Get Calpers Fillable Service Retirement Election Application Form

The CalPERS Service Retirement Election Application is a crucial document for individuals seeking service retirement benefits. This guide provides a step-by-step approach to assist users in completing the application online efficiently.

Follow the steps to complete your CalPERS application online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin with Section 1, 'Information About You.' Enter your full name as it appears on your Social Security card, your Social Security number or CalPERS ID, mailing address, birth date, gender, and your home and alternate telephone numbers.
3. In Section 2, 'Information About Your Retirement,' provide the last day you were on payroll and the effective date of retirement. Also, include the name of your employer and your full position title.
4. Complete Section 3, 'Select Your Retirement Payment Option and Beneficiary.' Choose your retirement payment option and designate at least one beneficiary or multiple beneficiaries in the specified sections.
5. Move to Section 4, 'Retired Death Benefit,' and designate your recipient for the Lump Sum Retired Death Benefit, if applicable.
6. In Section 5, 'Survivor Continuance,' fill out details regarding eligible survivors, if applicable.
7. Proceed to Section 6, 'Tax Withholding Election,' and specify how you wish your tax withholding to be handled.
8. In Section 7, determine if you wish to continue CalPERS health coverage into retirement and select the appropriate option.
9. For Section 8, 'Member Signature and Notary,' ensure you and any required signatories complete the notarization process correctly.
10. Once all sections are completed accurately, save your changes, then download or print the form for submission.

Complete your CalPERS documents online to ensure a smooth retirement application process.