Get the free CalPERS - Beneficiary Designation form - City of Riverside - riversideca

TO: Callers/ Benefit Services Division P.O. Box 942711 Sacramento, CA 94229-2711 Fax:(916) 795-3933 Phone:(888) Callers (225-7377) C BENEFICIARY DESIGNATION PERS-BSD-241 (Revised 12/04) MEMBER? S

How to fill out calpers - beneficiary designation

How to fill out CalPERS - beneficiary designation:

1. Locate the CalPERS beneficiary designation form. This form can usually be found on the CalPERS website or obtained from your employer if you are a CalPERS member.
2. Fill in your personal information accurately. This includes your full name, Social Security number, date of birth, and contact information.
3. Identify the beneficiary. Provide the full name, relationship to you, and contact information for each beneficiary you wish to designate. You can choose multiple beneficiaries and specify the percentage of benefits each should receive.
4. Specify the type of benefits. Indicate whether you are designating beneficiaries for monthly retirement benefits, accumulated contributions, or both.
5. Sign and date the form. Make sure to read the instructions and any additional requirements on the form carefully before signing. You may need to get your signature witnessed or notarized.
6. Submit the completed form. Follow the instructions provided on the form for submission. Typically, you will need to send the form to CalPERS by mail or through an online portal, depending on their preferred method.

Who needs CalPERS - beneficiary designation:

1. CalPERS members: If you are currently a member of the California Public Employees' Retirement System (CalPERS), it is important to fill out the beneficiary designation form. This ensures that your chosen beneficiaries receive the benefits in case of your death.
2. Those with CalPERS retirement benefits: If you have retired and are receiving monthly retirement benefits from CalPERS, it is essential to have a designated beneficiary. This will determine who receives the remaining benefits after your passing.
3. Members with accumulated contributions: If you have accumulated contributions in your CalPERS account, either through a defined contribution plan or as a result of certain employment benefits, designating beneficiaries is crucial. It allows your beneficiaries to receive these funds after your death.

Remember, it is essential to keep your CalPERS beneficiary designation up to date. Life circumstances and relationships may change, so it is recommended to review and update your beneficiaries as needed.

For pdfFiller’s FAQs

What is calpers - beneficiary designation?

CalPERS beneficiary designation refers to the process of naming individuals or entities who will receive benefits from CalPERS in the event of the member's death.

Who is required to file calpers - beneficiary designation?

All CalPERS members are required to file a beneficiary designation form to designate who will receive their benefits in the event of their death.

How to fill out calpers - beneficiary designation?

To fill out the CalPERS beneficiary designation form, you need to provide personal information of the primary and contingent beneficiaries, such as their full name, relationship to the member, date of birth, and Social Security number.

What is the purpose of calpers - beneficiary designation?

The purpose of CalPERS beneficiary designation is to ensure that the member's benefits are distributed according to their wishes in case of death, and to avoid any potential disputes or uncertainties regarding the distribution of benefits.

What information must be reported on calpers - beneficiary designation?

Information required on the CalPERS beneficiary designation form includes the full name, relationship, date of birth, and Social Security number of both primary and contingent beneficiaries.

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