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Security. I elect to receive Temporary Annuity until age Mail to PERS-BSD-470 3/17 62 to 70 CalPERS Benefit Services Division P. Retirement Allowance Estimate Request 888 CalPERS or 888-225-7377 TTY 877 249-7442 This is a request for an estimate of your potential CalPERS retirement benefit amounts. Named beneficiary upon your death. Upon both your deaths a lump-sum payout of any remaining member contributions another qualifying event such as a change in marital status your benefit will...
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How to fill out retirement allowance estimate request

01
Gather all necessary personal information, such as your name, date of birth, and social security number.
02
Contact your employer or retirement plan administrator to request a retirement allowance estimate form.
03
Fill out the retirement allowance estimate request form accurately and completely.
04
Provide information about your current salary, years of service, and any additional retirement contributions.
05
Submit the completed form to your employer or retirement plan administrator.
06
Wait for the retirement allowance estimate to be calculated and provided to you.
07
Review the estimate carefully to ensure all information is correct and meets your retirement goals.
08
Seek clarification or additional information from your employer or retirement plan administrator if needed.
09
Make any necessary adjustments or decisions based on the retirement allowance estimate.
10
Keep a copy of the retirement allowance estimate for your records.

Who needs retirement allowance estimate request?

01
Individuals who are planning for retirement and want to understand their potential retirement benefits.
02
Employees who are nearing retirement age and need to evaluate their financial readiness.
03
People who are considering retirement planning options and want to explore different scenarios.
04
Anyone who wants to make informed decisions about their retirement and financial future.
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Retirement allowance estimate request is a form that individuals can submit to request an estimate of their retirement allowance from a pension plan or retirement system.
Any individual who is a member of a pension plan or retirement system and is nearing retirement age may be required to file a retirement allowance estimate request.
To fill out a retirement allowance estimate request, individuals typically need to provide information such as their current age, years of service, salary information, and retirement age.
The purpose of a retirement allowance estimate request is to provide individuals with an estimate of the retirement benefits they may be eligible to receive from a pension plan or retirement system.
Information such as current age, years of service, salary information, and retirement age must be reported on a retirement allowance estimate request.
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