Roll-over Part Time Seasonal and Temporary Retirement (PST) Account Funds to Purchase CalPERS Service Credit

Rolling Over Part-Time, Seasonal and Temporary Retirement Account Funds.

If you were previously contributing to the PST account and you have now become a CalPERS member and would like to rollover your PST funds to purchase CalPERS service Credit, the following steps are necessary:

Note: To guard against fluctuations in your PST account balance, you may wish to move your stock and bond assets to cash/fixed income investments, which encounter less market risk.


Step 1

Complete a CalPERS Service Credit Purchase application. Submit the Service Prior to Membership form to CalPERS. (Service prior to membership is the time spent working for a CalPers covered employer before becoming a CalPERS member). The form is available on the CalPERS web pagePDF File Opens in new window .

  • CalPERS will send an agreement, within the agreement will be:
    • Explanation of Payment Options
    • Installment Payment Guideline
    • Election To Purchase Service Credit
    • Rollover Information and Certification Forms

Step 2

Complete a Purchase of Service Credit Authorization form from the Savings Plus Program. The form is available on the Savings Plus web pagePDF File Opens in new window .

Attach the CalPERS Rollover information and Certification forms and submit this package to The Savings Plus Program (the address is on the form). The Savings Plus Program will mail you a check made out to CalPERS in your benefit.


Step 3

Complete and Sign the CalPERS Certification form and mail it to CalPERS along with the check from the Savings Plus Program. Review your statement the following year to verify that the credit was posted correctly to your account.

If you have any questions regarding the steps to follow, please call CSUF-Benefits at (657) 278-3340.

07/08