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Responsibility Of The Separating Employee

  1. Complete the Voluntary Resignation Form.
  2. The employee must complete a Separation checklist and be prepared to return any University property. Under provisions of the State Administrative Manual (SAM) Sections 8580.4, 8595, and 8116.1, each full or part-time employee separating from CSU, Sacramento must obtain clearance from all financial obligations and state-owned items.
  3. Management Personnel (MPP's) or employees leaving designated positions must file a Leaving Office Statement (FPPC Form 700). Login to the DisclosureDocs system to complete the form. Contact Human Resources Administration for more information (e.g. password reset)
  4. Record all absences in the absemce management self-service tool and ensure approved/submitted to Payroll at least three days prior to last day on campus.
  5. Confirm that your address is current with the University to ensure W-2 and benefit forms are mailed to the correct place. You can visit the Employee Center on MySacState and view your personal data for accuracy.
    • COBRA permits covered individuals who lose coverage under the plan(s) as a result of certain "qualifying events" to elect to continue their coverage under the plan(s) for a prescribed period of time on a self-pay basis, for up to 18, 29, or 36 months, depending on the qualifying event. A COBRA Qualifying Event Election Notice will be sent to your address on file upon your separation or loss of benefit eligibility status. This notice contains information regarding continuing coverage through COBRA, premium rate, and the election form you will need to complete should you decide to elect COBRA.
  6. If you are not moving another public employer, complete a Disposition of CalPERS form. If you are going to another public employer, please see information below. If you have any questions, please visit the Benefits office website or contact the Benefits office at benefits@csus.edu.
  7. Be sure that your phone and email outgoing messages reflect that you are leaving and who to contact in your place.
  8. Acknowledge your ongoing responsibility for maintaining the confidentiality of the University's information under the Information Practices Act of 1977 and Title 5, Education.

Deferring Settlement Pay

When you leave employment, you may transfer your separation pay to your 401(k), 457 or 403(b) account(s). Transfer up to the contribution limit to each account, minus what you already contributed for the year. Taxes are deferred until you withdraw the money from your account.

If you separate on or after November 1st, you may transfer your separation pay for the current and following tax year, up to the annual limits.

To make the transfer, you will need to submit a written request to Benefits in Human Resources at least 30 Calendar days before your final day of employment. Benefits will coordinate your deferral request with Payroll Services. (You must be enrolled in the deferral account(s) at least one pay period before your separation date.)

Going to another public employer?

As a member of CalPERS you may be eligible for the benefits of reciprocity. Reciprocity is an agreement among public retirement systems to allow members to move from one public employer to another public employer within a specific time limit without losing valuable retirement and related benefit rights.

Detailed information about establishing reciprocity can be found in the CalPERS publication "When You Change Retirement Systems" (PERS-PUB-16) available online at the CalPERS Forms and Publications Center, or in the Human Resources Benefits office located in Del Norte Hall, 3rd Floor.

Note: State Service credits and some leave balances may be transferable to the appointing authority of the new position. Please contact your new Human Resources office for more information. If the balances are transferable, please have your new agency submit an Employee Transfer Data form (std. 612) to CSU, Sacramento for processing.

PST (Part-Time/Seasonal/Temp) Retirement Account

When you separate from State Service and have participated in the PST retirement account: