Retirement Application Checklist - (ERB) Educational Retirement Board Plan

Educational Retirement Board (ERB) Retirement Process
Below are steps to help you begin the paperwork associated with the retirement process for
the Educational Retirement Board (ERB).
1. Contact the Educational Retirement Board (ERB) office to discuss retirement options and
submit your application sixty (60) to ninety (90) days prior to your estimated date of
retirement.
New Mexico Education Retirement Board
PO Box 26129
Santa Fe, New Mexico
87502-0129
Toll Free: 1-866-691-2345
Phone: 505-827-8030
Fax: 505-827-1855
Web: www.nmerb.org
2. Print and complete the Educational Retirement Board (ERB) Retirement Application.
www.nmerb.org/pdfs/retirementapp.pdf
3. Set up an appointment with Dawn Siverling in the CNM Business/Payroll Office to review
your retirement application. Her direct number is 224-4000, x52596.
4. Mail the completed Educational Retirement Board (ERB) Retirement Application and any
applicable documentation to ERB address listed above.
5. Contact the New Mexico Retiree Health Care Authority office to discuss Retiree Health
Care options.
www.nmrhca.state.nm.us
Albuquerque Visitor Center
4308 Carlisle Blvd NE, Suite 104
Albuquerque, NM 87107
Phone: (505) 222-6400
Santa Fe Visitor Center
810 W. San Mateo, Suite D
Santa Fe, NM 87505
Phone: 1-800-233-2576
6. Contact the Social Security Office to discuss Medicare options.
http://www.ssa.gov/
Albuquerque
4300 Cutler NE
Albuquerque, NM 87110
Phone: 1-800-772-1213
Santa Fe
1922 5th Street
Santa Fe, NM 87505
Phone: 1-866-571-8130
7. Submit your retirement letter to your supervisor with your end of CNM employment date.
The letter should also list your retirement date, which is different from the end of CNM
employment date.
Educational Retirement Board (ERB) Retirement Process
E.g. End of employment with CNM on or before 08/31/xx, Retirement effective date is
09/01/xx. (Retirement date should reflect the first date of the next calendar month)
8. Countdown to your retirement date!
9. If you would like to teach after you have retired you will need to sever all employment with
CNM, then you will have to apply for an open pool for possible selection into a part-time
position. If selected you will have to attend new employee orientation as if a new
employee.
10. For additional resources, contact PERA - Public Employee Retiree Association
www.pera.state.nm.us
Santa Fe Office
P.O. Box 2123
33 Plaza La Prensa, Santa Fe, NM 87507 (physical address)
P.O. Box 2123, Santa Fe, NM 87504 (mailing address)
Voice: (505) 476-9300
Fax: (505) 476-9401
Toll Free in New Mexico: 1 (800) 342-3422