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Ensure ACERA Has These Documents Before You Retire
6-12+ Months Before Retirement

ACERA must have a COPY of these documents on file before you can retire, so please submit them on or before your retirement date. Failure to submit the needed documents may delay the processing of your retirement benefits. You can provide ACERA with many of these documents at any point during your career.

You Must Provide:

  • Member birth verification – See below for acceptable documents.
  • Member social security card
  • Marriage license or state registered domestic partnership – If you are married or are in a state-registered domestic partnership
  • Spouse or state-registered domestic partner birth verification – If you are married or are in a state-registered domestic partnership. See below for acceptable documents.
  • Spouse or state-registered domestic partner social security card – If you are married or are in a state-registered domestic partnership
  • Domestic relationship order (DRO), joinder, and/or notice of termination of domestic partnership – If your marriage and/or domestic partnership was dissolved during your ACERA membership
  • Proof of your name change – If your current name doesn’t match your birth certificate. Visit the name change page for more information.
  • Proof of your spouse’s or state-registered domestic partner’s name change – If your spouse’s or state-registered domestic partner’s current name doesn’t match his/her birth certificate. Visit the name change page for more information.

If You Are Enrolling in Healthcare Coverage, You Must Provide:

  • COBRA Proof of Coverage – If you’re planning on enrolling in ACERA healthcare plans at retirement immediately from active work. You can obtain a copy from your employer’s payroll department or from the Employee Benefits Center if you work(ed) for Alameda County.
  • Signed Medicare card with Part B – If you are Medicare-eligible and planning to enroll in an ACERA medical care plan

If Enrolling Dependents in Healthcare Coverage, You Must Provide:

  • Dependent(s) birth verification – If you plan to enroll your dependent(s) in medical, dental, and/or vision coverage. See below for acceptable documents.
  • Dependent(s) social security card – If you plan to enroll your dependent(s) in medical, dental, and/or vision coverage
  • Health care dependent summary or open enrollment statement – If you plan to enroll your dependent(s) in medical, dental, and/or vision coverage. You can obtain a copy from your employer’s payroll department or from the Employee Benefits Center if you work(ed) for Alameda County.

 

Documents Accepted as Birth Verification

  • Certified birth certificate
  • Official report of birth abroad
  • Official US passport or official passport issued from a US territory
  • Valid foreign passport with valid record of arrival/departure (Form I-94)
  • Official naturalization certificate

Not Acceptable as Proof of Birth

  • Driver’s license and California identification

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