Lump Sum Separation Toolkit
About the Lump Sum Separation ToolKit
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
- STD. 674 Sample – Lump Sum Did Not Issue After Permanent Separation – Single Payment Type
- STD. 674 Sample – Lump Sum Did Not Issue After Permanent Separation – Multiple Payment Types
- 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.