Get A Guide To Completing Your Calpers Disability Retirement Election Application - Pub 35. Applying

This guide provides a comprehensive overview of how to successfully complete the CalPERS Disability Retirement Election Application. It outlines step-by-step instructions tailored to users with varying levels of experience in completing retirement forms, ensuring clarity throughout the process.

Follow the steps to effectively complete your CalPERS application.

1. Press the ‘Get Form’ button to access the Disability Retirement Election Application and open it in your editor.
2. Begin by filling out Section 1, providing your full name as it appears on your Social Security card, your Social Security number, and your address for communications. Ensure to enter your birth date accurately.
3. In Section 2, indicate your retirement information. Specify the retirement date and the name of your employer while also noting your position title.
4. If you have filed for Workers' Compensation, complete Section 3. Enter your workers’ compensation carrier’s information and any relevant claim numbers.
5. Move to Section 4, and clearly describe your specific disability, including how it occurred and its impact on your job performance. Be thorough to provide a complete picture of your condition.
6. Select your retirement payment option in Section 5. Choose between the various options provided and name your beneficiary as required.
7. After all sections are completed, sign the document in Section 11, ensuring both you and your spouse or domestic partner (if applicable) sign and have the signature notarized.
8. Review all sections against the checklist provided in the guide to ensure completeness before submission.
9. Finally, submit the completed form and any required attachments to CalPERS as instructed, ensuring you keep copies for your records.

Complete your application today online to ensure your transition into retirement is as smooth as possible.