Most account management functions can be done by logging into the saver portal, but if you prefer to complete and mail paper forms, you can find them here.
Use this form to change or add primary beneficiaries and contingent beneficiaries.
Use this form to change or add primary beneficiaries and contingent beneficiaries not listed on your Beneficiary Designation Form.
Use this form to change your name, permanent and/or mailing address, phone number, email address, contribution rate, annual increase, or bank information.
Use this form to request a distribution from your account.
Use this if your contributions exceed the annual Roth IRA limits for Roth IRAs and you need to make a withdrawal to correct the excess.
Use this form to move a contribution you originally made to a Roth IRA into a Traditional IRA with another financial organization.
If you are a beneficiary who has inherited an IRA, use this form to make a payment election for the inherited IRA assets.
Use this form for deaths occurring prior to January 1, 2020.
Use this form for deaths occurring on or after January 1, 2020.
Use this form to indicate that you do not want to participate and make contributions to CalSavers.
If you previously opted out, but want to opt back in, you can opt in online, by phone, or, if you prefer mail, by mailing in this form.