REV 5-19-14
MANDATORY RETIREMENT PLAN QUESTIONNAIRE
FOR TEMPORARY EMPLOYEES
The Federal Omnibus Budget Reconciliation Act (OBRA) of 1990 requires part-time, seasonal, or temporary
public employees who are not members of a retirement system to participate in a retirement plan or in Social
Security. The California State University (CSU) has implemented a mandatory retirement plans to meet the
federal regulations, in lieu of Social Security coverage.
Please check the appropriate statement:
I am covered under CalPERS through other employment with the state.
I am retired from the State of California or from other public employment which was covered by CalPERS.
I am currently attending classes as a full time student at the school where I work
I am an authorized nonresident alien with a F or J visa or M teaching visa.
I am hired through a program to relieve unemployment such as summer youth programs.
I am hired temporarily to handle an emergency disaster such as fire, flood, storm, earthquake, etc.
If none of the above is checked, you will automatically be enrolled in a retirement plan that includes the
following benefits:
A 7.5% pre-tax deduction will be withheld from your monthly salary
Deferred income taxes on plan contributions and earnings (interest)
100% vested at all times (entitled to 100 percent of your account if you separate from service).
Your participation in this program does not limit your contributions to an IRA.
Contributions and earnings (interest) can be withdrawn when separating from Cal Maritime
employment. Contact the Human Resources Office for withdrawal/refund forms.
If any of the other boxes above are checked, you will be exempt from the retirement plan established for
temporary employees.
I certify the above information is correct and I will notify the Human Resources Office regarding any changes in
my status as shown above.
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