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Employee Retirement Programs

IRS Retirement FAQ's
Hartnell Retirement Entitlement Guide


Classified Employees: Public Employee Retirement Program (CalPERS)
(Employees performing classified work of 20+ hours per week or 1,000 hours in a Fiscal Year)

CalPERS (main page)
CalPERS School Benefits Handbook - Retirement (PDF)
MYCalPERS (access to personal accounts info, change personal contact information)
CalPERS Member Education (on-line education classes)

For your convenience, here are a few of the most often requested CalPERS publications:

CalPERS: Guide to Power of Attorney
CalPERS: Guide Planning Your Service Retirement
CalPERS: How to Retire While Continuing to Work Part Time
CalPERS: Guide to Service Credit Purchase Options
(Includes forms for Redeposit of Contributions, Military Service, Peace Corps/AmeriCorps/VISTA, Service Prior to Membership, LOA, Layoff, Prior Service, Optional Member Service, National Guard, and Alternate Retirement Program purchase options)
CalPERS: Guide Service Retirement Election Application
(Includes forms for Retirement Estimate Request, Retirement Application, Justification for Absence of Spouse/DP Signature, and Direct Deposit Authorization)

CalPERS: Guide to Working After Retirement

Academic Employees: State Teachers Retirement Program (CalSTRS)
(Full-time Instructors, Substitutes working 100 days an Academic year, Adjuncts working 60 hours a pay period or a 50% FTE, or any who voluntarily elect membership)

CalSTRS (Main/Home Page)
(take a 3 minute web tour here)

MyCalSTRS (Access to Your Personal Account Information)

For your convenience, here are a few of the most often requested CalSTRS forms and publications:

CalSTRS: Benefits & Services for Full and Part-Time Educators
CalSTRS: Member Handbook - Your Guide to CalSTRS Benefits
CalSTRS: Guide - Join CalSTRS? Join CalPERS?
(Booklet comparing the two California Systems)
CalSTRS: Guide to Purchase Additional Service Credit
(Includes forms for Redeposit of Contributions, Permissive Service Credit, and Non-qualified Service)
CalSTRS: Guide to Service Retirement
(Includes forms for Retirement Estimate Request, Retirement Application, Justification for Absence of Spouse/DP Signature, and Direct Deposit Authorization)
CalSTRS: Social Security, CalSTRS and You
(Fact sheet about the affects your CalSTRS benefit may have on receiving Social Security benefits)

See these most often requested CalSTRS links:

CalSTRS: Working After Retirement
Service Retirement Application Process
STRS Forms & Publications Webpage
(Full list of available forms & publications)

Voluntary Retirement Programs
(Available to BOTH Classified and Academic employees)

403(b) plan information:

MidAmerica Administrative & Retirement Solutions, Inc.
Provides 403(b) administrative services for all contributions, distributions, and roll-overs

403(b) Forms, Administrative Procedures and Notices
Participating 403(b) Vendor list (select "My Employer," then select "All")
*Note: plan number 77-0086025 when starting a new account
IRS 403(b) page
On-Line IRS publication #571: Tax-Sheltered Annuity Plans (403(b) Plans)

457(b) plan information:

CalPERS 457 Supplemental Retirement Plan - Home
*Note CalPERS 457 plan number 450-471 when completing forms

CalPERS 457 Forms
CalPERS 457 Enrollment Kit (PDF)
CalPERS 457 Change of Address (CalPERS members use MYCalPERS)
IRS 457(b) page

Webpage last updated: 08/19/14