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Your Retirement Benefit As a Defined Benefit member, your retirement benefit is based on the following formula set by law: service credit x age factor x final compensation Estimate your retirement
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How to fill out calpers planning your service

01
To fill out CalPERS Planning Your Service, follow these steps:
02
Begin by opening the CalPERS Planning Your Service form.
03
Provide your personal information, including your name, contact information, and CalPERS membership number.
04
Indicate your current employment status and specify any previous public service employment if applicable.
05
Determine your retirement date or service retirement eligibility date.
06
Calculate your service credit by entering the number of years, months, and days you have worked for CalPERS or other qualified public employers.
07
Enter any additional service credits that you may be eligible for, such as military service or out-of-state service.
08
Review the beneficiaries section and designate who will receive your retirement benefit in the event of your death.
09
Provide your banking details for direct deposit of your retirement benefit.
10
Sign and date the form.
11
Submit the filled-out form to CalPERS through your employer.

Who needs calpers planning your service?

01
CalPERS Planning Your Service is needed by CalPERS members who are planning their retirement and need to determine their service credit and retirement benefits. It is also required by individuals who want to designate beneficiaries for their retirement benefits.
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Calpers Planning Your Service refers to a program offered by Calpers to help members plan for their retirement.
Members of Calpers who are planning for retirement are required to file Calpers Planning Your Service.
To fill out Calpers Planning Your Service, members need to log into their Calpers account and follow the instructions provided.
The purpose of Calpers Planning Your Service is to assist members in planning for their retirement by providing valuable information and resources.
Members must report their financial information, retirement goals, and other relevant details on Calpers Planning Your Service.
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