Post-retirement Nonmember Lump-Sum Beneficiary Designation - California

Post-retirement Nonmember Lump-Sum Beneficiary Designation - California

Post-retirement Nonmember 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 nonmember lump-sum beneficiary designation?A: It is a form used in California to designate a beneficiary to receive a lump sum in the event of a member's death after retirement.

Q: Who can use the post-retirement nonmember lump-sum beneficiary designation?A: This form is for retired members in California who want to designate a beneficiary to receive a lump sum upon their death.

Q: What is the purpose of the post-retirement nonmember lump-sum beneficiary designation?A: The purpose is to ensure that a designated beneficiary receives a lump sum payment upon the death of a retired member in California.

Q: How do I fill out the post-retirement nonmember lump-sum beneficiary designation form?A: You need to provide the necessary information about yourself and your designated beneficiary, and sign and date the form.

Q: Is there a deadline for submitting the post-retirement nonmember lump-sum beneficiary designation form?A: There might be a deadline, so it's best to check with the retirement system in California for specific information.

Q: Can I change my beneficiary after submitting the post-retirement nonmember lump-sum beneficiary designation form?A: Yes, you can generally change your beneficiary by submitting a new form to the retirement system.

Q: What happens if I don't have a post-retirement nonmember lump-sum beneficiary designation form?A: If you don't have a designated beneficiary, the lump sum payment may be distributed according to the default rules of the retirement system in California.

Q: Are there any fees associated with the post-retirement nonmember lump-sum beneficiary designation?A: There may be administrative fees, so it's important to check with the retirement system in California for any applicable charges.

Q: Can I revoke my post-retirement nonmember lump-sum beneficiary designation?A: Yes, you can generally revoke or change your beneficiary designation at any time by submitting a new form to the retirement system in California.

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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{class="scroll_to"} or browse more documents and templates provided by the California Public Employees' Retirement System.

Download Post-retirement Nonmember Lump-Sum Beneficiary Designation - California

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