Would your family members know what retirement and survivor benefit decisions to make if you became incapacitated or unable to conduct your retirement business?
Questions like these are the reason it’s important to have a power of attorney on file with us. A CalPERS Special Power of Attorney allows you to choose a representative, known as your attorney-in-fact, to conduct your retirement affairs.
Remember, not all power of attorney forms are the same—the CalPERS Special Power of Attorney form (PDF) is specifically designed for our members and beneficiaries to use for CalPERS retirement issues. You may already have a power of attorney set up through another source; however, it may not address your CalPERS retirement benefits.
To learn more and find frequently asked questions, visit the CalPERS Power of Attorney web page or read our publication CalPERS Special Power of Attorney (PUB 30) (PDF). You can also call us at 888 CalPERS (or 888-225-7377) if you have questions.