Montana Public Employee Retirement Administration

 

Downloadable Forms

For members currently contributing to a retirement system, address changes must be done through your employing agency. Contact your HR/payroll office to update your address.

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 (USERRA), 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. Be sure to inform your payroll clerk of your name change as well.
Defined Benefit Retirement Fund Information If you are leaving employment, you have several choices regarding your retirement funds. Please read the information, then call 877-275-7372 to talk to us regarding your refund options.
PERS Plan Choice Election Form As a new member of the Public Employees Retirement System (PERS), you have 12- month election window to decide your retirement plan. Complete this form and send it back to MPERA.

 

Membership/Beneficiary Designation Forms

Form Description
PERS Membership/Designation of Beneficiary The Public Employees' Retirement System membership form is for new hires and for current PERS members who wish to change their designated beneficiaries.
JRS Membership /Designation of Beneficiary The Judges' Retirement System membership for is for new hires and for current JRS members who wish to change their designated beneficiaries.
HPORS Membership /Designation of Beneficiary The Highway Patrol Officers' Retirement System membership form 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 The Sheriffs' Retirement System membership form is for new hires and for current SRS members who wish to change their designated beneficiaries.
GWPORS Membership /Designation of Beneficiary The Game Wardens' and Peace Officers' Retirement System membership form is for new hires and for current GWPORS members who wish to change their designated beneficiaries.
MPORS Membership /Designation of Beneficiary The Municipal Police Officers' Retirement System membership form 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 The Firefighters' Unified Retirement System membership form 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 The Volunteer Firefighters' Compensation Act Designation of Beneficiary form is for volunteer firefighters to name their statutory beneficiaries.