CalSTRS Pension 2 Plan

____ plan is not part of CalSTRS. This plan is a stand alone plan with it's own unique 800#/website.

Profile Changes are processed within_ business days

• 2

• 5

• 3

Distributions are processed via _

• Pweb

• Form

• CSA

• IVR

If a participant has elected Easy Choice, the employment status on the PSRC inquiry window will show

___

Participants must wait 12 months before requesting a new loan

• True

• False

A _ is when a participant moves from one 403B plan to another 403 plan that is offered by their current employer

CSA should __ if a participant calls to request possible annuitization

If a CTPA calls requesting ppt information what should you do?

Is TPA approval required for bene payout forms

• yes

• no

Participants whose contributions reach the Section 415 limit are subject to an automatic suspension of

all contributions for the remainder of the calendar year.

• False

• True