Iowa Administrative Code

16.1(1) For the limited purposes of this rule, the term “member” includes IPERS members, beneficiaries, contingent annuitants and any other third-party payees to whom IPERS is paying a monthly benefit or a lump sum distribution. 16.1(2) A member’s right to any payment from IPERS …

support orders shall continue to be administered under rule 495—16.1(97B). 16.2(1) Definitions. “Alternate payee” means a spouse or former spouse, regardless of gender, of a member who is recognized by a domestic relations order as having a right to receive all or a portion of th…

“Confidential record” means a record which is not available as a matter of right for examination and copying by members of the public under applicable provisions of law. Confidential records include records or information as described in Iowa Code section 97B.17, and records, or …

July 1, 2026.

Senate File 2463, section 4, effective July 1, 2026.

effective July 1, 2026.

effective July 1, 2026.

personally identifiable information which is collected, maintained, and retrieved by personal identifier in record systems defined in rule 495—17.1(97B). For each record system, this rule describes the legal authority for the collection of that information and the means of storag…

describes groups of records maintained by the agency other than those record systems retrieved by personally identifiable information as defined in rule 495—17.1(97B). These records are routinely available to the public subject to costs. However, these records may contain confide…

processing systems used by the agency permit the comparison of personally identifiable information in one record system with personally identifiable information in another record system.

July 1, 2026. These rules are intended to implement Iowa Code chapter 97B. [Filed 12/17/03, Notice 11/12/03—published 1/7/04, effective 2/11/04] [Filed 12/1/05, Notice 10/26/05—published 12/21/05, effective 1/25/06] [Filed 4/7/06, Notice 3/1/06—published 4/26/06, effective 5/31/0…

2463, section 4, effective July 1, 2026.

section 4, effective July 1, 2026.

section 4, effective July 1, 2026.

from examination. Rescinded by 2026 Iowa Acts, Senate File 2463, section 4, effective July 1, 2026.

dissents, or objections entered into certain records. Rescinded by 2026 Iowa Acts, Senate File 2463, section 4, effective July 1, 2026.

Iowa Acts, Senate File 2463, section 4, effective July 1, 2026.

section 4, effective July 1, 2026.

Senate File 2463, section 4, effective July 1, 2026.

declaratory order regarding the applicability to specified circumstances of a statute, rule, or order within the primary jurisdiction of the agency. Such petitions shall be addressed to the CEO or CEO’s designee, IPERS, 7401 Register Drive, P.O. Box 9117, Des Moines, Iowa 50306-9…

declaratory order must contain the date of its issuance; the name of petitioner and all intervenors; the specific statutes, rules, policies, decisions, or orders involved; the particular facts upon which it is based; and the reasons for its conclusion. A declaratory order is effe…

order shall be mailed promptly to the original petitioner and all intervenors.

effect as a final order issued in a contested case proceeding. It is binding on the agency, the petitioner, and any intervenors who consent to be bound and is applicable only in circumstances where the relevant facts and the law involved are indistinguishable from those on which …

agency shall give notice of the petition to all persons not served by the petitioner pursuant to rule 495—19.7(17A) to whom notice is required by any provision of law. Notice may also be given to any other person.

19.3(1) Persons who qualify under any applicable provision of law as an intervenor and who file a petition for intervention within 20 days of the filing of a petition for declaratory order shall be allowed to intervene in a proceeding for a declaratory order. 19.3(2) Any person w…

The agency may request a brief from the petitioner, any intervenor, or any other person concerning the questions raised.

to the CEO or CEO’s designee, IPERS, 7401 Register Drive, P.O. Box 9117, Des Moines, Iowa 50306-9117. [ARC 2981C, IAB 3/15/17, effective 4/19/17]

19.6(1) When service required. Except where otherwise provided by law, every petition for declaratory order, petition for intervention, brief, or other paper filed in a proceeding for a declaratory order shall be served upon each of the parties of record to the proceeding, and on…

original petitioner, all intervenors, and the agency, a member of the agency, or a member of the staff of the agency to discuss the questions raised. The agency may solicit comments from any person on the questions raised. Also, comments on the questions raised may be submitted t…

19.8(1) Within 30 days after receipt of a petition for a declaratory order, the CEO or CEO’s designee shall take action on the petition pursuant to Iowa Code section 17A.9(5). 19.8(2) The date of issuance of an order or of a refusal to issue an order shall be the date of mailing …

19.9(1) The agency shall not issue a declaratory order where prohibited by Iowa Code section 17A.9(1). The agency may refuse to issue a declaratory order on some or all questions raised for the following reasons: a. The petition does not substantially comply with the required for…

7401 Register Drive, Des Moines, Iowa. 1. Effective July 1, 2002, the board shall be the trustee of the retirement fund. The board shall meet annually, and may meet more often, to review its investment policies. 2. At the first meeting in each fiscal year, the voting members shal…

determined by the Internal Revenue Service to be a pooled fund arrangement pursuant to Revenue Ruling 81-100, as modified by Revenue Rulings 2004-67 and 2011-1, and that is operated or maintained exclusively for the commingling and collective investment of moneys. In such case, t…

20.1(1) Recognition of agents in general. When a member or beneficiary desires to be represented by an agent before the system, the member or beneficiary shall designate in writing, using a power of attorney form or other acceptable legal form, the name of a representative and th…

These rules are intended to implement Iowa Code sections 97B.34 and 97B.37. [Filed 11/5/04, Notice 9/15/04—published 11/24/04, effective 12/29/04] [Filed ARC 2981C (Notice ARC 2892C, IAB 1/18/17), IAB 3/15/17, effective 4/19/17] [Filed ARC 5027C (Notice ARC 4925C, IAB 2/12/20), I…

21.1(1) Effective January 1, 2003, IPERS will begin accepting qualified pension plans for merger into the IPERS pension plan. This merger process shall provide for the transfer of all active and inactive members, retired members, and beneficiaries of retired members of the mergin…

21.2(1) General. Mergers shall meet the following criteria: a. There shall be no actuarial gain or loss to IPERS (defined as a change in the unfunded accrued actuarial liability) as a result of a merger with another pension plan. b. The merging plan shall defend and hold IPERS ha…

subdivisions, agencies and instrumentalities the basic protections accorded by the old-age and survivors system embodied in Title II of the federal Social Security Act, on July 1, 1953, the state of Iowa signed a Section 218 Agreement with the Social Security Administration. That…

responsibilities for administering withholding, depositing and reporting requirements for Social Security and Medicare taxes, including audit, tax collection, and dispute resolution responsibilities. Effective January 1, 1987, those responsibilities were mostly transferred to the…

22.3(1) The agency’s responsibilities under the Section 218 Agreement are to administer and maintain the Section 218 Agreement by: a. Maintaining physical custody of the master Section 218 Agreement, modifications, dissolutions, consolidations and intrastate and interstate covera…

shall provide such reports as IPERS may reasonably require. This reporting requirement is in addition to and does not supersede any federal reporting or other obligations imposed on covered employers in order for them to comply with the current and future withholding, reporting a…

and the provisions of the Social Security Act, the provisions of the Social Security Act, as amended, shall be controlling. These rules are intended to implement Iowa Code chapter 97C. [Filed 10/28/75, Notice 9/22/75—published 11/17/75, effective 12/23/75] [Filed 7/19/79, Notice …

2503.8(4) The agency will not issue declaratory orders on the following: a. The present value of IPERS retirement monthly benefits. b. Actuarial assumptions used or proposed to be used by the agency. c. The impact of proposed legislation. d. Issues that require the disclosure of …

waivers from the following rules, except as otherwise indicated in the following list. 1. Rules that implement state or federal law, if the waiver could affect the taxability of pension benefits under the Internal Revenue Code and regulations thereunder or the Iowa Code and rules…

by the agency, including vendor appeals. However, this chapter does not apply to the extent that a claim being addressed by the agency is governed by Iowa Code chapter 97B or if the competitive solicitation will be paid for with investment management expenses charged to the inves…

2506.14(1) This subrule is not adopted. [ARC 0442D, IAB 7/8/26, effective 6/30/26]

“Presiding officer” means the administrative law judge designated pursuant to Iowa Code section 97B.20B. [ARC 0442D, IAB 7/8/26, effective 6/30/26]