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2021 Service Purchase Schedule
There are two separate periods of time during 2021 to make service purchases.

Announcement

Depending on your circumstances, you may be eligible to purchase service credit that can count toward your total years of service and may increase your retirement benefit.

Purchase Request forms may be submitted for the purchase of Extra Help time, Plan 3 service upgrades, certain military leave and unpaid sick leave. Returning SamCERA members can also make a Purchase Request for a redeposit of withdrawn funds.

SamCERA members have two separate periods of time during 2021 to make service purchases. The process starts when the member submits a Purchase Request form.

First Period

  • SamCERA begins processing Purchase Request forms: February 1, 2021
  • Deadline to submit Purchase Request Form: April 30, 2021
  • Deadline for all money to be received by SamCERA with agreement: June 3, 2021

Second Period

  • SamCERA begins processing Purchase Request forms: August 2, 2021
  • Deadline to submit Purchase Request Form: October 31, 2021
  • Deadline for all money to be received by SamCERA with agreement: December 2, 2021

You can find a copy of the SamCERA Purchase Request form on the SamCERA forms page.

Contact SamCERA for more information about service purchases.

Mass Mutual Plan-to-Plan Transfer

The 2021 deadlines to submit the Mass Mutual Plan-to-Plan Transfer to Purchase Service Credit form to San Mateo County Human Resources are:

  • May 17, 2021 at 2:00 p.m.
  • November 15, 2021 at 2:00 p.m.

For more information about a Mass Mutual Plan-to-Plan transfer, please contact benefits@smcgov.org.

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