Learn about the different types of benefits counseling sessions offered by CalSTRS.
CalSTRS and Your Retirement: Are you eligible to retire?
Learn about your CalSTRS benefits and the services available to you in an interactive setting. This session covers:
Age 50 with at least 30 years of service credit.
Age 55 with at least five years of service credit.
Beneficiary options and how to protect your loved ones.
Personalized benefit estimates.
What Members are Saying:
CalSTRS rep is very helpful. He had prepared folders with the CalSTRS benefit numbers for each individual. He answered questions about CalSTRS, how to complete retirement forms and submit them. Very helpful session.
The ‘group counseling’ was still very individually focused. Everyone was able to have case-specific questions answered for themselves. I left the session having a much clearer understanding of my options and timelines.
Being in a group setting opened up questions and answers that I might not have considered during an individual session.
Scheduling a Benefits Counseling Session
Important: Benefits counseling sessions are scheduled six weeks in advance in most cases.
Gather the following personal information before scheduling a session:
Your projected retirement date.
Your employment status.
The number of unused sick leave days you have accrued.
Your annual contract days.
Information about electing a beneficiary option.
Highest salary from other California public retirement systems (if applicable).
Electronic privacy is crucial for the ongoing success of the
Internet as a convenient means to provide customer service. Your
personal information will be used only to conduct CalSTRS-related
Your retirement benefit is based on a formula (Service Credit x
Age Factor x Final Compensation = Member-Only Benefit). How
confident are you in your understanding of how this formula
determines your Member-Only Benefit amount?