CalPERS Increases Scrutiny Of Agency Decisions On Local Safety Members’ Disability Retirements

CalPERS issued Circular Letter 200-014-23 in March 2023 to add new requirements that contracting agencies must follow when determining whether local safety members qualify for disability retirement.  CalPERS now requires agencies to submit additional documentation and information, including completing several new CalPERS forms, when certifying an application for disability retirement, industrial disability retirement, and re-evaluation for continuous eligibility for disability retirement.  As a result of the new requirements, local agencies may not be able to rely solely on workers’ compensation reports to the extent that those reports contain presumptions or prophylactic work restrictions that are not applicable in the CalPERS setting.

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