California Public Employees' Retirement System - Circular Letter No 200-010 - New Retirement Application and Election Process

Sep 15, 2026

Uploaded by Franzy

Circular Letter No. 200-010 dated November 22, 2000 from the California Public Employees' Retirement System provides updated instructions for the Retirement Application and Election process. It introduces a single-step application/election method, replacing the former two-step workflow, and shifts employer responsibilities to certify unused sick leave and/or educational leave credits plus separation date details. The letter clarifies which CalPERS election forms must be distributed, how certification must be reported in days only, and what actions occur when certification sections are incomplete.

LanguageEnglish

CategoryLetters

FormatPDF

Pages2

Reading Time1 min

AccessFree to download

Retirement application and election process updates

Single-step application election

Required CalPERS election forms

Certification of sick leave and educational leave credits

Handling incomplete certification information

Date: November 22, 2000 California Public Employees' Retirement System Reference No: P.O. Box 942709 Circular Letter No: 200-010 Sacramento, CA 94229-2709 Distribution: I, III, IV, V, VI, X, XII, XVI 888 CalPERS (or 888-225-7377) Special: Telecommunication Device for the Deaf No Voice (916) 795-3240 TO: STATE AGENCIES, AGRICULTURAL DISTRICTS, PUBLIC AGENCIES, STATE COLLEGES & UNIVERSITIES, COUNTY SUPERINTENDENT OF SCHOOLS SUBJECT: NEW RETIREMENT APPLICATION AND ELECTION PROCESS In May of 2000, all agencies were notified of the changes to the California Public Employees ’ Retirement System ’s Retirement Application and Election process and provided with procedures for the new process. These changes were made to simplify the process and improve the service level for members who apply for retirement. The major area of change centered on the following items: 􀁬 Create a single step application election process for members vs. the old two-step process that required a member to apply for retirement first then elect retirement options later 􀁬 Employer to certify unused sick leave and/or educational leave (if contracted for) and separation date information on member ’s retirement application vs. reporting after member retires and having to perform a post-retirement adjustment to member’s allowance The intent of this Circular Letter is to clarify and emphasize a few items concerning the new Retirement Application and Election process. Those items are listed below. Retirement Applications CalPERS will only process retirement applications submitted on the "new" retirement application election forms which are contained in the following publications: Stepping Into Retirement A Guide to Completing CalPERS Service Retirement Election Application (PERS-Pub-43) or A Guide to Completing Your CalPERS Disability Retirement Election Application (PERS-Pub-35) . These are the only applications that should be distributed to an employee applying for retirement. Please destroy all previous Service Retirement and Disability Retirement application forms. You may order these publications by faxing a request to: CalPERS, Central Receiving (916) 795-1523. Certification of Sick Leave and Educational Leave Credits Agencies are required to certify unused sick leave days and/or educational leave days (if applicable) and separation date information on the retirement application form prior to a member submitting to CalPERS. The employer certification section is included on the service, disability, and industrial disability retirement applications. Important Note: Provide the sick leave and/or educational leave information in days only. If hours are reported they will be entered into the system as days thus resulting in an overpayment to the employee. Employees are responsible for taking the application to their employer to have the certification completed. The employer can establish whatever in-house procedures they desire to ensure appropriate sick leave and/or educational leave days are reported. For instance, the employee’s sick leave can be taken off the books the day the certification is completed. CalPERS does not contact the employers to verify the information on the certification form. CalPERS is providing the Notice of Retirement Letter (BSD 62) to employers as a means of verifying this information. The BSD 62 is mailed after the employee is placedon retirement roll and will provide the employer with the number of sick leave days (includes educational leave days if applicable) that were included in the employee ’s retirement calculation. Employers that wish to submit corrected certification information may do so on the Amended Certification Form (BSD 200A) . An adjustment will be completed upon receipt of the form. Supplies of this form can be ordered from CalPERS. Public Agency and School employees that submit the retirement application to CalPERS without the certification section completed must request CalPERS t

FAQs

What change does Circular Letter No. 200-010 make to the retirement application and election process?

It establishes a single-step application election process, replacing the earlier two-step method where members applied first and elected retirement options later.

Which retirement application forms should agencies distribute to employees?

CalPERS will only process applications submitted on the new election forms in the specified publications (PERS-Pub-43 for service retirement election and PERS-Pub-35 for disability retirement election). Agencies should destroy previous service and disability retirement application forms.

How must employers certify sick leave and educational leave credits?

Employers must certify unused days and/or educational leave days and provide separation date information on the retirement application before submission. Sick leave/educational leave information must be reported in days only to avoid overpayment.

Sep 15, 2026

Uploaded by Franzy