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Callers Retirement Analysis Information Data Sheet (Please Print) Retirees Name: Retirees Mailing Address: Retirees Email Address: Retirees Telephone Number (with area code): Retirees Sex: Retirees
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How to fill out calpers retirement analysis
How to fill out calpers retirement analysis:
01
Visit the official CalPERS website and navigate to the retirement analysis section.
02
Provide your personal information such as name, date of birth, and contact details.
03
Enter your employment history, including the dates and positions held in public agencies or organizations participating in CalPERS.
04
Input your estimated retirement date or the date you plan to retire.
05
Enter your current salary or average salary based on your highest compensation year.
06
Include any additional income sources such as Social Security, part-time employment, or rental property income.
07
Provide information on any CalPERS service credits you may have purchased.
08
Input your retirement date and select your desired retirement option, such as a lump sum, monthly annuity, or a combination.
09
Review and validate the information provided, ensuring accuracy.
10
Submit the completed retirement analysis form to CalPERS for processing.
Who needs calpers retirement analysis:
01
Employees who are members of the California Public Employees' Retirement System (CalPERS) and are considering retirement.
02
CalPERS members who want to understand their potential retirement benefits, including pension income and health benefits.
03
Individuals who want to make informed decisions about their retirement savings and plan for their financial future.
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