When you retired, you chose a retirement option. 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 if there is a dissolution, annulment, legal separation, or termination of your marriage or domestic partnership. If one of these events occurs, you can request a modification of your 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 beneficiary's possible future benefits. The reduction in benefit depends on your original payment option and you and your new beneficiary's 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 estimate of your new retirement allowance. To do this, go to your My CalPERS account and follow the prompts from the retirement tab. You will be able to create and save estimates based on different life events 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 estimate through your My CalPERS account, call us and we'll mail you a modification of option and/or life option beneficiary request form. If you choose to modify your original election at retirement, your new...
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Government pension after death Form: What You Should Know
Click on the link below for an online form or call our office at. Teachers' and State Employees' Retirement System Death Benefits. August 2023 — This is a Notice to a New Beneficiary for a deceased employee's benefits for a total benefit amount of 27,769.19 which will be paid to the decedent's benefit recipient. This notice contains information about the decedent and the benefits payable to the benefit recipient. This is a Notice to a New Beneficiary for a deceased employee's benefits for a total benefit amount of 25,085.95 which will be paid to the benefit recipient. This letter includes the decedent's personal contact information and the names and addresses of the recipient's spouse and children if they are deceased. Click on the link below for an online form or call our office at. Click on the link below for an online form or call our office at. Click on the link below for an online form or call our office at. Click on the link below for an online form or call our office at. Click on the link below for an online form or call our office at. Click on the link below for an online form or call our office at. Click on the link below for an online form or call our office at. Click on the link below for an online form or call our office at. Click on the link below for an online form or call our office at. Click on the link below for an online form or call our office at. Click on the link below for an online form or call our office at.
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