Disclosure Forms 600-H and 600-J are required by all persons and/or entities seeking to do or doing business with CalSTRS, and must be submitted on the linked forms below by:

• E-mail to calstrscio@calstrs.com
• Fax to 916-414-7533
• Mail to:

  California State Teachers’ Retirement System
  Attn: Disclosure Forms, MS-4
  100 Waterfront Place, 14th Floor
  West Sacramento, CA 95605-2807
  

Disclosure of Contributions and Gifts – Form 600-H

CalSTRS Policy on Disclosure of Contributions and Gifts may be found at Section
600 H of the Teachers’ Retirement Board Policy Manual.

Form 600-H – Disclosure of Contributions and Gifts is required from all soliciting and existing contracting entities and each of their Key Personnel.

At solicitation, initial transaction or contract, and annually thereafter, the contracting entity and its Key Personnel are required to report contributions and gifts given to CalSTRS Key Personnel, including, but not limited to:

• Campaign contributions (Regulations)
• Charitable contributions
• Gifts, meals and entertainment

Disclosure of Third Party Relationships and Payments – Form 600-J

CalSTRS Policy on Disclosure of Third Party Relationships and Payments may be found at Section 600 J of the Teachers’ Retirement Board Policy Manual, [Adopted 11/06].

Prior to entering into an investment transaction or investment management contract with CalSTRS, all persons or entities must complete a Form 600-J – Disclosure of Third Party Relationships and must disclose it to the Chief Investment Officer.

This disclosure includes any third party that assisted with the solicitation or the retention of CalSTRS as a client and any fees payable to the third party as a result of the relationship.

Third party relationship fees, for purposes of this request, include, but are not limited to:

• Placement agent fees
• Solicitation fees
• Referral fees
• Promotion fees
• Introduction or matchmaker fees