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Permissive Membership ES 0350 rev 02/17PERMISSIVE MEMBERSHIP ELECTION AND ACKNOWLEDGEMENT OF RECEIPT OF CASTS DEFINED BENEFIT PROGRAM MEMBERSHIP INFORMATION California State Teachers Retirement System P.O.
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To fill out the CalSTRS Permissive Election Form, follow these steps:
02
Obtain the CalSTRS Permissive Election Form from the CalSTRS website or your employer.
03
Fill in your personal information, including your name, Social Security Number, mailing address, and contact information.
04
Indicate your current employment status and employer information.
05
Specify your desired election option by selecting either Option A or Option B.
06
If you choose Option A, provide the necessary information related to your beneficiary designations.
07
If you choose Option B, provide the necessary information related to the distribution of your death benefit.
08
Sign and date the form.
09
Submit the completed form to CalSTRS or your employer, as specified on the form or by your employer's instructions.
10
Keep a copy of the form for your records.

Who needs calstrs permissive election form?

01
The CalSTRS Permissive Election Form is required for CalSTRS members who want to make a voluntary election regarding their death benefit.
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The CalSTRS Permissive Election Form allows CalSTRS members to make additional retirement plan contributions beyond what is required.
CalSTRS members who wish to contribute additional funds to their retirement plan are required to file the Permissive Election Form.
To fill out the CalSTRS Permissive Election Form, members need to provide their personal information, the amount they wish to contribute, and their payment method.
The purpose of the CalSTRS Permissive Election Form is to allow members to boost their retirement savings by making voluntary contributions above the minimum required.
The CalSTRS Permissive Election Form requires members to report their personal details, desired contribution amount, and payment preferences.
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