Note: To protect both you and our CalPERS team members, we’ve closed Regional Offices to in-person appointments through the end of June. We are continuing to offer pre-scheduled phone appointments and will call you within 15 minutes of your scheduled time so you can get the help you need.
Phone appointments require the same advance preparation as in-office visits. Check the CalPERS website for the current status of any Regional Office and schedule your phone appointment through your myCalPERS account. Or call us during business hours at 888 CalPERS (or 888-225-7377).
Avoid common delays with a little advanced planning before your phone appointment. The key is knowing what you need to know (and do)—that is, how to prepare, what you need to have on hand, and what we can and cannot do for you by phone.
Make an Appointment
There are five types of appointments you can make:
- Account services
- Health benefits
- Service credit
- Service retirement
- Disability retirement
If you schedule your appointment online through your myCalPERS account, prompts will tell you how to prepare. In general, we can answer basic questions and guide you through the steps to submit an application—either online or by mail. While we can normally witness signatures on completed applications and receive forms, applications, and supporting documents, we are unable to do this while our offices are closed.
We encourage you to submit your application through your myCalPERS account or mail it to the address at the bottom of the form or application. For resolution of complex account issues or discrepancies, you may require a second phone appointment.
Know Before Your Phone Appointment
Just like our in-person appointments, you’ll want to allow 30 minutes for most phone appointments, although it may not take that long if you’re well prepared. For disability retirement, allow 60 minutes. Be aware that when we call you for your appointment, your phone may identify us as a blocked or unknown caller.
We are unable to provide financial advice, so you may want to talk with a financial planner before your appointment.
Regional Office phone appointments are available Monday through Friday during our business hours, between 8:00 a.m. and 5:00 p.m. All CalPERS offices are closed on state holidays.
Ready to Retire?
If you’re retiring soon, your advance preparation will be the same whether you’re preparing for a phone or in-person appointment. Our online Retirement Planning Checklist will walk you through available resources and the sequence of steps to take.
Estimates cannot be generated during an appointment. If you are within one year of retirement, you may submit a Retirement Allowance Estimate Request form (PDF) at least 45 days prior to your appointment. Or use your myCalPERS account to create an estimate to help prepare.
Time-Saver Tips for Your Phone Appointment
What to Do in Advance
- Create or review your myCalPERS
- Check out our online retirement planning resources.
- View our online education classes using your myCalPERS
- Obtain and review an estimate of retirement benefits.
- Make an appointment.
- Write down your questions.
Have These Available for the Appointment
- Your estimate of retirement benefits.
- Your spouse or legal partner, so they can ask questions as well.
- A copy of your beneficiary’s birth certificate, with current mailing address and Social Security number.
- Copies of marriage or domestic partner certificates, if applicable.
What We Can Do During Your Appointment
- Answer basic retirement-related questions.
- Guide you through the steps to complete your retirement application.
- Guide you through the steps to electronically submit your application, or to download and mail forms and supporting documents directly to us.
- Initiate the resolution process for extremely complex cases.
- Receive requests for retirement estimates that we will mail to you.
What We Are Unable to Do Over the Phone
- Resolve complex account issues or discrepancies on the spot.
- Provide immediate retirement estimate results.
- Witness signatures.
- Receive forms, applications, or supporting documentation.