Retirement Plans Forms

The files linked to on this page are in PDF or Microsoft Office and require Microsoft Office Compatibility Pack (free) for older versions of MS Word, Excel, and PowerPoint (needed for files ending with .docx, .xlsx, .xlsm, .pptx, .ppts, and .pptm).

Full-time Faculty: CalSTRS

(California State Teachers' Retirement System)

Part-time Faculty: CalSTRS

(California State Teachers' Retirement System)

Staff: CalPERS

(California Public Employees' Retirement System)

Tax Sheltered Annuities

Go to Retirement Plans - Tax Sheltered Annuities - 403(b)/457B.