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Get Beneficiary Designation For Survivors Prorated Allowance Beneficiary Designation For Survivors
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How to fill out the Beneficiary Designation For Survivors Prorated Allowance Beneficiary Designation For Survivors online
Filling out the Beneficiary Designation For Survivors Prorated Allowance Beneficiary Designation For Survivors is an important step in planning for the future. This guide will help you navigate through the form with ease, ensuring that your beneficiaries are correctly designated.
Follow the steps to fill out the form accurately.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- In Section 1, enter your full name, including your first name, middle initial, and last name. Provide your Social Security Number or CalPERS ID, your telephone number, the deceased member's name, their Social Security Number or CalPERS ID, and their birth date.
- In Section 2, for primary beneficiaries, provide the full name, birth date, relationship to you, Social Security Number or CalPERS ID, and complete address of each primary beneficiary. If you wish to designate a secondary beneficiary, repeat this process with the necessary information for them.
- In Section 3, write the date you signed the form and include your signature. Review the Beneficiary/Survivor's Acknowledgement, which outlines important information regarding the payment of the prorated allowance after your death.
- Before submitting the completed form, ensure to make a copy for your records, as it may be useful for future reference.
- Once the form is complete, you can either scan and upload it, or mail it to the provided address, or fax it to (800) 959-6545.
- After CalPERS receives and reviews your form, expect a confirmation letter to be mailed to you within six weeks, confirming whether your form was accepted or if you need to complete a new one.
Start filling out your Beneficiary Designation For Survivors form online today for peace of mind.
One-Time Payments. The Basic Death Benefit is the return of member's contributions and interest through the date of death. In some instances, there may be an additional one-time payment based on the member's earnings. Group Term Life Insurance offers a lump sum payment of $5,000.
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