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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.
  • Proof of your name change
If your current name doesn’t match your birth certificate. Visit the name change page for more information.

 

If You Have a Spouse or State-Registered Domestic Partner, You Must Provide: 

  • Marriage license or state registered domestic partnership
 
  • Spouse or state-registered domestic partner birth verification
See below for acceptable documents.
  • Spouse or state-registered domestic partner social security card
 
  • 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 Divorced or Dissolved Your State-Registered Domestic Partnership During ACERA Membership 

  • Domestic relationship order (DRO), joinder, and/or notice of termination of domestic partnership
 

 

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

  • Benefits confirmation statement/letter
If you’re retiring from active work for one of ACERA’s participating employers. The statement should reflect who is currently on your employer medical, dental and vision plans. Your employer provides this statement to you annually after open enrollment closes. You can request an additional copy from your employer’s benefits department, or from the Employee Benefits Center if you’re an Alameda County employee. 
  • COBRA Proof of Coverage
If you’re retiring from Deferred membership and you’re planning on enrolling in ACERA healthcare plans at retirement immediately from active work.
  • Signed Medicare card With Part B
If you are Medicare-eligible and planning to enroll in an ACERA medical care plan. If already enrolled or in the process of enrolling.

 

If Enrolling Children in Healthcare Coverage, You Must Provide: 

  • Children’s birth verification
If you plan to enroll your dependent(s) in medical, dental, and/or vision coverage. See below for acceptable documents.
  • Children’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.
  • Disability certification
If child is over the age of 26

 

 

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 Birth Verification

  • Driver’s license and California identification

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