Employer Forms and Publications
Forms and Publications
| Document Sort descending | Description | Topic |
|---|---|---|
| 2024 Annual Comprehensive Financial Report (PDF) | Review financial, investment, and other information about PERA's pension administration. |
Financial |
| 2024 Popular Annual Financial Report (PDF) | Review a financial summary that highlights several sections of the ACFR. |
Financial |
| 2024 Summer Employer Newsletter (PDF) | This archived newsletter provides PERA news and updates from July 2024. |
News |
| Ambulance Service Questionnaire | This form is used by entities to establish the eligibility of an ambulance service for inclusion… |
Eligibility |
| Annual Exclusion Report (PDF) | This form is only for use by employers who lack internet and email capabilities to access PERA’s… |
Reporting |
| Correctional Plan Certification (PDF) | This form is used to certify the eligibility of an employee for PERA’s Local Correctional… |
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| Election by Labor Organization Employee (PDF) | If you are a public employee who has been contributing to PERA’s Coordinated Plan and you are… |
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| Employer Manual (PDF) | This manual is designed to be a comprehensive PERA guide for employers. |
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| Exemption from Web Reporting (PDF) | Employers who lack required computer technologies must complete this form to document that they… |
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| Full-time Student Exclusion Certification (PDF) | Use this form to certify exclusion of PERA membership for an employee who is a full-time student… |
Eligibility |
| Guide to Reporting Salary Overview (PDF) | This publication is a supplemental handout for the Guide to Reporting Salary program that covers… |
Refund |
| Guide to Reporting Salary Q&A (PDF) | This publication answers questions that were submitted by employers during and after the Guide… |
Refund |
| How to Report PERA Contributions on a W-2 (PDF) | This publication provides a summary on how to report PERA pension contributions on the IRS Form… |
Reporting |
| Increasing the SVF Plan Benefit Level (PDF) | This publication reviews the considerations to benefit level increases for the SVF Plan. |
SVF |
| Independent Contractor or Employee (PDF) | This brochure reviews eligibility requirements of employees and independent contractors. |
Retirement |
| Individual Record of Earnings (PDF) | Employers are to complete this form when responding to a request from PERA for the employment… |
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| Leave Program Certification (PDF) | Complete this spreadsheet to detail the effects of a leave/furlough program on PERA-covered… |
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| Member Information Change Report (PDF) | Use this form to report changes that have occurred in the name or employment status of your PERA… |
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| Membership Election for Certain Ambulance...(PDF) | Complete within the first 30 days of work for optional PERA membership. |
Eligibility |
| Membership Election for City Managers (PDF) | Complete within the first 30 days of work for optional PERA membership. |
Eligibility |
| Membership Election for Public Officials (PDF) | Complete within the first 30 days of work for optional PERA membership. |
Eligibility |
| Membership Eligibility Checklist (PDF) | Use this checklist to determine if an employee is eligible for a PERA Defined Benefit Plan. |
Eligibility |
| Military Leave Verification (PDF) | Your employer completes this form for a military leave of absence. |
Purchase |
| Notice of Exclusion from PERA Membership (PDF) | This document is optional and may be used to inform an employee not enrolled in PERA at the… |
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| Notice of Member Enrollment (PDF) | Complete this form to enroll an employee whose coverage under the Coordinated, Correctional,… |
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| Phased Retirement Option (PDF) | This fact sheet provides an overview of the Phased Retirement Option (PRO). |
Retirement |
| Phased Retirement Option Agreement (PDF) | Complete the PRO Agreement prior to the start of the employee’s phased retirement employment.… |
Retirement |
| Privatization (PDF) | This publication will help you understand how privatization impacts your benefit. |
Retirement |
| Questionnaire for Prospective PERA Employers (PDF) | Employers complete this form to determine eligibility of your organization to participate in… |
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| SVF Cost Analysis for Defined Benefit Plan (PDF) | This form is completed by the department who is considering the SVF defined benefit plan. |
SVF |
| SVF Retirement Application (PDF) | This application is completed by SVF members for a lump-sum benefit. |
SVF |
| Understanding PERA (PDF) | This publications provides the basics about PERA benefits. |
Retirement |
| Verification of Employment Status Privatization (PDF) | This form verifies a member's privatization employment status to start their PERA benefit. |
Retirement |
| Verification of Termination (PDF) | This form is completed with the Retirement Application to verify termination requirements. |
Retirement |
| Virtual Benefit Fair | This publication highlights key resources about PERA benefits. |
Retirement |