Forms

Member Notices


laptop in background statements and blue blocks with images

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 PDF
Application for Purchase of Service Credit Withdrawn NMERB Service
For Active Members PDF
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.

PDF

DocuSign (Active)

DocuSign (Inactive)

Authorization for Release
of Information
For all Members PDF
Benefit Estimate Request
Submit only if retiring in 6 – 12 months. PDF DocuSign
Change in NMERB Records
For all Members 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
For Active and Inactive  Members – Download document here PDF
Divorce – Post-Retirement
Model Order with Instructions
Dividing ERB Benefits
For Retired Members – Download document here PDF 
Independent Contractor
Application
For Retired Members PDF
Legal Divorce Release of Claims
For Active and Inactive Members PDF
Notice of Appeal (Disability)
For Active Members Word
Pre-retirement
Beneficiary Designation
For Active and Inactive Members PDF DocuSign
Request for Refund and/or
Rollover Form (Active Member)
For Active Members 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 – January 2024
For Retired Members PDF DocuSign
Service Purchase
NM Private School
Employment Application
For Active Members PDF
Service Purchase
Out of State
Employment Application
For Active Members PDF
Service Purchase
Unused Sick Leave Application
For Active Members PDF
Tax Withholding –
Federal, 2024 IRS Form W-4P
For all Members PDF
Tax Withholding –
New Mexico State Tax Withholding
For all Members PDF
Transfer or
Direct Rollover to
NMERB Request Form
For Active and Inactive Members PDF
Withdraw from Return To Work
Application
For Retired Members 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