Get the free CalPERS - Beneficiary Designation form - City of Huntington ... - huntingtonbeachca

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. Obtain the necessary forms: Start by obtaining the CalPERS - Beneficiary Designation form. You can typically find this form on the official CalPERS website or request it from your employer if you are a current employee.
2. Provide personal information: Begin by entering your personal information accurately on the form. This includes your full name, address, phone number, and social security number. Make sure to double-check the accuracy of this information before proceeding.
3. Designate your primary beneficiary: Indicate the primary beneficiary by providing their full name, date of birth, address, and relationship to you. It is crucial to clarify this information to ensure the correct beneficiary is identified.
4. Designate contingent beneficiaries: If you wish to designate contingent beneficiaries, provide their information as well. Contingent beneficiaries come into effect if the primary beneficiary predeceases you, and their information is essential to ensure the proper distribution of benefits. Include their full names, dates of birth, addresses, and relationships to you.
5. Specify the percentage of allocation: In this section, identify the percentage of your benefit that you wish to allocate to each beneficiary. The total allocation should add up to 100%. For example, you may choose to allocate 50% to the primary beneficiary and 50% to the contingent beneficiary, or you can allocate different percentages based on your preferences.
6. Sign and date the form: Once you have completed all the necessary sections of the CalPERS - Beneficiary Designation form, carefully review it for accuracy. Make sure all required fields are filled out and that you have provided all the necessary information. Sign and date the form to validate your designation.
7. Submit the form: After completing and reviewing the form, submit it as per the instructions provided by CalPERS. Depending on your situation, you may need to submit the form to your employer or directly to CalPERS. Follow the specified submission process to ensure your beneficiary designation is processed correctly.

Who needs CalPERS - Beneficiary Designation?

Any CalPERS member who wants to ensure that their retirement benefits are allocated according to their wishes upon their passing should complete a CalPERS - Beneficiary Designation form. This form allows you to designate primary and contingent beneficiaries, outlining the individuals who will receive your benefits and their respective allocation percentages. It is crucial to keep your beneficiary designation up to date, particularly through significant life events such as marriage, divorce, or the birth of children. By completing this form, you can have peace of mind knowing that your retirement benefits will be distributed according to your intentions.

For pdfFiller’s FAQs

What is calpers - beneficiary designation?

CalPERS beneficiary designation is a form where a member of CalPERS can designate who will receive their benefits in the event of their death.

Who is required to file calpers - beneficiary designation?

All 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 or by contacting CalPERS directly for assistance.

What is the purpose of calpers - beneficiary designation?

The purpose of the beneficiary designation form is to ensure that benefits are distributed according to the member's wishes in the event of their death.

What information must be reported on calpers - beneficiary designation?

Members must report the full legal name, address, date of birth, and relationship to the member of their designated beneficiary.

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