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Calstrs refund

Calstrs refund application 2026

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The document provides detailed instructions for applying for a refund of contributions and interest from the California State Teachers' Retirement System (CalSTRS) Defined Benefit and Defined Benefit Supplement accounts. It outlines eligibility requirements, the process for terminating employment, payment timelines, tax implications, and rollover options. Additionally, it includes sections on completing the refund application, necessary signatures, and a checklist to ensure all steps are followed correctly.

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Click ‘Get Form’ to open the calstrs refund application in the editor.
Begin by filling out 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.
Proceed to Section 2: County of Employment. List the county where you were last employed and your last day of employment.
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.
For Sections 4 and 5 regarding Defined Benefit Payment Instructions and Supplement Payment Instructions, choose whether you want a direct payment or a rollover. Fill in the required financial institution details if opting for a rollover.
Complete Section 6: Tax Withholding Preferences if you are receiving any portion as a direct payment. Specify your preferences for federal and state tax withholding.
Finally, sign and date the application in Section 7: Required Signatures. If applicable, ensure your spouse or registered domestic partner also signs.

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