Retirement Planning
Benefits Specialists are available to assist you in retirement planning by providing estimates as well as in-depth information about CalSTRS and CalPERS benefit programs. This service is provided on a one-to-one basis by appointment in person, over the telephone or in a workshop setting.
CalSTRS Benefits Planning Services
Before you schedule an appointment, gather the following information to help your Benefits Specialist prepare for your session:
- Your personal information including Name, Social Security Number, Birth Date, Address, and Phone Number
- Your projected retirement date
- Your unused sick days and the number of days in your contract
- Your option choice and the birth date of your option beneficiary (if applicable)
CalSTRS appointments can no longer be made by calling the Santa Cruz COE. If you are interested in scheduling a CalSTRS benefits planning session at either the Santa Cruz COE or Monterey COE, please call our appointment scheduling line at 1-800-228-5453 (option 3). If you have any general questions regarding CalSTRS, please call 1-800-228-5453.
TELEPHONE INTERVIEWS are scheduled with CalSTRS Benefits Specialists based in the Sacramento office about two weeks in advance. To schedule a telephone interview, call 800.228.5453 or 916.229.4347 and select number five from the main menu.
PERSONAL INTERVIEWS are generally scheduled three to six weeks in advance. Benefits planning sessions are scheduled to last one hour. If you have a disability or legal case, please inform the appointment coordinator so a longer appointment period can be scheduled.
WORKSHOPS offered by CalSTRS are tailored to meet your financial and retirement planning needs. These workshops will help you understand all of the CalSTRS benefits available to you. Each workshop was designed around the needs of educators at different career stages. To see a description of each workshop, or to schedule a time to attend a workshop please visit this Website.