information.

Post Optional Forms

Authorization for Direct Deposit

This form is to sign up or change the direct deposit of your retirement warrant. It is also used when submitting the Service Retirement application.

Note: Banking information changes must be received by the 15th of the month* to process timely pension payments. Any request received on or after the 16th of the month will be processed the following month. Untimely notification or incorrect banking information will result in a payment delay of up to 20 days. Any rejected direct deposit will be issued by check and mailed directly to the address on file.

*Processing deadlines for the months of February and November occur earlier in the month.

Authorization for Direct Deposit

Post Other Information

Request for Informational Letter or Document

Use this form to request reprints of documents previously provided by SCERS or to request necessary informational letters. Note: If you are requesting an account balance statement to supply to a third party using a specific date range, please submit the formal third-party request for consideration. For the most up-to-date account information, you can log into the Retirement Benefit Calculator at https://www.scers.org/benefit-calculator. Here you can review and print your account balance.

Request for Informational Letter or Document