Get Ca Pers-oss-138 2017

The CA PERS-OSS-138 form is essential for creating a durable power of attorney for retirement-related business with CalPERS. This guide provides clear and supportive instructions on how to complete this important form online, ensuring that you grant the appropriate authority effectively and accurately.

Follow the steps to fill out the CA PERS-OSS-138 online.

1. Click ‘Get Form’ button to obtain the form and open it in your editor.
2. Begin by entering the name of the principal at the top of the form, including their first name, middle initial, and last name. Input their Social Security Number or CalPERS ID, followed by their address details: city, state, county, and ZIP code. Additionally, include the principal's daytime phone number.
3. Next, designate the attorney-in-fact (agent) in Section 2. You can appoint one or multiple agents. If appointing multiple agents, choose from the options to act jointly, separately, or alternately by checking the appropriate boxes. Make sure to fill out their names, birth dates, relationship to the principal, addresses, and Social Security Numbers or CalPERS IDs.
4. In Section 3, check the boxes to indicate the specific authorities you are granting to your attorney-in-fact. Ensure you select at least one box; otherwise, your attorney-in-fact will not have the required authority.
5. Proceed to Section 4 to choose the commencement and termination conditions of the power of attorney. Select only one option to avoid invalidation. This section guides you on how long the power of attorney will remain effective.
6. In Section 5, note that the attorney-in-fact may not access the online my|CalPERS account. They must conduct all business directly through written correspondence or in-person visits.
7. After completing all previous sections, the principal must sign in Section 6, along with providing the date executed and ensuring it's witnessed or notarized.
8. In Section 7, complete the witness information, having at least two witnesses sign who are not named as attorneys-in-fact. They must also provide their personal details.
9. Finally, if applicable, include the notary public acknowledgment in Section 8 if not using witnesses. Ensure all details are accurately filled out.
10. Once all sections are appropriately completed, review the form for accuracy, then save changes, download, print, or share the form as necessary.

Complete your CA PERS-OSS-138 form online today to ensure your retirement-related decisions are well-managed.