Get Calpers - Beneficiary Designation Form - City Of Riverside - Riversideca

Filling out the CalPERS - Beneficiary Designation Form is an essential step for ensuring your preferences are honored regarding the distribution of your benefits. This guide will provide clear and supportive instructions on how to complete the form accurately and efficiently online.

Follow the steps to successfully complete your beneficiary designation form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in your full name, social security number, telephone number, and birth date in the designated fields. Ensure that all information is accurate and typed clearly.
3. Read the section regarding the implications of not naming your spouse or registered domestic partner as a beneficiary and understand the community property laws that may apply.
4. Designate primary beneficiaries by entering their first name, middle name, last name, relationship to you, social security number (if known), and complete address. If applicable, enter the percentage of benefits allocated to each primary beneficiary, ensuring the total equals 100%.
5. Indicate whether you are married or in a registered domestic partnership. If yes, your spouse or partner must sign the form to acknowledge the beneficiary designation.
6. Sign and date the form at the bottom. Ensure your current mailing address is accurate.
7. Submit the completed form to the Public Employees’ Retirement System by mailing it to the address provided or faxing it to the specified number.
8. After submission, wait for a confirmation letter from CalPERS within six weeks. If the form is not accepted, a new form will be sent for completion.

Complete your CalPERS - Beneficiary Designation Form online today to ensure your wishes are honored.