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How to fill out the CA CalPERS HBD-40 online
Filling out the CA CalPERS HBD-40 form online is an essential step for employees and annuitants wishing to enroll family members in a CalPERS-sponsored health plan. This guide provides a clear, step-by-step overview to assist you in ensuring that your form is completed accurately and submitted efficiently.
Follow the steps to easily complete the CA CalPERS HBD-40 online.
- Press the ‘Get Form’ button to access the form and open it in your editor.
- Begin by entering your personal information in the 'Employee/Annuitant Information' section. This includes your name (first, middle initial, last) and social security number.
- Provide the date you assumed the primary custodial role for the child and specify your relationship to the child.
- Complete the 'Child Information' section by filling in the child’s name (first, middle initial, last), date of birth, social security number, and address if it differs from your own.
- Indicate whether you have enrolled other children under the same section by selecting 'Yes' or 'No.' If 'Yes,' state the number of children already enrolled.
- Navigate to the 'Eligibility' section and review each statement. Certify your relationship by checking 'Yes' or 'No' and providing initials where indicated.
- Ensure that you provide supporting documentation if requested, such as court records or tax returns, as proof of the parent-child relationship.
- Sign and date the form to indicate that the information is truthful and acknowledge your responsibilities regarding any changes to the relationship.
- Finally, save your changes, and choose to download, print, or share the completed form as needed.
Complete your documents online today for a smoother enrollment process.
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Yes, you can withdraw your CalPERS contributions under certain circumstances. If you leave your job and are not eligible for retirement benefits, you can request a refund of your contributions, which is a straightforward process. However, withdrawing your contributions may impact your future eligibility for CA CalPERS HBD-40 benefits, so consider your options carefully. Using the uslegalforms platform can help guide you through the withdrawal process and ensure you have the necessary documentation.
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