Forms
Member Notices
2023 NM State Tax Withholdings Update for Retired Members
Please note that there was an error in the importation of the 2023 tax schedules in our pension administration system resulting in the delayed update to the tax withholdings reflected in your February pension.
This only applies to recipients who selected that their New Mexico State Tax deduction is calculated by the NM tax withholding tables. This does not apply to benefit recipients who selected a flat dollar amount to be withheld, no tax to be withheld, or do not meet the minimum monthly distribution limit for withholding.
All tables in the pension administration system have been updated to accurately reflect the 2023 tax schedule moving forward.
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 provisions of 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 |
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Application for Purchase of Service Credit Withdrawn NMERB Service |
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Application for Retirement Benefits |
For Inactive Members only.If you have been employed within the last 90 days, use the Application for Retirement Benefits (Active Member) form. |
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Authorization for Release
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Benefit Estimate Request |
Submit only if retiring in 6 – 12 months. | DocuSign | |
Change in NMERB Records |
DocuSign | ||
Direct Deposit Authorization |
Bank Form for Retirees | DocuSign for existing Retirees only | |
Divorce – Pre-Retirement
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Download document here | ||
Divorce – Post-Retirement
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Download document here | ||
Independent Contractor
|
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Legal Divorce Release of Claims |
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Notice of Appeal (Disability) |
Word | ||
Pre-retirement
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DocuSign | ||
Request for Refund and/or
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For Active Members only | DocuSign | |
Request for Refund and/or
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For Inactive Members only.If you have been employed within the last 90 days, |
DocuSign | |
Return To Work Application – November 2022 (Revised) |
DocuSign | ||
Service Purchase
|
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Service Purchase
|
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Service Purchase
|
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Tax Withholding –
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Tax Withholding –
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Transfer or
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Withdraw from Return To Work
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Managing the retirement assets of New Mexico Educators since 1957.
Contact Information
Santa Fe
(Main Office)
8am-5pm
Physical Address
701 Camino de los Marquez
Santa Fe, NM 87505
Mailing Address
PO Box 26129
Santa Fe, NM 87502
Toll-Free
1(866) 691-2345
Main Office
(505) 827-8030
Fax
(505) 827-1855
Albuquerque Office
8am-5pm
Email or call ahead for an appointment.
Physical Address
8500 Menaul Blvd. NE, Suite B-450
Albuquerque, NM 87112
Phone
(505) 888-1560
Fax
(505) 830-2976