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Social Security Number (Last 4) Birth Date
Your Defined Benefit Account
The CalSTRS Defined Benefit Program guarantees you a specific monthly retirement benefit based on a
formula set by law; it does not depend on the amount in your account. Your DB account statement shows your accrued contributions and interest,
which earned 3.75 percent this year compounded daily. These contributions and accrued interest are not available to you unless you take a refund
after leaving CalSTRS-covered employment. See page 4 for details. Monthly payments to purchase or restore service will not be reflected on this
statement until paid in full.
A personal report for
This is your personalized annual statement of account from CalSTRS. It shows the status of both your Defined Benefit and Defined Benefit Supplement
accounts up to June 30, 2003. Please carefully check the personal data. Your retirement benefit is based on the information shown here. Correcting
errors as soon as possible will assist in the timely payment of your retirement, disability or sur vivor benefits. Need help in understanding your annual
statement? See
www.calstrs.com
, click Members, click Defined Benefit Program and click Your CalSTRS Annual Statement.
Your Service Credit Ser vice credit is the accumulated time, in years and partial years, during which you receive creditable compensation for
service. Service credit is one of the factors used to calculate your retirement benefit. The more service credit you have, the higher your benefit. If
you see discrepancies between your records and the information here, please contact your employer.
Disability and Survivor Benefit Coverage You may be eligible for disability and survivor benefits. These benefits are designed to
provide a basic level of security for you and your survivors. The specific benefits depend on whether you have Disability and Survivor Benefit
Coverage A or Coverage B. The type of coverage you have and basic information on that coverage is given below. For greater detail, see the CalSTRS
Web site or
Member Handbook.
Member Contributions Interest Total
Activity Taxed Tax Deferred ($) ($)
Service CreditActivity
Joe Teacher
1234
02/1944
DB Beginning Balance as of July 1, 2002
Interest Credited for 2002-2003
Current Year Contributions
DB Ending Balance Accrued as of June 30, 2003
0.00
0.00
39,668.11
3,483.00
43,151.11
15,818.11
2,127.10
17,945.21
55,486.22
2,127.10
3,483.00
61,096.32
DB Beginning Balance as of July 1, 2002
Current Year Service Credit
DB Ending Balance as of June 30, 2003
You have Coverage A. If you are disabled, have at least five years of service credit and are under age 60, you
may be eligible for a disability allowance for you and your dependent children under age 22. If you are age 60
or older, you will receive a service retirement rather than a disability allowance. If you die before
retirement, your surviving spouse and dependent children receive a monthly allowance. If you die after
retirement, your option beneficiary(ies) receives a monthly allowance or your one-time death benefit recipient(s)
receives any contributions and interest in your account.
You have Converage A, which provides a one-time payment to your death benefit recipient(s). This year the
payment is $6,163.
Your primary recipients for your one-time death benefit to share equally are:
MARY TEACHER KELSEY TEACHER
DBS Beginning Balance as of July 1, 2002
Interest Credited for 2002-2003
Current Year Contribution Allocation to DBS
Current Year Excess Service and Enhancements
DBS Ending Balance Accrued as of June 30, 2003
0.00
0.00
1,794.24
1,166.67
17.02
2,977.93
0.00
22.69
22.69
71.49
125.19
196.68
1,865.73
125.19
1,166.67
39.71
3,197.30
You are eligible to choose a pre-retirement option. For more information about this feature, see the Pre-
Retirement Election of an Option section of this statement or listen to Teletalk message #300 at 800-228-5453
You have Converage A, which provides a one-time payment to your death benefit recipient(s). This year the
payment is $6,163.
Your primary recipients for your one-time death benefit to share equally are:
MARY TEACHER KELSEY TEACHER
DBS Beginning Balance as of July 1, 2002
Interest Credited for 2002-2003
Current Year Contribution Allocation to DBS
Current Year Excess Service and Enhancements
DBS Ending Balance Accrued as of June 30, 2003
0.00
0.00
1,794.24
1,166.67
17.02
2,977.93
0.00
22.69
22.69
71.49
125.19
196.68
1,865.73
125.19
1,166.67
39.71
3,197.30
You are eligible to choose a pre-retirement option. For more information about this feature, see the Pre-
Retirement Election of an Option section of this statement or listen to Teletalk message #300 at 800-228-5453
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Joe Teacher
1234
02/1944
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Your Defined Benefit Supplement Account The Defined Benefit Supplement Account is a supplemental account that provides
additional funds for you when you retire or leave CalSTRS-covered employment. For more details, see page 4. ‘Current Year Contribution Allocation’
below refers to the reallocation of one-four th of your CalSTRS member contributions. ‘Excess Service and Enhancements’ below shows the
contributions made by you and your employer for service in excess of one year and contributions on certain other enhancements such as retirement
incentives. Interest this year was credited at 5.5 percent compounded daily.
Special Message
Optional Retirement Savings You can take action for a more secure financial future by investing in a 403(b) program, a supplemental
retirement savings program. It is an easy way to save for retirement through tax-deferred payroll deductions. Looking for a 403(b) provider? Check
out the low-cost CalSTRS Voluntary Investment Program. For information, call 800-699-4032 or click VIP Information in the Members section of the
CalSTRS Web site.
– 3 –
Your One-Time Death Benefit If you have at least one year of service credit, you are eligible for a one-time death benefit, which is paid to
the recipient(s) you name. The amount depends on whether you have Coverage A or Coverage B and whether you die before or after retirement. If
you have not named a recipient(s), the one-time death benefit goes to your estate. You can name one or more recipients and there is no restriction
on whom you may name. Following is your one-time death benefit recipient(s). Please note this statement cannot print the actual name if you named
a trust or an estate as a recipient.
Member Contributions Employer Interest Total
Contributions
Activity Tax Deferred ($) ($)
Taxed Tax Deferred
You have Converage A, which provides a one-time payment to your death benefit recipient(s). This year the
payment is $6,163.
Your primary recipients for your one-time death benefit to share equally are:
MARY TEACHER KELSEY TEACHER
DBS Beginning Balance as of July 1, 2002
Interest Credited for 2002-2003
Current Year Contribution Allocation to DBS
Current Year Excess Service and Enhancements
DBS Ending Balance Accrued as of June 30, 2003
0.00
0.00
1,794.24
1,166.67
17.02
2,977.93
0.00
22.69
22.69
71.49
125.19
196.68
1,865.73
125.19
1,166.67
39.71
3,197.30
You are eligible to choose a pre-retirement option. For more information about this feature, see the Pre-
Retirement Election of an Option section of this statement or listen to Teletalk message #300 at 800-228-5453
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Completed 27 July 2021

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