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How do I fill this out?
To fill out this form correctly, start by providing your personal information as it appears in your official documents. Ensure that all sections are complete and double-check for accuracy before submission. Follow the instructions carefully to avoid delays in processing your application.
How to fill out the CalPERS Service Retirement Election Application?
1
Gather all required information, including your Social Security number and retirement details.
2
Complete each section of the application form as instructed.
3
Review your entries for accuracy and completeness.
4
Select your retirement payment option clearly.
5
Sign and submit the form to the appropriate CalPERS office.
Who needs the CalPERS Service Retirement Election Application?
1
CalPERS members approaching retirement and need to apply for benefits.
2
Employees leaving a CalPERS-covered job who need to finalize retirement options.
3
Beneficiaries of CalPERS members who require access to retirement benefits.
4
Financial advisors assisting clients in the retirement planning process.
5
Human resources professionals managing retirement applications within organizations.
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What are the instructions for submitting this form?
You can submit the completed CalPERS Service Retirement Election Application via mail to the CalPERS office at 400 P Street, Sacramento, CA 95814. For fax submissions, send to 916-795-1277. Alternatively, you can contact CalPERS customer support at 888-225-7377 for online submission options or additional guidance.
What are the important dates for this form in 2024 and 2025?
For 2024, applications should be submitted at least 120 days prior to your intended retirement date. Important deadlines may vary based on individual retirement dates. Be sure to check with CalPERS for any updates or specific guidelines.
What is the purpose of this form?
The CalPERS Service Retirement Election Application form is essential for members planning to retire and access their retirement benefits. It serves as the official request for retirement adjustments and selections regarding annuities and beneficiary designations. Properly completing and submitting this form ensures that members receive their entitled benefits without unnecessary delays.
Tell me about this form and its components and fields line-by-line.
- 1. Name: Your full name as it appears on legal documents.
- 2. Social Security Number or CalPERS ID: Your unique identifier for processing.
- 3. Birth Date: Your birthdate required for eligibility verification.
- 4. Last Day on Payroll: The final date you worked for a CalPERS-covered employer.
- 5. Retirement Date: The date you plan to retire.
- 6. Employer Full Name: The name of the organization you are retiring from.
What happens if I fail to submit this form?
Failure to submit the form on time may result in delays in your retirement benefits. It is crucial to monitor submission deadlines to ensure compliance with CalPERS policies. Incomplete or inaccurate submissions can also lead to unavoidable complications in processing your retirement.
- Delayed Benefits: Late or incorrect submissions could postpone your retirement benefits.
- Loss of Benefits: Missing deadlines may result in loss of eligibility for certain benefits.
- Increased Stress: Filling out forms incorrectly can lead to unnecessary stress and complications in your retirement planning.
How do I know when to use this form?
- 1. Retirement Application: To apply officially for retirement benefits.
- 2. Beneficiary Designation: To designate or update beneficial information.
- 3. Service Retirement Election: To elect options regarding annuities or lump sums.
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