Get Survivor & Beneficiaries Faqs. Your Retirement Application And Options Webinar - Calpers Ca

This guide will help you navigate the Survivor & Beneficiaries FAQs related to your retirement application. By following the steps outlined below, you will gain a clear understanding of the process and requirements involved in filling out the relevant information accurately.

Follow the steps to successfully complete your application.

1. Click ‘Get Form’ button to obtain the form and open it in the editor, enabling you to begin the completion process.
2. Review the Survivor Continuance section. This benefit is paid to eligible survivors after your retirement, so ensure that you identify any potential survivors according to the criteria outlined.
3. Input details regarding your eligible survivors. If applicable, provide information about your spouse or domestic partner, children under the age of 18, or qualifying dependent parents.
4. Clarify your beneficiary designations. Remember, the beneficiary of your retirement benefits can differ from your survivor. Enter the names and details of those you wish to designate, keeping in mind the eligibility requirements.
5. Confirm whether you want to designate a trust or an entity as a beneficiary for lump sum benefits. Make sure to follow the specific instructions if you choose to do this.
6. Double-check all the information you have provided for accuracy. Ensure that dates of marriage, child details, and other related information are correct according to the guidance given.
7. Once all sections are completed, save your changes. You can then download, print, or share the form as needed for your records or to submit to your employer.

Complete your documents online today to ensure you are prepared for the future.