Get the free CalPERS - Beneficiary Designation form - California State ... - csustan

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. Start by obtaining the necessary forms: To fill out the calpers - beneficiary designation, you will first need to obtain the appropriate forms from the official website of the California Public Employees' Retirement System (CalPERS). These forms can usually be found in the "Forms & Publications" section of the website.
2. Provide personal information: The beneficiary designation form will typically require you to provide personal information such as your full name, date of birth, and social security number. Make sure to double-check the accuracy of this information before proceeding.
3. Identify primary and contingent beneficiaries: Determine who you would like to designate as your primary beneficiary, which is the person or entity that will receive your CalPERS benefits upon your death. You may also have the option to name contingent beneficiaries, who would receive the benefits if the primary beneficiary predeceases you.
4. Specify the type of benefit: Indicate whether you want the beneficiary to receive the lump sum payment or monthly annuity. This will depend on the specific options provided by CalPERS and your own preferences.
5. Provide beneficiary information: For each beneficiary, you will need to provide their full name, relationship to you, address, and social security number. Double-check the accuracy of this information as well.
6. Determine the percentage allocation: If you have multiple beneficiaries, specify the percentage of the benefit each will receive. The total allocation should add up to 100%. Make sure to review and adjust the percentages if needed.
7. Review and sign the form: Take the time to carefully review all the information you have entered on the form. Ensure that everything is accurate and reflective of your intentions. Once you are satisfied, sign and date the form.

Who needs calpers - beneficiary designation?

1. Public employees: CalPERS - beneficiary designation is specifically relevant for public employees who are enrolled in the California Public Employees' Retirement System. It allows them to designate who will receive their retirement benefits upon their death.
2. Retired individuals: Retired individuals who are receiving or planning to receive benefits from CalPERS should also consider completing a beneficiary designation form. This ensures that their chosen beneficiaries will receive the benefits in the event of their passing.
3. Those with significant life changes: Life circumstances can change, and it is important to update your beneficiary designation form accordingly. Individuals who have experienced major life events such as marriage, divorce, birth of a child, or the death of a beneficiary should review and update their form as necessary.

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What is calpers - beneficiary designation?

CalPERS beneficiary designation is a form that allows members to specify who will receive their retirement benefits upon their death.

Who is required to file calpers - beneficiary designation?

All active, retired, and deferred members of CalPERS are required to file a beneficiary designation form.

How to fill out calpers - beneficiary designation?

Members can fill out the beneficiary designation form online through their MyCalPERS account, or they can request a paper form from CalPERS and mail it in.

What is the purpose of calpers - beneficiary designation?

The purpose of the CalPERS beneficiary designation is to ensure that a member's retirement benefits are distributed according to their wishes upon their death.

What information must be reported on calpers - beneficiary designation?

The form typically requires the member to provide the names, dates of birth, relationships, and percentages of benefits for each designated beneficiary.