Sample - CalSTRS

1 DATE YOUR NAME ADDRESS LINE 1 ADDRESS LINE 2 ADDRESS LINE 3 California State Teachers Retirement System Box 15275 Sacramento, CA 95851-0 275 Client ID 0123456789 AS 1832 VERIFICATION OF BENEFITS Re: YOUR NAME This letter is in response to the request for verification of benefit information for the above named benefit recipient. The above named benefit recipient is receiving the following benefits from CalSTRS : Benefit type SERVICE RETIREMENT Initial benefit effective date MM/ DD/ YYYY Benefit end date LIFETIME Gross monthly amount $ Date the gross monthly amount became effective MM/DD/YYYY Date the gross monthly amount became payable MM/DD/YYYY Last annual benefit adjustment amount $ Last annual benefit adjustment effective MM/DD/YYYY Last annual benefit adjustment payable MM/DD/YYYY Next estimated gross monthly amount $ Quarterly supplemental payment amount $ Benefit type DBS SERVICE RETIREMENT ANNUITY Initial benefit effective date MM/DD/YYYY Benefit end date LIFETIME Gross monthly amount $ Annual benefit adjustments are automatic annual increases to the monthly benefit, effective September 1, after the anniversary of the effective date of retirement and payable October 1 of each year.

2 The adjustment is calculated at two percent of the initial benefit amount and is not compounded. Additionally, the California Legislature occasionally grants adhoc or one-time permanent increases to the benefit. Our Mission: Securing the Financial Future and Sustaining the Trust of California s Educators Page 1 OF 2 SampleQuarterly Supplemental payments are made to CalSTRS benefit recipients whose current benefit is less than a specified percentage of the original benefit when adjusted for increases in the Consumer Price Index. This payment is in addition to the monthly benefit. The quarterly supplemental is paid in October, January, April and July. To determine if deductions shown are specifically for medical purposes please contact the benefit recipient. Benefit recipients are not reimbursed for medical expenses through CalSTRS . If you have any questions, contact us at 800-228-5453 or visit Sincerely, Account Services PAGE 2 OF 2 Sampl