Get Ca Sdcera Beneficiary Designation Form 2022-2026

Completing the CA SDCERA Beneficiary Designation Form is a crucial step in ensuring that your benefits are designated according to your wishes. This guide will walk you through the necessary steps to fill out the form accurately and effectively.

Follow the steps to fill out the form correctly.

1. Click ‘Get Form’ button to access the form and open it in the editor.
2. In Section 1, input your member information. Fill in your first name, middle initial, last name, social security number, street address, birthdate, city, state, ZIP code, mobile phone number, and personal email. Select your member status by checking the appropriate box for Active Member, Deferred Member, Retired Member, or Former Spouse.
3. Move to Section 2, where you will designate your beneficiaries. For each beneficiary, specify whether they are a primary or contingent beneficiary, and assign a percentage of benefits to them. Ensure that the total percentage for primary beneficiaries equals 100% and the same applies to contingent beneficiaries. If you have more than four beneficiaries, indicate that you will attach an additional page.
4. Continue with the required beneficiary details, including full name, social security number, street address, birthdate, city, state, ZIP code, mobile phone number, personal email, and their relationship to you. Check the designated relationship (spouse, child, parent, friend, or other).
5. If you are naming a trust as your beneficiary, complete Section 3. Enter the official name of the trust, tax identification number, successor trustee’s name, and phone number. Attach a copy of the trust or a properly executed certificate along with this form.
6. In Section 4, for retired members only, provide the names of beneficiaries for the lump-sum death benefit. Complete the same information as in previous sections, including the designation of primary or contingent and their relationship to you.
7. Finally, in Section 5, sign the form as the member and provide the date. If applicable, ensure your spouse or registered domestic partner also signs in Box B, acknowledging the beneficiary designation.
8. After completing the form, save your changes. You can download, print, or share the completed form as necessary.

Complete your CA SDCERA Beneficiary Designation Form online today to secure your future benefits.