Arizona Administrative Code

Historical Note New Section made by emergency rulemaking at 11 A.A.R. 579, effective January 4, 2005 (05-1). Emergency rule expired (Supp. 05-2).

Historical Note New Section made by emergency rulemaking at 11 A.A.R. 579, effective January 4, 2005 (05-1). Emergency rule expired (Supp. 05-2).

A. The following definitions apply to this Section unless otherwise specified: 1. “Eligible retirement plan” means the same as in A.R.S. § 38-770(D)(3). 2. “Employer Number” means a unique identifier the ASRS assigns to a member employer. 3. “Employer plan” means the types of eli…

A. For purposes of this Section, the following definitions apply: 1. “ACR” means an alternate contribution rate pursuant to A.R.S. § 38-766.02, the resulting amount of which is not deducted from the employee’s compensation. 2. “Class of positions” means all employment positions o…

A. Unless otherwise specified, in this Section: 1. “Commencing employment” means the date a retired member who is not independently contracted or leased from a third party pursuant to R2-8-116(A)(4) renders services directly to an Employer for which the retired member is entitled…

A. Application of interest from inception of the ASRS Plan through the present is as follows: Effective Date of Interest Rate Change Assumed Actuarial Investment Earnings Rate Interest Rate Used to Determine Return of Contributions Upon Termination of Membership by Separation fro…

Historical Note Former Rule, Retirement System Regulation 5; Amended effective July 1, 1975 (Supp. 75-1). Amended effective June 23, 1976 (Supp. 76-3). Former Section R2-8-19 renumbered and amended as Section R2-8-119 effective May 21, 1982 (Supp. 82-3). Section R2-8-119 and Appe…

Historical Note Former Rule, Social Security Regulation 6; Amended effective June 19, 1975 (Supp. 75-1). Amended effective July 13, 1979 (Supp. 79-4). Former Section R2-8-20 renumbered and amended as Section R2-8-120 effective May 21, 1982 (Supp. 82-3). Repealed effective July 24…

A. Upon calculating an unfunded liability amount under A.R.S. § 38-748, the ASRS shall send an Unfunded Liability Invoice to the Employer through the Employer’s secure ASRS account. B. An Employer that owes an unfunded liability amount to the ASRS pursuant to A.R.S. § 38-748, sha…

A. Each Employer shall remit the amount of employee member contributions to the ASRS not later than 14 days after the last day of each payroll period. Payments of employee member contributions not received in the offices of the ASRS by the 14th day after the last day of the appli…

A. For the purposes of this Section, “market value” means an estimated monetary worth of an asset based on the current demand for the asset and the amount of that type of asset available for sale. B. The Board adopts the following actuarial assumptions and asset valuation method:…

A. The following definitions apply to this Section unless otherwise specified: 1. “Compensation” means the same as in A.R.S. § 38-711(7). 2. “Termination Incentive Program” means the same as in A.R.S. § 38-749(D)(2). B. An Employer that intends to implement a Termination Incentiv…

A. The following definitions apply to this Section unless otherwise specified: 1. “Average monthly compensation” means the same as in A.R.S. § 38-711(5). 2. “Baseline salary” means the average of a member’s monthly Compensation during the 12 consecutive months in which the member…

A. For the purposes of this Section, the following definitions apply, unless stated otherwise: 1. “Acceptable documentation” means any written request containing all the accurate, required information, dates, and signatures necessary to process the request. 2. “Acceptable form” m…

A. The definitions in R2-8-126 apply to this Section. B. If a member has previously retired from ASRS, the member may re-retire from ASRS by submitting a Re-Retirement Application to the ASRS that contains: 1. The information identified in R2-8-126(B)(1) through (B)(8); 2. The re…

A. The definitions in R2-8-126 apply to this Section. B. A member who is ten years and one day, or more, older than the member’s non-spouse contingent annuitant is not eligible to elect a 100% Joint and Survivor Retirement Benefit Option. C. A member who is 24 years and one day, …

A. The definitions in R2-8-126 apply to this Section. B. An individual who is 104 years of age or older at the time of retirement is not eligible to elect a Period Certain and Life Annuity Retirement Benefit Option. C. An individual who is 93 years of age or older at the time of …

A. The definitions in R2-8-126 apply to this Section. B. According to A.R.S. § 38-760(B)(2), for a member whose Original Retirement Date is after August 9, 2001, upon the expiration of a member’s period certain term the ASRS shall rescind the member’s election and the ASRS shall …

A. The definitions in R2-8-126 apply to this Section. B. In order to designate a beneficiary, a member shall submit an Acceptable Form containing the following information: 1. The Member’s full name and one or more of the following information: a. The Member’s Social Security num…

A. The definitions in R2-8-126 apply to this Section. B. If the beneficiary is eligible to elect the survivor benefit as monthly income for life according to A.R.S.§ 38-762(C), the ASRS shall calculate the benefits based on the attained age of the beneficiary, calculated to the n…

A. The definitions in R2-8-126 apply to this Section. B. The ASRS shall not distribute a survivor benefit until a claimant notifies the ASRS of a member’s death by telephone or submission of a death certificate, unless the member elected a Joint and Survivor Benefit Option upon r…

The following definitions apply to this Article unless otherwise specified: 1. “Coverage” means a medical and/or dental insurance plan a retired member, Disabled member, or beneficiary obtains through the ASRS or an Employer. 2. “Contingent annuitant” means the same as in A.R.S. …

A. A retired member or Disabled member who has five or more years of service and who elects to maintain Coverage is eligible for a Premium Benefit as follows: 1. A retired member or Disabled member who elects to maintain Coverage for the retired member or Disabled member only, is…

A. Every month, the ASRS shall provide a Premium Benefit to the Employer on behalf of a retired member, Disabled member, or Contingent Annuitant who maintains Coverage and is eligible to receive a Premium Benefit pursuant to R2-8-202. B. Notwithstanding subsection (A), if a retir…

A. A Single Calculation for a Premium Benefit is based on the retired member’s or Disabled member’s Coverage election, years of service, and Medicare or non-Medicare status. B. A Family Calculation for a Premium Benefit is based on the retired member’s or Disabled member’s Covera…

A. Every year, prior to the effective date of Coverage, an Employer shall report to the ASRS all the Coverage plans and premium rates the Employer offers to its retired or Disabled employees. B. An Employer shall inform the ASRS of any changes to the retired member’s, Disabled me…

A. For a retired member or Disabled member who is eligible for a Premium Benefit pursuant to R2-8-202(A)(4) or (B), the ASRS shall remit the Premium Benefit to the retired member or Disabled member pursuant to subsection (B). B. Pursuant to subsection (A), the ASRS shall remit th…

A. A member who retires on or after January 1, 2004, is eligible to elect the Optional Premium Benefit to be effective on the date of the retired member’s retirement and may designate a Contingent Annuitant to receive the Optional Premium Benefit upon the death of the retired mem…

The following definitions apply to this Article unless otherwise specified: 1. “Attending Physician” means a provider: a. Who is a qualified medical provider or other legally qualified practitioner of a healing art that the claims administrator recognizes or is required by law to…

A. In order to claim an LTD benefit, a disabled member shall submit to the disabled member’s Employer all the completed forms prescribed by the ASRS contracted LTD claims administrator within 12 months of the date the disabled member became disabled. B. Pursuant to A.R.S. § 38-79…

A. The ASRS contracted LTD claims administrator shall calculate an LTD benefit for a member using the member’s monthly compensation as described in A.R.S. § 38-797(11). B. For a member whose monthly compensation is $0 as of the date of disability, the ASRS shall pay a monthly ben…

A. The ASRS contracted LTD claims administrator shall begin providing an LTD benefit to an eligible disabled member no sooner than six months after the date the disabled member became disabled. B. Notwithstanding subsection (A), the ASRS contracted LTD claims administrator may be…

A. Upon request by the ASRS contracted LTD claims administrator, a member who claims an LTD benefit pursuant to R2-8-302(A) shall submit a Social Security disability income application as prescribed by the ASRS contracted LTD claims administrator. B. In order to continue receivin…

Upon receipt of a Social Security disability income benefit, a member shall immediately remit to: 1. The ASRS the amount of the Social Security disability income benefit necessary to offset the LTD benefit; or 2. The ASRS contracted LTD claims administrator the amount of the Soci…

The following definitions apply to this Article, unless otherwise specified: 1. “Appealable agency action” has the same meaning as in A.R.S. § 41-1092. 2. “Board” means, if established, a Committee designated by the Board to take action on appeals as described in A.R.S. § 38-714(…

In computing any time period, parties shall exclude the day from which the designated time period begins to run. Parties shall include the last day of the period unless it falls on a Saturday, Sunday, or legal holiday. When the time period is 10 days or less, parties shall exclud…

A. After receipt of an agency decision, a person who is not satisfied with the agency decision, may submit a letter of appeal: 1. To the ASRS’s vendor for long-term disability benefits, if the appeal relates to a long-term disability decision; or 2. To the ASRS’s designated appea…

A recommended decision from the Office of Administrative Hearings that is sent to ASRS at least 30 days before the Board’s next regular meeting, shall be reviewed by the Board at that meeting. At the meeting, the Board shall render a decision to accept, reject, or modify the find…

A. Except as provided in subsection (H), within 30 days after service of the final administrative decision, any aggrieved party in an appealable agency action may file with the Board a Motion for Rehearing Before the Board, in writing, specifying the particular grounds for rehear…

The following definitions apply to this Article unless otherwise specified: 1. “Active duty” means full-time duty in a branch of the United States uniformed service, other than Active Reserve Duty. 2. “Active reserve duty” means participating in required meetings and annual train…

A. An Eligible Member may request to purchase Service Credit electronically. The Eligible Member shall verify at the time of request, the following information for the Eligible Member: 1. Name; 2. Mailing address; 3. Date of birth; 4. Marital status; 5. Gender; 6. Primary email a…

A. To purchase Service Credit at the amount provided in an SP Invoice, an Eligible Member shall purchase the Service Credit by check or money order, or request an Irrevocable PDA, Direct Rollover, Trustee-to-Trustee Transfer, or Termination Pay as specified in this Article, by th…

A. An Eligible Member who purchases Service Credit shall receive one month of credited service for one or more days of service in a calendar month. B. Pursuant to A.R.S. 38-739(B), an Eligible Member who purchases Service Credit shall receive a proportionate amount of credited se…

A. The ASRS shall not permit an Eligible Member to purchase Service Credit that, when added to credited service earned in any plan year, results in more than: 1. One year of credited service in any plan year, or 2. One month of credited service in any one calendar month. B. A mem…

A. For Service Credit for Leave of Absence Service, Military Service, and Other Public Service, the ASRS shall calculate, as of the date of the request to purchase Service Credit: 1. The Actuarial Present Value of the future retirement benefit for the Eligible Member including th…

A. An Eligible Member who requests to purchase Service Credit for Forfeited Service under A.R.S. § 38-742 shall provide the ASRS: 1. The name of an Employer, if known, for which the Eligible Member is requesting to purchase Service Credit for Forfeited Service; and 2. The year an…

A. An Eligible Member who requests to purchase Service Credit for Leave of Absence Service under A.R.S. § 38-744 shall provide to the ASRS an Approved Leave of Absence form that includes: 1. The following information completed by the Eligible Member: a. The start date and end dat…

A. An Eligible Member who requests to purchase Service Credit for Military Service under A.R.S. § 38-745(A) and (B) shall provide to the ASRS: 1. A copy of the Eligible Member’s Military Service Record within 30 days of the Eligible Member’s request to purchase Service Credit; an…

A. An Eligible Member who meets the requirements under A.R.S. § 38-745(D) shall receive up to 60 months of Service Credit, not to exceed 5 years of Service Credit for Military Call-up Service under A.R.S. § 38-745(D) through (K). In order to determine the amount of contributions …

A. An Eligible Member who requests to purchase Service Credit for Other Public Service under A.R.S. § 38-743 shall provide to the ASRS a completed Other Public Service form, signed and dated by the Eligible Member, that includes the following: 1. The name and mailing address of t…