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Calstrs recipient designation form

Cal STRS Recipient Designation Form - Information - 4cd 2025

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The document outlines the Recipient Designation Form for CalSTRS, which allows members to designate recipients for one-time death benefits and cash balance lump-sum payments upon their death. It replaces previous forms and must be submitted before the member's death to be valid. The form includes sections for member information, primary and secondary recipient details, and required signatures. It emphasizes the importance of keeping the designation current and provides instructions for completing the form correctly.

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Is CalSTRS one-time death benefit taxable?

Depending on your membership status at the time of your death, your beneficiaries may be eligible for the following benefits: One-time death benefit \u2022 Defined Benefit Program account distribution \u2022 Defined Benefit Supplement Program account distribution All survivor benefits are considered taxable income.

How much is a lump-sum death benefit?

Social Security's Lump Sum Death Payment (LSDP) is federally funded and managed by the U.S. Social Security Administration (SSA). A surviving spouse or child may receive a special lump-sum death payment of $255 if they meet certain requirements.

Can you withdraw money from CalSTRS?

All withdrawals may be subject to one or more of the following: Voya contractual fees, deferred sales charges, or market value adjustments. There may be withdrawal restrictions on certain funds (please refer to your prospectus). Any fees will be deducted from the remaining account balance.

recipient designation

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What is a one-time death benefit?

A one-time lump-sum death payment of $255 can be paid to the surviving spouse if they were living with the deceased. If living apart, they were receiving certain Social Security benefits on the deceased's record.

Is CalSTRS an annuity?

This choice provides a lifetime monthly annuity payment for your lifetime and the lifetime of your annuity beneficiary.

Can you take a lump sum from CalSTRS?

You can receive your retirement benefit as a lump-sum payment, which may be rolled over into a qualified retirement plan. If you have an account balance of $3,500 or more when you retire, you may elect to receive an annuity in lieu of a lump-sum payment.

What is the one time death benefit from CalSTRS?

CalSTRS pays a one-time death benefit payment of $6,903 to your named recipient or recipients if you're a retired member. The amount of the payment may be adjusted periodically by the Teachers' Retirement Board.

Cal STRS Recipient Designation Form - Information - 4cd 2025

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