Application refund accumulated contributions 2025

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Your retirement benefit will be reduced dollar for dollar by the amount that you earn in CalSTRS-covered employment during the first 180 calendar days following your most recent retirement effective date up to your benefit amount payable during that period. This requirement also applies to Cash Balance annuitants.
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.
TRS is a qualified retirement plan. When distributions (money paid directly to the individual) are taken from a qualified plan, the IRS requires mandatory withholding of 20%. For those under 59 1/2 who take cash from a qualified plan and dont meet an exception, there is a 10% early distribution penalty.
The refunds arent automatic because loan servicers need to process refund requests through the Department of Education. That can take anywhere from six to twelve weeks for some servicers and borrowers, and from 90 to 120 days for others.
You may terminate your membership in TRS by applying for a refund and withdrawing your account. You may use the accumulated contributions less any required withholding for federal income tax, for any purpose. See Federal Income Tax Implications for more information.
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Once CalPERS receives the properly completed refund or rollover election form AND your employer has updated our system to show that you have separated from employment, it will take about 3 - 4 weeks for your payment to be issued. Please be aware that the employer contributions are NOT refundable.
You can usually ask for a refund of your pension contributions if you leave a pension scheme shortly after joining. If you leave after these periods, youll either need to keep the pension where it is, or transfer it to another provider.

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