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Benefit Services Division P. O. Box 942711 Sacramento CA 94229-2711 888 CalPERS or 888-225-7377 TDD - 916 795-3240 FAX 916 795-3933 Certification of Trust Payment of Continuing Monthly Allowance FOR COMPLETION BY SUCCESSOR TRUSTEE PAYMENT OF AN ALLOWANCE TO A TRUST The Public Employees Retirement Law authorizes the California Public Employees Retirement System CalPERS to pay a monthly allowance to a trust for the benefit of an annuitant who is th...
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How to fill out calpers pers bsd 1962
How to fill out calpers pers bsd 1962?
01
Obtain the calpers pers bsd 1962 form from the appropriate source, such as the CalPERS website or your employer's HR department.
02
Fill in your personal information including your name, address, phone number, and Social Security number in the designated fields on the form.
03
Provide information about your employment history, such as your current and previous employers, job titles, dates of employment, and salary history. Include any periods of time during which you were on leave or not employed.
04
Indicate your retirement date or intended retirement date, if applicable.
05
If you have any eligible dependents, furnish their details including their full name, relationship to you, and Social Security number.
06
If you are electing to purchase service credit or make any changes to your retirement benefits, follow the instructions on the form and provide the necessary information and documentation.
07
Review the completed form to ensure all information is accurate and legible. Make sure you have signed and dated the form where required.
Who needs calpers pers bsd 1962?
01
Current or former employees of California public agencies who are participating members of the CalPERS retirement system may need to fill out the calpers pers bsd 1962 form.
02
Individuals who are eligible for retirement or considering retirement should complete this form to initiate the process of receiving their retirement benefits.
03
If you have any changes in your employment history, such as transferring between different public agencies or periods of leave, you may need to update your records with CalPERS using this form.
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