Public Employees' Retirement Fund (PERF) Member Forms
Update Your Personal Information
- Change Your Address
- Change Your Beneficiary -- Active Member
- Change Your Beneficiary and/or Pension Option
- Change Your Name on Your PERF Account
- Enroll in the Fund as a School Corporation Employee
- Purchase Additional Service Credit
- Purchase Out of State Service
- Purchase Prior Military Service Credit
- Purchase Service Credit from Another Governmental Plan - To make a withdrawal for this purpose, members should call (888) 526-1687 to initiate their withdrawal request via phone with a customer service representative.
- Verify the Date of Birth for Members, Beneficiaries and Survivors
- Verify School Service with Your Employer
Manage Your Account
Annuity Savings Account (ASA)
- Begin or Change POST-TAX Contributions to Your ASA Account
- Begin PRE-TAX Contributions to Your ASA Account (Irrevocable)
- Change Your Investment Direction - Members can log in to their PERF Online account to complete their investment direction election, or call (888) 526-1687 to complete their request via phone with a customer service representative.
Rollover Savings Account (RSA)
- Complete the PERF and TRF RSA Acceptance Form
- Transfer Funds from an Outside Account into a PERF RSA
Apply for ...
Withdrawal of Your Annuity Savings Account
- Apply for a Post-Retirement ASA Distribution
Your account is subject to market changes until the date of processing, which may take 30 days. You can make daily changes to your investment elections until processing takes place. - Apply for Withdrawal of ASA Balance - To receive a distribution, members can log in to their PERF Online account to initiate their request for a distribution. Members may also call (888) 526-1687 to initiate their distribution request via phone with a customer service representative.
- Get More Information About Taxes on Your Benefit
Withdrawal of Your RSA
Your Monthly Retirement Benefit
- Apply for Benefits While Working (Elected Officials)
- Apply for Benefits While Working (age 70 with 20 years of service)
- Apply for Your Retirement Benefits
- Apply for Required Minimum Distribution (RMD) Benefits
- Choose to Continue or Discontinue Receiving Benefits as an Elected Official
- Download Form for Federal Income Tax Withholding from IRS Web site
- Download Form for State Income Tax Withholding from Indiana Commission on Public Records Web site
- Have Your Benefits Direct Deposited into Your Bank Account
- Get an Estimate of Your Retirement Benefits
- Get Information About Social Security Integration (Option 61)
- Get More Information About Taxes on Your Benefit
Survivor Benefits
- Apply for a Surviving Dependent Pension Benefit
- Apply for Surviving Dependent Benefit (Pension and ASA)
- Apply for Survivor Benefits as a Spouse (ASA ONLY)
- Apply for Survivor Benefits as a Spouse (Pension and ASA)
- Apply for Survivor Benefits as a Spouse Pension ONLY
- Get More Information About Taxes on Your Benefit
