All publications are in PDF format and best viewed with the latest version of Adobe Reader.

To request hard copies of these items, visit the Forms page. Follow the instructions at the top of the page to place an order.

Not all publications are available to order. However, all current publications are available below.

• Member Benefit Information
• Newsletters
• Retirement Counseling and Workshops
• Cash Balance Program for Part-Time Educators
• Taxes, Refunds, Social Security
• Community Property
• Financial Reports, Actuarial Valuations, Investor Information
• Legislative, Legal
• Comprehensive Annual Financial Reports
• Investment Reports
• Reports on Investment Management
• Quarterly Enterprise Project Reports
• Actuarial Valuation Reports
• Creditable Compensation Reports

Older publications are available in Past Publications.

Circulars and Directives

Employer Information Circulars
Circulars are sent to employers as informal guidance that provides immediate information on a single topic.

More detailed information and policy statements may follow Circulars.

Administrative and Employer Directives
Directives convey legal requirements and prohibitions and document CalSTRS policy for employers.

Directives are sent to school administrators and employers. They are generally more detailed than Circulars.

Member Benefit Information

• 2012 Member Handbook
  Comprehensive information about CalSTRS benefits, programs and resources for members and part-time educators.






• Join CalSTRS? Join CalPERS? (PDF; 3MB)
  Details differences in the two public retirement systems, changing from one system and dual membership.






• Your Retirement Guide (PDF; 5.67MB)
  Step-by-step guide to planning for retirement; contains Service Retirement Application and other forms.






• Welcome to CalSTRS (PDF; 613KB)
  Introduces CalSTRS programs, benefits and resources for new full- and part-time teachers.







• Benefit Improvement: Supplemental Payments (PDF; 53KB)
  Details and explains purchasing power protection, annual 2% benefit adjustment, includes estimation worksheets.

Purchasing Service Credit

• Purchase Service Credit Now: Fact Sheet (PDF; 229KB)
  2-page fact sheet of service credit and effects on final retirement benefits.







• Purchase Additional Service Credit (PDF; 1.5MB)
  Comprehensive information on making informed decisions to purchase additional service credit; contains forms.

Disability and Survivor Benefits

• Introduction to CalSTRS Disability Benefits (PDF; 492KB)
  Covers disability benefits eligibility, including types of coverage, application process, counseling services.






• Your Disability Benefits Guide (PDF; 2.5MB)
  Contains the specifics of applying for disability benefits and the application forms. Call 800-228-5453 to schedule an appointment with a CalSTRS benefits counselor who can assist you with the application process. Read Introduction to CalSTRS Disability Benefits first to be sure you understand the eligibility requirements.




• Survivor Benefits: Remember Your Loved Ones (PDF; 530KB)
  Reviews the 3 types of benefits available to beneficiaries after your death. Includes a worksheet to organize important documents such as marriage and birth certificates.

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Newsletters

Register on myCalSTRS to get newsletters delivered by e-mail.

• CalSTRS Connections: Your Money Matters (PDF; 2.5MB)
  For active and inactive members age 49 and younger. Provides updates on CalSTRS programs and services, articles on retirement and financial planning, legislative news and more. Spring/Fall publication.






• CalSTRS Connections: Reaching Your Retirement (PDF; 2.7MB)
  For active and inactive members age 50 and older. Provides information about retirement planning and decisions, workshops and benefits counseling, legislative news and more. Spring/Fall publication.






• Retired Educator (PDF; 1.3MB)
  For retirees and beneficiaries. Information on benefits and services, legislation, investments and board updates. Summer/Winter publication.

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Retirement Counseling and Workshops

• You Deserve Personal Attention: CalSTRS Benefits Counselors (PDF; 1MB)
  Details importance of seeing a benefits counselor to assist in making retirement plan. Includes phone numbers for county/city counseling offices statewide to schedule appointment. (brochure)



• Planning Your Successful Retirement: Attend a CalSTRS Workshop (PDF; 1.3MB)
  Describes 4 benefits counseling workshop options, how to register online or by phone. Includes list of phone numbers and locations for counseling offices statewide. (brochure)




• Retirement Income Management Workshop (PDF; 241KB)
  Describes information covered at workshop including retirement plans, identify retirement experts, and more. Receive a planning workbook prepared by professional financial planners at the end of the workshop. (brochure)

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Cash Balance Program For Part-Time Educators

• Cash Balance: Discover the Benefits (PDF; 934KB)
  2-page brochure explaining the benefits available with the Cash Balance program.





• Cash Balance Benefit: K-12 Part-Time Teachers (PDF; 2MB)
  Program summary explains available options. Includes enrollment forms.






• Cash Balance Benefit: Community College Part-Time Instructors
  (PDF; 2MB)
  Program summary explains available options. Includes enrollment forms.

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Taxes, Refunds, Social Security

• Refund: Consider the Consequences Fact Sheet (PDF; 151KB)
  Brief overview of pros and cons in taking a refund of CalSTRS contributions. (Fact Sheet)






• Tax Considerations for Rollovers (PDF; 1.3MB)
  Summarizes IRS rules on rollovers, income tax withholding, how tax rules affect beneficiaries and alternate payees.






• Social Security, CalSTRS and You (PDF; 315KB)
  Brief overview of the affect a CalSTRS benefit may have on receiving Social Security benefits. (Fact Sheet)

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Community Property

• Community Property Guide (PDF; 2MB)
  Overview of benefit programs for member/nonmember spouse, effect of divorce or legal separation on benefits, guidance to attorneys assisting in the member/nonmember spouse divorce process. CalSTRS forms included.

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Financial Reports, Actuarial Valuations, Investor Information

• Comprehensive Annual Financial Report–2011
  Details performance of CalSTRS state fund at the end of each fiscal year (July 1–June 30).






• Fast Facts–2011 (PDF; 271KB)
  Fast Facts are a quick glimpse into the most current information on CalSTRS membership, investments and funding.




• Summary Report to Members–2011 (PDF; 737KB)
  Short summary member statistics, demographics, investment and financial information end of each fiscal year (July 1–June 30).





• 2010 Actuarial Experience Analysis (PDF; 2.3MB)
  Review of the actuarial methods and the economic and demographic assumptions July 1, 2006 through June 30, 2010. The results of this research are the basis for the actuarial assumptions and methods to be used in the actuarial valuations to be performed as of June 30, 2011.
  


• Annual Report: Purchasing Power of Allowances–2012 (PDF; 69KB)
  Status report on purchasing power of benefits. Required by law. Presented by the Teachers' Retirement Board to the Governor and Legislature.



• CalSTRS Financial Statement – 2009-2010 (PDF; 3.9MB)
  Independent auditor's report and overview of CalSTRS financial activities for fiscal year ended June 30, 2010.

Actuarial Valuation Reports as of June 30, 2011

• Defined Benefit Program, Actuarial Valuation
  as of June 30, 2011 (PDF; 643KB)
  Actuarial valuation of the Defined Benefit Program of the State Teachers' Retirement Plan as of June 30, 2011.



• Defined Benefit Supplement Program, Actuarial Valuation
  as of June 30, 2011 (PDF; 256KB)
  Actuarial valuation of the Defined Benefit Supplement Program of the State Teachers' Retirement Plan as of June 30, 2011.



• Cash Balance Benefit Program, Actuarial Valuation
  as of June 30, 2011 (PDF; 254KB)
  Actuarial valuation of the Cash Balance Benefit Program of the State Teachers' Retirement Plan as of June 30, 2011.



• Projection of SBMA Funding Sufficiency (PDF; 52KB)
  Actuarial projection of the Supplemental Benefits Maintenance Account (SBMA) of the State Teachers' Retirement Plan as of June 30, 2011.

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Legislative, Legal

• Overview of CalSTRS (PDF; 2MB)
  Summary of CalSTRS retirement system benefits, history, financing, glossary, statistics.






• Teachers' Retirement Law (PDF; 6.5MB)
  Up-to-date reference book of legal provisions to assist school administrators, public officials.






• Annual Report: Purchasing Power of Allowances–2012
  (PDF; 69KB)
  Status report on purchasing power of benefits. Required by law. Presented by the Teachers' Retirement Board to the Governor and Legislature.



• Annual Report: Purchasing Power of Allowances-2011
  (PDF; 96KB)
  Status report on purchasing power of benefits. Required by law. Presented by the Teachers' Retirement Board to the Governor and Legislature.



• Population Information for Fiscal Year 2010-2011 (PDF; 143KB)
  Summary of CalSTRS Defined Benefit, Defined Benefit Supplement, Cash Balance Benefit, and other CalSTRS programs population information.



• Report on Quarterly Expenditures for Meeting Unanticipated System Costs, 2010 (PDF; 615KB)
  Report summarizing unanticipated CalSTRS system cost expenditures.



• CalSTRS Return on Investments and Payroll Subject to the System, 2010-11
  (PDF; 372KB)
  Annual report that includes CalSTRS return on investments and teachers´ actual payroll subject to the system for Fiscal Year 2010-11.



• CalSTRS Return on Investments and Payroll Subject to the System, 2009-10 (PDF; 393KB)
  Annual report that includes CalSTRS return on investments and teachers´ actual payroll subject to the system for Fiscal Year 2009-10.

Comprehensive Annual Financial Reports

• Comprehensive Annual Financial Report–2011 (PDF; 6.3MB)
  Details performance of CalSTRS state fund at the end of each fiscal year (July 1–June 30)






• Comprehensive Annual Financial Report–2010 (PDF; 5.4MB)
  Details performance of CalSTRS state fund at the end of each fiscal year (July 1–June 30)






• Comprehensive Annual Financial Report–2009 (PDF; 1.6MB)
  Details performance of CalSTRS state fund at the end of each fiscal year (July 1–June 30).

Investment Reports

• California State Teachers' Retirement System Investment Reports
  December 31, 2011 (PDF; 973KB)
  The CalSTRS Investment Reports summarize the fund's investments and CalSTRS actions as they relate to specific investments and holdings.



• California State Teachers' Retirement System Investment Reports
  December 31, 2010 (PDF; 2.24MB)
  The CalSTRS Investment Reports summarize the fund's investments and CalSTRS actions as they relate to specific investments and holdings.

Reports on Investment Management

• Diversity in the Management of Investments –
  A 5-Year Business Plan – 2010 (PDF; 285KB)
  The CalSTRS 5-Year Business Plan describes current investment programs and presents the long-term plan to expand and diversify management of the investment portfolio.



• California State Teachers' Retirement System Annual Report Regarding Expenditures for External Investment Advisors
  December 31, 2011 (PDF; 1MB)
  Annual report summarizing CalSTRS expenditures for external investment advisors.



• California State Teachers' Retirement System Annual Report Regarding Expenditures for External Investment Advisors
  December 31, 2010 (PDF; 1.1MB)
  Annual report summarizing CalSTRS expenditures for external investment advisors.

Quarterly Enterprise Projects Reports

• Quarterly Enterprise Projects Report - Second Quarter, 2011-12
  December 31, 2011 (PDF; 269KB)
  The Quarterly Enterprise Projects Report - Second Quarter summarizes the status of the CalSTRS enterprise projects, as of the second quarter of Fiscal Year 2011-12.



• Quarterly Enterprise Projects Report - First Quarter, 2011-12
  September 30, 2011 (PDF; 210KB)
  The Quarterly Enterprise Projects Report - First Quarter summarizes the status of the CalSTRS enterprise projects, as of the first quarter of Fiscal Year 2011-12.



• Year End Enterprise Projects Report, 2010-11 (PDF; 272KB)
  The Year End Enterprise Projects Report summarizes the status of the CalSTRS enterprise projects, as of the end of Fiscal Year 2010-11.



• Quarterly Enterprise Projects Report - Fourth Quarter, 2010-11
  June 30, 2011 (PDF; 231KB)
  The Quarterly Enterprise Projects Report – Fourth Quarter summarizes the status of the CalSTRS enterprise projects, as of the fourth quarter of Fiscal Year 2010-11.



• Quarterly Enterprise Projects Report - Third Quarter, 2010-11
  March 31, 2011 (PDF; 215KB)
  The Quarterly Enterprise Projects Report – Third Quarter summarizes the status of the CalSTRS enterprise projects, as of the third quarter of Fiscal Year 2010-11.



• Quarterly Enterprise Projects Report - Second Quarter, 2010-11
  December 31, 2010 (PDF; 209KB)
  The Quarterly Enterprise Projects Report - Second Quarter summarizes the status of the CalSTRS enterprise projects, as of the second quarter of Fiscal Year 2010-11.



• Quarterly Enterprise Projects Report - First Quarter, 2010-11
  September 30, 2010(PDF; 132KB)
  The Quarterly Enterprise Projects Report - First Quarter summarizes the status of the CalSTRS enterprise projects, as of the first quarter of Fiscal Year 2010-11.



• Year End Enterprise Projects Report, 2009-10 (PDF; 370KB)
  The Year End Enterprise Projects Report summarizes the status of the CalSTRS enterprise projects, as of the end of Fiscal Year 2009-10.



• Quarterly Enterprise Projects Report - Fourth Quarter, 2009-10 (PDF; 300KB)
  The Quarterly Enterprise Projects Report - Fourth Quarter summarizes the status of thse CalSTRS enterprise projects, as of the fourth quarter of Fiscal Year 2009-10.



• Quarterly Enterprise Projects Report - Third Quarter, 2009-10 (PDF; 608KB)
  The Quarterly Enterprise Projects Report - Third Quarter summarizes the status of the CalSTRS enterprise projects, as of the third quarter of Fiscal Year 2009-10.

Actuarial Valuation Reports as of June 30, 2010

• Defined Benefit Program, Actuarial Valuation
  as of June 30, 2010 (PDF; 585KB)
  Actuarial valuation of the Defined Benefit Program of the State Teachers' Retirement Plan as of June 30, 2010.



• Defined Benefit Supplement Program, Actuarial Valuation
  as of June 30, 2010 (PDF; 155KB)
  Actuarial valuation of the Defined Benefit Supplement Program of the State Teachers' Retirement Plan as of June 30, 2010.



• Cash Balance Benefit Program, Actuarial Valuation
  as of June 30, 2010 (PDF; 153KB)
  Actuarial valuation of the Cash Balance Benefit Program of the State Teachers' Retirement Plan as of June 30, 2010.



• Medicare Premium Payment Program, Actuarial Valuation
  as of June 30, 2010 (PDF; 170KB)
  Actuarial valuation of the Medicare Premium Payment Program of the State Teachers´ Retirement Plan as of June 30, 2010.

Actuarial Valuation Reports as of June 30, 2009

• Defined Benefit Program, Actuarial Valuation
  as of June 30, 2009 (PDF; 316KB)
  Actuarial valuation of the Defined Benefit Program of the State Teachers' Retirement Plan as of June 30, 2009.



• Defined Benefit Supplement Program, Actuarial Valuation
  as of June 30, 2009 (PDF; 131KB)
  Actuarial valuation of the Defined Benefit Supplement Program of the State Teachers' Retirement Plan as of June 30, 2009.



• Cash Balance Benefit Program, Actuarial Valuation
  as of June 30, 2009 (PDF; 129KB)
  Actuarial valuation of the Cash Balance Benefit Program of the State Teachers' Retirement Plan as of June 30, 2009.

Creditable Compensation Reports

• Report on Creditable Compensation for Fiscal Year Ended
  June 30, 2011 (PDF; 761KB)
  Annual report that includes the amount of teachers' creditable compensation for Fiscal Year 2010-11.



• Revision of Creditable Compensation For Fiscal Year Ended
  June 30, 2011 (PDF; 1.6MB)
  Report showing the revised creditable compensation for Fiscal Year 2010-11.



• Report on Creditable Compensation for Fiscal Year Ended
  June 30, 2010 (PDF; 782KB)
  Annual report that includes the amount of teachers' creditable compensation for Fiscal Year 2009-10.



• Revision of Creditable Compensation For Fiscal Year Ended
  June 30, 2010 (PDF; 1.6MB)
  Report showing the revised creditable compensation for Fiscal Year 2009-10.



• Report on Creditable Compensation For Fiscal Year Ended
  June 30, 2009 (PDF; 443KB)
  Annual report that includes the amount of teachers' creditable compensation for Fiscal Year 2008-09.



• Revision of Creditable Compensation For Fiscal Year Ended
  June 30, 2009 (PDF; 450KB)
  Report showing the revised creditable compensation for Fiscal Year 2008-09.

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