Calstrs refund form 2026

1. Click ‘Get Form’ to open the calstrs refund form in the editor.
2. Begin with Section 1: Member Information. Enter 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 2: County of Employment. List the county where you were last employed and your last day of employment.
4. In Section 3: Employer Certification of Employment Termination, ensure your employer completes this section if you were employed within the last 12 months. This is crucial for processing your application.
5. For Section 4: Defined Benefit Payment Instructions, choose whether you want a direct payment or a rollover. If opting for a rollover, complete Section 4.2 with financial institution details.
6. Complete Section 5 for Defined Benefit Supplement Payment Instructions if applicable, following similar steps as in Section 4.
7. Fill out Section 6: Tax Withholding Preferences if receiving any portion as direct payment. Finally, sign and date in Section 7 to confirm all information is correct.

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