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Get Ca Pers-oss-138 2013
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How to fill out the CA PERS-OSS-138 online
Filling out the CA PERS-OSS-138 form is an essential step for individuals looking to establish a durable power of attorney for retirement-related matters. This guide provides a comprehensive overview of the form’s components, ensuring that users can complete it accurately and efficiently.
Follow the steps to successfully complete your CA PERS-OSS-138 form online.
- Press the ‘Get Form’ button to access the CA PERS-OSS-138 and open it for editing.
- In Section 1, provide the full name, Social Security number or CalPERS ID, and address of the principal. Ensure all information is printed clearly.
- In Section 2, designate one or more attorney(s)-in-fact by providing their names, birth dates, addresses, and contact information. You may choose to indicate whether these attorneys-in-fact should act jointly or separately.
- Navigate to Section 3 and grant authority to the attorney(s)-in-fact. Indicate if they are authorized to choose any payment option under the retirement plan and if they can designate or change beneficiaries.
- In Section 4, select the duration of the power of attorney by checking the appropriate box and filling in any necessary dates.
- Review the notices in Sections 5 and 6. Ensure that you understand the responsibilities and limitations of your attorney-in-fact.
- Complete Section 7 by signing and dating the form where indicated, confirming that you are of sound mind.
- Have two witnesses complete Section 8, affirming that they witnessed your signature.
- If not using witnesses, a notary public must complete Section 9. Ensure all required notary acknowledgments are obtained.
- Once the form is filled out, save any changes, and consider downloading, printing, or sharing it as needed.
Complete your CA PERS-OSS-138 form online today for easier management of your retirement decisions.
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The self-certification form's purpose is to confirm that you have earned service credits in other retirement systems for the benefit of reciprocity. By submitting the CA PERS-OSS-138 form, you streamline your retirement planning and ensure all your credits are accounted for. This creates a smoother transition as you prepare for retirement.
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