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 download the form, visit the CalPERS Special Power of Attorney webpage. You can also call 888 CalPERS (or 888-225-7377) to request a copy of the CalPERS Special Power of Attorney (PDF) (PUB 30) member publication.