Forms

View and print CalSTRS forms and publications or request them via U.S. Mail.

All view and print documents are PDF and are best viewed with the latest version of Adobe® Reader®. You can download this free software from the Adobe® Web site.

To request these items via U.S. Mail, complete the Document Request form. Indicate the number of copies needed (limit of 9) in the corresponding box and then click the "Submit" button at the bottom of the page to complete your request. Documents will be mailed to you within ten business days.

Not all publications are available to order. However, all current publications are available to view and download.

Employers, please use the Employer Secure Site to order forms.

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Form Name and Number	# of Copies	View/Print Form
Most Requested Forms
Recipient Designation (MS0002) (formerly the One-Time Death Benefit Recipient form)		View/Print
Income Tax Withholding Preference Certificate (AD0908)		View/Print
Address Change Request (AS0786)		View/Print
Direct Deposit Authorization (AS1130)		View/Print
Service Retirement Application (SR0059) [16 pages: instructions, pages 1-4; application, pages 5-16]		View/Print
Defined Benefit Program
Acknowledgement of Receipt of Election Information Retirement System Coverage (ES373)		View/Print
Compound Option Election (SR0363)		View/Print
DBS Annuity Calculation Estimates (DBS1941)		View/Print
DBS Distribution Election Change (RF1506)		View/Print
DBS Distribution Election (RF1503)		View/Print
Declaration of Attorney-in-Fact (AS1432)		View/Print
Request for Verification of Benefits (AS1830)		View/Print
Request for Verification of Benefits for the Social Security Administration (AS1831)		View/Print
Employment Termination or Sick Leave Data Correction (SR0559)		View/Print
Express Benefit Report (Unused Sick Leave) (SR0554E)		View/Print
Justification for Non-Signature of Spouse or Registered Domestic Partner (MS1125A)		View/Print
Out-of-State or Foreign School Service Credit Certification (OSSC304)		View/Print
Permissive Election and Acknowledgement of Receipt of CalSTRS Defined Benefit Plan Membership Information (ES350)		View/Print
Preretirement Compound Option Election (SR0365)		View/Print
Preretirement Election of an Option (SR0307)		View/Print
Purchase Nonqualified Service Credit (SC1972)		View/Print
Redeposit or Purchase of Permissive Service Credit (MS0287)		View/Print
Reduced Benefit Election (SR1613)		View/Print
Refund Application (RF1360)		View/Print
Reinstatement After Retirement (SR857)		View/Print
Retirement Application Change Request (SR1328)		View/Print
Retirement System Election (ES372)		View/Print
Verification for California Public University Service (SC1732)		View/Print
Verification for Employer-Approved Leaves (SC1553)		View/Print
Community Property
Nonmember Spouse Retirement Application (NM1258)		View/Print
Nonmember Spouse Defined Benefit Supplement (DBS) Application (NM1938)		View/Print
Nonmember Spouse Refund Application (RF1356)		View/Print
Nonmember Spouse Account Holder Recipient Designation Form (NM2031)		View/Print
Medicare Premium Payment Program
Medicare Payment Authorization Packet (HB0986)		View/Print
Cash Balance Benefit Program
Cash Balance Employment Certification (CB264a)		View/Print
Cash Balance Rollover Request (CB261)		View/Print
Defined Benefit Employment Certification (CB264b)		View/Print
Disability Benefit Application (CB587)		View/Print
Justification for Non-Signature of Spouse or Registered Domestic Partner (CB535)		View/Print
Request to Consolidate Benefits Package		View/Print
Retirement Benefit Application Package (CB586)		View/Print
Termination Benefit Application Package (CB585)		View/Print
Disability Benefits Program
Disability Benefits Application Instructions (DS0260) [28 pages: instructions, pages 1-8; application, pages 9-20]		View/Print
Workers' Compensation Carrier Request for Information (DS1657)		View/Print
Disability Allowance to Service Retirement Application (SR0234)		View/Print
Employment and Benefits Information (DS0318)		View/Print
Publications
Annual Report on Purchasing Power of Allowances - 2012		View/Print
Benefit Improvement: Supplemental Payments (Calculation and Funding Information)		View/Print
Cash Balance: For K-12 Part-Time Teachers		View/Print
Cash Balance: For Community College Part-Time Instructors		View/Print
Community Property Guide		View/Print
Comprehensive Annual Financial Report		View/Print
Introduction to CalSTRS Disability Benefits		View/Print
Your Disability Benefits Guide		View/Print
Join CalSTRS? Join CalPERS?		View/Print
Member Handbook 2012		View/Print
Purchase Additional Service Credit		View/Print
Refund: Consider the Consequences Fact Sheet		View/Print
Social Security, CalSTRS and You Fact Sheet		View/Print
Tax Considerations for Rollovers Fact Sheet		View/Print
Your Retirement Guide (includes the 7 page Service Retirement Application)		View/Print