Get the free CalPERS Beneficiary Designation Form - Humboldt State University
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PUBLIC EMPLOYEES RETIREMENT SYSTEM STATE OF CALIFORNIA BENEFICIARY DESIGNATION (Callers) STD. 241 (REV. 22001) (PAGE 1) INFORMATION AND INSTRUCTIONS PLEASE READ CAREFULLY I. If you die before you
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How to fill out calpers beneficiary designation form
How to fill out calpers beneficiary designation form:
01
Start by obtaining the form: You can download the calpers beneficiary designation form from the official CalPERS website or request a hard copy from their office. Make sure you have the latest version of the form.
02
Provide personal information: Begin by filling in your personal details such as your full name, Social Security number, date of birth, and contact information. This information is essential for identifying you as the plan participant.
03
Specify your retirement account: Indicate the specific retirement account for which you are designating a beneficiary. This could be your pension plan, deferred compensation plan, or other retirement account with CalPERS.
04
Designate primary beneficiaries: Clearly identify the primary beneficiary or beneficiaries who will receive the assets in the event of your death. Include their full names, relationship to you, Social Security numbers, and their respective share percentages.
05
Designate contingent beneficiaries: If desired, you can also designate contingent beneficiaries who would receive the assets if the primary beneficiary is unable to do so. Provide their information in the same manner as the primary beneficiaries.
06
Provide witness information: The form may require witnesses to sign and provide their information. Ensure that the witnesses are adults who are not named as beneficiaries on the form.
07
Date and sign the form: After filling out all the necessary sections, sign and date the form. Ensure that your signature is legible and matches the name provided on the form.
08
Retain a copy: Make a copy of the completed beneficiary designation form for your records. Keep it in a secure place along with your other important documents.
Who needs calpers beneficiary designation form?
The calpers beneficiary designation form is necessary for individuals who are members of the California Public Employees' Retirement System (CalPERS) and wish to designate beneficiaries to receive their retirement account assets in the event of their death. This form allows CalPERS members to ensure their intended recipients will receive the benefits according to their wishes. It is recommended for any CalPERS participant to complete this form to provide clarity and avoid any potential legal issues regarding the distribution of their retirement assets.
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What is calpers beneficiary designation form?
The calpers beneficiary designation form is a form that allows members of CalPERS to name who will receive their benefits if they pass away.
Who is required to file calpers beneficiary designation form?
All members of CalPERS are required to file a beneficiary designation form.
How to fill out calpers beneficiary designation form?
Members can fill out the form online or download a paper form and submit it to CalPERS.
What is the purpose of calpers beneficiary designation form?
The purpose of the form is to ensure that members' benefits are distributed according to their wishes in the event of their death.
What information must be reported on calpers beneficiary designation form?
Members must report the full name, relationship, date of birth, and Social Security number of their designated beneficiaries.
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