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Calstrs surviving spouse or designated beneficiary distribution election form

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The Recipient Designation form replaces the One-Time Death Benefit Recipient form and the Cash Balance Beneficiary Designation form. If you have one of these forms currently on file with CalSTRS you do not need to submit a new change to your recipient designation. DEFINED BENEFIT PROGRAM MEMBERS Use this form to designate recipients to receive the onetime benefit that may be payable in the event of your death. SECTION 4 REQUIRED SIGNATURES Check all boxes that apply then sign and date your form ...

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Versions	Form popularity	Fillable & printable
2020	4.8 Satisfied (53 Votes)
2018	4.4 Satisfied (209 Votes)
2014	4.4 Satisfied (217 Votes)

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Who can be a CalSTRS beneficiary?

As a member of the CalSTRS Defined Benefit Program, your spouse, children or other loved ones may be eligible for survivor benefits after your death.

Is CalSTRS one-time death benefit taxable?

Depending on your membership status at the time of your death, your beneficiaries may be eligible for the following benefits: One-time death benefit \u2022 Defined Benefit Program account distribution \u2022 Defined Benefit Supplement Program account distribution All survivor benefits are considered taxable income.

What happens when you are a beneficiary?

The primary beneficiary gets the death benefits if he or she can be found after your death. Contingent beneficiaries get the death benefits if the primary beneficiary can't be found. If no primary or contingent beneficiaries can be found, the death benefit will be paid to your estate.

What is an option beneficiary?

Option beneficiary means the person designated by a member to receive a retirement allowance under the Defined Benefit Program upon the member's death.

What is an option beneficiary?

Option beneficiary means the person designated by a member to receive a retirement allowance under the Defined Benefit Program upon the member's death.

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