Follow the steps to complete your address change request online.

1. Click the ‘Get Form’ button to access the CA AS 0786 online. This action will allow you to download the form and open it in an editor, where you can fill in the required information.
2. Review the instructions on the form carefully to understand what information is required. Make sure you have your new mailing address and any pertinent identification numbers ready, such as your client ID or social security number.
3. In the section labeled 'Delivery Preferences', read each option closely. Decide whether you wish to update your address for general correspondence, your monthly benefit payments, or your yearly 1099-R form. Mark all boxes that apply.
4. Proceed to the 'New Mailing Address' section. Here, you will need to print your name, client ID or social security number, mailing address, date of birth, city, state, and zip code. Ensure all details are accurate to avoid processing delays.
5. Fill in your home telephone number and email address. Providing these details will help ensure that you receive any necessary confirmation regarding your address change.
6. Sign and date the form in the provided fields to authenticate your request. If someone else is signing on your behalf, include the necessary legal documentation to prove authorization.
7. After completely filling out the form, review it for accuracy. Once confirmed, save your changes, download a copy for your records, and prepare to submit it either by mail or fax.
8. Submit the completed CA AS 0786 form by mailing it to the address provided or faxing it to the designated number. Ensure you keep a copy for your records.

Start filling out your CA AS 0786 form online today to ensure your address change is processed efficiently.