Below are various resources to assist Employers and Direct Authorization Vendors with questions regarding CalPERS reporting, policies & procedures, and training opportunities. The sections include 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 PeaZip.

Toolkit

Download the Employer's Technical Toolkit (ZIP, 11.7 MB) and read the Employer's Guide to the Technical Toolkit (PDF, 1.05 MB) 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

Reporting Out-of-Class Hours Worked

  • Data Element Definitions
  • Sample CSV File – An Out-of-Class file for reporting must be in .CSV (Comma Delimited) (*.csv) format. This sample file may be used as a reference when creating the file for upload.
  • my|CalPERS Out-of-Class Reporting (PDF) Student Guide – Learn how to certify reportable out-of-class hours and the steps to submit records for employees who meet the reporting requirements.
  • mylCalPERS Out of Class Reporting Hours Worked Computer Based Training Module – For a step-by-step overview of the process, sign-in to my|CalPERS to access the online course located in the Education tab.
  • Frequently Asked Questions (PDF)
  • Circular Letter 200-018-19 (PDF) – Reporting Out-of-Class Hours Worked (New mylCalPERS Functionality)

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 intended warrant issue date.

2019 Transaction Dates

Warrant Issue Date

File Cutoff

Online Transaction Period

Feb 1, 2019

Jan 4, 2019

Dec 17, 2018 – Jan 10, 2019

Mar 1, 2019

Feb 1, 2019

Jan 14, 2019 – Feb 7, 2019

Apr 1, 2019

Mar 8, 2019

Feb 11, 2019 – Mar 14, 2019

May 1, 2019

Apr 5, 2019

Mar 18, 2019 – Apr 11, 2019

Jun 1, 2019

May 3, 2019

Apr 15, 2019 – May 9, 2019

Jul 1, 2019

Jun 7, 2019

May 13, 2019 – Jun 13, 2019

Aug 1, 2019

Jul 5, 2019

Jun 17, 2019 – Jul 11, 2019

Sep 1, 2019

Aug 2, 2019

Jul 15, 2019 – Aug 8, 2019

Oct 1, 2019

Sep 6, 2019

Aug 12, 2019 – Sep 12, 2019

Nov 1, 2019

Oct 4, 2019

Sep 16, 2019 – Oct 10, 2019

Dec 1, 2019

Nov 1, 2019

Oct 14, 2019 – Nov 7, 2019

Jan 1, 2020

Dec 6, 2019

Nov 12, 2019 – Dec 12, 2019

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



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