Get Community Property Retirement Allowance Estimate Request. Community Property Retirement Allowance

Filling out the Community Property Retirement Allowance Estimate Request is an important step for individuals seeking an estimate of their potential future retirement benefits. This guide will provide you with clear, step-by-step instructions to ensure a smooth completion of your request.

Follow the steps to fill out your estimate request effectively.

1. Click ‘Get Form’ button to access the Community Property Retirement Allowance Estimate Request form and open it in your preferred editor.
2. In Section 1, fill in your personal information. Provide your full name, ensure you list your Social Security Number or CalPERS ID, birth date, and contact numbers in the designated fields.
3. Also in Section 1, enter your mailing address including street, city, state, and zip code where you wish to receive your retirement estimate.
4. Proceed to Section 2 and provide details about your retirement. Enter your projected retirement date, your employer’s name, and your position title. Include any sick leave and educational leave hours you wish to factor into your estimate.
5. In Section 2, indicate whether you are a member of another retirement system that has reciprocity with CalPERS and list the name of that system if applicable.
6. If you are naming a lifetime beneficiary under Option 4/2W or 4/3W, fill out Section 3 with the beneficiary's details, including their name, relationship to you, and their birth date.
7. In Section 4, input your estimated final compensation amount. Indicate if you have an eligible survivor who may receive benefits.
8. If you are submitting a court-ordered option, complete Section 5 by listing the required information regarding your court-ordered community property beneficiary.
9. After completing all sections, review your entries for accuracy. Once confirmed, you can save changes, download, print, or share the completed form as needed.

Start your request for the Community Property Retirement Allowance Estimate online today.