As changes in your job or your life occur, you may need to make decisions about your ACERA retirement benefits.
This section is designed to help you navigate through these events. It highlights what you need to do, when you need to take action, and the types of changes you can make. The forms you need to submit, if any, are clearly identified.
At any time, if you have questions or need assistance, contact us.
If you move to a new residence, temporarily relocate, or change your mailing address, ACERA will need your new address and contact information. The same goes if your phone numbers change. You should take the following steps, based on your membership status as an active, deferred or retired member.
How Actively Working Employees Change Their Phone Numbers With ACERA
First 5 and Housing Authority: If you work for First 5 and Housing Authority of Alameda County, you can change your home phone number in ACERA’s database by changing your home phone number with your employer—it will get transmitted automatically to ACERA. If you want to change your mobile or work number with ACERA, send us a letter in writing with your signature asking for it to be changed.
Change from part-time, seasonal, intermittent, or project contract status to full-time permanent status.
Employees who change to full-time permanent status become eligible for ACERA membership. Upon becoming eligible, your employer’s payroll clerk or Human Resources department will provide you with an ACERA New member Enrollment Questionnaire.You need to complete and return this form to your employer.The form provides ACERA with the information needed to begin your membership.
In general, your move from one participating employer to another (such as from Alameda County to Alameda Health System) should be seamless if there is no break in employment. In most cases, no action on your part is required. However, in the event you receive an ACERA Termination Election of Membership Request Form. You should follow these steps:
If Your Current Name Doesn’t Match Your Birth Certificate, You Must Provide Proof of Name Change Before You Can Retire. This Also Includes Your Spouse or State-Registered Domestic Partner.
We understand that in California, you have the common law right to change your name by the “usage method.” This means that you simply pick a new name and start using it consistently in all parts of your life (but this method cannot be used by people who are in state prison, on probation, on parole, or been a convicted sex offender, or to change a minor’s name).
If your active employment terminates, you will no longer be considered an “active” ACERA member. If you don’t immediately retire, you become a “deferred” member, which means that you continue to be a member of the retirement system, but you’re going to defer your retirement to a later date.
If you become eligible to retire while a deferred member, you may do so.
The retirement allowance benefits available to you through deferred membership vary, based on tier and vesting status, as follows:
Vested members who elect deferred membership become eligible to receive a retirement benefit allowance when they would have become eligible to retire had they remained in county service. Eligibility for retirement varies by tier as follows:
Reciprocity is the joining or linking of similarly administered California public retirement systems. Under very specific rules, establishing reciprocity allows employees who move between certain California retirement systems to preserve and enhance their total retirement benefits.
All 1937 Act County Employee Retirement Systems and all Public Employees Retirement System (PERS) agencies have reciprocal agreements. As a result, ACERA has reciprocal agreements with most California counties, the State of California, and many of California’s cities and public agencies.