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A Guide for all Classified School Employees contributing to Callers Understanding Your Callers Defined Benefit Rights Rewards Publication 907 AFL CIO California School Employees Association Revised

How to fill out understanding your calpers defined

Point by Point Guide:

1. Start by obtaining the necessary forms from the CalPERS website or by contacting their customer service. The main form you will need to fill out is the "Understanding Your CalPERS Defined" form.
2. Gather all the relevant information and documents needed to complete the form. This may include your personal information, employment details, and any pertinent financial or retirement data.
3. Carefully read through the instructions provided with the form to understand the purpose and requirements of each section. Pay close attention to any specific guidelines or documentation that may be required.
4. Begin filling out the form, starting with your personal information. Provide accurate and up-to-date details such as your name, contact information, and Social Security number.
5. Move on to the section regarding your employment. Here, you will need to provide details about your current or previous employment history, including job titles, start and end dates, and employer information.
6. The next section typically involves providing financial information. This may include details about your salary, benefits, and any additional contributions you have made towards your CalPERS pension.
7. Double-check all the information you have entered to ensure accuracy and completeness. Mistakes or missing information may result in delays in processing.
8. If required, attach any supporting documentation, such as pay stubs or proof of employment. Follow the instructions provided in the form to properly include these documents.
9. Once you have reviewed and verified all the information, sign the form and date it as required. Any additional required signatures, such as a spouse's signature for joint retirement options, should also be obtained.
10. If you have any questions or need assistance while filling out the form, contact CalPERS customer service. They will be able to provide guidance and clarification on any confusing or unclear sections.

Who needs understanding your CalPERS defined?:

1. Active CalPERS members who are looking to gain a better understanding of their defined benefit plan and how it works.
2. New CalPERS members who need guidance on filling out the "Understanding Your CalPERS Defined" form as part of their enrollment process.
3. Individuals who are considering retirement and want to ensure they fully comprehend their CalPERS defined benefit plan before making any decisions.

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