The reference and health guides are designed to help you in your business and health transactions with CalPERS. We encourage you to make the applicable guides available to all staff who process enrollments or convey retirement and/or health benefit information.

Reference Guides

Health Benefits Guides

Retirement Resource Guides

These guides provide simplified explanations for often complex laws. Should there be a conflict between the language in either the reference or health guides, and the California Public Employees' Retirement Law (PERL) or Public Employees’ Medical & Hospital Care Act (PEMHCA), the PERL and PEMHCA will prevail. If you have comments or suggestions for future editions of these guides, contact us.

*For questions regarding account codes, or requests for account code corrections, adjustments, and/or verifications contact the State Controller's Office retirement liaison at (916) 324-1471.

Revision History

You can view a summary of the revisions made to our guides by selecting the desired link below. For content that received substantive changes, a PDF link is also available in the summary. To stay informed about changes to CalPERS policies and procedures, review our Circular Letters or subscribe to the Employer Bulletin.

Topic/Summary Revision Date

Health Eligibility Requirements

Updates to Recertification of a Disabled Dependent over age 26 and Certified "Parent-Child Relationship"

Direct Payment Authorization

Updates to Continuing Coverage and Cancelling Coverage

Health Benefits into Retirement

Adding information regarding the Complimentary Annuitant Premium Program (CAPP)

Medicare

Extensive Updates throughout topic

Aug 2019 (PDF)

Health Enrollment

Added supporting documentation required for various demographic updates

Mar 2019 (PDF)
Chapter/Summary Revision Date

Introduction
Added PEPRA information to service retirement topic

Jul 2017 (PDF)

Contract Coverage Procedures
Clarified process to Initiate a New Contact and Updated Cost Estimate Factors for providing Two Years Additional Service Credit

Apr 2018 (PDF)

Membership
Updated General Principles for Optional Members of CalPERS

Jun 2019 (PDF)

Compensation Review
Compensation Limits and New Member Contribution Caps updated for 2019

Jan 2019 (PDF)

Payroll Reporting Procedures
Added content regarding Contribution Projections for Active Members

Aug 2018 (PDF)
Benefits Procedures
Updated Employment of a Retiree topic
Mar 2019 (PDF)
Benefits Procedures
Updated procedures to Employer Originated Applications for Disability Retirement

Jan 2019 (PDF)

Benefits Procedures
Updates to the following sections: Retirement – General, Service, Disability and Industrial Disability Retirements, Reinstatement, and Beneficiary Designation (After Retirement)

Sep 2018 (PDF)

Web Services & Publications
Updated Subscriptions Services

Nov 2017 (PDF)

Education & Other Resources
New Educational Resources added

Sep 2018 (PDF)

Appendix
Clarifying language added to Resolutions 1, 2, 3, and 4

Sep 2018 (PDF)
Topic/Summary Revision Date

Health Eligibility Requirements

Updates to Recertification of a Disabled Dependent over age 26 and Eligibility & Supporting Documentation Certified "Parent-Child Relationship"

Health Enrollment

Updates to Changing Health Plans and Life Changes

COBRA

Extensive Updates throughout topic

Health Benefits into Retirement

Adding information regarding the Complimentary Annuitant Premium Program (CAPP)

Medicare

Extensive Updates throughout topic

Post-Retirement Health Vesting

Added information for "Excluded non-represented employees first hired by the State after 1/1/1990"

Aug 2019 (PDF)

Health Enrollment

Added supporting documentation required for various demographic updates

Mar 2019 (PDF)
Chapter/Summary Revision Date

Introduction
Added PEPRA information to service retirement topic

Jul 2017 (PDF)

General Membership Information
Updated General Principles for Optional Members of CalPERS

Jun 2019 (PDF)

CSU-Only Membership
Amended Temporary Faculty on CSU Membership Chart

Jun 2019 (PDF)

Pay Rate & Service Credit
Compensation Limits and New Member Contribution Caps updated for 2019

Jan 2019 (PDF)

Benefits Procedures
Updated Employment of a Retiree topic

Mar 2019 (PDF)

Benefits Procedures
Updated procedures to Employer Originated Applications for Disability Retirement

Jan 2019 (PDF)

Benefits Procedures
Updates to the following sections: Retirement – General, Service Retirement, Reinstatement from Retirement, and Beneficiary Designation (After Retirement)

Sep 2018 (PDF)

Web Services & Publications
Updated Subscription Services

Nov 2017 (PDF)

Education & Other Resources
New Educational Resources added

Sep 2018 (PDF)

Appendix
Removed outdated forms

Sep 2013



Resources

Forms & Publications

Frequently Asked Questions