Forms for Active/Deferred Members
Submit original documents only.
At this time, we cannot accept electronic submission of forms due to the signature verification requirement. Verifying your signature protects the integrity of your personal account information. Only original forms will be accepted (no copies).
Mail completed forms to:
1200 Concord Avenue, Suite 300
Concord, CA 94520
If you would like a form mailed to you, please call CCCERA or email email@example.com.
Active Member Forms (currently working for a CCCERA employer):
This form is filled out when a member accepts permanent employment with Contra Costa County or special district employers. The form must be completed by the member and the employer. The form is submitted to CCCERA by the employer.
Please note, if you are not naming your spouse/registered domestic partner as 100% assigned primary beneficiary, your spouse/partner’s signature is required on the reverse side of this form in Section 4 and must be witnessed by a notary public. (California state law mandates that opposite sex domestic partners must be 62 years of age or older. See Section 3B of the Family Code (297)).
This form is used for members entering service as a reciprocal member.
This form is for new CCCERA members who may be eligible for reciprocity. Use this form only if you have indicated on your Enrollment Affidavit (Form 101) that you may be eligible for reciprocity. This form will help CCCERA determine your initial retirement plan placement, which will affect the amount of retirement contributions deducted from your paycheck.
This form allows eligible, active members to elect an Option 2 benefit prior to death. This election maximizes the post-death survivor benefit should the member die while in active service.
This is not a request to retire, but a request to estimate your benefit amount to assist in planning your retirement. Due to the completion of a thorough account review prior to providing the estimate, CCCERA is able to complete a maximum of two estimate requests per year for a member. CCCERA does not accept estimate requests unless the member is within 5 years of retirement. Estimates beyond that time are not practical, since important data used in calculating estimated benefits (such as salary and years of service) are too variable beyond 5 years. If your date of retirement is more than 5 years, please refer to your Annual Benefit Statement provided by CCCERA. Finalized estimates will be sent to you within 2-4 months of your request.
This is a request to retire. Please note that applications cannot be submitted any earlier than 60 days prior to your date of retirement. The next step in your retirement will be to receive a Monthly Benefit Amount Option Contract from CCCERA. This will be sent to you for signature approximately 8-12 weeks after you have received your last active paycheck from your employer. For deferred members, a Monthly Benefit Amount Option Contract will be sent to you for signature 8-12 weeks after your retirement date. Once you have returned your signed Monthly Benefit Amount Option Contract with your benefit payment choice selected you will receive your first retirement check approximately 1-2 weeks later.
This form authorizes the release and/or use of your personal information (member records) to a person you designate. The authorization must be on file with CCCERA to be in effect, and can be revoked at any time.
Deferred Member Forms (not currently working for a CCCERA employer):
Use this form to change your mailing address if you are not currently working for a CCCERA employer.
Active members (currently working for a CCCERA employer) cannot use this form; they must change their address with their employer. CCCERA receives address change information directly from employers.
Use this form to change your name if you are not currently working for a CCCERA employer. In addition to this form, you must mail a copy of one of the following documents to verify your name change: driver license, social security card, marriage certificate.
Active members (currently working for a CCCERA employer) cannot use this form; they must change their name with their employer. CCCERA receives name change information directly from employers.
This document contains information for members eligible for a refund or rollover of CCCERA contributions and/or interest. If all or a portion of a payment you are eligible to receive from CCCERA is eligible to be rolled over to an IRA or to another eligible retirement plan, this document can help you decide whether to do such a rollover.