Search HR
  • OneSource Logo

Human Resources  |  Retirement  |  Educational Retirement Act - Defined Benefit Plan Application

Educational Retirement Act - Defined Benefit Plan Application

In order to retire under the ERA retirement program, you must first verify that you are eligible to retire under the provisions of the plan. To verify your eligibility, contact the Education Retirement Board at 505.888.1560 to request an eligibility date and an estimate of your pension benefit. Once you have confirmed your eligibility, select a retirement date * and follow the instructions below. In addition, an employee may be eligible for UNM benefits into retirement if they meet the criteria of policy 3600, section 2.3.

*Retirement date must always be the first of any month.

Note: All employees who participate in the ERA retirement program must coordinate their retirement with the UNM Retiree Services. Participants should start the application process no later than 90 days prior to your intended retirement date. All ERA applications must be certified in Section II of the ERA application by a Retiree Services representative.

The ERA Retirement Application process

1

Notify your department, in writing, of your intentions to retire and your last scheduled day of employment with UNM.

2

Download the following forms from the HR Website.

3

Optional: Register for I'm ready to retire NOW through Learning Central or call Employee and Organizational Development (EOD) at 277.1555 to register. You can bring your retirement paperwork to this class for review prior to turning it in to Retiree Services.