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Get Ca Pers-bsd-369-s 2019
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How to fill out the CA PERS-BSD-369-S online
This guide provides clear and supportive instructions on completing the CA PERS-BSD-369-S form online. By following these steps, users can successfully submit their Service Retirement Election Application with confidence.
Follow the steps to fill out your Service Retirement Election Application form.
- Click ‘Get Form’ button to obtain the form and open it in the online editor.
- In Section 1, provide your name as it appears on your Social Security card, along with your Social Security Number or CalPERS ID, address, birthday, and contact numbers.
- In Section 2, enter your last day on payroll with a CalPERS-covered employer and your retirement date, along with your employer's name and position title.
- Choose whether to receive a temporary annuity payment in Section 2, understanding it will reduce your overall retirement benefit.
- In Section 3, select your retirement payment option and complete any required beneficiary designations in the following sections.
- Complete Sections 4a, 4b, and 4c for your beneficiary information, ensuring to include all necessary details about each beneficiary.
- In Section 5, designate one or more beneficiaries for the Retired Death Benefit.
- Provide details related to your survivor continuance information in Section 6, if applicable.
- In Section 7, specify your federal and state income tax withholding preferences.
- In Section 8, provide your direct deposit information if you wish to receive payments electronically.
- Complete Sections 10 and 11 by signing and dating the form, ensuring any necessary notarization is completed.
- Once filled, save changes, download, print, or share the form as needed.
Complete your CA PERS-BSD-369-S form online today to ensure a smooth retirement process.
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On a check, PERS typically indicates payments related to your Public Employees' Retirement System benefits. This may be a direct deposit from CalPERS confirming your pension payment. Understanding this can provide clarity on your finances after retirement, particularly with respect to your CA PERS-BSD-369-S benefits. Ensuring you manage these funds wisely is crucial for long-term stability.
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