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How to fill out calpers - beneficiary designation

Point by point instructions on how to fill out calpers - beneficiary designation:

1. Start by collecting all the necessary information such as the full name, date of birth, and Social Security number of the beneficiary you want to designate.
2. Access the calpers website or visit your local calpers office to obtain the beneficiary designation form.
3. Carefully read through the instructions provided on the form to ensure you understand the requirements and guidelines for filling it out.
4. Begin filling out the form by entering your own personal information in the designated sections, including your full name, address, date of birth, and Social Security number.
5. Move on to the beneficiary section and fill in the required details for each beneficiary you wish to designate, including their full name, relationship to you, and their contact information.
6. Take the time to review your entries and make sure all information is accurate and up to date.
7. Once you are satisfied with the form, sign and date it in the designated spaces.
8. Finally, submit the completed form to calpers either through their online portal or by mailing it to the address provided on the form.

Who needs calpers - beneficiary designation?

1. Individuals who are active members of the California Public Employees' Retirement System (calpers) and want to designate a beneficiary to receive their pension benefits upon their death.
2. Retirees who are receiving a pension from calpers and wish to update or change their previously designated beneficiaries.
3. Spouses or domestic partners of calpers members or retirees who are entitled to receive survivor benefits and want to designate alternate beneficiaries in case they predecease the member or retiree.

For pdfFiller’s FAQs

What is calpers - beneficiary designation?

CALPERS - beneficiary designation is a form that allows members of the California Public Employees' Retirement System (CALPERS) to specify who will receive their retirement benefits upon their death.

Who is required to file calpers - beneficiary designation?

All active and retired members of CALPERS are required to file a beneficiary designation form.

How to fill out calpers - beneficiary designation?

To fill out the CALPERS - beneficiary designation form, you need to provide your personal information, such as your name, contact details, and social security number, as well as the information of your chosen beneficiaries.

What is the purpose of calpers - beneficiary designation?

The purpose of the CALPERS - beneficiary designation is to ensure that the retirement benefits of CALPERS members are distributed according to their wishes after their death.

What information must be reported on calpers - beneficiary designation?

On the CALPERS - beneficiary designation form, you need to report the names, dates of birth, and social security numbers of your chosen beneficiaries.

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