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

Annual Review and Update

Extensive updates throughout most guide topics with the addition of the new Health Education and Events topic

Aug 2020 (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

Minor updates throughout with extensive updates to the Service Credit Purchase Options section

Apr 2021 (PDF)

Compensation Review

Updated Requirements for a Publicly Available Pay Schedule

Jun 2021 (PDF)

Compensation Review

Updates to the General Information for All Reporting Methods section

Apr 2021 (PDF)

Compensation Review

2021 Compensation Limits and New Member Contribution Caps

Jan 2021 (PDF)

Payroll Reporting Procedures

Updated 1959 Survivor Benefit Contribution Index Levels

Apr 2021 (PDF)

Benefit Procedures

Updates to the Employment of a Retiree section

Apr 2021 (PDF)

Benefit Procedures

Updated instructions for Beneficiary Designation Form and the new Forfeiture Benefits Employer Form

Oct 2020 (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

Annual Review and Update

Extensive updates throughout with the expansion of the Medicare topic and the addition of Health Insurance Portability & Accountability Act (HIPAA) and Health Education and Events topics

Aug 2020 (PDF)
Chapter/Summary Revision Date

Introduction

Added PEPRA information to service retirement topic

Jul 2017 (PDF)

General Membership Information

Minor updates throughout with extensive updates to the Service Credit Purchase Options section

Apr 2021 (PDF)

CSU-Only Membership

Updates to the General Information for All Reporting Methods section

Apr 2021 (PDF)

Pay Rate & Service Credit

Added a requirement for a Publicly Available Pay Schedule

Jun 2021 (PDF)

Pay Rate & Service Credit

Updated 1959 Survivor Benefit Contribution Index Levels

Apr 2021 (PDF)

Pay Rate & Service Credit

2021 Compensation Limits and New Member Contribution Caps

Jan 2021 (PDF)

Benefits Procedures

Updates to the Employment of a Retiree section

Apr 2021 (PDF)

Benefits Procedures

Updated instructions for Beneficiary Designation Form and the new Forfeiture Benefits Employer Form

Oct 2020 (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