To ensure no interruption in your ACERA plan benefits, it is
important to keep ACERA and your health plan providers informed
of important life changes. This section describes the things you
should consider and the steps to take when working through a
range of events.
If you get married or register a domestic partner with the California Secretary of State after you retire, you may want to designate your new spouse/partner as your beneficiary, because as an ACERA retiree, you have certain benefits that will be paid at your death. However, in the Election of Retirement Allowance Form you signed at the time of retirement, you made elections regarding your nominated beneficiaries.
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.
If you have a baby or adopt a child as a retired member, you may wish to designate your child as a plan beneficiary. To do so, complete and return an ACERA Retired Member Beneficiary Designation Form. In addition, while not required, you may wish to provide ACERA with a copy of your child’s birth verification.
A conservatorship is a legal status, which arises when a person
(or organization) requests a judge to appoint him/ her to protect
and manage another’s care or finances. The person or organization
appointed is called the “conservator.” The person who will be
cared for or otherwise provided for is called the “conservatee.”
In many cases, elderly individuals, or individuals regardless of
age who have mental or physical incapacities are conservatees.
Some conservatees need help because they cannot provide for their
own hygiene, nutritional needs, or home care.
Eldercare is a term used to describe a host of programs and
services designed to address the needs of seniors. There are a
wide array of programs and services available. A summary of just
some of the services offered under the umbrella of “Eldercare” is
A power of attorney (POA) is a legal document that provides
another person (often a relative or a friend) the authority to
make decisions and act on your behalf. The person you identify is
called an “agent” or “attorney-in-fact.” In the POA you are
called the “principal.”