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CA PERS-OSS-138 2017 free printable template

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Name of Attorney-in-Fact First Name Middle Initial Last Name Birth Date mm/dd/yyyy Relationship Address PERS-OSS-138 9/17 Page 1 of 5 Put your name and Social Security number or CalPERS ID at the top of every page You must check a box to indicate whether you are granting the specific authority to your do not check a box your not be granted this See A Guide to the CalPERS Special Power of Attorney PUB 30 for a detailed explanation of the authority you are granting. Special Power of Attorney...
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Begin by downloading the CA PERS-OSS-138 form from the official website.
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Carefully read the instructions provided on the form.
03
Fill out your personal information, including your name, address, and contact information in the designated sections.
04
Provide details about your employment and position, including your job title and agency.
05
If applicable, include information about any previous pension benefits or claims.
06
Double-check all entered information for accuracy.
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Sign and date the form at the bottom.
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Submit the completed form as instructed, either by mail or electronically.

Who needs CA PERS-OSS-138?

01
Individuals who are applying for retirement benefits under the California Public Employees' Retirement System (CalPERS).
02
Employees who are transitioning from active employment to retirement status.
03
Beneficiaries of deceased CalPERS members may also need to fill out this form.
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CA PERS-OSS-138 is a reporting form used by employers to report specific payroll and retirement information to the California Public Employees' Retirement System (CalPERS).
Employers participating in the CalPERS system are required to file CA PERS-OSS-138 to ensure accurate reporting of member contributions and salary information.
To fill out CA PERS-OSS-138, employers must provide detailed information on employee contributions, payroll data, and other relevant retirement information as required by the form's guidelines.
The purpose of CA PERS-OSS-138 is to facilitate the accurate tracking and reporting of employee contributions to the pension system, ensuring compliance and effective management of retirement benefits.
The CA PERS-OSS-138 must report employee identification, contribution amounts, payroll data, and any other information relevant to the employee's retirement benefits.
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