Lump Sum Separation Toolkit

About the Lump Sum Separation ToolKit

Checklist for Personnel Specialists

• Separation Checklist for Personnel Specialists  

Guides and information for Personnel Specialists

• Lump Sum Separation Pay FAQ
• A Guide for Avoiding Common Errors: Lump Sum Documentation and Processing  
• 1st Tax Year Lump Sum Separation PAR Package Sample
• 2nd Tax Year Lump Sum Separation PAR Package Sample

Tools for Personnel Specialists

• Coversheet for a Lump Sum Separation PAR Package  
• Lump Sum Worksheet
• Lump Sum Pre-Tax Calculator *

Planning and Training for Departmental Human Resources Offices

• eLearning Series: Lump Sum Separation Process
• Talking Points and Activities for a Lump Sum Peak Workload Kickoff Meeting  

Information for Retiring Employees

• Civil Service State Employee Guide to Retirement
• Savings Plus Lump Sum Separation Pay Contribution Election Form

If you need assistance with these documents, please contact the Statewide Customer Contact Center at (916) 372-7200.

* If you have questions about the Americans with Disabilities Act Standards for Accessible Design, please contact (916) 372-7200 or WebmasterPPSD@sco.ca.gov.