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Getting
Started
CalSTRS
Workshops
Benefits
Counseling
CalSTRS on
Campus
Forms
Drop-Off

An in-person benefit counseling appointment provides an opportunity to meet with a benefits counselor to discuss personal retirement benefits.

Find a Local Counseling Office

Using the list box below, select the nearest city to find your local CalSTRS office. Call the office telephone number to schedule an appointment.

Preparing For Your Appointment

Be sure to gather the following information prior to your appointment:

  • Identification
    Benefit counseling appointments are personalized to each member. At the time of appointment, the benefits counselor will ask you to provide photo ID to confirm your identity prior to conducting the appointment.


  • Projected Retirement Date
    The date you would like to retire.


  • Employment Status
    • Full-time
    • Part-time
    • Any expected employment status changes

  • Number of Unused Sick Leave and Annual Contract Days


  • Other California Public Retirement Systems
    If you plan to also retire from another retirement system, have the highest salary from the other retirement system ready for your counselor.


  • Election of Beneficiary Option
    If you have one or more beneficiary options, bring each beneficiary's:
    • Name
    • Relationship
    • Date of birth

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