Forms
Member Notices
Retired Member Annual Statements Available
Retired Member Annual Statements are available on the Member Self-Service Portal.
1099-R Notice for the 2023 Tax Year
Retired Members 1099-R tax documents for 2024 tax filing were mailed out on January 19, 2024. Documents are also available in the Member Self-Service Portal.
Return to Work Notice for Retired Members
The rules and procedures below must be followed in order for a Retired Member to return to work and continue to receive retirement benefits.
A Retired Member who wants to return to work for an NMERB affiliated employer and continue to receive their benefit must file an application and obtain approval from NMERB prior to returning to work. Failure to be preapproved could, where applicable, result in suspension and repayment of retirement benefits paid during the employment.
Each of the RTW programs has specific requirements that the retiree must meet to be eligible for the program. The requirements for each RTW program are different. Some of the requirements are:
- Completion of a layout period after retirement (may be 90 consecutive days or 12 consecutive months, as required by the specific RTW program);
- Limits on the retiree’s FTE (full time equivalency) or earnings per fiscal year (only applies to certain RTW programs);
- The retiree must pay nonrefundable employee contributions to the ERB fund (only applies to certain RTW programs);
- The retiree cannot earn service credit for the employment (true for all RTW programs).
Detailed information regarding the Return to Work Programs can be found on the RTW Comparison Table.
Member Forms
Title |
Description |
Format |
DocuSign Links |
Application for Purchase of Service Credit Military Service |
For Active Members | ||
Application for Purchase of Service Credit Withdrawn NMERB Service |
For Active Members | ||
Application for Retirement Benefits |
For Active and Inactive Members Instructions for Inactive Members only.If you have been employed within the last 90 days, use the Application for Retirement Benefits (Active Member) form. |
||
Authorization for Release
|
For all Members | ||
Benefit Estimate Request |
Submit only if retiring in 6 – 12 months. | ||
Change in NMERB Records |
For all Members | ||
Direct Deposit Authorization |
Bank Form for Retirees | ||
Divorce – Pre-Retirement
|
For Active and Inactive Members – Download document here | ||
Divorce – Post-Retirement
|
For Retired Members – Download document here | ||
Independent Contractor
|
For Retired Members | ||
Legal Divorce Release of Claims |
For Active and Inactive Members | ||
Notice of Appeal (Disability) |
For Active Members | Word | |
Pre-retirement
|
For Active and Inactive Members | ||
Request for Refund and/or
|
For Active Members | DocuSign | |
Request for Refund and/or
|
For Inactive Members only.If you have been employed within the last 90 days, |
DocuSign | |
Return To Work Application – January 2024 |
For Retired Members | ||
Service Purchase
|
For Active Members | ||
Service Purchase
|
For Active Members | ||
Service Purchase
|
For Active Members | ||
Tax Withholding –
|
For all Members | Link to IRS PDF | |
Tax Withholding –
|
For all Members | ||
Transfer or
|
For Active and Inactive Members | ||
Withdraw from Return To Work
|
For Retired Members |
Managing the retirement assets of New Mexico Educators since 1957.
Business Information
Hours
Monday - Friday
8:00 am - 5:00 pm
Mailing Address
PO Box 26129
Santa Fe, NM 87502
Santa Fe & Albuquerque
Call Center
505-585-3510
Toll-Free
1-800-663-1919
Santa Fe & Albuquerque Fax
1-866-463-9221
Locations
Santa Fe
701 Camino de los Marquez
Santa Fe, NM 87505
Albuquerque
Email or call ahead for an appointment.
8500 Menaul Blvd. NE, Suite B-450
Albuquerque, NM 87112