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Steps to Retirement for CalPERS Members

Throughout Your Career:

  • Regularly review your CalPERS service credit to ensure it is accurate.

  • Each time you receive a service credit statement, check for errors. If you believe there is a discrepancy, submit a copy of the statement along with a brief explanation to the Human Resources Department.

  • Visit the CalPERS website at www.calpers.ca.gov for general information about your retirement benefits.

At Least 5 Years Before Retirement:

  • Attend a CalPERS Retirement Seminar to become familiar with your options and the retirement process.

At Least 6 Months Before Retirement:

  • Confirm your creditable years of service with the District to determine your eligibility for post-retirement health benefits. Classified employees should contact the Benefits/Payroll Department at (310) 886-1600, Ext. 8282.

  • Discuss your benefits options with the Benefits/Payroll Department at the same number above.

  • Schedule an appointment with a CalPERS counselor to review your retirement options. You can make an appointment by calling the CalPERS Regional Call Center at (888) 225-7377 or by visiting www.calpers.ca.gov.

At Least 3 Months Before Retirement:

  • Notify your site supervisor of your intent to retire.

  • Schedule an appointment with the Benefits and Payroll Manager to determine your eligibility for health benefits after retirement.

  • Contact the Benefits/Payroll Department at (310) 886-1600, Ext. 8282 to set up the appointment and receive the benefit package.

  • Complete the District’s Retirement/Resignation Form and review it with your Principal or Supervisor. Submit the completed form to Human Resources via school mail or email it to lyn_hr@mylusd.org.

Determining Your Retirement Date:

  • Your district retirement date must be on or after your last day in paid status (e.g., work, vacation, sick leave).

  • Your CalPERS retirement date must follow your district retirement date.

Example:

  • "Retirement Date" – 06/17/XX

  • CalPERS Form: "Last Day of Paid Employment" – 06/16/XX

  • District Retirement Form: "Retirement Date" – 06/16/XX

Final Steps Before Retirement:

Certification of Retirement and Sick Leave Reporting
Upon receiving a Notice of Placement on Retirement Roll from CalPERS, the District will certify your retirement date and report your unused sick leave balance to CalPERS for service credit purposes.

Important: Your District retirement date must be within 120 days of your CalPERS retirement date. If it is not, you will not be eligible to convert unused sick leave toward service credit.

Retirement Forms Submission

  • Submit all completed forms from the retirement packet directly to CalPERS.

  • If you or your eligible spouse/domestic partner is 65 or older at the time of retirement, you must enroll in Medicare Parts A & B.

Where to Get Retirement Forms:

  • District Resignation/Retirement Form
    Available at all school sites and on the Classified Personnel webpage at www.mylusd.org.
    Navigate to “Classified Personnel Forms.” Submit this completed form to the Classified Personnel Department.

  • CalPERS Service Retirement Application
    You may complete and submit your retirement application online through your myCalPERS account at www.calpers.ca.gov. Retirement packets are also available by calling CalPERS at (888) 225-7377 or by visiting one of their regional offices.

At Least 1 Month Prior to Retirement

  • Schedule an appointment with the Benefits and Payroll Manager to submit your benefit package. Contact the Benefits/Payroll Department at (310) 886-1600 Ext. 8282.

Post-Retirement Substituting

  • If you plan to work as a substitute after retirement, you must notify the Classified Personnel Department in writing.

  • Please be aware that CalPERS limits how much you may earn after retirement and enforces a 180-day restriction on returning to work as a substitute.
    For further details, contact CalPERS directly.

Note: If you make any changes to your retirement dates, be sure to update all related CalPERS paperwork accordingly.

Contact Information

CalPERS – Orange Regional Office

500 N. State College Blvd., Suite 750
Orange, CA 92868
📞 Regional Call Center: (888) 225-7377
🌐 www.calpers.ca.gov
🕒 Office Hours: 8:00 AM – 5:00 PM
(Closed on State and Federal Holidays)

Lynwood Unified School District

Benefits and Payroll Manager
11321 Bullis Road, Second Floor
Lynwood, CA 90262
📞 Phone: (310) 886-1600 ext. 8259
📧 Email: lyn_payroll@mylusd.org
🕒 Office Hours: 8:00 AM – 4:30 PM
(Closed on State and Federal Holidays)