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Video instructions and help with filling out and completing government pension after death
When you retired you chose a retirement option and depending on the option you chose you had to decide on a beneficiary did you know that the option you chose and the beneficiary can sometimes be changed after retirement they can but there has to be a qualifying event let's learn more you may be able to modify your current retirement payment option and name a new beneficiary after a qualifying event such as the death of your lifetime beneficiary if you get married or enter into a domestic partnership or the dissolution annulment legal separation or termination of your marriage or domestic partnership if one of these events occurs you can request a modification of original election at retirement when you add or change a payment option beneficiary through this process your current retirement benefit is reduced to fund your new beneficiaries possible future benefits how much it's reduced depends on your original payment option and you and your new beneficiaries age and life expectancy at the time of election before you can make an election to add or change a payment option beneficiary you must obtain an eof your new retirement allowance to do this go to your my CalPERS account and follow the prompts from the retirement tab to change retirement benefit you will be able to create and save estimates based on different life event and beneficiary scenarios you could then elect to make the change online you'll need to submit supporting life event and beneficiary documents such as a marriage certificate and/or beneficiary birth certificate to process your request if you are unable to create an ethrough your my CalPERS account call us and we'll mail you a modification of option and/or life option beneficiary erequest form if you choose to modify your original election at retirement your new election is irrevocable however should you have a future qualifying event such as the death of your beneficiary you may be able to modify your allowance again and name a new beneficiary when your modification of original election at retirement takes effect it depends on when we receive the required forms and documentation to process your request if you make an election to change your original retirement selection within twelve months of the qualifying event the change takes effect the first day of the month following receipt of your completed election document for example if you got married on May 1st 2021 and you submitted your completed election document on July 15th 2021 the effective date of change would have been August 1st 2021 if you make an election to change your original retirements election more than 12 months after the qualifying event the change does not take effect until 12 months after you make the election for example you get married on January 1st of 2021 and you submitted your completed election document on February 12th 2021 your deferred election effective date would be March 1st 2021 by law both you.