Get Ca Pers-bsd-369-s 2020-2025

Completing the CA PERS-BSD-369-S, the Service Retirement Election Application, is a vital step in securing your retirement benefits. This guide provides a clear, step-by-step process for filling out the form online, ensuring that users, regardless of their legal experience, can navigate it with ease.

Follow the steps to successfully complete your application.

1. Press the ‘Get Form’ button to access the CA PERS-BSD-369-S. This will open the form in the online editor, allowing you to begin completing your application.
2. In Section 1, enter your name exactly as it appears on your Social Security card. Include your full name (first name, middle initial, last name), Social Security number or CalPERS ID, address, birth date, contact information, and your current country.
3. For Section 2, provide the last day you were on payroll with a CalPERS-covered employer and your intended retirement date. Include your employer's full name and your position title.
4. In Section 3, select your retirement payment option. Depending on your selection, follow the prompts to provide any necessary beneficiary information in the subsequent sections.
5. Section 4 involves entering details for your beneficiaries. Specify one or more beneficiaries based on the retirement payment option chosen. Fill out their names, birth dates, social security numbers or CalPERS IDs, and relationship to you.
6. Complete Sections 5 and 6 by entering information about the Retired Death Benefit and any dependent children or parents, as applicable.
7. For Sections 7 and 8, provide your tax withholding preferences and, if applicable, direct deposit information for your retirement payments.
8. Section 10 requires spousal consent if you name someone other than your spouse as a beneficiary. Ensure all necessary signatures are provided and notarized if needed.
9. Finally, in Section 11, sign the application to certify that the information is accurate. Your spouse's signature may also be required if applicable.
10. After completing the form, be sure to save your changes. You may download, print, or share the completed application as needed.

Start your online application today and take the next step towards securing your retirement benefits.