State of California

  M E M O R A N D U M

  REFERENCE CODE:
  2002-022

  DATE:
  April 5, 2002

  TO:
  Personnel Officers
  Personnel Transactions Supervisors
  Personnel Transactions Staff

  FROM:
  Department of Personnel Administration
  Savings Plus Program

  SUBJECT:
  Savings Plus Program (SPP) Brochure and Enrollment 
  Agreement

  CONTACT:
  (916) 324-0508, CALNET 8-454-0508
  FAX: (916) 327-1885
  Email: EnrollinSPP@dpa.ca.gov


  The SPP "How To Enroll" Brochure, copy attached, provides 
  an overview of SPP and describes how to enroll. The 
  Enrollment Agreement, copy attached, is the form used to 
  enroll in SPP. We are asking your assistance in providing 
  the Brochure and Enrollment Agreement to all new or current 
  employees requesting information regarding SPP.
  
  SPP has several ways to request additional copies of the 
  Brochure, which will be supplied at no cost. You can fax 
  the attached order request, e-mail EnrollinSPP@dpa.ca', or 
  call (916) 324-0508 and leave a voice message.  Your 
  request will be mailed within 3-5 business days. You can 
  make copies of the attached Enrollment Agreement to fulfill 
  the stock needed in your office(s) or obtain the form on-
  line at www.sppforu.com, under Forms and Publications. You 
  may also pick up the Brochure and Enrollment Agreement at 
  the SPP public counter from 8:00 a.m. to 5:00 p.m., Monday 
  Friday (except State Holidays).
  
  Your assistance in providing the "How to Enroll" Brochure 
  and Enrollment Agreement ensures all state employees 
  receive information about Savings Plus. Savings Plus can 
  provide future supplemental retirement income through 
  convenient payroll deductions into a 401(k) or 457 deferred 
  compensation plan.
  
  ENROLLMENT PROCEDURE
  
  Interested employees must complete, sign (original 
  signature required), and return the Enrollment Agreement to 
  SPP at the address provided on the Enrollment Agreement.  
  SPP will mail the employee a Welcome Kit that provides 
  information about the Program and instructs employees how 
  to begin payroll deductions. The Welcome Kit includes a 
  Getting Started Handbook, the Investment Guide, a Voice 
  Response System Brochure, and a Beneficiary Designation 
  form. 
  
  DESTROY PREVIOUS ENROLLMENT MATERIALS
  
  Please destroy all previous SPP Enrollment Postcards (Rev. 
  4/99, OSP 99 24441), as they are no longer used to request 
  SPP materials. The enclosed SPP Brochure and Enrollment 
  Agreement are the only Savings Plus documents you are being 
  asked to make available to employees.
  
  If you have any questions regarding the Brochure and 
  Enrollment Agreement, please feel free to contact Savings 
  Plus by email at EnrollinSPP@dpa.ca.gov or call (916) 324-
  0508 and leave a voice message.
  
  
  
  
  
  Karen Alejo
  Program Administrator
  
  
  Attachments will be distributed via mail.