Get the free CalPERS (Beneficiary Designation Form) - stancoha

Callers Supplemental Income 457 Plan C P.O. Box 5166 Boston, MA 02206-5166 1-800-260-0659 California Public Employees Retirement System (Callers) Callers Supplemental Income 457 Plan (the Plan) https://calpers.ingplans.com

How to fill out calpers beneficiary designation form

How to Fill Out CalPERS Beneficiary Designation Form:

1. Start by obtaining the CalPERS Beneficiary Designation Form. This form can be downloaded from the CalPERS website or requested by mail.
2. Provide your personal information in the designated sections. This includes your full name, contact information, Social Security number, and CalPERS membership number.
3. Indicate whether you are designating primary or contingent beneficiaries. Primary beneficiaries are the individuals who will receive the benefit upon your passing, while contingent beneficiaries would receive the benefit if the primary beneficiaries predecease you.
4. Enter the full legal name of each beneficiary and their relationship to you, such as spouse, child, or domestic partner.
5. Specify the percentage of the benefit that each primary and contingent beneficiary should receive. The total percentages should add up to 100%.
6. If desired, you can assign specific portions of the benefit to each primary and contingent beneficiary by completing the allocation section. This allows you to designate different percentages or fixed dollar amounts for each beneficiary.
7. Consider adding alternate or secondary beneficiaries in case the primary or contingent beneficiaries are unable to receive the benefit. This ensures that the benefit is distributed as per your wishes.
8. If you want to name a trust as a beneficiary, provide the full legal name of the trust and the trust's taxpayer identification number (TIN).
9. Review the completed form for accuracy and ensure you have signed and dated it.
10. Finally, submit the form to CalPERS either online, by mail, or fax, as per their instructions.

Who Needs CalPERS Beneficiary Designation Form?

1. Current and retired members of CalPERS, including state employees, public school employees, and other eligible public employees in California.
2. Individuals who want to designate who will receive their CalPERS benefits upon their passing.
3. Anyone who wishes to update their existing beneficiary designations should also use the CalPERS Beneficiary Designation Form.

For pdfFiller’s FAQs

What is calpers beneficiary designation form?

CalPERS beneficiary designation form is a legal document that allows CalPERS members to designate who will receive their retirement benefits in the event of their death.

Who is required to file calpers beneficiary designation form?

All CalPERS members are required to file a beneficiary designation form to ensure that their retirement benefits are distributed according to their wishes.

How to fill out calpers beneficiary designation form?

To fill out the CalPERS beneficiary designation form, you need to provide your personal information, such as your name, address, and Social Security number. You also need to specify the name and details of your chosen beneficiaries.

What is the purpose of calpers beneficiary designation form?

The purpose of the CalPERS beneficiary designation form is to ensure that members' retirement benefits are distributed according to their wishes and to avoid any disputes or complications after their death.

What information must be reported on calpers beneficiary designation form?

The CalPERS beneficiary designation form requires the following information: your personal details, such as name and contact information, your Social Security number, and the name and details of your chosen beneficiaries.

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