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Facebook www. facebook. com/myCalPERS Twitter www. twitter. com/CalPERS Instagram www. instagram.com/CalPERS YouTube www. 33 Become a More Informed Member. CalPERS Website. my CalPERS.. CalPERS Education Center. Experience CalPERS Through Social Media.. A nonmember is the former spouse of a CalPERS member whose awarded interest is transferred into his or her own separate CalPERS account. Example Your qualifying event date was May 1 2016 and you submitted your completed election document on...
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How to fill out changing your beneficiary or

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Step 1: Start by gathering all the necessary information and documents.
02
Step 2: Contact your insurance company or financial institution to obtain the required forms for changing your beneficiary.
03
Step 3: Carefully fill out the beneficiary change form, providing accurate and complete information.
04
Step 4: Review the form for any errors or missing information before submitting it.
05
Step 5: Attach any supporting documentation if required by the insurance company or financial institution.
06
Step 6: Follow the instructions provided by the company or institution to submit the form. This may involve mailing, faxing, or submitting online.
07
Step 7: Keep a copy of the submitted form and any associated documents for your records.
08
Step 8: Follow up with the company or institution to ensure that the beneficiary change has been processed correctly.

Who needs changing your beneficiary or?

01
Anyone who currently has a life insurance policy, retirement account, or other financial investment with a designated beneficiary may consider changing their beneficiary.
02
Individuals who have experienced a major life event such as marriage, divorce, birth or adoption of a child, or the death of a previous beneficiary may need to update their beneficiary designations.
03
People who wish to leave their assets to different individuals or organizations than their current beneficiaries may also need to change their beneficiary.
04
It is advisable to review and update beneficiary designations periodically to ensure they align with your current wishes and circumstances.
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Changing your beneficiary means updating the person who will receive your assets in case of your death.
Anyone who wants to update their beneficiary designation on their assets or accounts.
You can fill out a beneficiary designation form provided by the account or asset holder and follow their instructions.
The purpose is to ensure that your assets are distributed according to your wishes in case of your death.
You must report the name, relationship, and contact information of the new beneficiary.
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