Go to CalSTRS.com
Your Profile » Your Retirement Profile » DB Election » Tax Withholding »

Service Retirement Application

Customer Name: JOHN DOE

Your Defined Benefit Supplement (DBS) Distribution Options

Follow the guided instructions below to Choose Your Lump-Sum Payment Preference for your DBS distribution at retirement, then select the Next button to continue.

Choose Your DBS Distribution Preference

Available for Direct Payment / Rollover: $2012.50

 

As a CalSTRS member who has made retirement contributions on or after January 1, 2001, you have a DBS account with CalSTRS. This DBS account has been accumulating contributions and interest, which will be distributed to you when you retire. 

 

Your Total Available Balance is Subject to Change
The account balance displayed is subject to change and may be adjusted as additional information from your employer is received and as interest accrues.

       

Make Your Selection

Select one* of the two methods for your DBS Distribution.
  Direct Payment  
    Send my DBS Distribution to me at my preferred Address to Receive Benefit Payments on file.  
Be Advised (dynamic)
CalSTRS does not facilitate rollovers for distributions of less than $200, however, you may still rollover your payment on your own, within 60 days.

Because you have elected to receive annuity payments and are over the age of 70 ½ you are only eligible to receive a direct payment.
  Rollover to Financial Institution  
    Rollover all or part of my eligible DBS Distribution to the financial institution of my choice.  
    (view rollover page)  
       

*Required field to continue.
Next

Learn More

    Box #2 goes here