Calstrs refund 2026

1. Click ‘Get Form’ to open the calstrs refund application in the editor.
2. Begin with Section 1: Member Information. Fill in your full name, Client ID or Social Security number, mailing address, date of birth, telephone number, and email address. Ensure all information is accurate to avoid delays.
3. Proceed to Section 3: Employer Certification of Employment Termination. If applicable, have your employer complete this section and ensure the signature date is on or after your termination date.
4. In Section 4: Defined Benefit Payment Instructions, choose between a Direct Payment or Rollover. If opting for a rollover, provide the necessary financial institution details in Section 4.2.
5. Complete Section 6: Tax Withholding Preferences by indicating if you want California state income tax withheld from your payment.
6. Finally, review Sections 7 and 8 for required signatures and special tax notices before submitting your application.

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