Montana Public Employee Retirement Administration

DocuSign (Electronic Signature) Forms

The links to the form below will take you to DocuSign. DocuSign is a secure location where you can sign in and complete the form. The form will automatically be sent to MPERA for processing upon completion.
PERS Plan Choice
Designation of Beneficiary (PERS, SRS, JRS, and GWPORS)  (Requires ID verification)

 

Downloadable Forms

Form Description
Address Change Form for Inactive Members If you are no longer contributing but still have an account with MPERA, use this form to notify us if your address changes. If you are contributing to your account, do not use this form. Instead, notify your payroll clerk or HR person of your address change. They will notify us.
Authorization for Release of Confidential Information Authorization to waive the right of confidentiality in order to allow a named individual or entity to have access to retirement information.
Election and Certification to Purchase Absence This form is for the certification and purchasing of service credit for absent time covered under the Uniformed Services Employment and Re-employment Act, and Workers' Compensation.
Estimate Request If you are considering retirement or participating in DROP, fill out this form to request an estimate. For Defined Benefit participants only.
Military Time Buyback Letter If you wish to buy your military time, complete this letter and return it to MPERA.
Name Change If you have changed your name, please complete this form and return it to MPERA.
Defined Benefit Retirement Fund Information If you are leaving employment, you have several choices regarding your retirement funds.

 

Plan Choice Forms

PERS Plan Choice Options for Non-University Employees
PERS Plan Choice Options for University Employees
PERS Plan Choice - DocuSign (Electronic Signature)

 

Membership/Beneficiary Designation Cards

Address changes must be done through your employing agency. Contact your HR/payroll office to update your address.

Form Description
PERS Membership Card/Designation of Beneficiary The Public Employee Retirement System membership card is for new hires and for current PERS members who wish to change their designated beneficiaries.
JRS Membership /Designation of Beneficiary Cards This form is for the certification and purchasing of service credit for absent time covered under the Uniformed Services Employment and Re-employment Act, and Workers' Compensation.
HPORS Membership /Designation of Beneficiary Cards The Highway Patrol Officers' Retirement System membership card is for new hires and for current HPORS members who wish to update their statutory beneficiaries or change their designated beneficiaries.
SRS Membership /Designation of Beneficiary Cards The Sheriffs' Retirement System membership card is for new hires and for current SRS members who wish to change their designated beneficiaries.
GWPORS Membership /Designation of Beneficiary Cards The Game Wardens' and Peace Officers' Retirement System membership card is for new hires and for current GWPORS members who wish to change their designated beneficiaries.
MPORS Membership /Designation of Beneficiary Cards The Municipal Police Officers' Retirement System membership card is for new hires and for current MPORS members who wish to update their statutory beneficiaries or change their designated beneficiaries.
FURS Membership /Designation of Beneficiary Cards The Firefighters' Unified Retirement System membership card is for new hires and for current FURS members who wish to update their statutory beneficiaries or change their designated beneficiaries.
VFCA Designation of Beneficiary Cards The Volunteer Firefighters' Compensation Act Designation of Beneficiary card is for volunteer firefighters to name their statutory beneficiaries.