Form my|CalPERS0840 "Election of Optional Membership - Legislative Employee" - California

What Is Form my|CalPERS0840?

This is a legal form that was released by the California Public Employees' Retirement System - a government authority operating within California. As of today, no separate filing guidelines for the form are provided by the issuing department.

Form Details:

  • The latest edition provided by the California Public Employees' Retirement System;
  • Easy to use and ready to print;
  • Quick to customize;
  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a fillable version of Form my|CalPERS0840 by clicking the link below or browse more documents and templates provided by the California Public Employees' Retirement System.

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Download Form my|CalPERS0840 "Election of Optional Membership - Legislative Employee" - California

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P.O. Box 942715 Sacramento, CA 94229-2715
888 CalPERS (or 888-225-7377)
TTY: (877) 249-7442 | Fax: (800) 959-6545
www.calpers.ca.gov
_____________________________________________________________________________________
California Public Employees' Retirement System
ELECTION OF OPTIONAL MEMBERSHIP - LEGISLATIVE EMPLOYEE
The Public Employees’ Retirement Law (PERL) provides “optional” membership rights for
certain public officers and employees.
California Government Code Section 20324 provides that an employee of the Senate or the
Assembly, or the respective committees thereof, whose salaries or wages are paid from the
Senate Operating Fund or the Assembly Operating Fund or the Operating Funds of the
Assembly and Senate shall be deemed a “legislative employee”. As a legislative employee you
are excluded from membership in the California Public Employees’ Retirement System
(CalPERS) unless you file with the CalPERS Board of Administration an election in writing to
become a member.
Legislative Employees subject to this section should consider the following:
• You may elect CalPERS membership at any time while you are in the compensated
legislative employee position as long as the position is not otherwise excluded by law.
• Once elected, your membership remains in effect for all future service in this legislative
position with the same employer unless there is a break in employment.
• Your membership may be terminated only upon permanent separation from
employment covered by CalPERS and subsequent withdrawal of retirement
contributions.
• If your election for optional membership in CalPERS will result in concurrent service with
employment credited in a private benefit plan or another public retirement system,
please contact that organization for information regarding the impact of such
concurrent service.
• If your election will result in concurrent employment under CalPERS, please contact the
Employer Account Management Division at the above telephone number before
completing this election form.
• While you are a CalPERS member, you may request costing information to purchase any
prior excluded legislative service at any time prior to retirement.
• The form to request costing information for Optional Member Service is available on the
CalPERS website at www.calpers.ca.gov. The form is titled Request for Service Credit
Cost Information – Layoff, Prior Service, and Optional Member Service (PERS-MSD-372)
and is located in A Guide to Your CalPERS Service Credit Purchase Options (PUB 12).
We are here to assist you. Please visit our website at www.calpers.ca.gov, or you may contact
us toll free at 888 CalPERS (or 888-225-7377).
Employer Account Management Division
my|CalPERS 0840
Page 1 of 2
P.O. Box 942715 Sacramento, CA 94229-2715
888 CalPERS (or 888-225-7377)
TTY: (877) 249-7442 | Fax: (800) 959-6545
www.calpers.ca.gov
_____________________________________________________________________________________
California Public Employees' Retirement System
ELECTION OF OPTIONAL MEMBERSHIP - LEGISLATIVE EMPLOYEE
The Public Employees’ Retirement Law (PERL) provides “optional” membership rights for
certain public officers and employees.
California Government Code Section 20324 provides that an employee of the Senate or the
Assembly, or the respective committees thereof, whose salaries or wages are paid from the
Senate Operating Fund or the Assembly Operating Fund or the Operating Funds of the
Assembly and Senate shall be deemed a “legislative employee”. As a legislative employee you
are excluded from membership in the California Public Employees’ Retirement System
(CalPERS) unless you file with the CalPERS Board of Administration an election in writing to
become a member.
Legislative Employees subject to this section should consider the following:
• You may elect CalPERS membership at any time while you are in the compensated
legislative employee position as long as the position is not otherwise excluded by law.
• Once elected, your membership remains in effect for all future service in this legislative
position with the same employer unless there is a break in employment.
• Your membership may be terminated only upon permanent separation from
employment covered by CalPERS and subsequent withdrawal of retirement
contributions.
• If your election for optional membership in CalPERS will result in concurrent service with
employment credited in a private benefit plan or another public retirement system,
please contact that organization for information regarding the impact of such
concurrent service.
• If your election will result in concurrent employment under CalPERS, please contact the
Employer Account Management Division at the above telephone number before
completing this election form.
• While you are a CalPERS member, you may request costing information to purchase any
prior excluded legislative service at any time prior to retirement.
• The form to request costing information for Optional Member Service is available on the
CalPERS website at www.calpers.ca.gov. The form is titled Request for Service Credit
Cost Information – Layoff, Prior Service, and Optional Member Service (PERS-MSD-372)
and is located in A Guide to Your CalPERS Service Credit Purchase Options (PUB 12).
We are here to assist you. Please visit our website at www.calpers.ca.gov, or you may contact
us toll free at 888 CalPERS (or 888-225-7377).
Employer Account Management Division
my|CalPERS 0840
Page 1 of 2
Please complete and return this entire form to your Human Resources Office if you wish to
establish membership in CalPERS.
I am a LEGISLATIVE EMPLOYEE as defined above, being a
(position title) _________________________ with the
(agency) _____________________________, represented by
(agency contact)_______________________, at
(agency telephone) _______________________ .
In accordance with the provisions of Government Code Section 20324, I elect to become a
member of CalPERS. I request that this election be filed with the CalPERS Board of
Administration as my election to become a member.
I understand this election is irrevocable as long as I remain in employment as a legislative
employee with the same employer.
(Printed Name in Full)
(Signature)
(Date)
(CalPERS ID or Social Security
(Address)
Number)
(Daytime Telephone Number)
(City & State)
(ZIP Code)
Notice to Employer: The membership date for an optional member is the date CalPERS receives
and files the Election of Optional Membership form.
my|CalPERS 0840
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