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P.O. Box 942715 Sacramento, CA 942292715888 Callers (or 888 2257377) Fax: (800) 9596545www.callers.ca.gov California Public Employees Retirement SystemPreRetirement Lump Sum Beneficiary DesignationSection

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How to fill out pre-retirement lump sum beneficiary

01

Step 1: Obtain a pre-retirement lump sum beneficiary form from your employer or retirement plan administrator.

02

Step 2: Read the instructions carefully to understand the requirements and eligibility criteria.

03

Step 3: Fill out your personal information, including your name, address, social security number, and date of birth.

04

Step 4: Provide the necessary details about the pre-retirement beneficiary, such as their name, relationship to you, and contact information.

05

Step 5: Indicate the percentage or dollar amount of the lump sum benefit you wish to allocate to the beneficiary.

06

Step 6: Review the form for accuracy and completeness.

07

Step 7: Sign and date the form, and make a copy for your records.

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Step 8: Submit the completed form to your employer or retirement plan administrator, following their specific instructions.

Who needs pre-retirement lump sum beneficiary?

01

Individuals who have a pre-retirement pension or retirement plan and wish to designate a specific beneficiary to receive a lump sum payout upon their death.

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What is pre-retirement lump sum beneficiary?

Pre-retirement lump sum beneficiary is a designation of who will receive a lump sum payment in the event of the pre-retirement death of a retirement plan participant.

Who is required to file pre-retirement lump sum beneficiary?

The retirement plan participant is required to file the pre-retirement lump sum beneficiary form.

How to fill out pre-retirement lump sum beneficiary?

To fill out the pre-retirement lump sum beneficiary form, the retirement plan participant must provide their personal information and designate their beneficiary/beneficiaries.

What is the purpose of pre-retirement lump sum beneficiary?

The purpose of pre-retirement lump sum beneficiary is to ensure that a designated beneficiary will receive a lump sum payment in the event of the retirement plan participant's death before retirement.

What information must be reported on pre-retirement lump sum beneficiary?

The pre-retirement lump sum beneficiary form must include the retirement plan participant's personal information and the designated beneficiary/beneficiaries' information.

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