RESOURCES

We are here to not only help you answer questions about NMAER, but also those beyond our organization. On this page you will find some resources that we find quite valuable.

Legislative Resources

Contact your Governor: Susana Martinez
Contact your Attorney General: Hector Balderas

Contact your NM State:
Senators
Representatives
Legislature WebSite

Contact your United States Senator:
Senator Martin T. Heinrich 

Senator Tom Udall


Contact your United States Representatives:
Representative Steve Pierce
Representative Michele Lujan Grisham
Representative Ben Ray Lujan


JOIN NMAER

Application for Retirement-You should obtain this form from your local personnel or business office 60-90 days prior to your planned effective date of retirement.

There are four pages in the retirement application, they are:

(1) Retirement Application Instructions
(2) Application for Retirement Checklist
(3) Member Information
(4) Employer Certification

Complete the Member Information Form and return it to your personnel or business office where the Employer Certification will be completed. Your employer will then forward the completed application to our office. Our staff will review your application for eligibility and mail to you your retirement documents, which include: an information memorandum, a final computation of your retirement benefit, a final selection of benefit form, and a direct deposit authorization form.

(The New Mexico Retiree Health Care Authority will automatically mail you a retirement packet. For more information on the NMRHCA, call 1-800-233-2576.)

Retirement Application Package (pdf)

OTHER FORMS FOR MEMEBERS:

ARP Election Form - Must be submitted through your employer
Change of Address Form

Direct Rollover to ERB Transfer Request Form

State and Federal Tax Deduction Form

Statement of Release

Divorce - Release of Claims (pdf version)
Disability - Authorization for Release of Information (pdf version)

Disability - Physician Statement of Disability (pdf version)

Beneficiary Designation (Form 42)                                                                                                                  

 Option to Switch from the ARP to the Defined Benefit Plan Information Sheet


NEW MEXICO RETIREE HEALTH CARE
Click >>HERE<< to visit site for forms.

The sites below are listed as a convenience to NMAER Web Site visitors. The inclusion here does not constitute endorsement of any vendor, product, or financial advice.

NMAER MEMBER SYSTEM:
New Mexico Educational Retirement Board (NMERB)

Public Employees Retirement Association (PERA)

New Mexico Retiree Health Care Authority (NMRHCA)

New Mexico School Board Association (NMSBA)

New Mexico Public School Insurance Authority (NMPSIA)

Retired Public Employees of New Mexico (RPENM)

New Mexico Coalition of School Leaders

________________________________________
STATE OF NEW MEXICO:
New Mexico Home Page

Governor

Secretary of State

Attorney General

Legislature
Department of Education

Department of Labor

Agency on Aging

Commission on Higher Education(CHE)

National Education Association New Mexico

New Mexico Federation of Educational Employees

New Mexico State Statutes

_______________________________________
OF INTEREST TO RETIREES/SENIORS:
Association Member Benefits Advisors (AMBA)

NRTA Web Sites of State Associations *coming soon!
American Association of Retired Persons Retired Teachers (NRTA)

The American Association of Retired Persons (AARP)

AGENET

Benefits Check Up

Elderpage

National Council on the Aging

National Senior Citizens Law Center

Senior Com

Senior Net

Thirdage
________________________________________
FEDERAL GOVERNMENT:
Your First Click to the U.S. Government

Administration of Aging

Consumer Information Center

Internal Revenue Service

Social Security Administration

Thomas (US Congress)

U.S. Department of Labor

National Institute on Aging

________________________________________
OTHER SITES - ORGANIZATIONS:
National Council on Teacher Retirement

National Conference on Public Employee Retirement Systems

National Association of State Retirement Administrators

International Foundation of Employee Benefits Plans

Employee Benefits Research Institute (EBRI)

Coalition to Preserve Retirement Security

American Compensation Association (ACA)

National Education Association

National Education Association Retired

________________________________________
OTHER SEARCH ENGINES:
Yahoo
Google

SUPREME COURT DECISION ON COLA REDUCTION


On December 19, 2013, the New Mexico Supreme Court unanimously ruled that Senate Bill 115, which reduced the cost of living adjustment (COLA) for current and future retirees, did not violate the New Mexico Constitution.

The Court held that the Legislature had the authority to modify the COLA in order to protect the fiscal stability of the ERB retirement fund. The full text of the Court's ruling in Bartlett v. Cameron
can be accessed at http://www.nmcompcomm.us/nmcases/NMSCSlip.aspx.

Click >>HERE< to read the Respondents Brief
Click >>HERE<< to read the Petitioner's Brief

 

CHALLENGE TO THE CONSTITUTIONALITY OF 
THE ERB COLA

On June 24, 2013 four ERB retirees filed a petition asking the NM Supreme Court
for a Writ of Mandamus to STAY implementation of the SB 115 cost of living
modification as approved by the State Legislature and signed by the Governor.

In effect the petitioners are challenging the constitutionality of the COLA reduction 
that was enacted as part of SB 115.

To read the entire petition, click here.

On July 2, 2013 the NM Supreme Court ordered the ERB to file a response by July 17, 2013. 
Here is a summary of that response:

“In their response, the ERB trustees argued that mandamus was not appropriate
because Article XX, Section 22 of the New Mexico Constitution does not
unambiguously prohibit changes to the retirement plan, including the COLA.
Rather, the Constitution grants a limited or qualified vested property right to
members of that system while also stating that nothing in Section 22 shall be
construed to prohibit modifications to retirement plans that enhance or preserve
their actuarial soundness. The COLA modification was made for the purpose of
enhancing, and therefore protecting the actuarial soundness of the fund. Balancing
the interest of the State, and the members themselves, in maintaining the Fund’s
actuarial soundness against the Petitioners’ property rights weighs in favor of the
constitutionality of the COLA modification. The Response also argued that
fundamentally, the Petitioners were asking the Supreme Court to substitute its
judgment for that of the Legislature in formulating public policy, a role that is
properly left to the Legislature.” ERB Legal Counsel, Chris Schatzman, August 9,
2013, Investments and Pension Oversight Committee, NM State Legislature. 

To read the entire response, click here.

CHALLENGE TO THE CONSTITUTIONALITY OF THE ERB COLA

UPDATE

On September 4, 2013, the NM State Supreme Court heard Oral arguments in the
Petitioner’s Writ of Mandamus to STAY implementation of the new COLA
modification on current retirees.

Both sides presented their arguments before the court:
1) The Petitioners argued that the Constitution protects their pension from
reductions as approved in SB115.

2) The NM Assistant Attorney General argued that the State Constitution
provides a provision that allows pensions to be modified in order to
address the solvency of the retirement plan.

After Oral arguments were heard the NM Supreme Court adjourned for deliberations. However, after a brief period of time the Court Room was informed that the NM Supreme Court would take the issue under advisement. 

On September 10, the NM Supreme Court issued an order directing the
Petitioners and ERB to file supplemental briefs on six questions.

Click here to read the Order for these questions.

Briefs are due to the NM Supreme Court on September, 24, 2013

We will continue to keep you informed!