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

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

Important Contact Information for Employers and Members
Update to addresses

Health Eligibility Requirements
Updated Eligibility & Supporting Documentation to Certified "Parent-Child Relationship"

School Employers: 10-Month Work Schedule
Update to Separation requirement

Employee Separations
Update to Separation for Disability Retirement

Medicare
Addition of Medicare Enrollment Information for those Under Age 65

Aug 2017 (PDF)

Contact Information
Updated Health Plan Contact Information

Feb 2017
Chapter/Summary Revision Date

Introduction
Added PEPRA information to service retirement topic

Jul 2017 (PDF)

Introduction
Added my|CalPERS Member Self-Service information

May 2017 (PDF)

Contract Coverage Procedures
Updated Reduced Workload Program for County Schools

Jul 2017 (PDF)

Contract Coverage Procedures
Update to cost of providing two years additional service credit for school members

Apr 2017 (PDF)

Membership
Several minor updates including the addition of my|CalPERS Member Self-Service information

May 2017 (PDF)

Membership
Substantial update to the Service Credit Purchase Options topic

Oct 2016 (PDF)

Compensation Review
Updates to General Information for All Reporting Methods, Employers Paying Member Contributions, and Compensation Limits

Jul 2017 (PDF)

Compensation Review
Updated Compensation Limit and New Member Contribution Caps for 2017

Jan 2017 (PDF)

Payroll Reporting Procedures
Updates to Reporting Deadlines & Penalties, Pay Rate and Earnings Relationship, and Payment of Contributions Using Electronic Funds Transfer (EFT)

Jul 2017 (PDF)

Payroll Reporting Procedures
Updated 1959 Survivor Contribution Index Levels

Jun 2017 (PDF)

Benefits Procedures
Substantial updates throughout chapter

Sep 2017 (PDF)

Benefits Procedures
Added new topic regarding Social Security and Public Employees

May 2017 (PDF)

Benefits Procedures
Updated Requirement for Submitting a Disability Retirement Application

Apr 2017 (PDF)

Benefits Procedures
Updates to Death of an Active Member, Retirement - General, Disability Retirement or Industrial Disability Retirement, Reinstatement from Retirement, Death of a Retiree, and Forfeiture of Benefits topics

Nov 2016 (PDF)

Benefits Procedures
The Employment of a Retiree topic was extensively revised and updated.

Nov 2016 (PDF)

Web Services & Publications
Updated web links

Oct 2015

Education & Other Resources
Updates to the CalPERS Supplemental Income 457 Plan & California Employers' Retiree Benefit Trust (CERBT) Fund topics

Oct 2016 (PDF)

Appendix
Updates to Resolutions No. 1 and No. 2

Apr 2017 (PDF)

Appendix
Added examples of new Employer Resolutions No. 4 and No. 5

Oct 2016 (PDF)
Topic/Summary Revision Date

Summary of Benefits and Coverage & Uniform Glossary
Updated Additional Information

Sep 2017

Health Plan Options
Update to eligibility zip code

Health Eligibility Requirements
Update to Eligibility & Supporting Documentation Certified Parent-Child Relationship

Medicare
Update to Medicare enrollment for those Under Age 65

Retiree Dental and Vision Coverage
Update to Dental Eligibility for CSU retirees

Aug 2017 (PDF)

Contact Information
Updated Pharmacy Contact Information

Jan 2017
Chapter/Summary Revision Date

Introduction
Added PEPRA information to service retirement topic

Jul 2017 (PDF)

Introduction
Added my|CalPERS Member Self-Service information

May 2017 (PDF)

General Membership Information
Several minor updates including the addition of my|CalPERS Member-Self Service information

May 2017 (PDF)

General Membership Information
Update to Service Credit Purchase Options topic

Nov 2016 (PDF)

CSU-Only Membership
Updated information for the Reduced Workload Program - CSU Faculty

Jul 2017 (PDF)

Pay Rate & Service Credit
Updates to Reportable/Non-Reportable Compensation

Jul 2017 (PDF)

Pay Rate & Service Credit
Updated Compensation Limit and New Member Contribution Caps for 2017

Jan 2017 (PDF)

Benefits Procedures
Substantial updates throughout chapter

Oct 2017 (PDF)

Benefits Procedures
Added new topic regarding Social Security and Public Employees

May 2017 (PDF)

Benefits Procedures
Updated Requirement for Submitting a Disability Retirement Application

Apr 2017 (PDF)

Benefits Procedures
The Employment of a Retiree topic was extensively revised and updated.

Nov 2016 (PDF)

Benefits Procedures
Updates to Death of an Active Member, Retirement - General, Disability Retirement or Industrial Disability Retirement, Reinstatement from Retirement, Death of a Retiree, and Forfeiture of Benefits

Nov 2016 (PDF)

Web Services & Publications
Added System Access Administration information

Nov 2015 (PDF)

Education & Other Resources
Complete revision to California Employers' Retiree Benefit Trust (CERBT) Fund topic

Nov 2016 (PDF)

Appendix
Removed outdated forms

Sep 2013



Resources

Forms & Publications

Frequently Asked Questions