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Permissive MembershipInstructions If you are employed to perform creditable service in a position that is excluded from mandatory membership in the Casts Defined Benefit (DB) Program, you may use

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How to fill out calstrs permissive election

01

To fill out CalSTRS Permissive Election form, follow these steps:

02

Obtain the CalSTRS Permissive Election form from the CalSTRS website or your employer.

03

Read the instructions on the form carefully to understand the requirements and options.

04

Fill out the personal information section, including your name, address, and Social Security number.

05

Identify your current membership status with CalSTRS and provide the necessary details.

06

Indicate your election choice by checking the appropriate box or filling out the desired information.

07

If necessary, provide additional supporting documentation or explanations for your election.

08

Review the completed form for accuracy and make any necessary corrections.

09

Sign and date the form.

10

Submit the form to CalSTRS or your employer as instructed, ensuring you keep a copy for your records.

11

If submitting through your employer, follow up to ensure the form is processed correctly.

Who needs calstrs permissive election?

01

CalSTRS Permissive Election form is needed by eligible California State Teachers' Retirement System (CalSTRS) members.

02

The form is specifically designed for those members who wish to make an election that allows them to purchase service credit, change retirement plan, or make other voluntary contributions.

03

Teachers, educators, and individuals working in the California public education system who are members of CalSTRS may need to fill out this form if they are considering any of the aforementioned options.

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What is calstrs permissive election?

CalSTRS permissive election allows participants to choose optional retirement benefits.

Who is required to file calstrs permissive election?

Active members of CalSTRS are required to file permissive election.

How to fill out calstrs permissive election?

To fill out CalSTRS permissive election, members must complete the form provided by CalSTRS and submit it by the deadline.

What is the purpose of calstrs permissive election?

The purpose of CalSTRS permissive election is to give participants the option to select additional retirement benefits.

What information must be reported on calstrs permissive election?

Members must report their personal information, desired retirement options, and beneficiaries on the CalSTRS permissive election form.

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