Ca payee beneficiary calstrs form 2026

See details

4.8 out of 5

50 votes

The document provides instructions for Option Payees of deceased CalSTRS members to designate beneficiaries or trusts to receive remaining contributions and unpaid benefits upon the payee's death. It outlines the process for completing the designation form, including necessary information about the deceased member and the payee, as well as details on how to submit the form. The document emphasizes that designating a beneficiary is optional and explains what happens if no designation is made or if designated beneficiaries predecease the payee.

Here's how it works

01. Edit your sb1365a online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send calstrs surviving spouse or designated beneficiary distribution election form via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out ca payee beneficiary calstrs form with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open the ca payee beneficiary calstrs form in the editor.
In Section 1, enter the deceased member’s full name and either their social security number or Client Identification (CID) number.
Proceed to Section 2, where you will input your information as the option payee. Include your full name, social security number, date of birth, and contact details.
In Sections 3 and 4, designate your primary and secondary beneficiaries. Provide their names, social security numbers, relationships to you, and contact information.
If needed, use Section 5 for additional beneficiaries. Clearly indicate whether they are primary or secondary by checking the appropriate box.
Finally, ensure that you sign and date the form in Section 6 to validate it before submission.

Start filling out your ca payee beneficiary calstrs form online for free today!

See more ca payee beneficiary calstrs form versions

We've got more versions of the ca payee beneficiary calstrs form form. Select the right ca payee beneficiary calstrs form version from the list and start editing it straight away!