Basic Forms (PDFs)
| Form | Description |
| Address Change Form for Retirees | If you have changed your address, please complete this form and return it to MPERA. |
| Direct Deposit Change | If you would like to receive payment via direct deposit or need to amend your financial institution information, please complete this form and return it to MPERA. |
| Name Change | If you have changed your name, please complete this form and return it to MPERA. |
| Designation of Beneficiary-NonStatutory | The NonStatutory membership form is for new hires and for current PERS, JRS, GWPORS, and SRS members who wish to change their designated beneficiaries. |
| Designation of Beneficiary-Statutory | The Statutory membership form is for new hires and for current HPORS, MPORS, FURS, and VFCA members who wish to update their statutory beneficiaries or change their designated beneficiaries. |
| Montana Tax Withholding | This form is used to notify MPERA of the amount of state income tax to withhold from your monthly benefit payments. Please complete this form and return it to MPERA. |
| Federal Tax Withholding | This form is used to notify MPERA of the amount of federal income tax to withhold from your monthly benefit payments. Please complete this form and return it to MPERA. |
DocuSign Forms
| Form | Description |
| Direct Deposit Change | If you would like to receive payment via direct deposit or need to amend your financial institution information, please complete this form via DocuSign. |
| Montana Tax Withholding | This form is used to notify MPERA of the amount of state income tax to withhold from your monthly benefit payments. Please complete this form via DocuSign. |