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my|CalPERS & Your Retirement Options

Agenda: CalPERS Website Home page Resources
my|CalPERS Home page Retirement
Estimate & Retirement Options
Health Education Resources Profile Message Center
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CalPERS Website

AcaIPERS INVESTMENTS I NEWSROOM I CONTACT I ABOUT SEARCH
Active Members
See What's New With myl Ca lPERS We've enhanced my I Cal PERS to make it easier to fnd your most-requested informat:on and
features.
''''"' e o ct) ~ant To .. _. ___ _ ~ Life Events
Attend Training & Events
Calculate My Retirement Estimate
Birth or Adoption
Death or Terminal Illness
my I Cal PERS Log In
my CalPERSe
~ Forms & Publications _ Health Benefi t Summary (PDF)
PERSpective Newsletter. Spring 2017
CalPERS Benefits Education Events 4

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Life Events
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Forms & Publications
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my|CalPERS

~'CalPERS INVESTMENTS I NEWSROOM I CONTACT I ABOUT l SEARCH
It Home
CalPERS Benefits Education Events
( Join us in Los Angeles and Riverside to learn about benefits and
programs avai lable to you as a CalPERS member.
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oe

Access mylCalPERS Your secure self-service website to access real-time account details.
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services and features are currently available.
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e Participant You can log in or register as a participant if you are a member, non-member, retiree , community property payee, beneficiary, survivor, or subscriber.
~ ' Business Partner You can log in as a business partner if you are a
representative of the State of California, a public agency, school, reciprocal or non-reciprocal retirement system, health
carrier, medical vendor group, independent medical examiner, job assessor, direct authorization organization or service
provider.
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Contact Us I CalPERS I February 10 2017
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& Your Information Add or Change Your Beneficiaries U~ate Your Contact Information Find Your CalPERS ID Find Your Membersh1R Date
* Power of Attorney You do not have a designated S@Cial Power of Attorney If you have questions, send us a secure message.
Health Enrollment
m~ You are enrolled in Kaiser Permanente ~ ~~ Californ ia effective January 01, 2016.
View Current Health Coverage Details
~ Request a Letter i& Find Classes Need a Member Account Balance or Take advantage of events and trainings Verif i cation of Deposit letter? We can designed to help you make informed send documents on your behalf to a third decisions about your retirement party.
D Watch Educational Videos m Schedule an Appointment Book a one-on-one appointment with a View information videos on retirement planning, benefit basics, and more_
Health Benefits Information Learn about Open Enrollment opportunities and
updates.
Find a Medical Plan. or get information about
Plans & Rates. including online tools, health and
wellness resources. and plan coverage_
representative from your local CalPERS Regional Office
Your Annual Statements
11 2016 CalPERS Member Statement (PDF)
11 2016 Health Plan Statement (PDF)
View All Statements

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Retirement Summary Retirement Estimate Calculator Apply For Retirement Beneficiaries
Retirement Summary
Cal PERS
Member
Retirement Contributions as of 0113112011
Total Balance
$57,247.11 Total Contributions Total Interest $42,267.08 $14,980.03
Taxed Contributions $0.00
Tax Deferred Contributions $42,267.08
Posted Interest $13,018.56
Current Interest $1,961.47
What is my membership status?
You have been a CalPERS
member since 09/23/2002 and your status is Active
What bargaining unit am I in?
You are in bargaining unit R01.

Home Retirement Health Statements Education Resources Profile Message Center
Retirement Summary Retirement Estimate Calculator Apply For Retirement Beneficiaries
Retirement Estimate Calculator
The Retirement Estimate Calculator is intended to provide an estimate only. Your actual retirement benefit will be determined when you formally apply for retirement based on applicable provisions in the California Public Employees' Retirement Law, the California Public Employees' Pension Reform Act of 2013, and federal tax law. See Terms of Use for more information.
Start a New Estimate
Saved Scenario What's this?
Select the name of a scenario to view it. Check the box next to an estimate and select Delete Selected to remove a scenario from your list or select Rename Selected to change the name.
Se lect Name Date
01/23/2017
Want to provide for a beneficiary or survivor in your estimate?
Select Start a New Estimate to
include a beneficiary, or if
applicable, a survivor.

Beneficiary vs. Survivor Beneficiary Anyone of your choosing Your spouse/domestic
partner may have a community property claim
Survivor
Defined by law Spouse Registered domestic partner Children unmarried under age 18 Disabled child Economically-dependent parents
20

Beneficiary vs. Survivor
Survivor Continuance: A monthly benefit paid after your death in retirement to an eligible
survivor Your employer pays for the benefit Provided by law to all State and School members Public Agency employers must contract for this benefit
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Estimate Results
Lifetime Monthly Benefit Payment Options
Your Retirement Benefits - Standard Options Payments Made After Your Death
Option Ty1pe Monthly For You if Beneficiary To Your To Your
Unmodified Allowance
Return of Remaining
Contribut:mns
Amount Dies Before You Beneficiary Survivor
$2,755 NIA
$2,729 NIA
No Monthly
Benefit
No Monthly
Benefit
$689
$689

Option Type Monthly For You 1f Beneficiary To Your To Yo1
Unmodifi~ All~ni;11
Return of Remaining
Contnbutions
100% Be@fipary
100% Beneficiary w/All~ni;11
increase
50% Beneficiary
50% Benef~iary w/AllQ:tti!!l!:!l
l.!!llim.
Flexible Beneficiary Option
Specific Percentage IQ
Beneficiary
Primary Beneficiary
Specific Donar Amoont IQ Beneficiary
Amount Dies Before You Benef1c1ary Surv1v
$2,755 NIA No Monthly $689 Benefit
$2,729 NIA No Monthly $689 Benefit
$2,530 $2,530 $1 ,841 $689
$2,509 $2,755 $1 ,820 $689
$2,635 $2,635 $973 $689
$2,624 $2,755 $968 $689
$2,637 $2,637 $689
$974
$2,694 $2.694 $689
Final Compensation
S5,000.00
Work status Full-Time
Converted Sick Leave 0.000 years
Survivor Yes
Benefic iaries 1
Primary Beneficiary Date of Biri 04101(1969
Specific Dollar Amount to Beneficiary S500.00
Specific Percentage to Beneficiary 50%
I Calculation Details
Program Type
CalPERS Member
Benefit Type Service Retirement
Effective Date 07/2912024
Age at Retirement 55
Total SeNice Credit Explain tllis 28.307 years
Final Compensation Calculated by CalPERS $5,000.00
I CalPERS Benefits Education Events 23

Retirement Options Unmodified Allowance: Provides the highest monthly allowance paid for life.

Retirement Options Return of Remaining Contributions - Option 1: Upon your death, provides a lump-sum payout of any remaining member contributions in your account to one or more named beneficiaries in a lump sum.

Retirement Options 100 Percent Beneficiary - Option 2: Upon your death, provides 100 percent of your ongoing monthly benefit to your named beneficiary.

Retirement Options 100 Percent Beneficiary - Option 2 w/Allowance Increase: Upon your death, provides 100 percent of your ongoing monthly benefit to your named beneficiary.

Retirement Options 50 Percent Beneficiary - Option 3: Upon your death, provides 50 percent of your ongoing monthly benefit to your named beneficiary.

Retirement Options 50 Percent Beneficiary - Option 3 w/Allowance Increase: Upon your death, provides 50 percent of your ongoing monthly benefit to your named beneficiary.

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