Get Ca Calstrs Ms0002 2019
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How to fill out the CA CALSTRS MS0002 online
Filling out the CA CALSTRS MS0002 form correctly is essential for designating recipients for your one-time death benefit or cash balance lump-sum payment. This guide will provide clear and supportive instructions on how to complete the form online, ensuring your preferences are accurately recorded.
Follow the steps to complete your CA CALSTRS MS0002 form online
- Click the ‘Get Form’ button to obtain the form and open it in your preferred online editor.
- Begin by checking the appropriate box to identify your CalSTRS membership status: either Defined Benefit Program or Cash Balance Benefit Program. If you are a participant in both programs, indicate that accordingly.
- In Section 1, enter your full name, Client ID or Social Security number, complete mailing address, date of birth, telephone number, and email address. Ensure all fields marked with an asterisk (*) are filled out, as incomplete sections will lead to rejection of your form.
- Proceed to Sections 2 and 3 to designate your primary and secondary recipients. For each recipient, specify their full name, address, telephone number, Social Security number (if applicable), date of birth (if applicable), and relationship. You must indicate the percentage for each recipient, with a total of 100% across all designated recipients.
- In Section 4, check all applicable boxes, then sign and date your form. If married or in a domestic partnership, ensure your spouse or partner also signs, providing their Social Security number and date of birth as required.
- Once completed, carefully review your form to ensure all necessary fields are filled, and all information is accurate. Submit the completed form directly through your myCalSTRS account for faster processing.
Start filling out your CA CALSTRS MS0002 form online now to ensure your beneficiary designations are properly recorded.
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The California teacher pension system, through CA CalSTRS, provides a reliable income stream based on a defined benefit formula. As you contribute to this plan, your service credit accumulates, which directly affects your retirement benefits. This system ensures that educators can retire with peace of mind knowing they will receive a stable income. Understanding CA CalSTRS MS0002 is essential for maximizing your retirement potential.
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