Get Ca Pers-oss-138 2018-2026
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How to fill out the CA PERS-OSS-138 online
The CA PERS-OSS-138 form is essential for creating a durable power of attorney for retirement-related matters. This guide provides a clear, step-by-step approach to filling out the form online, ensuring that users can effectively and accurately appoint a trusted representative.
Follow the steps to complete the CA PERS-OSS-138 form online.
- Click the ‘Get Form’ button to obtain the form and open it in the editor.
- Begin by filling in the name of the principal, ensuring to include their first name, middle initial, and last name. Next, provide the principal's Social Security Number or CalPERS ID, followed by their address, including city, state, and ZIP code.
- Provide the principal's daytime phone number and indicate their intention to appoint the attorney-in-fact. Clearly state the relationship between the principal and agent if applicable.
- Designate the attorney-in-fact by filling in their name, birth date, address, Social Security Number or CalPERS ID, and daytime phone number. If multiple attorneys-in-fact are designated, select whether they will act jointly, separately, or alternately.
- Check the appropriate boxes to grant specific authority to the attorney-in-fact regarding retirement payment options and beneficiary designations. Be mindful of any special instructions limiting their powers, if desired.
- Select the duration of the power of attorney by marking the corresponding box. You can choose for the power to commence immediately, specify a termination date, or have it contingent upon incapacity.
- Ensure the agent(s) are informed that they cannot access the principal’s online account and that all communications must occur via telephone, written correspondence, or in person.
- At the end of the document, the principal must sign and date the form. Include the Social Security Number or CalPERS ID at the top of every page for consistency.
- Have the form witnessed by two individuals who are at least 18 years of age or notarized. Complete the necessary sections to validate the document.
- Finally, save your changes, and make sure to download, print, or share the form as needed for your records.
Complete your CA PERS-OSS-138 form online today to ensure your retirement-related decisions are managed according to your wishes.
The best power of attorney for you depends on your specific needs and circumstances. A durable power of attorney is often recommended, as it remains in effect if you become incapacitated, ensuring that your financial and legal matters are managed by someone you trust. Assessing your situation can guide you in making the right choice, and resources like CA PERS-OSS-138 can offer valuable insight into this decision.
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