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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
Home→Financial Institutions→CalSTRS

Estate planning at CalSTRS

How to protect 6 CalSTRS accounts — manage beneficiaries online, and file death claims

CalSTRS

State Pension System · Select States

calstrs.com→
CalSTRS logo

CalSTRS Contact Center

Phone916-414-1099
Toll-Free800-228-5453
Fax916-414-5040
Mailing Address

CalSTRS, P.O. Box 15275, Sacramento, CA 95851-0275

WebsiteLearn more→

CalSTRS Contact Center

Phone916-414-1099
Toll-Free800-228-5453
Fax916-414-5040
Mailing Address

CalSTRS, P.O. Box 15275, Sacramento, CA 95851-0275

WebsiteLearn more→

CalSTRS Survivor Benefits

Phone916-414-1099
Toll-Free800-228-5453
Fax916-414-5040
Mailing Address

CalSTRS, P.O. Box 15275, Sacramento, CA 95851-0275

WebsiteNotify online→
Verified Jul 2026

When a CalSTRS member dies, the estate contacts CalSTRS to claim any death or survivor benefit. What is payable depends on the member's retirement option and the beneficiary designation on file rather than on a will.

Beneficiary designations at CalSTRS can be managed online, in branch, and by mail. Trust funding options vary by account type—check with CalSTRS for specifics.

CalSTRS provides specific procedures for both proactive estate planning and filing claims after a death.

Preparing your estate

Beneficiaries and trust funding

How to manage beneficiaries online, and review 6 account types at CalSTRS.

View details →

When someone dies

Death claim process

5-step process, 6 required documents, and contact information for survivors.

View details →

CalSTRS is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.

SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

Sources

  • calstrs.com

Data sourced from CalSTRS primary sources (11 pages reviewed). How we research.

CalSTRS

State Pension System · Select States

calstrs.com→
CalSTRS logo

CalSTRS Contact Center

Phone916-414-1099
Toll-Free800-228-5453
Fax916-414-5040
Mailing Address

CalSTRS, P.O. Box 15275, Sacramento, CA 95851-0275

WebsiteLearn more→

CalSTRS Contact Center

Phone916-414-1099
Toll-Free800-228-5453
Fax916-414-5040
Mailing Address

CalSTRS, P.O. Box 15275, Sacramento, CA 95851-0275

WebsiteLearn more→

CalSTRS Survivor Benefits

Phone916-414-1099
Toll-Free800-228-5453
Fax916-414-5040
Mailing Address

CalSTRS, P.O. Box 15275, Sacramento, CA 95851-0275

WebsiteNotify online→
Verified Jul 2026

Estate planning articles

Learn how to protect your CalSTRS accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Estate planning articles

Learn how to protect your CalSTRS accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Reimbursable Trustee Expenses: A Clear Overview

Reimbursable Trustee Expenses: A Clear Overview

Which trustee expenses does a trust reimburse?
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Refundable Executor Expenses: What Estates Cover

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Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on trusts: any estate plan at all is a good thing. We agree about that. There's one thing we don't agree with him about on trusts, though.
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Jean Chatzky on Estate Planning: It’s a Gift

On estate planning, Jean Chatzky's most important reframe may be the simplest one. She says estate planning isn’t about your passing, it’s about your love for family.
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Robert Kiyosaki on Trusts: A Structural Necessity

According to Robert Kiyosaki, trusts are a necessity for everyone, not only the wealthy.
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SimplyTrustSimplyTrust EditorialJune 30, 2026
Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on estate planning: start with a living trust and have regular conversations with your heirs about how to manage finances when the trust becomes active.
Trusts
SimplyTrustSimplyTrust EditorialJune 30, 2026