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For Internal Use Only California State Teachers' Retirement System 100 Waterfront Place MS-4 West Sacramento, CA 95605 Phone: 916-414-7452 Fax: 916-414-7533 www.calstrs.com Form 600 J Disclosure of
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How to fill out california state teachers39 retirement
How to Fill out California State Teachers' Retirement?
Gather all necessary documents:
01
Social Security number
02
Date of birth
03
California State Teachers' Retirement System (CalSTRS) account number
04
Employment history and service credit information
05
Beneficiary information (if applicable)
5.1
Visit the CalSTRS website or contact their customer service to request the necessary forms:
06
CalSTRS 2: Application for Service Retirement
07
CalSTRS 18: Designation of Beneficiary
08
CalSTRS 54: Verification of Tax-Deferred Annuity
Carefully fill out the forms:
01
Provide accurate personal information, including your name, contact details, and CalSTRS account number.
02
Specify your desired retirement date.
03
Indicate your employment history and years of service credit.
04
If choosing a beneficiary, include their name, relationship to you, and contact information.
4.1
Review all information provided and make sure it is accurate and complete.
05
Double-check dates, numbers, and any other relevant details.
Sign and date the forms:
01
Ensure that all required signatures are provided.
02
If necessary, have a witness sign as well.
Submit the completed forms to CalSTRS:
01
Make copies of all forms before mailing them.
02
Consider sending them via certified mail for tracking purposes.
Who needs California State Teachers' Retirement?
Current and retired public school educators in California:
01
Teachers, administrators, counselors, and other school staff who are members of CalSTRS.
02
It provides retirement benefits to those employed in California public schools.
Individuals planning for their future retirement:
Teachers and other school employees who are not yet retired but want to ensure they have a secure retirement.
Beneficiaries of CalSTRS members:
Individuals who could potentially receive survivor benefits or other benefits upon the death of a CalSTRS member.
Please note that it is always advisable to consult with a financial advisor or CalSTRS representative for personalized guidance and assistance specific to your situation.
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What is california state teachers39 retirement?
California State Teachers' Retirement System (CalSTRS) is the pension fund for California's public school educators.
Who is required to file california state teachers39 retirement?
All public school educators in California who are members of CalSTRS are required to file for retirement benefits.
How to fill out california state teachers39 retirement?
To fill out California State Teachers' Retirement, educators must submit a retirement application with required documentation to CalSTRS.
What is the purpose of california state teachers39 retirement?
The purpose of CalSTRS is to provide retirement, disability, and survivor benefits to California's public school teachers.
What information must be reported on california state teachers39 retirement?
Educators must report their employment history, salary information, and beneficiary details on their CalSTRS retirement application.
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