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Forms and Publications Download Page

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FORMS

2012 Medical Plan Enrollment Form

Available

(160K)

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2012 Dental Plan Enrollment Form

Available

(160K)

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2012 Vision Plan Enrollment Form

Available

(160K)

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Active or Deferred Member Beneficiary Designation Form Available
(75K)
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Address and Name Change Form for Retired Member/Payee Available
(92K)
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Affidavit of Dependent Eligibility Form Available
(56K)
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Affidavit of Domestic Partnership
Tell Me More
Available
(166K)
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Agreement and Order for Division of Retirement Benefits -- Separate Accounts Available
(32K)
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Agreement and Order for Division of Retirement Benefits --   Shared Accounts Available
(28K)
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Application For Disability Retirement (Sample Only)
Tell Me more
Available
(333K)
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Application for Service Retirement

Tell Me More

Available

(50K)

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Aquilino Tier I Restoration Application
Tell Me More
Available
(184K)
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Authorization for Release of Information and Documents Available
(52K)
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Bi-Weekly Transmittal Form

(Participating Employer Use Only)

Available

(180K)

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Community Property Estimate Request Form

Available

(170K)

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Confidentiality Policy

Available

(82K)

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Declaration of Qualification for Registration as Domestic Partners Available
(136K)
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Direct Deposit Form Available
(265K)
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HIPAA Authorization Form

Tell Me More

Available

( 78K)

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HIPAA Cancellation Form

Tell Me More

Available

( 78K)

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IRS Form W-9

Available

( 273K)

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MBRP Application Form
Tell Me More
Available
(48K)
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Membership Status Change Form

Tell Me More

Available

(230K)

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New Member Enrollment Questionnaire Available
(400K)
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Non-Member Beneficiary Form

Available

(349K)

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Non-Member Application for Retirement Allowance

Available

(144K)

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Notice of Claim Available
(37K)
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Power of Attorney Available
(139K)
Download It!
Purchase/Redeposit Request Form
Tell Me More
Available
(163K)
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Request for Joinder Packet Available
(69K)
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Retirement Estimate Request Form Available
(36K)
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Retired Member Beneficiary Designation Form
Available
(191K)
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Social Security - Request for Earnings and Benefit Estimate Statement Available
(28K)
Download It!
Survivor Continuance Recipient's Designation of Beneficiaries Form Available
(20K)
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Tax Withholding Designation Form (State of California  / Withholding Certificate for Pension or Annuity Payments)

Tell Me More

Available

(3K)

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Tax Withholding Designation Form (IRS Federal Form W4-P)

Tell Me More

Available

(3K)

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Termination Election of Membership Request Form

Available

(396K)

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Termination of Domestic Partnership
Tell Me More
Available
(3K)
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Verification of Enrollment Status Available
(42K)
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VSP Reimbursement Form Available
(132K)
Download It!

 

PUBLICATIONS


2011 Benefits Survey Results
Available
(684 KB)
Download It!
2011 ACERA Law book Available
(1.2 MB)
Download It!
2011 COLA Announcement Available
(323 KB)
Download It!
ACERA at a Glance Available
(524 KB)
Download It!
ACERA Presentation Information Available
(292 K)
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2012 Active Member Seminars Schedule Available
(376 K)
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2012 Retiree Seminars Schedule Available
(1.34 MB)
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2010 Retired Member Benefits Handbook Available
(665 K)
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2012 Retiree Enrollment Guide Available
(757 K)
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2009 Participating Employers Handbook Available
(3.6 MB)
Download It!
2012 Enrollment and Health Plan Brochure Available
(1.2 MB)
Download It!
Monthly Investment Performance Report (November 2011)
Available
(304 K)
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ACERA Conflict of Interest Code

Available

(102K)

Download It!

ACERA Directed Brokerage Policy

Available

(54K)

Download It!

Disability Retirement Handbook

Available

(288K)

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ACERA Disability Retirement Procedures

Available

(464K)

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ACERA Member Handbook

Available

(1 MB)

Download It!

Divorce and ACERA Benefits Memo Available
(100K)
Download It!

Divorce and Your ACERA Retirement Benefits

(Powerpoint Presentation)

Available
(964K)
Download It!
Understanding ACERA Retiree Death Benefits Available
(130K)
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Actuarial Audit Valuation as of December 31, 2005 Available
(1.4M)
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Actuarial Valuation as of December 31, 2010 Available
(307K)
Download It!
Actuarial Experience Study (Triennial) 2007 – 2010 Available
(181K)
Download It!
Actuarial Process Audit Available
(767K)
Download It!
ACERA Newsletter, Fall 2011/Winter 2012 Available
(2.36 MB)
Download It!
ACERA Newsletter, Spring/Summer 2011

Available

(1.3 MB)

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ACERA Newsletter, Fall/Winter 2010

Available

(1.9 MB)

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ACERA Newsletter, Summer/Fall 2010

Available

(699 KB)

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ACERA Newsletter, Spring/Summer 2010

Available

(323 KB)

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ACERA Newsletter, Winter 2010

Available

(791 KB)

Download It!

ACERA Newsletter, Spring 2009

Available

(1 MB)

Download It!

ACERA Newsletter, Summer 2009

Available

(330 KB)

Download It!

ACERA Newsletter, Fall 2009

Available

(828 KB)

Download It!

ACERA Newsletter, Winter 2009

Available

(1 MB)

Download It!

ACERA Pre-Retirement Seminar Presentation

More Retirement Seminar Information...

Available

(2MB)

Download It!

ACERA Mid-Career Seminar Presentation
More Retirement Seminar Information...
Available
(1MB)
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ACERA New Employee Seminar Presentation Available
(1MB)
Download It!

Comprehensive Annual Financial Report

For year ending 2010

Available
(25MB)
Download It!

Popular Annual Financial Report

For year ending 2010

Available
(3.6MB)
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Comprehensive Annual Financial Report

For years ending 2008-2009

Available
(6.9MB)
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Popular Annual Financial Report

For years ending 2008-2009

Available
(3.8MB)
Download It!

Comprehensive Annual Financial Report

For years ending 2007-2008

Available
(5.3MB)
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Popular Annual Financial Report

For years ending 2007-2008

Available
(2.3MB)
Download It!

Comprehensive Annual Financial Report

For years ending 2006-2007

Available
(4.81 MB)
Download It!

Popular Annual Financial Report

For years ending 2006-2007

Available
(2.86 MB)
Download It!

Comprehensive Annual Financial Report

For years ending 2005-2006

Available
(3.97MB)
Download It!

Popular Annual Financial Report

For years ending 2005-2006

Available
(1.07K)
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Comprehensive Annual Financial Report

For years ending 2004-2005

Available
(2.75MB)
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Popular Annual Financial Report

For years ending 2004-2005

Available
(541K)
Download It!
Comprehensive Annual Financial Report
For the years ending 2003-2004*
Available
(849K)
Download It!
Comprehensive Annual Financial Report
For the years ending 2002-2003*
Available
(1.0MB)
Download It!
Comprehensive Annual Financial Report
For the years ending 2001-2002*
Available
(1.5MB)
Download It!
Powers of Attorney, Wills and Trusts
Presentations available here.
ACERA  Reciprocity Brochure Available
(292K)
Download It!
 

*Information may have been updated or changed on this website since first publication.  The download version is original and unchanged from date of publication


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