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:
Life brings many changes. To name a few: changes in sleeping patterns; changes in eating patterns; and changes in finances. One change that some of us may face, is divorce or state-registered domestic partnership dissolution. When that happens, your ACERA benefits may be impacted.
In the event of the birth or adoption of a child, you may wish to designate your child as a plan beneficiary. To do so, complete and return an ACERA Active or Deferred member Beneficiary Designation Form. In addition, while not required, you may wish to provide ACERA with a copy of your marriage certificate and your child’s birth verification. This information will be needed in the event of your death, for benefit payment to your child.
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.