reglab/housing_qa huggingface dataset:
CA Educ Code § 26806 (2021)
2021 California Code|Education Code - EDC|TITLE 1 - GENERAL EDUCATION CODE PROVISIONS|DIVISION 1 - GENERAL EDUCATION CODE PROVISIONS|PART 14 - STATE TEACHERS RETIREMENT SYSTEM CASH BENEFIT PROGRAM|CHAPTER 9 - Retirement Benefit|Section 26806.

26806.  (a) The normal form of retirement benefit under this part is a lump-sum payment. Upon distribution of the lump-sum payment to the participant, no further benefits shall be payable from the plan with respect to the Cash Balance Benefit Program.(b) The lump-sum payment in subdivision (a) shall not be payable before 180 calendar days have elapsed following the date of termination of employment.(c) Except as provided in subdivision (d) or subdivision (e) of Section 26812, the application for the retirement benefit in the form of a lump-sum payment shall be automatically canceled if the participant performs creditable service within 180 calendar days following the date of termination of employment.(d) Subdivision (c) does not apply if the participant has reached that age at which the Internal Revenue Code of 1986 requires a distribution of benefits. A participant who has reached this age shall receive a distribution commencing on the earlier of the date that the participant has met the conditions of subdivision (b) or the conditions of subdivision (c) of Section 26004.(Amended by Stats. 2015, Ch. 123, Sec. 35. (AB 991) Effective January 1, 2016.)
CA Educ Code § 26808 (2021)
2021 California Code|Education Code - EDC|TITLE 1 - GENERAL EDUCATION CODE PROVISIONS|DIVISION 1 - GENERAL EDUCATION CODE PROVISIONS|PART 14 - STATE TEACHERS RETIREMENT SYSTEM CASH BENEFIT PROGRAM|CHAPTER 9 - Retirement Benefit|Section 26808.

26808.  (a) The annuity elected under this chapter shall be determined as a value actuarially equivalent to the sum of the employee account and the employer account as of the retirement date. The annuity shall be calculated using the age of the participant and, if the participant elected a joint and survivor option, the age of the beneficiary on the retirement date.(b) In the case of a participant who previously received an annuity that was terminated pursuant to Section 26810, the portion of the annuity derived from the amounts credited to the employee account and employer account as of the date the participant terminates the annuity shall be calculated using the actuarial assumptions in effect on the previous retirement date using the age of the participant and, if the participant elected a joint and survivor option, the age of the beneficiary on the current retirement date.(Amended by Stats. 2020, Ch. 275, Sec. 21. (AB 2101) Effective January 1, 2021.)
CA Educ Code § 26809 (2021)
2021 California Code|Education Code - EDC|TITLE 1 - GENERAL EDUCATION CODE PROVISIONS|DIVISION 1 - GENERAL EDUCATION CODE PROVISIONS|PART 14 - STATE TEACHERS RETIREMENT SYSTEM CASH BENEFIT PROGRAM|CHAPTER 9 - Retirement Benefit|Section 26809.

26809.  Upon election of an annuity under this part, the credits in the participant’s employee account and employer account shall be transferred to the Annuitant Reserve.(Amended by Stats. 1998, Ch. 965, Sec. 279. Effective January 1, 1999.)
CA Educ Code § 26810 (2021)
2021 California Code|Education Code - EDC|TITLE 1 - GENERAL EDUCATION CODE PROVISIONS|DIVISION 1 - GENERAL EDUCATION CODE PROVISIONS|PART 14 - STATE TEACHERS RETIREMENT SYSTEM CASH BENEFIT PROGRAM|CHAPTER 9 - Retirement Benefit|Section 26810.

26810.  (a) A participant who is employed to perform creditable service subject to coverage by the Cash Balance Benefit Program while receiving an annuity under the program may terminate the annuity upon written request to the system, effective upon a date designated by the participant, and make contributions to the program based on salary paid by the employer for the employment, subject to the following conditions:(1) The request for termination of the annuity is filed on a form prescribed by the system, and the form is executed no earlier than six months before the effective date of the termination.(2) The effective date of the termination of the annuity shall be no earlier than the first day of the month in which the request for termination is received in the system’s headquarters office.(b) A participant who files a request for termination of the annuity may cancel or change the termination upon written request to the system. The request for cancellation or change must be on a form provided by the system and shall be received in the system’s headquarters office no later than the last day of the month in which the request for termination to be canceled or changed is effective. (c) Upon termination of the annuity, the employee and employer account of the participant shall be credited with respective balances that reflect the actuarial equivalent of the participant’s retirement benefit as of the date the participant terminates the annuity and the Annuitant Reserve shall be reduced by the amount of the credits.(d) Upon election of a subsequent annuity, the credits in the participant’s employee account and employer account shall be transferred to the Annuitant Reserve.(Amended by Stats. 2020, Ch. 275, Sec. 22. (AB 2101) Effective January 1, 2021.)
CA Educ Code § 26811 (2021)
2021 California Code|Education Code - EDC|TITLE 1 - GENERAL EDUCATION CODE PROVISIONS|DIVISION 1 - GENERAL EDUCATION CODE PROVISIONS|PART 14 - STATE TEACHERS RETIREMENT SYSTEM CASH BENEFIT PROGRAM|CHAPTER 9 - Retirement Benefit|Section 26811.

26811.  (a) Except as provided in subdivision (b), the annuity beneficiary under the joint and survivor annuity elected pursuant to paragraph (3) or (4) of subdivision (b) of Section 26807 or paragraph (2), (3), or (4) of subdivision (a) of Section 26807.5 shall be the person designated by the participant on the application for a retirement benefit under this part, and shall not be changed after the original retirement date unless the beneficiary has predeceased the participant.(b) (1) A participant may change the annuity beneficiary designated pursuant to this section without penalty by designating a trust as beneficiary if all of the following requirements are met:(A) The trust conforms to the definition of trust in Section 26105.5.(B) The beneficiary of the trust is the same person as the previously named annuity beneficiary.(C) The member files an application and any required documents in a form prescribed by the system.(2) If a trust is determined to be invalid or terminates after the system commences payment to the trust, beginning on the effective date of termination of the trust, the benefit shall be paid to, and all associated rights and responsibilities shall accrue to, the beneficiary of the trust so long as that beneficiary is eligible to receive a benefit pursuant to this section.(Amended by Stats. 2016, Ch. 559, Sec. 15. (AB 1875) Effective January 1, 2017.)
CA Educ Code § 26813 (2021)
2021 California Code|Education Code - EDC|TITLE 1 - GENERAL EDUCATION CODE PROVISIONS|DIVISION 1 - GENERAL EDUCATION CODE PROVISIONS|PART 14 - STATE TEACHERS RETIREMENT SYSTEM CASH BENEFIT PROGRAM|CHAPTER 9 - Retirement Benefit|Section 26813.

26813.  A member retired for service under the Defined Benefit Program may perform retired participant activities in any one school year up to the limitation specified in Sections 24214 and 24214.5, but the member shall not make contributions to the fund. The employer shall maintain accurate records of the earnings of the retired member and report those earnings monthly to the system and retired member as described in Section 22461.(Amended by Stats. 2013, Ch. 559, Sec. 43. (AB 1381) Effective January 1, 2014. Deemed operative January 1, 2013, by Sec. 1 of Ch. 559.)
CA Educ Code § 26900 (2021)
2021 California Code|Education Code - EDC|TITLE 1 - GENERAL EDUCATION CODE PROVISIONS|DIVISION 1 - GENERAL EDUCATION CODE PROVISIONS|PART 14 - STATE TEACHERS RETIREMENT SYSTEM CASH BENEFIT PROGRAM|CHAPTER 10 - Disability Benefit|Section 26900.

26900.  A participant may apply to receive a disability benefit under this part at any time.(Amended by Stats. 1998, Ch. 965, Sec. 282. Effective January 1, 1999.)
CA Educ Code § 26901 (2021)
2021 California Code|Education Code - EDC|TITLE 1 - GENERAL EDUCATION CODE PROVISIONS|DIVISION 1 - GENERAL EDUCATION CODE PROVISIONS|PART 14 - STATE TEACHERS RETIREMENT SYSTEM CASH BENEFIT PROGRAM|CHAPTER 10 - Disability Benefit|Section 26901.

26901.  Application for a disability benefit under this part shall be made by the participant, or the guardian or conservator of the participant, on a form prescribed by the system.(Amended by Stats. 1998, Ch. 965, Sec. 283. Effective January 1, 1999.)
CA Educ Code § 26902 (2021)
2021 California Code|Education Code - EDC|TITLE 1 - GENERAL EDUCATION CODE PROVISIONS|DIVISION 1 - GENERAL EDUCATION CODE PROVISIONS|PART 14 - STATE TEACHERS RETIREMENT SYSTEM CASH BENEFIT PROGRAM|CHAPTER 10 - Disability Benefit|Section 26902.

26902.  (a) A disability benefit under this part shall become payable only upon determination by the board that the participant has a total and permanent disability. The board shall require current relevant medical reports by licensed practitioners, including the report of the treating physician, and may make any inquiries necessary to the determination of total and permanent disability. Failure of the participant, or the participant’s guardian or conservator, to provide any documents, complete any forms, or respond to any questions from the board within 45 days of the request may be cause for rejection of the application.(b) Upon determination by the board that the participant does not have a total and permanent disability, the application for disability benefit, and any designation of beneficiary for the benefit, shall be automatically canceled.(Amended by Stats. 1998, Ch. 965, Sec. 284. Effective January 1, 1999.)
CA Educ Code § 26903 (2021)
2021 California Code|Education Code - EDC|TITLE 1 - GENERAL EDUCATION CODE PROVISIONS|DIVISION 1 - GENERAL EDUCATION CODE PROVISIONS|PART 14 - STATE TEACHERS RETIREMENT SYSTEM CASH BENEFIT PROGRAM|CHAPTER 10 - Disability Benefit|Section 26903.

26903.  All creditable service subject to coverage by the Cash Balance Benefit Program and Defined Benefit Program shall be terminated prior to the disability date.(Amended by Stats. 1998, Ch. 965, Sec. 285. Effective January 1, 1999.)
CA Educ Code § 26904 (2021)
2021 California Code|Education Code - EDC|TITLE 1 - GENERAL EDUCATION CODE PROVISIONS|DIVISION 1 - GENERAL EDUCATION CODE PROVISIONS|PART 14 - STATE TEACHERS RETIREMENT SYSTEM CASH BENEFIT PROGRAM|CHAPTER 10 - Disability Benefit|Section 26904.

26904.  The disability benefit is a benefit for total and permanent disability that is an amount equal to the sum of the employee account and the employer account as of the disability date.(Added by Stats. 1995, Ch. 592, Sec. 16. Effective January 1, 1996.)
CA Educ Code § 26905 (2021)
2021 California Code|Education Code - EDC|TITLE 1 - GENERAL EDUCATION CODE PROVISIONS|DIVISION 1 - GENERAL EDUCATION CODE PROVISIONS|PART 14 - STATE TEACHERS RETIREMENT SYSTEM CASH BENEFIT PROGRAM|CHAPTER 10 - Disability Benefit|Section 26905.

26905.  The normal form of disability benefit under this part is a lump-sum payment. Upon distribution of the lump-sum payment to the participant, no further benefits shall be payable from the Cash Balance Benefit Program.(Amended by Stats. 1998, Ch. 965, Sec. 286. Effective January 1, 1999.)
CA Educ Code § 26907 (2021)
2021 California Code|Education Code - EDC|TITLE 1 - GENERAL EDUCATION CODE PROVISIONS|DIVISION 1 - GENERAL EDUCATION CODE PROVISIONS|PART 14 - STATE TEACHERS RETIREMENT SYSTEM CASH BENEFIT PROGRAM|CHAPTER 10 - Disability Benefit|Section 26907.

26907.  The annuity under this chapter shall be determined as a value actuarially equivalent to the sum of the employee account and the employer account as of the disability date. The annuity shall be calculated using the age of the participant and, if the participant elected a joint and survivor option, the age of the beneficiary on the disability date.(Added by Stats. 1995, Ch. 592, Sec. 16. Effective January 1, 1996.)
CA Educ Code § 26908 (2021)
2021 California Code|Education Code - EDC|TITLE 1 - GENERAL EDUCATION CODE PROVISIONS|DIVISION 1 - GENERAL EDUCATION CODE PROVISIONS|PART 14 - STATE TEACHERS RETIREMENT SYSTEM CASH BENEFIT PROGRAM|CHAPTER 10 - Disability Benefit|Section 26908.

26908.  Upon election of an annuity under this part, the credits in the participant’s employee account and employer account shall be transferred to the Annuitant Reserve.(Amended by Stats. 1998, Ch. 965, Sec. 288. Effective January 1, 1999.)
CA Educ Code § 26910 (2021)
2021 California Code|Education Code - EDC|TITLE 1 - GENERAL EDUCATION CODE PROVISIONS|DIVISION 1 - GENERAL EDUCATION CODE PROVISIONS|PART 14 - STATE TEACHERS RETIREMENT SYSTEM CASH BENEFIT PROGRAM|CHAPTER 10 - Disability Benefit|Section 26910.

26910.  (a) Except as provided in subdivision (b), the beneficiary under the joint and survivor option elected pursuant to paragraph (3) or (4) of subdivision (b) of Section 26906 or paragraph (2), (3), or (4) of subdivision (a) of Section 26906.5 shall be the person or trust designated by the participant on the application for a disability benefit under this part, and shall not be changed after the original disability date unless the beneficiary has predeceased the participant.(b) (1) A participant may change the annuity beneficiary designated pursuant to this section without penalty by designating a trust as beneficiary if all of the following requirements are met:(A) The trust conforms to the definition of trust in Section 26105.5.(B) The beneficiary of the trust is the same person as the previously named annuity beneficiary.(C) The member files an application and any required documents in a form prescribed by the system.(2) If a trust is determined to be invalid or terminates after the system commences payment to the trust, beginning on the effective date of termination of the trust, the benefit shall be paid to, and all associated rights and responsibilities shall accrue to, the beneficiary of the trust so long as that beneficiary is eligible to receive a benefit pursuant to this section.(Amended by Stats. 2016, Ch. 559, Sec. 16. (AB 1875) Effective January 1, 2017.)
CA Educ Code § 26911 (2021)
2021 California Code|Education Code - EDC|TITLE 1 - GENERAL EDUCATION CODE PROVISIONS|DIVISION 1 - GENERAL EDUCATION CODE PROVISIONS|PART 14 - STATE TEACHERS RETIREMENT SYSTEM CASH BENEFIT PROGRAM|CHAPTER 10 - Disability Benefit|Section 26911.

26911.  If a participant who is receiving a disability annuity under this part becomes reemployed to perform creditable service subject to coverage by the Cash Balance Benefit Program or the Defined Benefit Program, the disability annuity shall be terminated. The participant’s employee account and employer account shall be credited with the actuarial equivalent of the participant’s annuity as of the date of reemployment and the Annuitant Reserve shall be reduced by the amount credited to those accounts.(Amended by Stats. 2013, Ch. 558, Sec. 55. (AB 1379) Effective January 1, 2014.)
CA Educ Code § 27000 (2021)
2021 California Code|Education Code - EDC|TITLE 1 - GENERAL EDUCATION CODE PROVISIONS|DIVISION 1 - GENERAL EDUCATION CODE PROVISIONS|PART 14 - STATE TEACHERS RETIREMENT SYSTEM CASH BENEFIT PROGRAM|CHAPTER 11 - Death Benefit|Section 27000.

27000.  The death benefit shall become payable to the beneficiary upon receipt of proof of the participant’s death.(Added by Stats. 1995, Ch. 592, Sec. 16. Effective January 1, 1996.)
CA Educ Code § 27001 (2021)
2021 California Code|Education Code - EDC|TITLE 1 - GENERAL EDUCATION CODE PROVISIONS|DIVISION 1 - GENERAL EDUCATION CODE PROVISIONS|PART 14 - STATE TEACHERS RETIREMENT SYSTEM CASH BENEFIT PROGRAM|CHAPTER 11 - Death Benefit|Section 27001.

27001.  Notwithstanding Chapter 3 (commencing with Section 13100) of Part 1 of Division 8 of the Probate Code or any other provision of law to the contrary, the death benefit payable under the Cash Balance Benefit Program may be requested by the beneficiary and paid by the system as soon as practicable after the system receives proof of the participant’s death.(Amended by Stats. 2017, Ch. 298, Sec. 27. (AB 1325) Effective January 1, 2018.)
CA Educ Code § 27002 (2021)
2021 California Code|Education Code - EDC|TITLE 1 - GENERAL EDUCATION CODE PROVISIONS|DIVISION 1 - GENERAL EDUCATION CODE PROVISIONS|PART 14 - STATE TEACHERS RETIREMENT SYSTEM CASH BENEFIT PROGRAM|CHAPTER 11 - Death Benefit|Section 27002.

27002.  If the participant died prior to commencement of an annuity, the death benefit shall be an amount that is equal to the sum of the participant’s employee account and employer account.(Added by Stats. 1995, Ch. 592, Sec. 16. Effective January 1, 1996.)
CA Educ Code § 27003 (2021)
2021 California Code|Education Code - EDC|TITLE 1 - GENERAL EDUCATION CODE PROVISIONS|DIVISION 1 - GENERAL EDUCATION CODE PROVISIONS|PART 14 - STATE TEACHERS RETIREMENT SYSTEM CASH BENEFIT PROGRAM|CHAPTER 11 - Death Benefit|Section 27003.

27003.  The normal form of death benefit under this part is a lump-sum payment. Upon distribution of the lump-sum payment to the beneficiary, no further benefits shall be payable from the plan with respect to the Cash Balance Benefit Program.(Amended by Stats. 1998, Ch. 965, Sec. 291. Effective January 1, 1999.)
CA Educ Code § 27004 (2021)
2021 California Code|Education Code - EDC|TITLE 1 - GENERAL EDUCATION CODE PROVISIONS|DIVISION 1 - GENERAL EDUCATION CODE PROVISIONS|PART 14 - STATE TEACHERS RETIREMENT SYSTEM CASH BENEFIT PROGRAM|CHAPTER 11 - Death Benefit|Section 27004.

27004.  (a) A beneficiary, other than an entity except a trust as defined in Section 26106.5, may elect to receive the final benefit payable under the Cash Balance Benefit Program as an annuity payable in monthly installments provided that the sum of the employee account and the employer account that is payable to the beneficiary equals at least three thousand five hundred dollars ($3,500).(b) A beneficiary who elects to receive an annuity pursuant to this section shall elect a period certain annuity. This form of payment is an annuity equal to the actuarial equivalent of the sum of the balance of the employee account and the employer account on the date of the participant’s death. The annuity shall be payable in whole year increments over a period of years specified by the beneficiary, from a minimum of three years to a maximum of 10 years. However, the annuity period shall not exceed the life expectancy of the beneficiary of the trust that is beneficiary with respect to the trust’s interest in the plan. (c) The beneficiary may designate a payee to receive the remaining balance of payments if the beneficiary dies prior to the end of the period certain. Unless otherwise specified in the trust instrument, the trustee or beneficiary of the trust that is an annuity beneficiary is entitled to name a subsequent beneficiary if the trust is valid. If the trust is determined to be invalid or terminated, any election by the trustee pursuant to this subdivision shall be void and the beneficiary shall be entitled to exercise all rights provided to annuity beneficiaries under this part.(Amended by Stats. 2016, Ch. 559, Sec. 17. (AB 1875) Effective January 1, 2017.)
CA Educ Code § 27005 (2021)
2021 California Code|Education Code - EDC|TITLE 1 - GENERAL EDUCATION CODE PROVISIONS|DIVISION 1 - GENERAL EDUCATION CODE PROVISIONS|PART 14 - STATE TEACHERS RETIREMENT SYSTEM CASH BENEFIT PROGRAM|CHAPTER 11 - Death Benefit|Section 27005.

27005.  The annuity elected under this chapter shall be determined as a value actuarially equivalent to the sum of the participant’s employee account and employer account as of the date the death benefit becomes payable. The annuity shall be calculated using the age of the beneficiary on the date the benefit becomes payable.(Added by Stats. 1995, Ch. 592, Sec. 16. Effective January 1, 1996.)
CA Educ Code § 27006 (2021)
2021 California Code|Education Code - EDC|TITLE 1 - GENERAL EDUCATION CODE PROVISIONS|DIVISION 1 - GENERAL EDUCATION CODE PROVISIONS|PART 14 - STATE TEACHERS RETIREMENT SYSTEM CASH BENEFIT PROGRAM|CHAPTER 11 - Death Benefit|Section 27006.

27006.  Upon the beneficiary’s election to receive the death benefit under this part in the form of an annuity, the credits in the participant’s employee account and employer account shall be transferred to the Annuitant Reserve.(Amended by Stats. 1998, Ch. 965, Sec. 292. Effective January 1, 1999.)
CA Educ Code § 27007 (2021)
2021 California Code|Education Code - EDC|TITLE 1 - GENERAL EDUCATION CODE PROVISIONS|DIVISION 1 - GENERAL EDUCATION CODE PROVISIONS|PART 14 - STATE TEACHERS RETIREMENT SYSTEM CASH BENEFIT PROGRAM|CHAPTER 11 - Death Benefit|Section 27007.

27007.  (a) If the participant died while receiving an annuity under this part, the death benefit shall be payable in accordance with the terms of the annuity elected by the participant.(b) Upon the death of a participant who elected a single life annuity with a cash refund feature under this part, any balance remaining in the participant’s employee account and employer account shall be payable in a lump sum to the beneficiary.(c) Upon the death of a participant who elected a single life annuity without a cash refund feature under this part, no death benefit shall be payable.(d) Upon the death of a participant who elected a joint and survivor annuity under this part, the annuity shall continue for life to the surviving beneficiary under the joint and survivor option. If the beneficiary under the joint and survivor option has predeceased the participant, no death benefit shall be payable.(e) Upon the death of a participant who elected a period certain annuity under this part prior to the completion of annuity payments due the participant, the remaining balance of payments shall be paid to the beneficiary designated by the participant pursuant to Section 27100.(1) If the beneficiary is a person, the remaining period certain annuity payments shall be made over the amount of time remaining in the period originally elected by the deceased member and shall be made in payments equal to the amount of the annuity payments previously received by the deceased member.(2) If the beneficiary is not a person, the remaining balance of period certain annuity payments shall be made in a lump-sum payment equal to the present value of the balance of payments due over the time remaining in the period originally elected by the deceased member. (Amended by Stats. 2017, Ch. 298, Sec. 28. (AB 1325) Effective January 1, 2018.)
CA Educ Code § 27008 (2021)
2021 California Code|Education Code - EDC|TITLE 1 - GENERAL EDUCATION CODE PROVISIONS|DIVISION 1 - GENERAL EDUCATION CODE PROVISIONS|PART 14 - STATE TEACHERS RETIREMENT SYSTEM CASH BENEFIT PROGRAM|CHAPTER 11 - Death Benefit|Section 27008.

27008.  Upon the death of a beneficiary who was receiving an annuity under this part due to the death of a participant, payment shall be made as follows:(a) Upon the death of a beneficiary under a joint and survivor option, no amount shall be payable.(b) Upon the death of a beneficiary who elected a single life annuity without a cash refund feature, no amount shall be payable.(c) Upon the death of a beneficiary who was receiving a period certain annuity, the actuarial equivalent of the remaining balance of payments shall be paid in a lump sum to the estate of the beneficiary unless the beneficiary designated a payee to receive the remaining balance of payments as provided in Section 27004.(Amended by Stats. 2001, Ch. 803, Sec. 49. Effective January 1, 2002.)