CA CALSTRS MS0002 2014 free printable template
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Recipient Designation Form Information One-Time Death Benefit/Cash Balance Lump-Sum Payment To be valid this form must be received and accepted by CalSTRS before your death. CASH BALANCE BENEFIT PROGRAM participants This form remains in effect until either you submit another valid Recipient Designation form or your membership in CalSTRS is terminated by a refund of your accumulated contributions. The Recipient Designation form replaces the One-Time Death Benefit Recipient form and the Cash...
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How to fill out CA CALSTRS MS0002
How to fill out CA CALSTRS MS0002
01
Obtain the CA CALSTRS MS0002 form from the official website or your employer.
02
Fill in your personal information at the top of the form, including your name, address, and Social Security number.
03
Indicate your employment details, including your position and the district or agency you work for.
04
Provide information regarding your membership status and any prior service credit.
05
Complete any additional sections required, such as beneficiary information if applicable.
06
Review the information for accuracy and completeness before signing the form.
07
Submit the completed form to the appropriate CALSTRS office or your employer as instructed.
Who needs CA CALSTRS MS0002?
01
Individuals who are applying for retirement benefits from the California State Teachers' Retirement System (CALSTRS).
02
Current and former educators who need to report service or membership information.
03
Individuals who have had a break in service and need to update their records with CALSTRS.
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People Also Ask about
What is the beneficiary option for CalSTRS?
You can elect: 100% Beneficiary Option Your beneficiary will receive 100% of the monthly amount you received, or would have received, during retirement. 75% Beneficiary Option Your beneficiary will receive 75% of the monthly amount you received, or would have received, during retirement.
Who is the beneficiary of CalSTRS death benefit?
If you die after retirement, the one-time death benefit is the same under both Coverage A and Coverage B. CalSTRS pays a one-time death benefit payment of $6,903 to your named recipient or recipients if you're a retired member. The amount of the payment may be adjusted periodically by the Teachers' Retirement Board.
What is a beneficiary designation form?
The beneficiary designation forms allow you to name primary and secondary beneficiaries. Your “primary beneficiaries” are the first people or entities that you want to receive your benefit after you die.
What is a beneficiary designation?
Beneficiary designations allow you to transfer assets directly to individuals, regardless of the terms of your will. Beneficiary designations are often made when a financial account, retirement account, or life insurance policy is established.
How do I fill out a beneficiary designation form?
Write only one beneficiary on each line. Make sure that you write the full names of all beneficiaries. For example, if you name you children as beneficiaries, DO NOT merely write “children” on one of the lines; instead write the full names of each of your children on separate lines.
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What is CA CALSTRS MS0002?
CA CALSTRS MS0002 is a form used by employers participating in the California State Teachers' Retirement System (CalSTRS) to report employee data related to retirement contributions and service credit.
Who is required to file CA CALSTRS MS0002?
Employers that have employees who are members of the CalSTRS retirement system are required to file CA CALSTRS MS0002 to report relevant data for those employees.
How to fill out CA CALSTRS MS0002?
To fill out CA CALSTRS MS0002, employers need to provide accurate information about the employees' earnings, contributions, and service credit. Specific instructions are included with the form or can be found on the CalSTRS website.
What is the purpose of CA CALSTRS MS0002?
The purpose of CA CALSTRS MS0002 is to ensure that accurate data is reported to CalSTRS, which is necessary for calculating retirement benefits and maintaining member records.
What information must be reported on CA CALSTRS MS0002?
CA CALSTRS MS0002 requires reporting of various employee information including names, identification numbers, earnings, service credit hours, and contributions made to the retirement system.
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