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This document allows employees to elect membership in the CalSTRS Defined Benefit Program and acknowledges receipt of related information.
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How to fill out permissive election and acknowledgment
How to fill out PERMISSIVE ELECTION AND ACKNOWLEDGMENT OF RECEIPT OF CALSTRS DEFINED BENEFIT PLAN MEMBERSHIP INFORMATION
01
Obtain the PERMISSIVE ELECTION AND ACKNOWLEDGMENT OF RECEIPT OF CALSTRS DEFINED BENEFIT PLAN MEMBERSHIP INFORMATION form from the CalSTRS website or your employer.
02
Read through the instructions carefully to understand the requirements and details needed.
03
Fill out your personal information at the top of the form, including your name, Social Security number, and contact information.
04
Indicate your choice regarding the election as specified on the form; ensure you select either to continue membership or to take a cash payout if available.
05
Complete any additional sections that require information or documentation related to your prior service or eligibility.
06
Review the completed form for accuracy and confirm all required signatures are in place.
07
Submit the form to CalSTRS by the specified method—either by mail or electronically if allowed—and keep a copy for your records.
Who needs PERMISSIVE ELECTION AND ACKNOWLEDGMENT OF RECEIPT OF CALSTRS DEFINED BENEFIT PLAN MEMBERSHIP INFORMATION?
01
Current CalSTRS members who are considering transferring service credit from another retirement system.
02
Individuals who have prior service credits in a different plan and want to make an election regarding their CalSTRS benefits.
03
Employees who are eligible to receive information about their membership and benefits in the CalSTRS Defined Benefit Plan.
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What is PERMISSIVE ELECTION AND ACKNOWLEDGMENT OF RECEIPT OF CALSTRS DEFINED BENEFIT PLAN MEMBERSHIP INFORMATION?
The Permissive Election and Acknowledgment of Receipt of CalSTRS Defined Benefit Plan Membership Information is a document that allows members to acknowledge the information related to their membership in the CalSTRS Defined Benefit Plan and make choices regarding additional service credit options.
Who is required to file PERMISSIVE ELECTION AND ACKNOWLEDGMENT OF RECEIPT OF CALSTRS DEFINED BENEFIT PLAN MEMBERSHIP INFORMATION?
Any member of the CalSTRS Defined Benefit Plan who wishes to elect additional service credit or who has received information regarding their membership options is required to file this document.
How to fill out PERMISSIVE ELECTION AND ACKNOWLEDGMENT OF RECEIPT OF CALSTRS DEFINED BENEFIT PLAN MEMBERSHIP INFORMATION?
To fill out the document, members should provide their personal information, review the membership information provided by CalSTRS, and indicate their election choices regarding service credits, signing and dating the form to confirm their decisions.
What is the purpose of PERMISSIVE ELECTION AND ACKNOWLEDGMENT OF RECEIPT OF CALSTRS DEFINED BENEFIT PLAN MEMBERSHIP INFORMATION?
The purpose of this document is to ensure members are informed about their membership options in the CalSTRS Defined Benefit Plan and to facilitate any elections they wish to make regarding additional service credit.
What information must be reported on PERMISSIVE ELECTION AND ACKNOWLEDGMENT OF RECEIPT OF CALSTRS DEFINED BENEFIT PLAN MEMBERSHIP INFORMATION?
The document must include the member's personal identification information, acknowledgment of receipt of membership information, the choices regarding permissive service credit elections, and any other required signatures and dates.
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