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Get the free CalPERS Statement of Incompatible Activities - Officers/Employees

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C PUBLIC EMPLOYEES RETIREMENT SYSTEMMEMO TO: ALL SYSTEM EMPLOYEES FROM:PERSONNEL OFFICE HUMAN RESOURCES DIVISIONSUBJECT:INCOMPATIBLE ACTIVITIESDATE:Attached is a statement of activities that are inconsistent,
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How to fill out calpers statement of incompatible

01
To fill out the CalPERS Statement of Incompatible Activities, follow these steps:
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Read the instructions provided by CalPERS to understand the purpose and requirements of the form.
03
Gather the necessary information and documents required to complete the form, such as your personal details, work schedule, and any potential conflicts of interest.
04
Start by filling out your personal information, including your name, employee identification number, job title, and contact information.
05
Provide details about your typical work schedule, including the days and hours you are scheduled to work.
06
Identify any organizations, businesses, or individuals with whom you have financial or personal relationships that could potentially create a conflict of interest.
07
Disclose any positions or activities that may be incompatible with your current employment and explain why they are incompatible.
08
If applicable, provide information on any income, gifts, or benefits received or expected to be received from the conflicting activities.
09
Review the completed form for accuracy and completeness.
10
Sign and date the form.
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Submit the form to the appropriate department or authority as specified by CalPERS.

Who needs calpers statement of incompatible?

01
The CalPERS Statement of Incompatible Activities is typically required for employees who work for organizations that participate in the California Public Employees' Retirement System (CalPERS).
02
It is used to identify and manage potential conflicts of interest or incompatible activities that could impact an employee's ability to fulfill their job responsibilities impartially.
03
Various types of public employees, such as state, county, and municipal employees, may need to complete this form as part of their employment requirements.
04
Specific eligibility and filing requirements may vary depending on the employer and the employee's role within the organization.
05
It is recommended to consult with the employer or HR department to determine if the CalPERS Statement of Incompatible Activities is required in a particular situation.
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The CalPERS statement of incompatible is a form that discloses potential conflicts of interest related to investments or financial decisions.
All CalPERS board members and certain employees are required to file the statement of incompatible.
The statement of incompatible can be filled out online through the CalPERS member portal or by submitting a paper form with the required information.
The purpose of the statement of incompatible is to promote transparency and ethical behavior by disclosing any potential conflicts of interest.
Information such as financial interests, investments, outside employment, and relationships that could potentially influence decision-making must be reported on the statement of incompatible.
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