Calstrs recipient designation form 2014-2026

1. Click ‘Get Form’ to open the calstrs recipient designation form 2014 in the editor.
2. In Section 1, enter your full name, Client ID or Social Security number, mailing address, birth date, telephone number, and email address. Ensure all information is accurate.
3. Move to Sections 2 and 3 to designate your primary and secondary recipients. You can name individuals, trusts, or organizations. For each recipient, provide their full name, relationship (if applicable), contact details, and Social Security or tax identification numbers.
4. Specify the percentage of benefits for each recipient in both sections. The total must equal 100% for primary and secondary recipients.
5. In Section 4, check the appropriate boxes regarding your marital status and sign the form. If married or in a domestic partnership, ensure your spouse/partner also signs.
6. Review all entries for completeness and accuracy before submitting through our platform for faster processing.

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