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Pension Payment CalendarCheck mailed November 28Direct deposit November 30

Active Member Forms

The forms below are intended for use by active, terminated, vested, and proportionate service members to make changes or updates to your member information.


Access Forms on MemberDirect

Save time and make updates online by logging in to MemberDirect to access and submit forms.


Notary Services

Please note, some forms may be required to be signed in the presences of a Notary Public. For your convenience, COAERS offers Notary services at our office free of charge. For notary services, please contact us to make an appointment at


Download Forms

Address Change Form

Please note: if you are an active city employee, please submit your address change information to your City of Austin payroll office and not the retirement office. Please contact the COA payroll office at 512-974-3001

Beneficiary Designation FormDirect Deposit FormDisability Retirement Process & Application FormName Change FormProportionate Service Declaration FormRequest for Refund Application PacketRequest for Benefit EstimateRequest for Purchase Calculation EstimateQualified Domestic Relations Order (QDRO) PolicySample Divorce QDRO FormSpecial Tax Notice - Rollover Options


Forms and Paperwork Submission

Forms and paperwork can be submitted in-person at our office during normal business hours in addition to mail, our secure upload portal, or submitted via fax. 


City of Austin Employees Retirement System
6836 Austin Center Blvd, Suite 190 
Austin, TX 78731


Outside of normal business hours, you can drop off paperwork in our secure drop box located outside the main entrance of our office at any time.