Although it's not a pleasant thought, we all must face the inevitability of death. "Planning Ahead" will help you prepare the information your beneficiaries will need if you die while still employed by the State of California. It also explains the other steps your beneficiaries should take to ensure they receive the benefits to which they're entitled.

"Planning Ahead" does not apply to situations involving the death of a retired/separated State employee. If you're retired/separated at the time of your death, your family should contact the California Public Employees Retirement System (CalPERS) at (888) 225-7377 for assistance with survivors benefits.

The "Vital Information" form at the end of "Planning Ahead" will help you record the information your family or friends will need. When you have completed the form, store it in a safe place where it can be easily accessed by the person who will handle your estate. Update this form anytime you make changes in your employment or other areas your beneficiaries should know about.

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