Get the free CalPERS Employee Beneficiary Form (pdf) - gormanlc

Callers 457 DEFERRED COMPENSATION PROGRAM California Public Employees Retirement System Callers 457 Deferred Compensation Program https://calpers.csplans.com P.O. Box 2647 Lewiston, ME 04241 1-800-260-0659

How to fill out calpers employee beneficiary form

How to fill out CalPERS employee beneficiary form:

1. Begin by obtaining a copy of the CalPERS employee beneficiary form. This form is typically provided by your employer or can be found on the CalPERS website.
2. Fill in your personal information including your name, date of birth, and Social Security number. This ensures that the form is properly associated with your account.
3. In the designated sections, provide the necessary information about your primary beneficiary. This includes their full name, relationship to you, and contact information.
4. If you wish to designate multiple primary beneficiaries, ensure that you provide their information accurately in the appropriate sections. You may need to specify their respective percentages or shares of the benefit.
5. Consider designating contingent beneficiaries. These individuals would receive the benefit in case your primary beneficiaries are unable to do so. Provide their information in the appropriate spaces.
6. Review the form thoroughly to ensure accuracy and completeness. Make sure all fields are filled, and cross-check names, addresses, and other details for accuracy.
7. Once you have completed the form, sign and date it. Depending on the form, you may need a witness or notary when signing.
8. Submit the completed and signed form to your employer or as specified by the CalPERS guidelines. It is always wise to make a copy for your records.
9. Keep your beneficiary designation up to date. If you experience any major life events such as marriage, divorce, or the birth of a child, remember to review and update your beneficiary form accordingly.

Who needs CalPERS employee beneficiary form:

1. Any active or retired employee who is a member of CalPERS may need to complete the employee beneficiary form.
2. Employees who want to ensure that their retirement benefits are transferred to their designated beneficiaries in the event of their death should fill out this form.
3. It is especially important for employees who have dependents, such as a spouse, children, or other loved ones, to complete this form to provide for their financial well-being after they pass away.
4. It is good practice for all CalPERS members to complete a beneficiary form, even if they do not currently have designated beneficiaries, as future circumstances may change.
5. It is also recommended to review and update the beneficiary form periodically to reflect any changes in personal circumstances or wishes regarding the distribution of benefits.

For pdfFiller’s FAQs

What is calpers employee beneficiary form?

The calpers employee beneficiary form is a form where an employee designates who will receive their benefits in the event of their death.

Who is required to file calpers employee beneficiary form?

All CalPERS members are required to file a beneficiary form to designate who will receive their benefits upon their death.

How to fill out calpers employee beneficiary form?

The CalPERS employee beneficiary form can be filled out online or in paper form. The employee must provide information about the beneficiary they wish to designate.

What is the purpose of calpers employee beneficiary form?

The purpose of the CalPERS employee beneficiary form is to ensure that the member's benefits are paid out according to their wishes in the event of their death.

What information must be reported on calpers employee beneficiary form?

The CalPERS employee beneficiary form requires information such as the beneficiary's name, relationship to the member, Social Security number, and contact information.

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