Commuter Transit Program

PG&E offers its employees the opportunity to purchase commuter transit products and passes, and pay for certain parking expenses with before-tax contributions through the Commuter Transit Program (CTP).

Whether you have public transportation, parking or park and ride expenses, you can save on just about any way you get to work:

  • Bus, light rail, regional rail, streetcar, trolley, subway or ferry
  • Vanpool
  • Parking at or near work
  • Parking at or near public transportation for your commute

However, some expenses are not eligible, including:

  • Parking costs that are not work-related
  • Mileage and tolls
  • Taxis and limousines
  • Parking at an airport for travel
  • Casual carpool

The IRS rules that govern the program have monthly before-tax maximums. Use the Optum Financial Reimburse Myself Claim Form to submit a request for your commuter transit reimbursement.

Please call the PG&E Benefits Service Center at 1-866-271-8144 for more information. Representatives are available Monday–Friday from 7:30 a.m.–5 p.m. to assist you.

PROCESS

The Commuter Transit Program (CTP) is administered by Optum Financial. To enroll in the CTP or manage your account, log in to myPlans Connect and click on the Commuter Benefits box. Once you’re on the Optum Financial dashboard, select Manage my Commuter Benefits and follow the steps to select the type of order you wish to place and months you want commuter benefits for. From there, you can place commuter benefit orders for any of the following.

Transit Passes or Tickets

When you order monthly public transportation passes or tickets, you can enjoy the convenience of automatic home delivery every month. Optum Financial will mail your pass in a plain business envelope, so be careful not to mistake it for junk mail.

If you order a smart card, such as the Clipper Card, Optum Financial will reload your account in the amount of your order before the start of each month.

Optum Financial Commuter Card

You can order a Optum Financial Commuter Card to pay for eligible commuting expenses. Funds from each month’s order will become available through the card on the 1st of the month before the benefit month.

If you’d like to enroll or want more information about the Optum Financial Commuter Transit Program, log into myPlans Connect. Once you’re on the Optum Financial Commuter Benefits Dashboard, you’ll be able to choose from the following options:

  • Set up your account for recurring monthly orders
  • Select which months you want recurring orders
  • Order manually each month
If you need help with your commuter benefits, call the PG&E Benefits Service Center at 1-866-271-8144 for assistance. Representatives are available Monday–Friday from 7:30 a.m.–5 p.m. to assist you.

COMMUTER TRANSIT PROGRAM FAQs

Why am I not able to register for the Commuter Transit Program (CTP) with Optum Financial?

Two contributing factors for not being able to register for the CTP through Optum Financial include:

a)  You were just hired. The data to be sent to Optum Financial each Friday; please allow until the end of the day on Friday for Optum Financial to recognize you for registration purposes.

b)  You have another Optum Financial account (most likely with a prior employer) or other account conflict. Please contact the PG&E Benefits Service Center at 1-866-271-8144 Monday–Friday, 7:30 a.m.–5 p.m. Pacific time.

How do I place or modify a commuter benefit order with Optum Financial?

Log into myPlans Connect and click on the Commuter Benefits link. From there, you’ll see the account dashboard. The order cutoff is the 5th calendar day of each month.

What happens to unused funds if I leave PG&E or end the Commuter Transit Program?

At times, you may find yourself with unused funds in your Commuter Parking Program account. These funds may be used for future parking orders, or you have the option to apply the unused amount as a credit towards your next parking order. The credit amount will reduce your next pretax payroll deduction.

Note all unused funds are forfeited if you leave PG&E for any reason–including retirement–so be sure to monitor your account regularly. This does not apply to transit funds already provided to you in the form of (for example) Muni or BART passes, or cash value (as on a Clipper card). Note the following:

  • Parking Reimburse Myself Claim – Note that you if you file a claim using Reimburse Myself, all requests must be submitted within 180 days of the last benefit month. After this time, the funds will be forfeited.
  • Optum Financial Parking Commuter Card – Funds are available until you end your commuter benefits or leave PG&E. After that, the card is deactivated and the remaining balance is forfeited. If you have questions about Commuter Parking claims through Optum Financial, call the PG&E Benefits Service Center at 1-866-271-8144 Monday–Friday, 7:30 a.m.–5 p.m. Pacific time.

If you have questions about Commuter claims through Optum Financial, call the PG&E Benefits Service Center at 1-866-271-8144 Monday–Friday, 7:30 a.m.–5 p.m. Pacific time.

How do I use the Optum Financial app?

Set up your Optum Financial account
To set up your account, log on to your myPlans Connect account and click on the Access Your Health Account link under the Your Health Insurance box. You’ll be able to go straight to your Optum Financial account without creating a username and password.

Alternatively, you can log into OptumFinancial.com or use the Optum Financial mobile app.

Optum Financial won’t know who you are—so you’ll need to register your account the first time you visit Optum Financial outside of myPlans Connect. When accessing your account for the first time, you’ll need to create a HealthSafe ID® username and password. HealthSafe ID adds an extra layer of security to your account by using two-factor authentication.

I lost my pass. How do I get a replacement?

Optum Financial will mail your pass in a plain business envelope, so be careful not to mistake it for junk mail. If it still hasn’t come by the first business day of the benefit month, call the PG&E Benefits Service Center as soon as possible (no later than the third business day of the month) at 1-866-271-8144 Monday–Friday, 7:30 a.m.–5 p.m. Pacific time.

How do I submit a parking claim?

To file a parking claim through Optum Financial, follow the steps below.

  • Log into myPlans Connect and click on the Commuter Benefits box.
  • Once you’re in the Optum Financial dashboard, click on “Submit Receipt or Claim.”
  • Complete the online process by following the step-by-step instructions.
  • If you prefer to submit a Reimburse Myself request by fax, email or mail, download and print the form from Forms & Documents.
  • If your provider does not provide receipts (e.g., cash meters), follow the instructions to request a payment online.

Note that you if you file a claim using Reimburse Myself, all requests must be submitted within 180 days of payment. Also, you must have an active parking election for the month the expense was incurred.

How do I change or cancel my commuter benefits order?

You can change or cancel your Optum Financial commuter benefits order anytime your needs change, subject to monthly election cut-off deadlines applicable to your transit agency or as required by PG&E. To cancel your order, log into myPlans Connect and click on the Commuter Benefits box. Once you’re on the Optum Financial dashboard, click on Commuter Benefits to update your order. You may also cancel or update your commuter benefits by calling the PG&E Benefits Service Center at 1-866-271-8144 Monday–Friday, 7:30 a.m.–5 p.m. Pacific time.

OAKLAND GO COMMUTE

Our new home headquarters has a variety of accessible-friendly features. OGO is accessible from several bus lines and is a short, flat distance from the 19th Street BART station. You can use the Commuter Transit Program to purchase commuter transit passes and pay for certain parking expenses with before-tax contributions.

Kaiser Center Parking Garage

At the Oakland General Office, the adjacent Kaiser Center garage owned by Impark includes a limited number of monthly parking spaces available to purchase through PG&E via pretax payroll deduction due to a leasing arrangement. To sign up for one of these monthly spaces, click here.

You can also purchase monthly or daily spaces at the Kaiser Center garage through Impark directly using the Commuter Transit Program.

BART

The Bay Area Rapid Transit (BART) system is convenient to the new headquarters, with just a quick 5-minute walk from its 20th and Broadway exit to the front door of 300 Lakeside.

You can plan your trip from your closest BART location to 19th Street at bart.gov/planner.

When travelling from San Francisco or the peninsula:

  • Take the red line (Richmond) or the yellow line (Antioch) direct to 19th Street Station, OR
  • Take the blue (Dublin) or green (Berryessa/North San Jose) line to West Oakland station and transfer to a red (Richmond) or yellow (Antioch) line train to 19th Street Station.

When travelling from the north or northwest part of the East Bay:

  • From Antioch: Take the yellow SFO-Millbrae line to 19th Street Station.
  • From Richmond: Take the red Millbrae-SFO line OR the orange North San Jose line to 19th Street Station.

When travelling from the south or southwest part of the East Bay:

  • From Dublin: Take the blue Daly City line to Lake Merritt station, then transfer to an orange Richmond line to 19th Street Station.
  • From Berryessa/North San Jose: Take the orange Richmond line directly to 19th Street Station OR take the green Daly City line and transfer at Lake Merritt to orange Richmond line to 19th Street Station.

Bus Lines and Ferry System

The first best step to working out your commute by bus or train is to contact 511.org, the Bay Area’s free transit planning and information site. You can access all of the local transit agencies, get the latest information on bus routes and stops, transfers, carpools and alerts.

AC Transit (the Alameda-Contra Costa Transit District) has a helpful, easy-to-use Trip Planner on its home page. AC Transit serves 13 cities and adjacent unincorporated areas in the East Bay from Richmond to Fremont, and operates 138 local bus lines within the East Bay and 31 Transbay bus lines across the bridges to San Francisco and the Peninsula.

The San Francisco Bay Ferry System has a variety of embarkation points that serve the Oakland terminal. From there, it’s a quick ride on the number 12 AC Transit line to get to the 19th and Broadway stop, a short walk from our building. Learn more: https://sanfranciscobayferry.com/

Amtrak

Amtrak is a great alternative if you are coming from Sacramento, Davis, Vacaville, Fairfield or Martinez. The Capitol Corridor line has several trains a day and makes a stop at Jack London Square, where you can get an AC Transit bus to take the short ride up to 19th Street. Or you can get off at the Richmond BART station connection and take BART to the 19th Street station for the short walk to the office from there.