Near Retirement Publications
Near retirement publications
Know your benefits
These publications give an overview of your benefits.
Step-by-step guide to planning for retirement.
Covers the state and federal law restrictions if you return to work after service retirement in a CalSTRS-covered position, including substitute teaching.
It’s never too late to start planning for your CalSTRS retirement.
Explains the two federal rules that affect the Social Security benefits you may receive as a spouse or through other employment. These rules do not affect your CalSTRS retirement benefit.
Overview of purchasing service credit and effects on final retirement benefits.
Reviews the three types of benefits available to your survivors after your death. Includes a worksheet and pocket to organize important documents.
Explains the special circumstances of retiring concurrently from CalSTRS and certain other California public retirement systems.
Details differences in the two public retirement systems, changing from one system and dual membership.
Contains the specifics of applying for disability benefits and the forms. Call 800-228-5453 to schedule an appointment with a CalSTRS benefits specialist who can assist you with the application process. Read Introduction to CalSTRS Disability Benefits first to be sure you understand the eligibility requirements.
Summarizes how California’s community property laws and Teachers’ Retirement Law affect CalSTRS benefits. Explains methods of dividing community property interests in member accounts. Includes forms.