Estate planning at CalSTRS
How to protect 6 CalSTRS accounts — manage beneficiaries online, and file death claims
CalSTRS Contact Center
CalSTRS, P.O. Box 15275, Sacramento, CA 95851-0275
CalSTRS Contact Center
CalSTRS, P.O. Box 15275, Sacramento, CA 95851-0275
CalSTRS Survivor Benefits
CalSTRS, P.O. Box 15275, Sacramento, CA 95851-0275
When a member of CalSTRS 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.
Sources
Data sourced from CalSTRS primary sources (11 pages reviewed). How we research.
CalSTRS Contact Center
CalSTRS, P.O. Box 15275, Sacramento, CA 95851-0275
CalSTRS Contact Center
CalSTRS, P.O. Box 15275, Sacramento, CA 95851-0275
CalSTRS Survivor Benefits
CalSTRS, P.O. Box 15275, Sacramento, CA 95851-0275
Estate planning articles
Learn how to protect your CalSTRS accounts and other assets with trusts, beneficiary designations, and estate planning documents.
