Forms

Important Notes About Forms

  • All forms must be returned by mail or hand-delivered with an original signature.
  • Retirement applications are customized. Please contact our office at (415) 473-6147 to request an application.
  • Active members: MCERA receives address data through payroll downloads. Please update your address information with your employer.
  • Retired members: If you would like to change your beneficiary please contact our office.

Active Members

  • Account Distribution Election
  • Beneficiary Change
  • Disability Retirement Application
  • Name Change
  • Reciprocity Election Form

Deferred Members

  • Account Distribution Election
  • Address Change
  • Beneficiary Change
  • Name Change
  • Reciprocity Election Form

Retired Members

  • Address Change (includes MCARE Release Authorization)
  • Authorization to Release Address to MCARE
  • Direct Deposit Change
  • Name Change
  • Post-Retirement Employment Certification - General Members
  • Post-Retirement Employment Certification - Safety Members
  • Tax Withholding - California Form DE-4P
  • Tax Withholding - Federal Form W-4P