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Below are various resources to assist Employers, Direct Authorization Vendors, and Health & Dental Carriers with common questions regarding CalPERS reporting, policies & procedures, and training opportunities. Each section contains pertinent information such as technical toolkits, File Transfer Protocol (FTP) resources, Data Element Definitions, Electronic Funds Transfer (EFT) payment processing, and more.

Technical toolkits consist of documents and tools needed to develop XML files for reporting health, retirement enrollment, and payroll information to CalPERS. The contents are contained in a ZIP file, which can be extracted using WinZip.

Toolkit

Download the Employer's Technical Toolkit (ZIP, 15 MB) and read the Employer's Guide to the Technical Toolkit (PDF) for an overview and instructions on how to extract the files within, including the glossary, download instructions, toolkit contents, file descriptions, and flowcharts.

Additional Guides & Information

File Transfer Protocol (FTP)

Health

Payroll

Retirement Enrollment

Toolkit

Download the DAV Technical Toolkit (ZIP, 29 MB) and refer to the documents below for additional information.

Transaction Dates

Impacts to Online Submitters & File Reporters

Follow the schedule below, based on your deduction processing method (File or Online), to ensure your transactions are processed for the affected warrant.

2017

Business Month

Affected Warrant

File Cutoff Date

Online Cutoff Date

December

Jan 1, 2018

Dec 8, 2017

Dec 13, 2017

2018

Business Month

Affected Warrant

File Cutoff Date

Online Cutoff Date

January

Feb 1, 2018

Jan 5, 2018

Jan 10, 2018

February

Mar 1, 2018

Feb 2, 2018

Feb 7, 2018

March

Apr 1, 2018

Mar 9, 2018

Mar 14, 2018

April

May 1, 2018

Apr 6, 2018

Apr 11, 2018

May

Jun 1, 2018

May 4, 2018

May 9, 2018

June

Jul 1, 2018

Jun 8, 2018

Jun 13, 2018

July

Aug 1, 2018

Jul 6, 2018

Jul 11, 2018

August

Sep 1, 2018

Aug 10, 2018

Aug 15, 2018

September

Oct 1, 2018

Sep 7, 2018

Sep 12, 2018

October

Nov 1, 2018

Oct 5, 2018

Oct 10, 2018

November

Dec 1, 2018

Nov 2, 2018

Nov 7, 2018

December

Jan 1, 2019

Dec 7, 2018

Dec 12, 2018

Toolkit

Download the Carrier Technical Toolkit (ZIP) and read the Carrier's Guide to the Technical Toolkit (PDF) for an overview and instructions on how to extract the files within, including the glossary, download instructions, toolkit contents, file descriptions, and flowcharts.

Additional Guides & Information

For additional information not included in the Carrier Technical Toolkit, please review the implementation, interface, and file format guides and documents below.

Implementation

Interface and File Format

Electronic Funds Transfer (EFT)

The CalPERS ACH ID number is 1946207465.

As of July 1, 2017 contracting employers are required to submit payroll contributions for retirement using EFT. See Circular Letter 200-006-17 (PDF) dated February 1, 2017 for more information.

If you pay by EFT, you must establish a new EFT account in my|CalPERS and notify your bank that this CalPERS ACH ID number is assigned to an approved payee. Without this pre-approval, your EFT payment will not be processed by your bank. In the event you submitted an EFT using the incorrect CalPERS ACH ID, resubmit the EFT with the CalPERS ACH ID listed above.

Checks

Mail checks payable to:

Health Billing
CalPERS
P.O. Box 4032
Sacramento, CA 95812-4032

Overnight Payments
CalPERS
Financial Reporting & Accounting Services Division
400 Q Street
Sacramento, CA 95811



my|CalPERS Technical Requirements

File Readiness Testing

Access the my|CalPERS test environment to conduct your file testing activities.

Log in to Test Environment
 

Test Support
Email

Resources

Frequently Asked Questions