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  Communications > Brochures & Forms > Brochures & Forms  
     
   LACERA BROCHURES & FORMS  
   
 
The links below will direct you to specific sections within this page.

You can download or order LACERA brochures, forms, and Retiree Health Care information from this page.   TIPS: How to View    TIPS: How to Order

BROCHURES and APPLICATIONS
SUMMARY PLAN DESCRIPTION BOOKS:

Retirement Plan E

Retirement Plans A, B & C for General Members
(ASD 545) PRINTED 6/10

Retirement Plan D for General
Members

(ASD 541) PRINTED 6/09
PDF update 4-8-10

Retirement Plan E
for General
Members

(ASD 543) PRINTED 6/09
PDF update 4-26-10

Retirement Plans A & B for Safety
Members

(ASD 544) PRINTED 6/09
PDF update 4-8-10

(NOTE: On large brochures, the Table of Contents is linked.) Ready To Order

NEW MEMBER INFORMATION:

New Safety Member Workshop
(OUT 422)
PRINTED 9/02

 

New Member Guide Package
(Includes Sworn Statement, Beneficiary form, Plan D and Plan E brochures)
(ASD 683)
PRINTED 3/08
New Member Guide (brochure only)
DOWNLOAD ONLY

PLAN TRANSFER INFORMATION:


Open Window Transfer - Plan E to Plan D
(ASD 684)
PRINTED 1/08
Request for Cost Notification (ASD 625) PRINTED 8/06
DOWNLOAD ONLY

Prospective Transfer to Plan D (RSD 1511) PRINTED 11/04
DOWNLOAD ONLY

More Plan Transfer information

Review the Prospective Plan Transfer: Purchasing & Converting Plan E Service Credit Q&A book here.

Prospective Transfer to Plan E
(RSD 1512) PRINTED 11/04
DOWNLOAD ONLY

 
To request a Prospective Transfer package, call 1-800-786-6464
  Ready To Order

OTHER BROCHURES:


LACERA's Special Durable Power Of Attorney Q&A includes application form
(LEG 401, LEG 402) PRINTED 6/08

 

Special Durable Power of Attorney Form
(LEG 402) PRINTED 6/08

DOWNLOAD ONLY

Survivorship Brochure
(RSD 597)
PRINTED 6/03



Direct Deposit includes application
(ASD 611) PRINTED 1/09
Application only
(1/09)
DOWNLOAD ONLY

Make your change over the phone, 1-800-786-6464
Withdrawal/Reciprocity (For contributory plans)
(RSD 562) PRINTED 9/00
DOWNLOAD ONLY

Additional Reciprocity information

   
Prospective Plan Transfer

Q&A: Purchasing Service Credit includes Service Credit Category List & application form
(RSD 1589 & RSD 509) PRINTED 9/09

Additional Purchasing Service Credit information

Q&A: Purchasing Additional Retirement Credit (ARC)
(RSD 1540) PRINTED 8/09

Additional ARC information

Q&A: Prospective Plan Transfer: Purchasing & Converting Plan E Service Credit
(RSD 1521) PRINTED 4/10
DOWNLOAD ONLY
  Ready To Order

DISABILITY INFORMATION:





DISABILITY FORMS – Download only
(To order the forms, you must order the full package)
Employee:  
Employee Application for Disability Retirement (DIS 101)
PRINTED 12/09
NON-INTERACTIVE PRINT-ONLY VERSION:
Employee Application for Disability Retirement
(DIS 101)
   
Authorization to Obtain and Release Records & Information (DIS 104)
PRINTED 12/09
Physician Statement for Disability Retirement (DIS 107)   PRINTED 12/09

Claims Against Third Party (DIS 117)

PRINTED 12/09
  PRINTED 12/09

Employer:
   

Employer Application for Disability Retirement (DIS 121)

PRINTED 12/09

NON-INTERACTIVE PRINT-ONLY VERSION:
Employer Application for Disability Retirement (DIS 121)

   

Survivor:
   
Application for Survivor Benefits (Service-Connected Death) (DIS 119)
PRINTED 12/09
NON-INTERACTIVE PRINT-ONLY VERSION:
Application for Survivor Benefits (Service-Connected Death)
(DIS 119)
   
Authorization to Obtain and Release Records & Information (Service-Connected Death) (DIS 2000)
PRINTED 12/09
Claims Against Third Parties (Service-Connected Death) (DIS 2004)
PRINTED 12/09
Interactive = Saveable interactive PDF document

Disability Retirement Plans A, B, C & D
(DIS 108)
PRINTED 12/09

Disability Policies & Procedures
(DIS 124)
PRINTED 12/09

Procedures for Disability Retirement Hearings
(DIS 112)
PRINTED 9/06

Survivor (Service-Connected Death) Package:
(DIS 119, DIS 2000, DIS 2004, PRINTED12/09)

Click here to read the individual forms included in the Survivor Package



 
Employer Packet
 
Employee Disability Retirement Package:
(DIS 101, DIS 104, DIS 105, DIS 107, DIS 108, DIS 117, RSD 1580, PRINTED 12/09 )

Click here to read the individual forms and brochure included in the Employee Package

Additional Disability Retirement information

 
Employer Disability Retirement Package:
(DIS 108, DIS 121, DIS 122, PRINTED12/09)

Click here to read the individual forms and brochure included in the Employer Package

 

FORMS

Forms with this icon Interactive are saveable interactive PDF documents. You may enter your data directly into the fields on your computer.

Affidavit Public Safety Officer (PSO) Status and Election Form: Retired PSO $3,000 Health Care Tax Benefits

PRINTED
7/09

Federal & CA Tax Withholding Cert. For Pension/Annuity Payments (RSD 510)
(Forms W-4P and DE-4P)

PRINTED 9/09

Address Change (RSD 583)  Make your change over the phone, call 1-800-786-6464

Interactive
PRINTED 6/10

Name Change (RSD 582)  Make your change over the phone, call 1-800-786-6464

Interactive
PRINTED 6/10

Beneficiary Designation (RSD 504)  
Make your change over the phone, call 1-800-786-6464

Interactive
PRINTED 6/09

Beneficiary Designation For Ex-Spouse (RSD 578)

PRINTED 5/10
Rollover/Transfer Certification Form (RSD 1539)
PRINTED
3/08
Request to Rescind or Change Retirement Date (RSD 2003)  
PRINTED
2/09

Looking for a Request For Estimate form? Call 1-800-786-6464 Ready To Order

RETIREE INSERTS – Download only (These inserts were enclosed with Monthly Allowances or ADRs.)

      ACTIVE MAILING
2010 COLA Insert Pension Withholding Insert 2010 Medicare Part B Insert eHR Flyer
2010 COLA

MAILED 4/10

2010 Pension Withholding

MAILED 12/09

2010 Medicare Part B

MAILED 1/10

eHR Flyer

MAILED 4/10


RETIREE HEALTH CARE
Dental and Vision Plan - New Enrollment, Change, Cancellation (Form DCD)
DOWNLOAD ONLY
PRINTED
6/08
Medical Plan New Enrollment, Change, Cancellation
(Form NC)
DOWNLOAD ONLY
PRINTED
6/08
Medicare Advantage Prescription Drug Plan Enrollment Form
DOWNLOAD ONLY
PRINTED
6/08
 

  Exploring Your Health Care Benefits Through LACERA PRINTED 4/08
BROCHURES/RATE TABLES – Download only
 
2010-2011 Dental Vision Chart PRINTED 6/10
2010-2011 Medical Premium Rates - Out of Area PRINTED 6/10
2010-2011 Plan Comparison PRINTED 6/10
2010-2011 Plan Comparison - Medicare PRINTED 6/10
2010-2011 Plan Comparison - Out of Area PRINTED 6/10
2010 Medicare Benefits Chart PRINTED 1/10
How Your Anthem Blue Cross Plans I, II, and III Coordinate with Medicare PRINTED 6/10
Changing Medical Plans PRINTED 10/08
Medical Plans - Overview PRINTED 7/08
OTHER NOTICES
Summary of Creditable Coverage Notice PRINTED 5/10
Medicare Part D Warning
PRINTED 10/09



 
 
Ready To Order

LAW BOOK – Download only

The 2010 edition of the County Employees Retirement Law (CERL) of 1937
(The CERL PDF is of the entire law book and is a large file which may take a long time to download. For your convenience, we divided the law book into three separate PDF documents. For ease of use, the Table of Contents page is linked.)
Part One: Sections 31450 - 31619
Part Two: Sections 31620 - 31755.3
Part Three: Sections 31760 - 31899.10

3-15-10

DISABILITY EDUCATIONAL MATERIAL – Download only

Disability Retirement Law Resource (Draft 2010) (6-3-10)
A comprehensive review of both the related statutes and case law.


The forms and brochures listed on this page are linked to PDF documents that you can read, print, or order. You may send the completed forms or applications to LACERA, 300 N. Lake Avenue,Pasadena, CA  91101 or fax to 626-564-6155.

To order documents:
1) Scroll down to Click on the box next to the item you want
2) Scroll down the page or Click on “READY TO ORDER” and complete the mailing information
3) When you are finished, click on “Send Order Now”
Your order is free of charge and will be processed by the next business day.

 PDF (Portable Document Format) HELP
To view PDF documents you must have the Adobe® Acrobat® Reader™. You can download it for FREE from the Adobe web site.  We have provided a link to their site.  Follow their instructions for easy downloading and installation.  *LACERA is not responsible for any software or hardware problems you may experience resulting from downloading and installing any plug-in software. 
FOR PDF TIPS
click here

PLACE YOUR ORDER NOW

Name:

Address:

City:

State:

Zip:

Country:

Email:

Please review your order. If everything is accurate click on the “Send Order Now” button. Your order will be processed by the end of the next business day, and mailed to you free of charge.


7/12/10

 
Email: Welcome@LACERA.com - 1-800-786-6464 - 626-564-6132 - Fax: 626-564-6155 - Business Hours M-F 8:00 AM - 5:00 PM
Office address: 300 N. Lake Ave., Pasadena, CA 91101-4199 
- Mailing address: P.O.Box 7060  Pasadena, CA  91109-7060
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