f ri,j - calpers · option 2,2w, 3,3w, or 4 fndiuiduai lifettme beneficiary complete this section...
TRANSCRIPT
MmCalPERS
Section 1
» Plsaseprovtdeyour
name as it appears on
^ your Social Security card
Please display all dates m
this order monlh/day/yoar
Service Retirement Election Application888 CalPERS (or 888 225 7377) TTY (877) 249 7442
Please do not mail or deliver your application to CalPERS more than 90 days before your rehrement date
Information About You.
iTkowfts Pv m/ei-Name iFirsi ll.iina Midoie (ni(i»l LiMmme)
MOrers
CounliY
fjjliilala Oftnitleemf PhnndBirlli OatMRun/diY/Vfi liend^r iieinai' Pnan«
Section 2
Please enter the last day
you received compensabon
from CalPERS colored
employment
Please do not abbreviate
your employers name
orposihoP btle
The Temporary Annuity
benefit for which you are
eligible is based on your
CalPERS membership date
DonotfistSoaalSecunty
military or railroad
r^irement as aCaliforma
^Jwblic retiremei^system
u
I fcj,
-»
V —■> -1'I
zc.
OS
Information About Your Retirement
Please refer to Hie detailed instnicbcns in this publiCBtion
il'tUy 00 "Pw«U fmmliUmLaii tUy 00 PAyrotI rtnmMd/yyyyj
Emplenr
O3f2>l/zgt07Reli(«rn»nl Ctleclivt Ddie iranuddj|f<y)
Poviion Tltl4
Temporary Annuity If you select this benefit you must also fill out Section 3d Option 1 Balance ofCorlribuhons and/orTemporary Annuity Balance Beneficiary(iss)
To provide for an addibonal Temporary Annuity Allowance you elect to reduce your monthly allowancefor We ^0 DYesIf you first became a member on January 1 2002 or later you elect to receive Temporary Annuity untilage in the amount of ^
lOr to 701 Oollsis
The amount of your Temporary /Wnuity c^not exceed the estimated amount of your Social Secunty benefitat the age designated m this election
or
If you first became a member pnor to January 1 2002 you elect to receive Temporary Annuity until age
l.S9ii cc wBolc ag» 00 lo OSlin the amount of
Dol[v»per month
EfvteOther Calrfomia Public Retirement SystemsAre you a member of a California public retirement system other than CalPERS^ □ No SlYes provide
Mame of Sisiem
Are you currently working with the other system^ □ No SiVesI o^|^ll^o^^flslitemeni 03taV7iih Oihei Soiem imin:4a.7/>y]
STATE'Sexhibit /f ri,J
ij—-4 I'l
PERSBSD3nS(1/t&) Page I ol 8
Put your name and SocialSecurity number or CalPERS ID
at the top of every page
Select only one payment
opbon Option 1 Option 2
Option 2W Option 3
Opbon 3W the Unmodified
Allowance Opbon or one of
ttie Opbon 4 types
Itiese cpbons apply
to Opbon 4 Individual
Ijfebme Benefiaaiy only
Your Name
Select Your Retirement Payment Option and Beneficiary
By filling out this secbon you are electms your Rebrement Payment Opbon and designaUng your beneficiary
Your payment opbon elecbon and lifsbme beneficiaiy(^) designabon is irrevocable unless you request a changewrthm 30 days of the issuance of your brst banefrt check ̂ you have a future qualifying event Along with your opbonselecbon you must complete at least one of the tienebcia/y designabons in Sections 3a-3d Please refer to the detailed
mstrucbons in this publicafaon for more information
^Q'^ption 1 To complete this option you must also fffl out Section 3d Balance of Contnbutions Benericary
^^0^QTr2''-To complete this option you must also fill out Section 3a Indtvidual Lifetime Beneficiary□ Option 2W - To complete (his option you must also fill out Secbon 3a Indivtdu^ Lifetime Benefiaaiy
□ Option 3 To complete this option you must also fiO out Sadion 3a fod/wdus/ UfeJima Bmeficary
□ Option 3W To complete this option you must also hll out Secbon 3a Indmduaf Lifstimg Benefxary
□ Unmodified iUlowanco Option if you select this (qibon there is no return of your memtter conbibutions andno monttdybMefrtspayableupon your death—excepttheSurvivorConbnuanceBonelit ilappbcable Ttiereisftobeneficiary destgn^on for this opbon
□ Option 4, Individual Lifetime Beneficiary i( you select this i^ition you must also select one of the followingIndividual Ufetlme Benehciay opbcns below
□ Option 2W & Option 1 Combined To complete this option you must also fdl out Secbon 3a fmfmduafUfetime BenefxtaiyanA Secbon 3d fia/ance of Coiitnbutms Benafiaary
□ Option 3W&Opbon 1 Combined TocompietsthisiHition you must also fdl out Secbon 3a individualU/etime Banefiaaryani Secbon 3d Balance ofContnbulions Benehaary
D Specific Dollar Amount to Beneficiary 5Secbon 3a indmdmlLifelim Beneficiary
To complete this opbon you must also hll out
□ Specific Percentage to Beneficiary % To ccmpieie this cpoon you must also (iH outSectonSa Indiv/duaf Lifetime Beneticiaqf
□ Reduced Allowance for Fixed Penod of Time
Reduce my Ailowance by! or % through the end ofOonitn PMcni D3ia inmiiriinr)
To coms^le this opbon you must also (ill out Secbon 3a ItutiMu^U^fme^neAaa/y
□ Reduced Allowance upon death of retiree or beneficiary *. reduction amountOoOiHS
10 complete ths opbon you must also fill cut Secbon 3a Individual UtBtaneBen^oaiy
This opbon applies toOption 4 MuttmtB Lifetfine
Beneflaanes only
These opbons apply toOpbon 4 Court Ordered
Community Property only
□ Option 4, Multiple Lifetime Beneficiaries To complete this opbon you must also fill out Section 3bl^ultiple uptime Beneflciams
D Option 4, Court Ordered Community Property it you select this opbon you must also complete Secbon 3cCourt Ordered CP Benefiaaiy and select one of the following Court Ordered Community Property options
O Option 4/Unmodifl8d There is no addibonal beneficiary designation for this option
□ Option 4/1 To complete this opbon you must also (iO out Secbon 3d Balance of Cordnbubons Benebaary
□ Option 4/2W To complete this opbon you must also (ill out Secbon 3a Individual Liletime BenefKaiy
□ Option 4/3W To complele this option you must also hH out Secbon 3a Indmdual Ufotme Benebaary
PEflSBSO SeSSfWlS)
Pid your name and Social
Secunty ndmbsr or CalPERS IDat the top of every page
Section 3a
Designate one tieneficiary
and provide all of that
person $ information
including fuP name
Social Seearily Number or CalPEflS 10
Option 2,2W, 3,3W, or 4 fndiuiduai Lifettme Beneficiary
Complete this section only if you chose either Opbcn 2 2W 3 3W or Option 4 Individual Lifetime Benefictaiy or
Opl«n 4y2W or 4/3W Court Ordered Community Property ^
lUiMOflr SHamaffinitlamt MuMlelnituI LaU ilaov| Social Secunty Nanbar uf CalPBtS 10
I □ Man'O FemaleB'lUi Uaitt immi'i]
I 6-1^6 L3:>'SR<tiiionsa>9 to Yes
Option 4 MuUiple Lifetime BeneficianesIf you wont Complete this secbon only if you selected Opbcn 4 Midtiple Ufeiuno Beneficianes
your beneficianes toreceive an equal share
of your benefits donot specify a dollar orperceniage of benefil
UtnisrFvUNurc Uiddielmtul Uniiaraei
e«ih Pats poia/Mrnrrl[□Male OF^Getuer
Saoii Sea iiv Nambet o' Caffeas 10
BeiitMunv to You OdAnnvrcmi tf B»oera
Sitta ziy
Name iFosi NaiM MicMia imiiai laai Heme)
I iDuais QPwabe4lliDiie(nm;eo.-]fjry?i GeuOei
Sccial SecuKlf Number ot CaiPERS ID
Rciaiionsixa tc vvu Dc'U/rPersanl ol BsfiHit
Suit TIP
riJBir ifoel Name UidOli iniiial Last Memcl
I lOLble □fMBieeino Date laiVMr/irnt GuuMf
S403I Secttfily Number or CatPSKS iD
RrtabMtsitip lo Vm OoP«>T0cefll qI SsaeM
Suit TV
PERS8S)3eeS{l/1Sl PaqoSoie
Put your name amfScctalSecurity number or CalPEAS ID I
atUifltopofevfiiypafle ^o'Narae Social Security Kombsr et CatPSRS ID
Section 3c Court Ordered Option 4 Community Property Beneficiary
List only the Dimplele Ihis section only rf you selected Option 4 Court Ordered Community Property
Option 4 benefiDary
WB.e,u.r«Ilv)roLr >..idr. in,.uiiSoOii StfWilr
court order HBiaorr or CalPERS ID
Bir h Doio {nmlCd/rvTri
iDuiIb QFrrnaleCewier neuiiMQtup to Ymi
Section 3d
O^ignate up to three
lieneftcianes here it you
want to designate more
than Uiree benelicianes
you win need to complete
ttie Post Retwment
Lump Sum Beas/tttsry
Designation torni and
loltow the instructnns
on the form
Optioni Balance of Contnbutions and/or Temporary Annuity Balance Beneficiary(ies)
Contplete this section only il you selected Option 1 Option 4 ZW/1 or 3W/1 combined or the Temporary Annuity
allowance You may change this beneliaaiY(ies) at any lime This designalran automatically revokes when there is a
change in your mantat status domeshc partnership status or when there is a tnrlh or adoption ot a child Please refer
lo the detailed instructions in this publication for more infcrmation
tUoi» iFusi liani Udale mnai Lcu Namn
! iPMjie Dtewlr IBulP Ocio tmiR»U>)3rrr) Cqiwn R«l3bw>iiip ic vou
Sooai Scuiiir Hbibki m C&U%RS lO
iOhwiv PSHamfi IPneiitr PeKem ft BtACfn
if you want your
benehcianes lo receive
an equal share of your
benefits do not speafy a
percentage ot benefit
N-uw iFitt Uam UkMK ln>ti;il Last U»«H
1 iPMria Ofwio IB(RP Dale imn/dutn/i fendei (KbboMhiot&tbu
ilPCodi Cnairjr
SecJii S«nmr NumMr« CeiPERS 10
I Dftgnuy^lonly PeKtaiMBenefii
ZiPCode CeuBtir
funeiFuniUiM u^meiaitai Ustiiamn
1 iQuiie DPhmm 18nlB OsK Inn/dUnnrTT) Ctetftr Reillionsbplenni
SMnl Swuiitr Htmbei 01 CalPERS lO
I DPiiamv □{PflMAy Pffrent ot Benetit
7IP co4« OounUT
renSBSO 3i$9S(Ul5)
Put your name and SocialSecurity number or CalPCRS ID
at the bp of every page
Section 4
If you were last employed
with andUter California
^ public retirement system
S this benefit is not payable
tn
» If you want your
^ beneficianes b receiven
;; an equal share of your
H benafib do not specify a
percentage of benefit
Your Name Soda, .iurlty Number or CalPERS 10
Retired Death Benefit ^ ̂ QQThis section designates the person who will receive your Lump Sum Retired Death Benefit You may change this
beneficiaiyties) at any bme This desi^ation automabcaUy revokes when there is achanqe in ycur cnantal status
domestic partnership stabs or when there is a buth or adoption of a child Please refer to the debiled instnictionsm this publicataon for more information
Lwa- s Vfruog-ziltai LaMllomri
iDlilale IBini> OaK- {mm.'tfd.'yyyi'l CtnOfi Iteiaiiofaiua lo'rtrij
Silt Ul SciuMl/ llumOtf Of CjIPERS 10
I PPniTonf Gfoifno'itr PcitsniolS^nftlit
lUm*- [Pitsl N^nvf MiOOl' initial Usi Hanoi
I iPMata pFKnttc I
eirili Oale |inai.'dd'ynni GonOot ReiMiODidplo You
S>]cial Sartnily liombfrr or CalPEflS 10
I □PiinaiY □SeconflPf IPfi<iiir7 htfcrn el SEneiit
2lP CuOt Comtrr
Name ihrsi Nqme MiCdie (miul Lad Name)
\ iQwiafe GriimMfr IOinri Oatf imnvdd.'vnfyi Gendn ncUtumNiio lo ym
Social Secufiiy Nuiriber or CoiFtRS 10
iDPnttniy DSoiyifPrioritr ^icefll Oi Beaabt
ZlPCoOo Couolir
Section 5 Survivor Continuance
Please refer to the detailed instructions rn this publication tor more informabon1 Vlil! you be manned on your rebremsnt date'' QNo^P Yes provide
|i V.\NlOA S VlArL^€'^ I BUmWIName oi SoouM 'Pusl Niinir Miooie Iniltal loii Mamr] Socul Svcuniy lluaitiF-r ot CalPERS 10
Bulo D-ila |(am/(m<vv«IDMiIo ^whIoClflSW Dale at M<irnsge
Section S continues on page 6
PER3BS0 369SlinSi
Put Jfour name and Social 0 Ml^tSecuntynumbBrorCalPERS ID I » ^ I*" ^ rrwc ̂
at the top of every page ''®""
Section 5, continued Survivor Continuance, continued
2 Will ycu be registered witit the California Secretary of Slate as being m a domestic partnership on
your retirement date^ ^No DYes provide
fUois ol Domnuc Poclner tFost Uine Mififiie lailiai Uit IJdtne)
) iPHiiB DfaniieBirta Oat« I'nn/dd/yyyy) Gttidtr
Social Secutllf Kumtid oi CalPERS 10
Oaifl ol RiBKieied Pattnetobip
Staif ZIP
3 Do you have any natural or adopted unmamed children under age 18? □ No ^lYes provide
I JcMWTUiys/ -SN Same el CMS <Risi Nirap Uiooleiaiutl last Mane) ociil Seruiitv NukM' « CalPERS 10
B<nn Dais imm-Wmr) Ctnder
liane o> CaUd iFtrn Mama Midflla Intiiai Laol Njiroi
Birtn Dale iinn-'dt^'vnry)inMMa □fetBaieCdoder
Soaal Secuiitf Numt>et or CalTERS lO
&»t« ZIP
4 Do you have^pny unn^ed ctuldren v»ho were disabled prior to their 18lh birttiday and who are stilldisabled?^No^Yes provideI ̂ N/YVCQtg^ IN Social Soconly Nuffl&ef oi CalPBlS K)ftme ol Ctidd (PiiM Name Mtddle iniiial Last Nano
□FomoteBirtii Pate »mpf(
Slate VP
Name «il Child iFtiU Nome idioditimui UsOiame)
I jpfajM □FfCrUleBmh file (iran/dd/mil Geodai
50(131 sceurilf Nunhei v CtdPCRS lO
Sttte D?
Section S conttnufls cn page 7
PERSBSO zesSU'lS)
Put your name and SocialSecurity number or CalPERS ID
at the top of every page Tour Name Social .utity Number or CalFERS ID
Survivor Continuance, continued yj5 Are your parents dependent upon you for one halt of their support?^^ No □ Yes provide
Name ot farenl (Fiisl Niimr MlCdls InitiAl Lai! Namo)
Birlh Dale (mflVM/imfyitPrw DhiniieGender
Social Seconiy Nurabtr or O-urfRSlO
Tax Withholding ElectionPlease choose one only Federal Income Tax mtonnation Please reler to the detailed instructions m this publication lor more information
C^p'oot withtiotd federal income taxff^Withhold federal income tax based on the tax tables for
□ i^amed individual with tax withholding allowancesjy HymberA single individual with_0_tax withholding allowances
Number ^In addition to the amount withheld based on the tax tables withhold ̂ per month
Dollars
□ A mamed individual but withhold at the higher single rate with .tax withholding allowancesNumber
Please choose cr« only State (ncome Tax mformatian Please refer to the detailed instructions in this publication for more mfomiation
State withholdingIS optional for
out of state residents
□ Do not Withhold State of California income tax
□ Withhold State of Cairforma income tax in the amount of . per month
/P^Withhold State of California income tax based on ttte tax tables for□ A mamed individual with tax withholding allowances
yff Number/JS A single mdmdual with tax withholdmg allowances
Number
□ A head of household individual with tax withholdmg allowancesNumber .
In addition to the amount withheld based on the tax tables withhold s Iffo per month
□ Withhold State of California income tax m the amount of 10 percent of the federal income taxwithholding amount
CalPERS Health Coverage "it you are currently enrolled in your own nghl tor CalPERS healfh benefits you can continue your heatUienrollment into retirement with no break in coverage
If you do not want health coverage you must cancel retiree health coverage by declining coverage belowVbu may be eligible to enroll in health coverage dunng the next Open Enrollment period
□ i decline conbnuation of my CalPERS health coverage rnto rebrement
PERS Bsoicesinre}
Put your namo and Social
^unty number or CalPEfiS IDat the lop o( every page
Section's
This section must
be completed or
your appticalion will
be returned
Your signature and your
spouses or domestic
partner s signature must
bo noianzed by a notary
public or yjiinessed by a
CalPERS representative
If your spouse s or domestic
partners signature is
not available see
instructions in this
publication (or completing
the JustjfJeabon for
Absence of Spouse s or
Registered Domestic
Partners Signature form
YourHami Social Security Number or CalPERS 10
Member Signature and Notary
1 certity under the penalty of perjury that the inlormation submitted hereon is true and correct to the best of
my knowledge I understand that to cancel this application or to change the elected payment option or lifebme
beneficiaryOes) I must notify CaiPEBS withm 30 days of the issuance of my first retirement benefit check
1 understand that tl I am mamed or in a registered domesbc partnership t}ut do not name my spouse or partner
as beneficiary they may still be entitled to a community property share of the Option 1 lump sum return ol
contributions benefil or a share of the monthly option death benefit allowance Their community property
interest is 50% of the benefit based on the contributions or service credit earned for the period of CalPERS
service during which we were marned or in a registered partnership My non spouse or non partner designated
beneficiary will receive the portion of the lump sum Option I benefit or monthly option allowance that is not
payable to my spouse or domestic partner I understand that my spouse or domestic partner will have the right
to disclaim entitlement to their community property interest m the death benelit at the time the benefit becomes
payable if they so desire
More detailed informabon on this section is available in this publication
Are you legally marned or do you have a legal domestic partner'^ ^Yes QNoIt yes your spouse or domesbc partner must sign this election
If no please indicate □ Never Mamed/orm Partnership □Divorced/Annulled□ Wido^d oj^erminabon ol Oomestrc Partnership
YouiS^aiuie t ^ Oala traia-dd-VyvTl
icallo,Lacy_ULvnur S^ie s or Ooiocr.l>c Partner $ Signature Ualt- {mm-'>ld.'>Y¥i'l
YourS^aiuie tv / v Dale traia-diJ'VyvTl
icQ/.ioLac:a-ij-vnur S^ie s or Oomcr.l>c Partner $ Siqnaiure Uatt- {min-'>ld.'>YYYl
Slate Of California County of
On before meOat« NameQlNaiary/'WilnefS
personally appeared who proved to me on the basis of satisfactory evidenceto be the personfs) wiicse name(s) is/are subscnbed to the within instrument and acknowledged to me thathe/sherthey executed the same m his/her/lheir aulhonzed capacily(ies) and that by his/her/their signaturefs)on the instrument the personis) or the enbty upon behalf of which (he personfs) acted executed the instrumentt certify under Penalty of Pei]ury under the laws of the Slate of California that the toregcir^ paragraph ts trueand correct
Notary Seal
Witness my hand and offi^ seal or authorized CalPERS representative signature
Signature ul Kc-tniy or CulPERS H' prKtntai^
I ̂ Lg. ^hmiNamt
. OakimiTu'daifml '
CalPcFlS Ctil'cg i.ii dppl<U9ie)
Mail to: CalPERS Benefit Services DivisioniPO:Box9427irSacfamento"CaIifomia 94220711'