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

Summary of Health Benefit Forms & Publications

  • HBD-34 and HBD-98 combined and renamed Disabled Dependent Member Questionnaire and Medical Report

Health Eligibility Requirements

  • Updated Notification of Deletion of 26-Year-Old Dependents section

Health Plan Options

  • Updated PPO basic health plan names

Health Eligibility Requirements

  • Updates regarding former spouses/former domestic partners

Direct Payment Authorization

  • General updates throughout topic

Apr 2022 (PDF)








Oct 2021 (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 section

Apr 2018 (PDF)

Membership

Updated Arrears topic and Optional Members of CalPERS and Requirements for the Retirement System Election form

Apr 2022 (PDF)

Compensation Review

Added 2022 compensation limits and new member contribution caps

Jan 2022 (PDF)

Compensation Review

Updated Requirements for a Publicly Available Pay Schedule section

Jun 2021 (PDF)

Payroll Reporting Procedures

Updated 1959 Survivor Benefit contribution index levels

Apr 2021 (PDF)

Benefit Procedures

Updates to the Retirement – General, Disability and Industrial Disability Retirement, Employment of a Retiree, and Refund of Member Contributions topics

Oct 2021 (PDF)

Web Services & Publications

Updated Subscriptions Services section

Nov 2017 (PDF)

Education & Other Resources

Added new educational resources

Sep 2018 (PDF)

Appendix

Added new resolutions: Resolution No. 6 - Determination of a Retiree’s Voluntary Reinstatement from Disability Retirement by the Governing Body and Resolution No. 7 - Determination of a Retiree’s Voluntary Reinstatement from Disability Retirement by the Official Delegate

Made minor updates to Resolutions 1, 2, 4, and 5

Oct 2021 (PDF)
Topic/Summary Revision Date

Health Event Reasons

  • Added new information for state pay period exceptions and active health cancellation dates

Summary of Health Benefit Forms & Publications

  • HBD-34 and HBD-98 combined and renamed Disabled Dependent Member Questionnaire and Medical Report

Health Eligibility Requirements

  • Updated Notification of Deletion of 26-Year-Old Dependents

Health Plan Options

  • Updated PPO Basic Health Plan Names

Health Eligibility Requirements

  • Updates Regarding Ineligible Dependents and PI Deferred Enrollment

Health Enrollment

  • Updates to Demographic Changes or Corrections and Permissive Transactions

Direct Payment Authorization

  • Topic re-written for clarity

California COBRA (Cal-COBRA)

  • Health premiums may not exceed 150%

May 2022 (PDF)



Apr 2022 (PDF)








Oct 2021 (PDF)
Chapter/Summary Revision Date

Introduction

Added PEPRA information to service retirement topic

Jul 2017 (PDF)

General Membership Information

Extensive updates to Optional Members of CalPERS, Minor updates to Reciprocity Requirements and Notifying CalPERS When the Member Changes Retirement Systems topics

Apr 2022 (PDF)

CSU-Only Membership

Updates to the General Information for All Reporting Methods section

Apr 2021 (PDF)

Pay Rate & Service Credit

Added 2022 compensation limits and new member contribution caps

Jan 2022 (PDF)

Pay Rate & Service Credit

Added a requirement for a Publicly Available Pay Schedule

Jun 2021 (PDF)

Benefits Procedures

Updates to the Retirement – General, Employment of a Retiree, and Refund of Member Contributions topics

Oct 2021 (PDF)

Web Services & Publications

Updated Subscription Services

Nov 2017 (PDF)

Education & Other Resources

Added new educational resources

Sep 2018 (PDF)

Appendix

Removed outdated forms

Sep 2013


Resources

Forms & Publications

Frequently Asked Questions