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PERA Training Module - Our training module is designed to address the questions and answers and resources that you need and PERA requires to complete your PERA retirement and/or purchase of years.

Please see our Event Calendar and schedule a time to attend one of our web seminars or Click Here to reserve a spot on the date of your choice.

All forms should come up in a separate window when you click on the link. You will need Acrobat Reader to view these forms. Because of the size of some PDF files, it is recommended you print the items found on our agenda prior to the phone conference.


 
 I'm Ready To Retire:
1 RETIREMENT FORMS
a. PERA Retirement Form (131 KB pdf)
b. Direct Deposit Form (101 KB pdf)
c. Witholding Form (140 KB pdf)
d. Six Months Salary Report (71 KB pdf)
e. PERA Retirement Checklist offsite link
f. PERA Forms offsite link
I Need Help e-mail link
g.
2 INSURANCE CHOICES
a. PERA Health Calculator offsite link
b. PERA Care Application (221 KB pdf)
c. Alternate Health Plans e-mail link
d. Medicare Supplements e-mail link
e. Home & Auto Quotes (441 KB PDF)
f. Long Term Care e-mail link
g. Life Insurance e-mail link
3 KEY DOCUMENTS
a. IIG Privacy Policy (101 KB pdf)
b. IIG Client Agreement (133 KB pdf)
c. I Want to Hire IIG to Help Me e-mail link
 
 
 I Want To Buy Service Credit:
4 ESTIMATE MY INCOME
a. How to Maximize my HAS
b. Sample IIG PERA Buyback Report
(showing options 1-2-3)
c. Working vs. Retired Paycheck offsite link
d. PERA Pmts vs. Funding Strategies (69 KB pdf)
e. PERA Retirement Table 6/2000 offsite link
f. PERA Retirement Table 7/2005 offsite link
g. New PERA Purchase Rates offsite link
h. Special Purchase Provision 7/1/03 (98 KB pdf)
i. 110 ( Double Dip) Tax Planning (68 KB pdf)
j. Help Me Estimate My Income e-mail link
   
5 FUNDING STRATEGIES
a. How do I fit a PERA Purchase into my Budget?
b. How do I use Investments to buy time?
c. PERA 401(k) Application Packet
d. PERA 401(k) Rollover Packet (2 KB pdf)
e. Request TSA Rollover Packet e-mail link
f. Mortgage Request pop up
g. Help me with my PBB Funding e-mail link
   
6
CREATING A PURCHASE AGREEMENT
a.
Purchase Agreement Form (406 KB PDF)
b. ACH Bank Draft form (181 KB PDF)
c. Sample Social Security Statement (60 KB PDF)
d. Social Security Office Locator offsite link
e. State Pension Plan Locator pop up
f. How do I Verify Non-Soc Sec Work History? (84 KB PDF)
g. PERA Records Release Form (94 KB PDF)
h. Tax Deferred Funds Verification (110 KB pdf)
 
i. Purchase Agreement Help e-mail link