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If the person filling out the forms needs assistance, they can call us at 888 CalPERS (or 888-225-7377). We can go over the forms with them and discuss what other documents will be needed. Once we receive all required documentation, it takes us about 45-60 days to process and release benefits.
Remember that you have up to two years after the death of your loved one to apply for survivors benefits and that you can only apply at an office or by calling the SSA. Survivors benefits take 2 to 3 months on average to process.
CalPERS is a 401(a) Defined Benefit Plan. This means that your benefit amount is determined by a formula and not what you contribute to the plan. Once youre eligible and you retire, your benefit is payable for life.
When a participant in a retirement plan dies, benefits the participant would have been entitled to are usually paid to the participants designated beneficiary in a form provided by the terms of the plan (lump-sum distribution or an annuity).
If your application is approved, you will be retired and begin receiving a monthly benefit payment from CalPERS usually within four to six weeks. CalPERS can expedite retirement processing for those who are facing a terminal illness.
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These questions are at the top of the list when CalPERS members are preparing to retire. How much money am I going to get? Whats the best day to retire? When will my benefits run out? Can I get CalPERS health benefits in retirement? What is the difference between a survivor and a beneficiary?
3-4 Months Before Retiring Submit your completed retirement application and the required documents to us. Your application can be submitted in person at one of our Regional Offices, by mail, or online by logging in to myCalPERS. Be sure to keep a copy of all the documents submitted for your own record.
One-Time Payments The Basic Death Benefit is the return of members contributions and interest through the date of death. In some instances, there may be an additional one-time payment based on the members earnings. Group Term Life Insurance offers a lump sum payment of $5,000.

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