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Click ‘Get Form’ to open the calstrs rf1360 in the editor.
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.
Proceed to Section 2: County of Employment. Enter the county where you were last employed and your last date of employment.
In Section 3: Employer Certification of Employment Termination, if applicable, ensure your employer completes this section and signs it after your termination date.
For Sections 4 and 5: Defined Benefit Payment Instructions and Defined Benefit Supplement Payment Instructions, choose between Direct Payment or Rollover options. Provide necessary financial institution details if opting for a rollover.
Complete Section 6: Tax Withholding Preferences by indicating whether you want state income tax withheld from your payments.
Finally, sign and date the application in Section 7. If married or in a domestic partnership, ensure both signatures are included where required.
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