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Employee Retirement Programs

IRS Retirement FAQ's
Hartnell Retirement Entitlement Guide

Classified 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 individual CalPERS account information, change your personal contact information)

CalPERS Member Education (on-line education classes):

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

CalPERS: Guide to Power of Attorney

CalPERS: Planning Your Service Retirement

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 Employee 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)

MyCalSTRS (Access to Your Personal Account Information)

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

CalSTRS: Welcome to 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)

All 403(b) administrative services (contributions, distributions, roll-overs) are provided by MidAmerica Administrative & Retirement Solutions, Inc.,


403(b) plan information:

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 with a vendor

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 (via MYCalPERS, if a CalPERS member)

IRS 457(b) page:
http://www.irs.gov/retirement/article/0,,id=172437,00.htm
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