What documentation is required for payment of a lump sum death benefit?
CalSTRS’ goal is to pay benefits within 45 days of receipt of all required documentation. Payment of lump sum death benefits requires the following actions and documentation: • Completion of a telephone interview with a CalSTRS Survivor Benefits caseworker to receive information and determine benefits payable. If we are unable to contact you by telephone, an application will be sent to you. This application contains the information required for all designated beneficiaries. If the payment of the death benefit will be made to a surviving spouse, a separate form is necessary for purposes of rollover of contributions or benefits to an IRA. This form (SB 1365A or B) is required from all spouses. If the member’s estate will be the beneficiary, and the estate will be probated, CalSTRS will require certified Letters Testamentary. If the estate will be the beneficiary, but will not be probated, and the estate is valued at or under $100,000 (including the CalSTRS member account), Form SB1142 wi
