Get the free CalPERS - Beneficiary Designation form (Active only) - fhdafiles fhda
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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
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How to fill out calpers - beneficiary designation
How to Fill Out CalPERS - Beneficiary Designation:
01
Visit the official CalPERS website.
02
Look for the "Forms" section or search for "beneficiary designation form" on the website.
03
Download the CalPERS beneficiary designation form.
04
Open the downloaded form on your computer or print it out if you prefer to fill it out by hand.
05
Provide your personal information, including your full name, contact details, and CalPERS membership identification number.
06
Enter the beneficiary's information, such as their full name, relationship to you, and contact details.
07
Indicate the percentage or share of the benefit you would like to assign to each beneficiary.
08
Review the form thoroughly to ensure all information is accurate and complete.
09
Date and sign the form.
10
Submit the completed form to CalPERS according to the instructions provided on the form, which may include mailing it to a specific address or uploading it online.
Who Needs CalPERS - Beneficiary Designation?
01
Active members of the California Public Employees' Retirement System (CalPERS) who wish to designate beneficiaries for their retirement and death benefits.
02
Retired members who want to update or change their previous beneficiary designations.
03
Survivors or beneficiaries of deceased CalPERS members who need to complete the beneficiary designation process to claim benefits.
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What is calpers - beneficiary designation?
CalPERS beneficiary designation is a form where members designate who will receive their survivor benefits in the event of their death.
Who is required to file calpers - beneficiary designation?
All CalPERS members are required to file a beneficiary designation form.
How to fill out calpers - beneficiary designation?
CalPERS members can fill out the beneficiary designation form online or through paper form, providing the necessary information about their chosen beneficiaries.
What is the purpose of calpers - beneficiary designation?
The purpose of CalPERS beneficiary designation is to ensure that survivor benefits are distributed according to the member's wishes in case of death.
What information must be reported on calpers - beneficiary designation?
The beneficiary designation form requires information such as the name, relationship, date of birth, and Social Security number of the chosen beneficiaries.
When is the deadline to file calpers - beneficiary designation in 2023?
The deadline to file CalPERS beneficiary designation in 2023 is typically December 31st.
What is the penalty for the late filing of calpers - beneficiary designation?
There is no specific penalty mentioned for late filing of CalPERS beneficiary designation, but it is important to file it in a timely manner to ensure benefits are distributed correctly.
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