The CalPERS Beneficiary Designation Form (BSD-241) is the legal document that determines who receives your retirement contributions and death benefits. Every active and inactive CalPERS member should have a current designation on file. Members with at least 20 years of State service credit may qualify for a monthly death benefit allowance paid directly to their named beneficiary.
What the form covers:
When your designation is automatically revoked: CalPERS cancels your existing beneficiary designation when any of these life changes occur:
After any of these events, file a new designation right away. If your spouse or domestic partner cannot sign, the form provides alternative certification options including written acknowledgment or a court order. Spouses and domestic partners have legal rights to a portion of community property benefits, so both parties must sign or a valid exception must be documented.
Members who wish to designate a trust, organization, or estate as a beneficiary must provide the tax ID number and the trustee or representative's name on the form. Keep a copy of your completed form for your personal records.
See also: CalPERS Retirement Application Form and the FE-6 Claim for Death Benefits.
| Question | Answer |
|---|---|
| Form Name | Calpers Beneficiary Form |
| Form Length | 4 pages |
| Fillable? | No |
| Fillable fields | 0 |
| Avg. time to fill out | 1 min |
| Other names | calpers bsd241, calpers change in beneficiary, calper bsd 241, pers bsd 241 form |