Summarizes federal and state rules on rollovers, including income tax withholding, and payments to surviving spouses and beneficiaries.
Download Tax Considerations for Rollovers
CalSTRS is fully committed to providing accessible facilities, elements and channels of communication to all members of the public. As part of this commitment, CalSTRS has a policy of providing an accessible website compatible with the Web Content Accessibility Guidelines (WCAG 2.1) and commercial screen reading software. All features of the website are coded to allow individuals with vision and other impairments to understand and use the website to the same degree as someone without disabilities. We welcome feedback and can often resolve issues in a timely manner if they arise.
If you need any special assistance or accommodations:
Contact our accessibility officer
Call us at 800-228-5453
CalSTRS has designated a compliance officer for website disability-related accommodations. The compliance officer has received training in website accessibility and updates the site in accordance with those best practices. Contact our accessibility officer to report an issue.
In addition to testing with users with a wide range of disabilities and coding our website to WCAG standards, CalSTRS regularly scans its website to ensure ongoing compliance, and makes timely changes to any inaccessible changes, if any are found.
Please note that this site may link out to third-party websites, such as state or federal agencies, that do not have accessible content. This site may also include documents provided by third parties included in our agenda packets, for example. While we cannot control the accessibility of content provided by third parties, we are happy to assist any member of the public with reading and accessing content on our site.
See an opportunity for us to improve? Please contact our accessibility officer or call us at 800-228-5453.
We are committed to your ability to access all content, and we will respond to all requests as soon as possible.