Reference & Health Guides
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
- Disability Retirement / Industrial Disability Retirement Resource Guide (PDF)
- Local Safety Disability Retirement / Industrial Disability Retirement Resource Guide (PDF)
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 Updated eligibility for registered domestic partners |
Dec 2019 (PDF) |
|
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 2020 Compensation Limits and New Member Contribution Caps |
Jan 2020 (PDF) |
|
Compensation Review Compensation Limits and New Member Contribution Caps updated for 2019 |
Jan 2019 (PDF) |
|
Payroll Reporting Procedures Updates to Special Compensation, Survivor Contribution Type and Transmitting Payroll Information |
Dec 2019 (PDF) |
|
Benefits Procedures Updated Employment of a Retiree topic |
Mar 2019 (PDF) |
|
Benefits Procedures Updated procedures to Employer Originated Applications for Disability Retirement |
|
|
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 Updated eligibility for registered domestic partners |
Dec 2019 (PDF) |
|
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 |
|
|
General Membership Information Updated General Principles for Optional Members of CalPERS |
|
|
CSU-Only Membership Amended Temporary Faculty on CSU Membership Chart |
|
|
Pay Rate & Service Credit 2020 Compensation Limits and New Member Contribution Caps |
|
|
Pay Rate & Service Credit Reportable/Non-Reportable Compensation topic updated |
|
|
Pay Rate & Service Credit Compensation Limits and New Member Contribution Caps updated for 2019 |
|
|
Benefits Procedures Updated Employment of a Retiree updates |
|
|
Benefits Procedures Updated Employment of a Retiree topic |
|
|
Benefits Procedures Updated Procedures to Employer Originated Applications for Disability Retirement |
|
|
Web Services & Publications Updated Subscription Services |
|
|
Education & Other Resources New Educational Resources added |
Sep 2018 (PDF) |
|
Appendix Removed outdated forms |
Sep 2013 |
Policies & Procedures
- Affordable Care Act (ACA) Guidance
- Circular Letters
- Health Procedures
- Pension Reform Impacts
- Reference & Health Guides
Resources
Forms & Publications
- Public Agency & Schools Health Benefits Guide (PDF)
- Public Agency & Schools Reference Guide (PDF, 2.63 MB)
- State Health Benefits Guide (PDF)
- State Reference Guide (PDF, 2.18 MB)
Frequently Asked Questions
- Is the employer required to provide CalPERS with the original agreement?
An original or certified copy of the agreement is acceptable. If the employer wishes to have an original signed copy of the agreement, it should send two copies with original signatures to CalPERS. After approval, CalPERS will sign both copies and return one to the employer.