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Employee Onboarding

Welcome to CalPERS. You're joining an organization which values diversity and inclusion, facilitates employee recognition, and actively promotes career development. As part of the hiring process, you'll need to read and sign a number of documents. To make the transition to CalPERS as seamless as possible, review the documents related to your specific type of employment below.

  • Fill out the documents listed below and email them in advance to Human Resources or bring them with you on your first day of work.
  • If you do not have access to a printer, take time to familiarize yourself with the documents and print them when you arrive on your first day.
  • During your first week of employment, you will meet with a Personnel Specialist who will receive the documents and answer any outstanding questions.

New to State Service

If you've never been employed by a state agency, here are the necessary forms:

Benefits Information and Applicable Enrollment Forms

Print and Sign
For Your Review

Appointment Documents

Print and Sign
For Your Review

CalPERS Policies and Acknowledgement Documents

Print and Sign

Benefits Information and Applicable Enrollment Forms

Print and Sign
For Your Review

Appointment Documents

Print and Sign
For Your Review

CalPERS Policies and Acknowledgement Documents

Print and Sign

Transfer

If you're currently an employee for the state but are new to CalPERS, here are the necessary forms:

Temporary Appointment

If you're returning to state service as a retired annuitant or a seasonal hire, here are the necessary forms:

Benefits Information and Applicable Enrollment Forms

Print and Sign
For Your Review

Appointment Documents

Print and Sign
For Your Review

CalPERS Policies and Acknowledgement Documents

Print and Sign

Onboarding Checklist

  • I-9 Employment Eligibility Verification
  • Health Benefit Plan Enrollment Form (HBD-12)
  • Dental Plan Enrollment Authorization (STD 692)
  • Premier Vision Plan Enrollment Authorization
  • Dependent Eligibility Verification Checklist
  • Affordable Care Act (ACA) Notification Checklist
  • Second Tier Benefit Election Package – Receipt of Retirement Information Acknowledgment
  • Notification of Benefits
  • Acknowledgement of Receipt of Initial COBRA Notice
  • Designation of Person Authorized to Receive Warrants (STD 243)
  • Employee Emergency Contact Information
  • Employee Action Request (STD 686)
  • State Employee Race/Ethnicity Questionnaire
  • Military Service Information
  • Member Reciprocal Self-Certification Form
  • Prior Exempt Service Questionnaire
  • Oath of Allegiance and Declaration of Permission to Work for Person Employed by the State of California (STD 689)
  • Pre-Retirement Lump Sum Beneficiary Designation
  • Annual Leave-Sick/Vacation Leave Election Form
  • Information Systems Security and Confidentiality Acknowledgement
  • Incompatible Activities