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TO: Callers/ Benefit Services Division P.O. Box 942711 Sacramento, CA 94229-2711 Fax:(916) 795-3933 Phone:(888) Callers (225-7377) C BENEFICIARY DESIGNATION PERS-BSD-241 (Revised 12/04) MEMBER S FULL

How to fill out calpers - beneficiary designation

How to fill out calpers - beneficiary designation:

1. Obtain the necessary form: The first step in filling out the calpers beneficiary designation is to obtain the appropriate form. You can usually find this form on the official website of calpers or by contacting their customer service.
2. Provide personal information: Start by providing your personal information, such as your full name, date of birth, and contact details. It's essential to ensure that all the information you provide is accurate and up to date.
3. Identify your beneficiaries: Next, you will need to identify your beneficiaries. These are the individuals or entities who will receive your calpers benefits in case of your death. You will typically need to provide their full names, relationships to you, and their contact information.
4. Specify the percentage or allocation: Along with identifying your beneficiaries, you will also need to specify the percentage or allocation of your benefits that each beneficiary should receive. This step is crucial to ensure that your benefits are distributed according to your wishes.
5. Consider contingent beneficiaries: It's advisable to include contingent beneficiaries as well. These are secondary beneficiaries who will receive your benefits if your primary beneficiaries are unable to do so. Again, provide their names and information along with the specified allocation.
6. Review and sign: Once you have filled out all the required information, thoroughly review the form for accuracy and completeness. Make any necessary corrections or additions. Finally, sign and date the form to confirm your beneficiary designation.

Who needs calpers - beneficiary designation?

Anyone who has an active calpers membership and wishes to designate who will receive their calpers benefits in the event of their death needs to complete the calpers beneficiary designation. This form allows you to have control over the distribution of your pension and death benefits, ensuring that your loved ones or chosen beneficiaries receive what you intended for them. It is especially important for individuals with dependents or those who want to leave their benefits to specific individuals or organizations. Completing the beneficiary designation form helps to avoid potential disputes or complications regarding the distribution of your calpers benefits.

For pdfFiller’s FAQs

What is calpers - beneficiary designation?

CalPERS beneficiary designation is the process of naming individuals or entities who will receive your CalPERS benefits upon your death.

Who is required to file calpers - beneficiary designation?

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

How to fill out calpers - beneficiary designation?

To fill out a CalPERS beneficiary designation form, you need to provide the required personal information of your chosen beneficiary/beneficiaries and specify the percentage of benefits each will receive.

What is the purpose of calpers - beneficiary designation?

The purpose of CalPERS beneficiary designation is to ensure that your retirement benefits are distributed to the intended individuals or entities upon your death.

What information must be reported on calpers - beneficiary designation?

The CalPERS beneficiary designation form must include the full legal name, relationship, date of birth, and Social Security number of each beneficiary.

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