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Step 1. Select Forms & Publications

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- Maximum orderable quantity is 2 per item

Most Requested Forms

FormForm Name QuantityBack Order
AD-0908Income Tax Withholding Preference Certificate Rev. 01/15View/Print
AS-0786Address Change Request Rev. 10/13View/Print
AS-1040 Request for Name Change Rev. 12/13 View/Print
AS-1130Direct Deposit Authorization Rev. 02/15View/Print
AS-2046 Retirement Progress Report Delivery Preference Form Rev. 01/14View/Print
MS-0002Recipient Designation Rev. 01/15View/Print
SR-0059Service Retirement Application [16 pages: instructions - pages 1-4; application - pages 5-16] Rev. 01/15View/Print
SR-0307Preretirement Election of an Option Rev. 01/15View/Print

Defined Benefit Program

FormForm Name QuantityBack Order
AS-1432Declaration of Attorney-in-Fact Rev. 01/15View/Print
AS-1830Request for Verification of Benefits Rev. 04/12View/Print
AS-1831Request for Verification of Benefits for the Social Security Administration Rev. 04/12View/Print
DBS-0890DBS Application for Retired Members Rev. 07/06View/Print
DBS-1941DBS Annuity Calculation Estimates Rev. 05/13View/Print
ES-350Permissive Election and Acknowledgement of Receipt of CalSTRS Defined Benefit Plan Membership Information Rev. 06/11View/Print
ES-372Retirement System Election Rev. 11/13View/Print
ES-373Acknowledgement of Receipt of Election Information Retirement System Coverage Rev. 09/09View/Print
MS-0287Redeposit or Purchase of Permissive Service Credit Rev. 01/13View/Print
MS-1125AJustification for Non-Signature of Spouse or Registered Domestic Partner Rev. 01/15View/Print
OSSC-304Out-of-State or Foreign School Service Credit Certification Rev. 01/13View/Print
RF-1360Refund Application Rev. 03/15View/Print
RF-1503DBS Termination Benefit Distribution Election Rev. 07/13View/Print
RF-1506DBS Termination Benefit Distribution Election Change Rev. 07/13View/Print
SB-0816Option Payee’s Beneficiary Designation Rev. 06/11View/Print
SC-1553Verification for Employer-Approved Leaves Rev. 07/10View/Print
SC-1732Verification for California Public University Service Rev. 07/10View/Print
SR-0363Compound Option Election Rev. 01/15View/Print
SR-0365Preretirement Compound Option Election Rev. 01/15View/Print
SR-0554EExpress Benefit Report (Unused Sick Leave) Rev. 01/15View/Print
SR-0559Employment Termination or Sick Leave Data Correction Rev. 08/11View/Print
SR-0857Reinstatement After Retirement Rev. 08/13View/Print
SR-1328Retirement Application Change Request Rev. 01/14View/Print
SR-1613Reduced Benefit Election Rev. 01/15View/Print

Medicare Premium Payment Program

FormForm Name QuantityBack Order
HB-0986Medicare Payment Authorization Packet Rev. 03/15View/Print

Cash Balance Benefit Program

FormForm Name QuantityBack Order
AR-261Cash Balance Rollover Certification Rev. 08/12View/Print
CB-263Cash Balance Request to Consolidate Benefits Packet Rev. 11/03View/Print
CB-264aCash Balance Employment Certification Rev. 06/04View/Print
CB-264bCash Balance Defined Benefit Employment Certification Rev. 06/04View/Print
CB-533Cash Balance Employee Notification and Election Rev. 08/12View/Print
CB-535Cash Balance Justification for Non-Signature of Spouse or Registered Domestic Partner Rev. 03/15View/Print
CB-536Cash Balance Trust as Named Beneficiary Rev. 08/12View/Print
CB-584 Cash Balance Income Tax Withholding Preference Rev. 03/15View/Print
CB-585Cash Balance Termination Benefit Application Packet Rev. 03/15View/Print
CB-586Cash Balance Retirement Benefit Application Packet Rev. 03/15View/Print
CB-587Cash Balance Disability Benefit Application Packet Rev. 03/15View/Print

Community Property

FormForm Name QuantityBack Order
LGL-722Request for Community Property Statement and Estimate of Benefit Rev. 08/10View/Print
NM-1258Nonmember Spouse Retirement Application Rev. 06/11View/Print
NM-1938 Nonmember Spouse defined Benefit Supplement (DBS) Application Rev. 06/11 View/Print
NM-2031Nonmember Spouse Account Holder Recipient Designation Form Rev. 02/12View/Print
RF-1356Non-Member Spouse Refund Application Rev. 02/12View/Print

Disability Benefits Program

FormForm Name QuantityBack Order
DS-0260Disability Benefits Application Instructions [28 pages: instructions - pages 1-8; application - pages 9-20] Rev. 05/13View/Print
DS-1657Workers' Compensation Carrier Request for Information Rev. 01/11View/Print
SR-0234Disability Allowance to Service Retirement Application Rev. 11/14View/Print


- Maximum orderable quantity is 2 per item

Member Benefit Information

FormForm Name QuantityBack Order
COM-0377Your Retirement Guide 2015View/Print
COM-151Join CalSTRS? Join CalPERS? Rev. 01/15View/Print
COM-1519Member Handbook 2015 Rev. 01/15View/Print
COM-1779Welcome to CalSTRS Rev. 03/14 View/Print
LPRD-104Supplemental Payments (Calculation & Funding Information) Rev. 2014-2015 View/Print

Purchasing Service Credit

FormForm Name QuantityBack Order
COM-1566Purchase Service Credit Now Rev. 10/14View/Print
COM-210Purchase Additional Service Credit 2014-2015View/Print

Disability & Survivor Benefits

FormForm Name QuantityBack Order
COM-1518Introduction to CalSTRS Disability Benefits Rev. 05/13View/Print
COM-1651Survivor Benefits: Remember Your Loved Ones Rev. 02/12View/Print
COM-1652Your Disability Benefits Guide Rev. 05/13View/Print

Cash Balance For Part-Time Teachers

FormForm Name QuantityBack Order
COM-1522 Cash Balance Benefit Program: A Retirement Plan for Part-time and Adjunct Educators Rev. 08/12 - Replaces COM-1777 & COM-1778View/Print
COM-1563Cash Balance: Discover the Benefits Rev. 08/12 View/Print

Taxes, Refunds, Social Security

FormForm Name QuantityBack Order
COM- 1494Refund: Consider the Consequences Fact Sheet Rev. 07/13View/Print
COM-1357Tax Considerations for Rollovers 2015View/Print
COM-1512Social Security - CalSTRS and You Fact Sheet Rev. 02/15View/Print

Community Property Publications

FormForm Name QuantityBack Order
COM-0211Community Property Guide Rev. 01/12View/Print

Financial Reports

FormForm Name QuantityBack Order
COM-141Fast Facts Fiscal Year Ended June 30 2014 Rev. 01/15View/Print
COM-1782Comprehensive Annual Financial Report Rev. 12/12View/Print

Defined Contribution Solutions

FormForm Name QuantityBack Order
COM-1516Expert Management for Your 403(b) Investment Program Rev. 12/10View/Print
COM-1517Step up Your Savings With a 403(b) Plan Rev. 12/10View/Print
COM-1654Supplemental Savings for Classified Employees Rev. 03/12View/Print
COM-1662Your Future Starts Now - Retiree Rev. 02/14View/Print
COM-1663Your Future Starts Now - Member Rev. 02/14View/Print
COM-1664 Your Retirement Just got Sweeter Rev. 03/12View/Print
COM-2001Pension 2 Fees & Charges Rev. 01/14View/Print