Is there a deadline for completing a retirement application?
Yes. If you are or will soon be eligible and have a specific date in mind, PERS needs all of your completed application materials by the end of the last business day of the month prior to your desired effective date of retirement. To ensure that everything is processed in a timely manner, we ask that you begin the retirement application process at least three months before your desired effective date of retirement. Before benefit payments can be made, PERS must receive the following materials and properly completed forms: PERS Form 9A SRVC, Pre-Application for Service Retirement Benefits PERS Form 9S, Service Retirement Application PERS Form 9P, Payroll Authorization Form PLSO, Partial Lump Sum Option Distribution Election (if applicable) Retiring members birth certificate Birth certificates for all named beneficiaries PERS Form 9A SRVC, Pre-Application for Service Retirement Benefits, may be obtained by requesting it from your employer or PERS or by downloading it from our Forms Libra
