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Get Strs Form Sr 0307
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How to fill out the Strs Form Sr 0307 online
Filling out the Strs Form Sr 0307 online is an important step for individuals considering their preretirement options. This guide provides a thorough, step-by-step process to ensure you complete the form accurately and efficiently.
Follow the steps to fill out the Strs Form Sr 0307 online.
- Click the ‘Get Form’ button to access the Strs Form Sr 0307 and open it in your preferred editing tool.
- Begin with Section 1: Election, Change, Cancellation. Choose whether you are making an election, change, or cancellation by checking the corresponding box. Ensure you understand that a cancellation may affect your future retirement benefits.
- Proceed to Section 2: Member Information. Fill out your personal details, including your name, Client ID or Social Security number, mailing address, date of birth, and contact information. Use blue or black ink only, and verify that your name matches your Social Security card.
- Move to Section 3: Option Election. Review the options available — 100% Beneficiary Option, 75% Beneficiary Option, or 50% Beneficiary Option. Select the option you wish to elect and provide necessary details about your option beneficiary.
- In Section 4: Beneficiary Information, enter your beneficiary's details, including their name, birth date, and relation to you. Attach valid birth date verification documents if your beneficiary is not a CalSTRS member.
- Complete Section 5: Required Signatures. Sign and date the form, ensuring any spouse or registered domestic partner also provides their signature if applicable. Make certain that the form is signed and dated within the required time frame.
- Finally, submit your completed form to CalSTRS. Ensure that it is sent within 30 days of your signature date. You may hand deliver, mail, or use fax delivery options depending on your preference.
Take action now and fill out your Strs Form Sr 0307 online to secure your preretirement options.
If you no longer work in a CalSTRS-covered position, you can leave your money in CalSTRS until you reach 70½ or request a refund.
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