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Special Power of Attorney 888 Callers (or 888-225-7377) TTY for Speech and Hearing Impaired: (916) 795-3240 Fax (916) 795-3934 Section 1 When completing this form, please be sure to print the requested

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How to fill out calpers special power of

How to fill out CalPERS special power of attorney:

01

Begin by obtaining the official CalPERS special power of attorney form. This form can usually be found on the CalPERS website or by contacting their customer service department.

02

Read through the instructions provided with the form carefully to ensure you understand the purpose and requirements of the special power of attorney.

03

Identify the individual who will be granted the power of attorney. This person, known as the agent or attorney-in-fact, will be authorized to make decisions and take actions on your behalf with regards to your CalPERS account.

04

Fill out the personal information section of the form, including your full name, address, and contact details. Provide similar information for your chosen agent as well.

05

Specify the scope and extent of the agent's powers. This can include tasks like managing your CalPERS account, making investment decisions, and accessing account information.

06

Sign and date the special power of attorney form in the presence of a notary public, who will then notarize the document. Make sure to carefully follow any additional instructions provided by CalPERS for executing the form.

07

Retain a copy of the completed and notarized special power of attorney form for your records, and provide the original to CalPERS as instructed.

08

Periodically review and update the special power of attorney as needed to ensure it reflects your current wishes and circumstances.

Who needs CalPERS special power of attorney:

01

CalPERS members who want to designate someone they trust to manage their CalPERS account and make decisions on their behalf.

02

Individuals who are unable to personally handle their CalPERS affairs due to physical or mental limitations, such as illness, injury, or age.

03

Members who anticipate being unavailable or unable to manage their CalPERS account for a certain period of time and want to ensure continuity in account management and decision-making.

Remember, it is always important to consult with a legal professional or financial advisor for guidance specific to your situation when considering or completing a special power of attorney form.

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What is calpers special power of?

CalPERS special power of attorney allows a designated individual to make important decisions on behalf of the member in case of incapacitation.

Who is required to file calpers special power of?

All CalPERS members are encouraged to have a special power of attorney on file in case of emergencies.

How to fill out calpers special power of?

To fill out CalPERS special power of attorney, the member must download the form from the CalPERS website, complete the required information, and have it notarized.

What is the purpose of calpers special power of?

The purpose of CalPERS special power of attorney is to ensure that a designated individual can make important decisions regarding the member's benefits and accounts if they become unable to do so.

What information must be reported on calpers special power of?

The CalPERS special power of attorney form requires information about the member, the designated individual, and the scope of authority given to the designated individual.

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