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How to fill out calpers distribution request form

01

To fill out the CalPERS distribution request form, follow these steps:

02

Ensure you have the correct form. CalPERS offers various distribution request forms depending on the type of benefit you are requesting.

03

Provide personal information. Fill in your name, address, phone number, and Social Security number in the designated fields.

04

Specify the type of benefit. Indicate whether you are requesting a refund, rollover, direct deposit, or other benefit option.

05

Declare tax withholding. If you want federal or state income tax withheld from your payment, specify the amount or percentage.

06

Add banking information. If you opt for direct deposit, include your bank account number and routing number.

07

Attach supporting documentation. In some cases, you may need to provide additional documents to support your distribution request.

08

Review and sign the form. Double-check all the information you have provided and sign the form at the designated space.

09

Submit the form. Send the completed CalPERS distribution request form to the appropriate address as mentioned in the instructions.

10

Keep a copy for your records. Make sure to retain a copy of the filled-out form for your own reference and records.

Who needs calpers distribution request form?

01

Anyone who is a member of the California Public Employees' Retirement System (CalPERS) and wishes to request a distribution or benefit from their retirement account would need the CalPERS distribution request form.

02

This form is required for various purposes such as requesting a refund of contributions, rolling over funds to another retirement account, setting up direct deposit, or selecting other benefit options offered by CalPERS.

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What is calpers distribution request form?

The calpers distribution request form is a form used by members of CalPERS to request the distribution of their retirement funds.

Who is required to file calpers distribution request form?

Any member of CalPERS who wishes to request the distribution of their retirement funds is required to file the calpers distribution request form.

How to fill out calpers distribution request form?

To fill out the calpers distribution request form, members need to provide their personal information, retirement account details, and specify the amount and method of distribution.

What is the purpose of calpers distribution request form?

The purpose of the calpers distribution request form is to allow members of CalPERS to request the distribution of their retirement funds in a convenient and secure manner.

What information must be reported on calpers distribution request form?

Members must report their personal information, retirement account details, desired distribution amount and method on the calpers distribution request form.

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