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Service Retirement Application

Customer Name: JOHN DOE

Apply for Service Retirement

Start here to prepare your Service Retirement application on myCalSTRS. The Service Retirement application is for Defined Benefit members who are retiring.

  • If you are applying for a disability benefit, contact CalSTRS external link to receive a Disability Benefit application. You may be eligible to receive a service retirement benefit while your Disability Benefit application is being evaluated.

  • If you are a Cash Balance Benefit Program participant, contact CalSTRS external link to receive the appropriate Cash Balance Benefit application.

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Retirement Plan Status
  Benefits Counseling
Have you attended a CalSTRS Benefits Counseling session prior to initiating this Service Retirement application?
  * Yes      No warning icon
 

Current Election of an Option
OPTION BENEFICIARY TYPE ALLOCATION START DATE
Wayne, John 100% Option 75% 06/02/2006
Wayne, Debbie 100% Option 50% 06/02/2006

Previous Election of an Option

OPTION BENEFICIARY TYPE ALLOCATION END DATE
Wayne, John 75% Option 100% 06/01/2006
  (Dynamic Benefit Assessment Message goes here)
If you have an Election of an Option, which has ended, an assessment may apply and will be calculated at retirement. The assessment will reduce your monthly retirement benefit for life.Information


Review Your Checklist
  The following information is required to complete your CalSTRS Service Retirement application. Once you have the required checklist items available, select the Next button below to continue.
  Beneficiaries and Spouse / Registered Domestic Partner (RDP)  
  Social Security Number  
  Full Name (as it appears with the records of the Social Security Administration office)  
  Date of birth Information  
  Employment  
  Last Date of Work  
  Retirement Date  
  Financial Institution / Account Information  
  Your Financial Institution  
   
  • Name
    		•   
       
  • Mailing Address
    		•   
      Account Number for Rollover  
             

    * Required field to continue.    
           
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