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Get the free Disability Retirement Election Application - CalPERS - CA.gov

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Please allow at least 6 weeks for processing your Disability Retirement Application. To apply for normal retirement benefits, please use the Normal Retirement Application. DISABILITY RETIREMENT APPLICATION
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How to fill out disability retirement election application

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How to fill out disability retirement election application

01
To fill out disability retirement election application, follow these steps:
02
Obtain the disability retirement election application form from your employer or the retirement system.
03
Read the instructions on the application form carefully.
04
Fill in your personal information, including your name, address, social security number, and contact details.
05
Provide information about your current employment status, such as the name of your employer, your job title, and your employment dates.
06
Indicate the reason for your disability retirement application and provide any supporting documentation, such as medical reports or physician's statements.
07
Complete the financial information section, including details about your income, assets, and any other sources of financial support.
08
Review the completed application form to ensure all required fields are filled in accurately and completely.
09
Sign and date the application form.
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Submit the completed application form to the appropriate retirement system or your employer, as instructed on the form.
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Keep a copy of the application form for your records and follow up with the retirement system or employer to confirm receipt.

Who needs disability retirement election application?

01
Anyone who is a member of a retirement system and believes they are eligible for disability retirement benefits needs to fill out a disability retirement election application. This includes employees who have become disabled due to illness, injury, or other qualifying reasons and meet the criteria outlined by the retirement system. The application is necessary to initiate the process of applying for disability retirement benefits and must be completed by the individual seeking to retire on disability grounds.
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A disability retirement election application is a formal document submitted by an employee to request retirement benefits due to a qualifying disability that prevents them from performing their job duties.
Employees who are unable to continue working due to a permanent or long-term disability and wish to receive retirement benefits are required to file a disability retirement election application.
To fill out the application, the employee should provide personal information, details of the disability, employment history, and any medical documentation supporting the disability claim, and follow the specific instructions provided by the retirement system.
The purpose of the application is to formally request retirement benefits for individuals who are medically unable to continue their employment due to a disability, ensuring they receive financial support.
The application must include personal identification information, a description of the disability, supporting medical documentation, employment history, and any other information required by the retirement agency.
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