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Permissive Membership ES 0350 REV 04/23PERMISSIVE MEMBERSHIP ELECTION AND/OR ACKNOWLEDGEMENT OF RECEIPT OF CASTS DEFINED BENEFIT PROGRAM MEMBERSHIP INFORMATION California State Teachers Retirement
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How to fill out calstrs permissive election

01
Obtain the CalSTRS permissive election form from your employer or the CalSTRS website.
02
Fill in your personal information including your name, address, Social Security number, and date of birth.
03
Choose your election option based on your desired beneficiary designation and survivor benefit options.
04
Review the form for accuracy and completeness before submitting it to your employer or CalSTRS.

Who needs calstrs permissive election?

01
Teachers and employees of California public schools who are members of CalSTRS may need to fill out a permissive election form to designate beneficiaries and choose survivor benefit options.
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CalSTRS permissive election refers to the option for certain members of the California State Teachers' Retirement System to choose to have their service credit calculated under different provisions than what is typically applied, potentially allowing for enhanced retirement benefits.
Individuals who are eligible to make a different election regarding their service credit calculation and who wish to change their retirement plan under CalSTRS are required to file for the permissive election.
To fill out the CalSTRS permissive election, members need to complete the prescribed form provided by CalSTRS, ensuring all required information is accurate and submitted according to the guidelines outlined by the organization.
The purpose of the CalSTRS permissive election is to offer eligible members the flexibility to adjust how their service credit is calculated, which can potentially lead to enhanced retirement benefits based on their individual circumstances.
The information that must be reported on the CalSTRS permissive election includes personal details, employment history, current election choices, and any other pertinent information necessary for the proper processing of the election.
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