RI has partnered with the Committee on Workers Capital (CWC) to publish a series of CWC Trustee Profile interviews with union-nominated pension fund trustees that touch on the role of individual board members in driving innovation around responsible investment at their funds. This installment is with Sharon Hendricks, Vice-Chair of the CalSTRS Board of Trustees.
Or, you can complete the Address Change Request form and follow the instructions to submit the form to CalSTRS.
I have notified my employer of my address change. Why did my Retirement Progress Report go to the wrong address?
School districts submit address changes in March and September. Your Retirement Progress Report might have been mailed before CalSTRS received your address change.
How do I change the address for my beneficiary?
To change the address of your designated beneficiary, or any other information related to your beneficiary, you must complete a new Recipient Designation form and submit it to CalSTRS.
My husband and I are both CalSTRS members. Because our address is the same, can we file just one Address Change Request form?
No. Each CalSTRS member must submit his or her own Address Change Request form unless he or she is under legal representation. Copies of these filings are maintained in each member’s permanent file.
Notification of Death
What information do I need in order to notify CalSTRS of the death of a member, benefit recipient, option beneficiary or designated recipient?
You will need the following information to report the death of a CalSTRS member or benefit recipient:
Full name
Social Security number or CalSTRS Client Identification Number
Date of birth
Date of death
Can I submit a Notification of Death online to report the death of a member, benefit recipient, option beneficiary or designated recipient?
You can report the death of a CalSTRS member, benefit recipient, option beneficiary or designated recipient through the Notification of Death online form.
What information do I need to provide as the primary contact for a Notification of Death?
As the informant, you will need to provide the following information:
Full name
Your relationship to the deceased
Mailing address
Primary phone number
Email address
Why is my IP address captured online to submit a Notification of Death?
Every device connected to the public Internet is assigned a unique number known as an Internet Protocol (IP) address. In order to ensure that the Notification of Death is valid and coming from a reliable source, CalSTRS must identify where the notification has originated.
For more information, view CalSTRS Conditions of Use.
What is an alternate contact and do I need to include one on the Notification of Death?
If you are not the primary contact for the deceased, you must complete the alternate contact information section, so CalSTRS knows who to contact regarding the Notification of Death.
Can I attach a copy of the death certificate with the Notification of Death submitted online?
Yes, you can attach an electronic copy of the death certificate to the Notification of Death you submit online.
If you do not have an electronic copy on file, you can submit the death certificate to CalSTRS by U.S. Postal Service, fax or in-person delivery to a local CalSTRS benefits planning office.
Mailing Address:
CalSTRS
P.O. Box 15275 MS 43
Sacramento, CA 95851-0275
How do I attach a copy of the death certificate with the Notification of Death online?
Select the Browse button to browse and select the electronic death certificate stored on your personal computer. By selecting the Browse button, you will be able to upload and attach a copy with the Notification of Death you submit online.
If you do not have an electronic copy on file, you can submit the death certificate to CalSTRS by U.S. Postal Service, fax or hand-deliver a hard copy of the death certificate as a follow up to the Notification of Death you submit online.
Can I attach a death certificate after I submit a Notification of Death online?
The death certificate can only be attached at the time of the original Notification of Death submitted online. Once the Notification of Death has been submitted electronically, you must mail, fax or hand-deliver a copy of the death certificate to CalSTRS separately.
How will I know that the Notification of Death has been submitted to CalSTRS?
Once you complete all of the required fields and select the Submit button for Notification of Death, you will receive an immediate confirmation message sent to your email address.
What happens after I have notified CalSTRS of the death of a member, benefit recipient, option beneficiary or designated recipient?
A caseworker will contact the primary contact identified on the Notification of Death submitted online. The caseworker will review the information submitted and discuss next steps.
