Lasers retirement refund 2025

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  1. Click ‘Get Form’ to open the lasers retirement refund document in the editor.
  2. Begin by entering your personal information in the designated fields, including your full name, address, and contact details. Ensure accuracy to avoid processing delays.
  3. Next, navigate to the section regarding your employment history. Fill in the required details about your job title, department, and duration of service. This information is crucial for calculating your refund.
  4. Proceed to the financial section where you will input relevant figures such as contributions made and any applicable deductions. Double-check these numbers for correctness.
  5. Finally, review all entered information for completeness and accuracy. Once satisfied, utilize our platform’s signing feature to electronically sign the document before submission.

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If you have terminated from state service and would like to apply for a refund, please complete Form 02‐01: Refund of Accumulated Contributions, found on the LASERS website. Once the completed form is received, receipt will be confirmed, and you will be notified by mail if any additional information is required.
Any member who joined LASERS on or after July 1, 2015, shall be eligible to retire if he/she has: 5 years of service or more at age 62 or thereafter.
Instructions on how to submit your Refund Application are included with the application. Refunds are processed in two phases: You can typically expect to receive a check for your Defined Benefit account balance within 30 days from the date CalSTRS receives your completed application.
If you are selecting a monthly withdrawal and would like your monthly withdrawal directly deposited into your bank account, please attach Form 4-05, Authorization for Direct Deposit. Withdrawals will be processed within two weeks from the date all necessary documents are received by LASERS.
The 1099-R tax form reports the amount of income you received during the tax year. The form contains boxes you will need to use to complete your federal and state tax returns. The 1099-R tax forms are mailed by the end of January each year and available to access and download online by logging in to myCalPERS.

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