Ca pers beneficiary 2026

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40 votes

The document is a Beneficiary Designation form for CalPERS, outlining the process for members to designate primary and secondary beneficiaries for death benefits. It explains the implications of naming or not naming a spouse or registered domestic partner as a beneficiary, including community property rights. The form requires personal information from the member and their beneficiaries, and includes instructions for completion, signature requirements, and conditions under which the designation may be revoked. Additionally, it provides information on what happens if no valid designation is on file at the time of death.

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Click ‘Get Form’ to open the ca pers beneficiary document in the editor.
Begin by entering your full name, social security number, telephone number, and birth date in the designated fields. Ensure all information is accurate and clearly printed.
Designate your primary beneficiaries by filling in their first name, middle name, last name, relationship to you, social security number (if known), and complete address. If you have multiple beneficiaries, ensure that the total percentage equals 100%.
If applicable, repeat the process for secondary beneficiaries. Clearly indicate their details as required.
Sign and date the form at the bottom. If you are married or in a domestic partnership, ensure your spouse or partner acknowledges this by signing as well.
Once completed, save your changes and either mail or fax the form to CalPERS using the provided contact information.

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What happens to CalPERS pension after death?

If you want to name a new lifetime beneficiary due to marriage or registration of domestic partnership, you must name your new spouse or domestic partner as the lifetime beneficiary . If you are a nonmember, then you do not need to be awarded total interest in your CalPERS benefit .

Who is the beneficiary of CalPERS after death?

And the general rule of thumb is that beneficiaries are for before you retire and survivors are for after you retire.

Who can be your CalPERS beneficiary?

Payable Monthly Benefit Indexed Level1 Survivor3 or More Survivors Monthly Benefit Payable 2025 $820 $2,461 Monthly Benefit Payable 2026 $837 $2,510 Jun 10, 2025

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