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
    PDF
    Application for Purchase of Service Credit Withdrawn NMERB Service
    PDF
    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.

    PDF

    DocuSign (Active)

    DocuSign (Inactive)

    Authorization for Release
    of Information
    PDF
    Benefit Estimate Request
    Submit only if retiring in 6 – 12 months. PDF DocuSign
    Change in NMERB Records
    PDF DocuSign
    Direct Deposit Authorization
    Bank Form for Retirees PDF DocuSign for existing Retirees only
    Divorce – Pre-Retirement
    Model Order with Instructions
    Dividing ERB Benefits
    Download document here PDF
    Divorce – Post-Retirement
    Model Order with Instructions
    Dividing ERB Benefits
    Download document here PDF 
    Independent Contractor
    Application
    PDF
    Legal Divorce Release of Claims
    PDF
    Notice of Appeal (Disability)
    Word
    Pre-retirement
    Beneficiary Designation
    PDF DocuSign
    Request for Refund and/or
    Rollover Form (Active Member)
    For Active Members only PDF DocuSign
    Request for Refund and/or
    Rollover Form (Inactive Member)
    For Inactive Members only.

    If you have been employed within the last 90 days,
    use the Request for Refund and/or Rollover (Active Member) form.

    PDF DocuSign
    Return To Work Application – November 2022 (Revised)
    PDF DocuSign
    Service Purchase
    NM Private School
    Employment Application
    PDF
    Service Purchase
    Out of State
    Employment Application
    PDF
    Service Purchase
    Unused Sick Leave Application
    PDF
    Tax Withholding –
    Federal, 2023 IRS Form W-4P
    PDF
    Tax Withholding –
    New Mexico State Tax Withholding
    PDF
    Transfer or
    Direct Rollover to
    NMERB Request Form
    PDF
    Withdraw from Return To Work
    Application
    PDF
    NMERB Logo

    Managing the retirement assets of New Mexico Educators since 1957.

    Contact Information

    Santa Fe
    (Main Office)
    8am-5pm

    Member Services Contact Form

    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.

    Member Services Contact Form

    Physical Address
    8500 Menaul Blvd. NE, Suite B-450
    Albuquerque, NM 87112

    Phone
    (505) 888-1560

    Fax
    (505) 830-2976

    NMERB Publications