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Post-retirement Lump-Sum Beneficiary Designation - California
Post-retirement Lump-Sum Beneficiary Designation is a legal document that was released by the California Public Employees' Retirement System - a government authority operating within California.
FAQ
Q: What is a post-retirement lump-sum beneficiary designation?
A: A post-retirement lump-sum beneficiary designation is a form that allows you to designate a beneficiary to receive a lump sum payment from your retirement account upon your death.
Q: Who can use a post-retirement lump-sum beneficiary designation in California?
A: Anyone with a retirement account in California can use a post-retirement lump-sum beneficiary designation.
Q: How do I fill out a post-retirement lump-sum beneficiary designation form?
A: You will need to provide your personal information and the information of your chosen beneficiary. Make sure to follow the instructions provided with the form.
Q: What happens if I don't fill out a post-retirement lump-sum beneficiary designation form?
A: If you don't fill out a beneficiary form, the distribution of your retirement account will be determined by the plan's default provisions or state law.
Q: Can I change my post-retirement lump-sum beneficiary designation?
A: Yes, you can usually change your beneficiary designation at any time by submitting a new form to the retirement plan administrator.
Form Details:
- Released on August 1, 2017;
- The latest edition currently provided by the California Public Employees' Retirement System;
- Ready to use and print;
- Easy to customize;
- Compatible with most PDF-viewing applications;
- Fill out the form in our online filing application.
Download a printable version of the form by clicking the link below or browse more documents and templates provided by the California Public Employees' Retirement System.
Download Post-retirement Lump-Sum Beneficiary Designation - California
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