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Primary Beneficiaries Name of Beneficiary First Name Middle Initial Last Name Relationship to Member Address City State ZIP PERSBSD509P 8/08 Page 1 of 2 Put name and Social Security number at the top of every page. Please contact CalPERS for more specific information. If you are completing a Post Retirement Lump Sum Beneficiary Designation form for a CalPERS member attach a copy of the document that grants you the authority to act on the member s.

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BERNARDINO Related content

Post-Retirement Lump-Sum Beneficiary Designation...
PERSBSD509P (2/19) ... Complete this form if you are retired and you wish to designate a...
Learn more
Changing your Beneficiary after Retirement...
Feb 1, 2017 — PERSBSD509P (2/17). Page 1 of 3. Section 1. Member Information. When...
Learn more

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If you have a post-retirement death benefit, you may change your beneficiaries for this benefit at any time. Some retirees choose a pension payment option that provides for a continuing pension payment to a beneficiary if they die. Most option beneficiaries cannot be changed after retirement.

The beneficiary can be either revocable or irrevocable. A revocable beneficiary can be changed at any time. Once named, an irrevocable beneficiary cannot be changed without his or her consent. You can name as many beneficiaries as you want, subject to procedures set in the policy.

A lump-sum payment is made to your primary beneficiary(ies). If the primary beneficiary(ies) is deceased, the lump-sum payment is made to the first contingent beneficiary(ies). You may name multiple (joint) beneficiaries to share these funds, which are divided equally unless otherwise indicated.

Change a beneficiary Generally, you can review and update your beneficiary designations by contacting the company or organization that provides your insurance or retirement plan. You can sometimes do this online. Otherwise, you'll have to complete, sign, and mail a paper form.

If You Are Retired If you have a post-retirement death benefit, you may change your beneficiaries for this benefit at any time. Some retirees choose a pension payment option that provides for a continuing pension payment to a beneficiary if they die. Most option beneficiaries cannot be changed after retirement.

Naming or changing beneficiaries When you establish an IRA or 401(k), you complete a form to name your beneficiaries. Changes are made in the same way — you complete a new beneficiary designation form. A will or trust does not override your beneficiary designation form.

Changing Your Plan Beneficiary After Retirement You can change the Plan beneficiary you named when you retired by designating a new beneficiary on the Plan's official Beneficiary Designation Form for Retirees and sending it to your Administrative Office.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232