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Get Ca Pers-bsd-369-s 2017
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How to fill out the CA PERS-BSD-369-S online
This guide provides a clear and supportive overview of the steps needed to successfully complete the CA PERS-BSD-369-S form online. Whether you are preparing for retirement or need to update your information, this comprehensive guide will walk you through each section of the form.
Follow the steps to fill out the CA PERS-BSD-369-S form online effectively.
- Click the ‘Get Form’ button to access the CA PERS-BSD-369-S form online.
- Begin by entering your personal information in Section 1. This includes your name as it appears on your Social Security card, Social Security number or CalPERS ID, address, and contact information.
- In Section 2, provide details regarding your retirement. This includes your last day on payroll, your retirement date, and employer information.
- For temporary annuity options, read carefully and indicate your choice in Section 2. Understand that selecting a temporary annuity could affect your retirement benefits.
- Navigate to Section 3 to choose your retirement payment option. Review the options thoroughly as your choice will become irrevocable after 30 days.
- Complete beneficiary information as required in Sections 4a, 4b, and 4c as per your selected payment options.
- In Section 6, provide any necessary information regarding your family dynamics relevant to survivor benefits.
- Fill out the tax withholding information in Section 7 according to your preferences for both federal and state taxes.
- If you wish to set up direct deposit for your retirement benefits, provide the necessary information in Section 8.
- Finally, in Section 10, sign and date the application, ensuring that all fields are completed correctly. Make sure to have the signatures notarized or witnessed as required.
- Once the form is fully completed, you have the option to save the changes, download, print, or share your online submission before finalizing.
Start filling out your CA PERS-BSD-369-S form online today to ensure a smooth retirement process.
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Yes, a CalPERS pension under CA PERS-BSD-369-S is designed to provide lifelong benefits to retirees. Once you meet the necessary eligibility criteria, your monthly pension payments can help support you throughout your retirement. Planning for your financial future with a stable pension can provide peace of mind as you transition into this new phase of life.
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