Get Ca Calpers Pers-bsd-470 2019-2025

Filling out the CA CalPERS PERS-BSD-470 form online is an essential step for individuals seeking an estimate of their retirement benefits. This guide provides clear, step-by-step instructions to help users complete the form accurately and efficiently.

Follow the steps to fill out the CA CalPERS PERS-BSD-470 online

1. Press the ‘Get Form’ button to access the online version of the CA CalPERS PERS-BSD-470 form.
2. Enter your personal information in Section 1. This includes your name (first name, middle initial, last name), social security number or CalPERS ID, birth date, and contact numbers. Ensure the address is correct; if updates are needed, refer to the instructions on the back of the form.
3. In Section 2, provide details regarding your retirement. Choose only one type of retirement estimate from service retirement, disability retirement, or industrial disability retirement. Fill in your projected retirement date and include your employer and position title.
4. If applicable, enter the number of hours of unused sick leave and educational leave you will have by your retirement date. Review the eligibility requirements provided on the back of the form.
5. Indicate whether you will have an eligible survivor by selecting Yes or No. If you wish to include beneficiaries in your estimate, specify the number and fill out the required details for each beneficiary, including their relationship to you and birth date.
6. In Section 3, if applicable, input details for any advanced estimate scenarios. This includes information about reciprocal systems and your final compensation amount, as well as any selections for temporary annuity.
7. Once all sections are completed and verified for accuracy, save any changes made to your form. The final options will allow you to download, print, or share the completed form for your records or submission.

Complete your documents online to ensure accurate and timely estimates of your retirement benefits.