Tools and FAQs

Here you’ll find the most popular CalSTRS tools and resources to help get you started in the retirement planning process, including the steps in the Service Retirement Application process.

Frequently asked questions

Find answers to your frequently asked questions.

Glossary

These terms are related to CalSTRS benefits and programs including the Defined Benefit Program, Defined Benefit Supplement Program and Cash Balance Benefit Program.

What to consider before retirement

If you are nearing 50 or are within a few years of your projected retirement date, review your financial status to plan for your retirement.

Service retirement application process

Tools to help you with your service retirement application.

Reading your Form 1099-R

Form 1099-R is the IRS form reporting a taxpayer’s distributions from pensions, annuities, IRAs, insurance contracts, profit-sharing plans and/or retirement plans.

Verify your CalSTRS representative

Only CalSTRS representatives can provide you with accurate information regarding your CalSTRS Defined Benefit and Pension2® accounts.

What is 403bCompare?

403bCompare.com gives you an easy and transparent way to compare investment fees, performance and services for the 403(b) products your district offers.

Compliance and ethics

Information on reporting legal or ethical concerns, including pension spiking.

FAQs about PBI data security incident

We know that benefit recipients may be concerned, and CalSTRS is committed to ensuring the privacy and security of our members’ personal information.

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