Form Pers Bsd 470 PDF Details

Form Pers Bsd 470 is a key form for the collection of payroll data. This form is used to report wages, salaries, tips, bonuses and other compensation paid to employees during the calendar year. The information on this form helps employers determine federal and state taxes that need to be withheld from employee paychecks. It's important to complete this form accurately and on time to avoid any penalties. Let's take a closer look at Form Pers Bsd 470 and what it entails. Form Pers Bsd 470 is used by employers in the United States as a key form for submission of payroll data including all wages, salaries, tips, commissions, bonuses etc paid out to employees during a calendar year. The collected data assists in determination of both federal & state tax liabilities which are then subtracted from an employee pay check accordingly depending on jurisdiction employer resides in or operates within respectively. If you're an employer filling out this form errors can result in IRS imposed fine

QuestionAnswer
Form NameForm Pers Bsd 470
Form Length3 pages
Fillable?No
Fillable fields0
Avg. time to fill out45 sec
Other namesretirement allowances for calpers, cal pers pers bsd 470, calpers form pers bsd 470, calpers retirement estimate form

Form Preview Example

Retirement Allowance Estimate Request

888 CalPERS (or 888-225-7377) • TTY: (877) 249-7442

This is a request for an estimate of your potential CalPERS retirement benefit amounts. You must be within one year

of your anticipated retirement date to use this form. You are limited to two estimate requests within a 12-month period.

Section 1

 

Information About You

 

 

 

 

 

 

Enter the address we

 

 

 

 

 

 

 

 

 

 

 

 

 

 

have on file for you.

Your Name (First Name, Middle Initial, Last Name)

 

 

Social Security Number or CalPERS ID

 

 

 

 

 

 

 

If you need to update

 

(

)

(

)

 

 

your address, see the

Birth Date (mm/dd/yyyy)

Daytime Phone

Alternate Phone

 

 

 

 

 

 

 

back of this form

 

 

 

 

 

 

 

 

 

 

 

 

 

 

for instructions.

Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City

 

 

 

State

 

ZIP

Section 2

 

Your Retirement Information

You can only select

Choose one type: c Service Retirement c Disability Retirement

one type of retirement

My projected retirement date is:

 

 

estimate per form.

 

Date Required (mm/dd/yyyy)

 

 

 

cIndustrial Disability Retirement

Employer

Position Title

What is a survivor vs. a beneficiary? See the back of this form for details and a complete description of the available retirement payment options.

To include your unused sick leave and/or educational leave in your estimate, enter the number of hours you’ll have as of your projected retirement date. See the back of this form for eligibility requirements.

Sick Leave HoursEducational Leave Hours

Will you have an eligible survivor on your projected retirement date? c Yes c No

How many beneficiaries do you want to include in your estimate?

cNone

cOne (Complete the information in the space provided below.)

Name of Beneficiary

Relationship to You

Birth Date (mm/dd/yyyy)

cOne or more and with a specific dollar or specific percentage amount to each beneficiary. (Complete the information in the spaces provided below.)

Birth Date (mm/dd/yyyy)

Dollar or Percent of Benefit

 

Birth Date (mm/dd/yyyy)

Dollar or Percent of Benefit

 

 

 

 

 

 

 

 

 

 

Birth Date (mm/dd/yyyy)

Dollar or Percent of Benefit

 

Birth Date (mm/dd/yyyy)

Dollar or Percent of Benefit

Section 3

See the back of this form for information regarding the Advanced Estimate Scenarios.

Advanced Estimate Scenarios

If you are a member of a defined benefit plan with another California public retirement system and want us to use your final compensation with the other system in your estimate, complete the information below.

Name of Reciprocal System

Estimated Final Compensation Amount

If you want to include temporary annuity in your retirement estimate, select one of the choices below.

cI became a member prior to January 1, 2002, and elect to receive temporary annuity until

age

in the amount of $

 

per month.

 

(59 1/2 or whole age 60 to 68)

 

Dollars

cI became a member on January 1, 2002, or later and have CalPERS service coordinated with Social

Security. I elect to receive temporary annuity until age

 

in the amount of $

per month.

(62 to 70)

 

Dollars

 

 

 

Mail to:

CalPERS Retirement Benefit Services Division • P.O. Box 942711, Sacramento, California 94229-2711

PERS-BSD-470 (11/19)

Page 1 of 1

Section 1

Information About You

 

•

If you are an active CalPERS member, contact your personnel office and ask them to update your mailing address with us.

 

•

If you are an inactive CalPERS member, update your address at my.calpers.ca.gov or call us toll free at 888 CalPERS

 

 

(or 888-225-7377).

Section 2

Your Retirement Information

 

Retirement Date - Your retirement date can be no earlier than your last day on payroll. If it has been more than nine months

 

since you left employment, the date you enter cannot be earlier than the first day of the month you submit this form.

 

Unused Sick Leave/Educational Leave - Your last employer must contract to provide this benefit, and you must retire within

 

120 days of leaving employment for any unused sick and/or educational leave to be included in your actual retirement benefit.

What is a survivor? - A survivor receives a monthly benefit regardless of the retirement payment you choose. We only include this in your retirement estimate if your employer contracts to provide this benefit. A survivor is defined by law as:

•a spouse or registered domestic partner who was married or registered to you for at least one year before your service retirement date and continuously until your death. (For disability or industrial disability retirement, these conditions must be met on or before the effective date of your disability or industrial disability retirement.)

•natural or adopted unmarried children under age 18.

•an unmarried child who was disabled prior to age 18 and whose disability continues without interruption until the disability ends or until marriage.

•qualifying financially dependent parents, if none of the above.

What is a beneficiary? - A beneficiary is any person you choose to receive either a one-time lump-sum payment or ongoing monthly benefit upon your death.

Retirement Options - When you retire, you will choose one of the following retirement options and name a beneficiary.

•Unmodified Allowance - Provides the highest monthly allowance paid for life. There is no continuing monthly benefit to a beneficiary and no return of unused member contributions upon your death.

•Return of Remaining Contributions Option 1 - Provides a lump-sum payout of any remaining member contributions in your account to one or more beneficiaries upon your death.

•100 Percent Beneficiary Option 2 - Provides 100 percent of the option portion of your ongoing monthly benefit to your named beneficiary upon your death. Upon both your deaths a lump-sum payout of any remaining member contributions in your account will be paid to one or more named secondary beneficiaries.

•100 Percent Beneficiary Option 2 with Benefit Allowance Increase - Provides 100 percent of the option portion of your monthly benefit to your named beneficiary upon your death. If your beneficiary dies before you, or if you have another qualifying event, your benefit will increase to the Unmodified Allowance.

•50 Percent Beneficiary Option 3 - Provides 50 percent of the option portion of your ongoing monthly benefit to your named beneficiary upon your death. Upon both your deaths, a lump-sum payout of any remaining member contributions in your account will be paid to one or more named secondary beneficiaries.

•50 Percent Beneficiary Option 3 with Benefit Allowance Increase - Provides 50 percent of the option portion of your ongoing monthly benefit to your named beneficiary upon your death. If your beneficiary dies before you, or you have another qualifying event, your benefit will increase to the Unmodified Allowance.

•Flexible Beneficiary Option 4 - Provides an ongoing monthly benefit of a specific dollar amount or percentage of your Unmodified Allowance to one or more named beneficiaries upon your death.

Section 3

Advanced Estimate Scenarios

 

 

Reciprocity

•Enter the name of the other California public retirement system you are a member of.

•Enter your highest average annual compensation for any consecutive 12- or 36-month period of employment with the other retirement system.

•To be eligible for full reciprocal benefits, such as final compensation exchange, you must retire concurrently.

•Refer to the publication When You Change Retirement Systems (PUB 16) for detailed information.

Temporary Annuity

•This benefit is only available for a service retirement.

•Enter the amount you want to receive and to what age depending on your CalPERS membership date.

•If your membership is on or after January 1, 2002, your temporary annuity amount cannot exceed your estimated Social Security benefit. This benefit is not free. Refer to the publication Temporary Annuity (PUB 13) for detailed information.

PERS-BSD-470 (11/19)

Privacy Notice

The privacy of personal information is of the utmost importance to CalPERS. The following information is provided to you in compliance with the Information Practices Act of 1977 and the Federal Privacy Act of 1974.

Information Purpose

The information requested is collected pursuant to the Government Code (sections 20000 et seq.) and will be used for administration of Board duties under the Retirement Law, the Social Security Act, and the Public Employees’ Medical and Hospital Care Act, as the case may be. Submission of the requested information is mandatory. Failure to comply may result in CalPERS being unable to perform its functions regarding your status.

Please do not include information that is not requested.

Social Security Numbers

Social Security numbers are collected on a mandatory and voluntary basis. If this is CalPERS’ first request for disclosure of your Social Security number, then disclosure is mandatory. If your Social Security number has already been provided, disclosure is voluntary. Due to the use of Social Security numbers by other agencies for identification purposes, we may be unable to verify eligibility for benefits without the number.

Social Security numbers are used for the following purposes:

1.Enrollee identification

2.Payroll deduction/state contributions

3.Billing of contracting agencies for employee/ employer contributions

4.Reports to CalPERS and other state agencies

5.Coordination of benefits among carriers

6.Resolving member appeals, complaints, or grievances with health plan carriers

Information Disclosure

Portions of this information may be transferred to other state agencies (such as your employer), physicians, and insurance carriers, but only

in strict accordance with current statutes regarding confidentiality.

Your Rights

You have the right to review your membership files maintained by the System. For questions about this notice, our Privacy Policy, or your rights, please write to the CalPERS Privacy Officer at

400 Q Street, Sacramento, CA 95811 or call us at 888 CalPERS (or 888-225-7377).

May 2016

How to Edit Form Pers Bsd 470 Online for Free

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Step 1: Access the PDF form in our editor by clicking on the "Get Form Button" in the top section of this webpage.

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Filling out this document requires thoroughness. Make sure that every blank field is done properly.

1. You should fill out the calpers estimate request form properly, thus be careful when filling in the sections containing these particular blanks:

calpers form pers bsd 470 retirement allowance estimate request completion process detailed (portion 1)

2. Once your current task is complete, take the next step – fill out all of these fields - the available retirement, payment options, c None c One Complete the, Name of Beneficiary, Relationship to You, Birth Date mmddyyyy, c One or more and with a specific, Complete the information in the, Birth Date mmddyyyy, Dollar or Percent of Benefit, Birth Date mmddyyyy, Dollar or Percent of Benefit, Birth Date mmddyyyy, Dollar or Percent of Benefit, and Birth Date mmddyyyy with their corresponding information. Make sure to double check that everything has been entered correctly before continuing!

Part no. 2 in completing calpers form pers bsd 470 retirement allowance estimate request

Always be extremely careful when completing Complete the information in the and Dollar or Percent of Benefit, because this is the section where a lot of people make some mistakes.

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