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
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
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
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
The retirement allowance benefits available to you through
deferred membership vary, based on tier and vesting status, as
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.