PDF
Word
Form PERS-BSD-509-P Post-retirement Lump-Sum Beneficiary Designation - California
What Is Form PERS-BSD-509-P?
This is a legal form that was released by the California Public Employees' Retirement System - a government authority operating within California. As of today, no separate filing guidelines for the form are provided by the issuing department.
FAQ
Q: What is Form PERS-BSD-509-P?
A: Form PERS-BSD-509-P is the Post-Retirement Lump-Sum Beneficiary Designation form used in California.
Q: What is the purpose of Form PERS-BSD-509-P?
A: The purpose of Form PERS-BSD-509-P is to designate a beneficiary to receive a lump-sum payment from the Public Employees' Retirement System (PERS) after the retiree's death.
Q: Who can use Form PERS-BSD-509-P?
A: Form PERS-BSD-509-P can be used by public employees in California who are enrolled in the Public Employees' Retirement System (PERS) and wish to designate a beneficiary to receive a lump-sum payment after their death.
Q: Is Form PERS-BSD-509-P specific to California?
A: Yes, Form PERS-BSD-509-P is specific to California and can only be used by public employees enrolled in the Public Employees' Retirement System (PERS) in California.
Q: Are there any fees associated with submitting Form PERS-BSD-509-P?
A: No, there are no fees associated with submitting Form PERS-BSD-509-P.
Q: What information do I need to provide on Form PERS-BSD-509-P?
A: On Form PERS-BSD-509-P, you will need to provide your personal information, such as your name, Social Security number, and retirement date. You will also need to provide the beneficiary's information, such as their name, relationship to you, and contact details.
Q: Can I change my beneficiary after submitting Form PERS-BSD-509-P?
A: Yes, you can change your beneficiary at any time by submitting a new Form PERS-BSD-509-P.
Q: What happens if I don't submit Form PERS-BSD-509-P?
A: If you do not submit Form PERS-BSD-509-P, the lump-sum payment from the Public Employees' Retirement System (PERS) will be distributed according to the default beneficiary provisions of the system.
Form Details:
- Released on December 1, 2021;
- The latest edition provided by the California Public Employees' Retirement System;
- Easy to use and ready to print;
- Quick to customize;
- Compatible with most PDF-viewing applications;
- Fill out the form in our online filing application.
Download a fillable version of Form PERS-BSD-509-P by clicking the link below or browse more documents and templates provided by the California Public Employees' Retirement System.
Download Form PERS-BSD-509-P Post-retirement Lump-Sum Beneficiary Designation - California
1
2
3
4
5
6
