Get Calstrs Permissive Membership Form

Filling out the Calstrs Permissive Membership Form online is a crucial step for employees transitioning between retirement systems. This guide provides clear, step-by-step instructions to assist users in completing the form accurately and efficiently.

Follow the steps to successfully complete the Calstrs Permissive Membership Form online.

1. Press the ‘Get Form’ button to access the Calstrs Permissive Membership Form online and open it for editing.
2. In Section 1, fill in your complete name in the format of LAST, FIRST, INITIAL. Ensure that it matches the name on official documents.
3. Input your hire date, referring to the date you were officially hired for the new position.
4. Enter the effective date of the position, which is the first date you performed your duties in the role.
5. Provide your full Social Security number, ensuring accuracy to avoid issues with processing.
6. Indicate your position title and check the box for your position type, selecting from options such as Credentialed or Classified.
7. Designate your retirement system coverage by marking an ‘X’ in the box next to the system you elect, either CalSTRS or CalPERS.
8. Sign and date the form, acknowledging that your election is irrevocable for the employer and that providing false information can result in legal consequences.
9. Submit the completed form to your employer, retaining a copy for your personal records.
10. Once the employer completes Section 2, they must review, sign, and date the form before submitting it to the appropriate retirement system.

Start filling out the Calstrs Permissive Membership Form online today to ensure a smooth transition to your new retirement system.