calpers and calstrs retirement forms examples handout ... · 1 sdcoe retirement reporting unit ‐...
TRANSCRIPT
1 SDCOE Retirement Reporting Unit ‐ Revised 04/04/2017
CalPERS and CalSTRS Retirement Forms Examples Handout
SDCOE Retirement Reporting Forms and Documents Website:
http://www.sdcoe.net/business‐services/financial‐services/retirement‐
reporting/Pages/retirement‐reporting‐forms.aspx
Table of Contents
CalPERS Reporting Forms:
2) CalPERS AESD‐2 Member Action Request – for "0269 San Diego County Schools" ‐
New Appointment
3) CalPERS AESD‐2 Member Action Request – for "0269 San Diego County Schools" ‐
Permanent Separation
CalPERS AESD‐2 Member Action Request for "0246 San Diego County Office of
Education" – District 099 Use Only. Please refer to examples on pg.2‐3
4) CalPERS AESD‐139 Notice of Exclusion from CalPERS Membership
5) CalPERS CASD‐801 Reciprocal Self‐Certification Form
6) CalPERS 2190 Address Change Authorization (For Retirees Use)
7) CalPERS MEM 1344 Request for Payroll Information
CalSTRS Reporting Forms:
8) CalSTRS ES0350 Permissive Membership
9) CalSTRS ES0372 Retirement System Election
10) CalSTRS ES1161 Reduced Workload Program Eligibility Certification (Form located
under SDCOE Retirement Reporting ‐ Bulletins and Correspondence: CalSTRS Reduced
Workload Program ‐ Contracts for 2016/2017 05/10/2016 Revised)
11) CalSTRS RF 1360 Refund Application
16) Certification of Freedom from Contagious or Infectious Disease