Chapter 3309-1 | General Provisions

11.15 PDF: (A) For purposes of this rule, "payment" means an annuity, allowance, or benefit paid by the retirement system. "Payment" includes a "final retirement allowance," but not an "estimated retirement allowance," as defined in rule 3309-1-21 of the Administrative Code.(B) I…

11.15 PDF: (A) (1) Members of the school employees retirement board and staff members of the school employees retirement system shall be reimbursed by the retirement system for actual, proper and reasonable expenses incurred for attendance at appropriate meetings, sessions, semin…

11.15 PDF: (A) For purpose of SERS rules, "eligible rollover distribution," or "rollover distribution," means all or any portion of an amount that qualifies as an eligible rollover distribution under section 402(c)(4) of the Internal Revenue Code of 1986, as amended, 26 U.S.C. 40…

11.15 PDF: (A) A member of the school employees retirement system may purchase service credit by payroll deduction pursuant to agency-level 3309 of the Administrative Code and section 3309.021, 3309.022, 3309.26, 3309.261, 3309.301, 3309.31, 3309.41, 3309.473, 3309.474, 3309.73, …

11.15 PDF: (A) This rule amplifies division (F) of section 3309.69 of the Revised Code.(B) For the purpose of this rule:(1) "Age and service retirant" means a former member who is receiving a retirement allowance pursuant to section 3309.34, 3309.35, 3309.36 or 3309.381 of the Re…

11.15 PDF: (A) For the purpose of this rule:(1) "Administrative employee" means an administrative employee as defined in division (A) of section 3305.05 of the Revised Code for whom the school employees retirement system would be the applicable state retirement system.(2) "Eligib…

11.15 PDF: (A) The school employees retirement board shall adopt rules pursuant to section 111.15 of the Revised Code.(B) Any person may receive notice of the proposed adoption, amendment, or rescission of any rule by requesting their name be included on the mailing list to recei…

11.15 PDF: (A) For purposes of section 3309.343 of the Revised Code and this rule:(1) "Active position" means a position a member worked in the month before retirement and for which contributions were being received by a state retirement system at the time of retirement pursuant …

11.15 PDF: (A) This rule amplifies sections 3309.74, 3309.75, and 3309.76 of the Revised Code.(B) As used in this rule:(1) "Eligible service credit" means service credit earned under this system or the Cincinnati retirement system or military service credit purchased or obtained …

11.15 PDF: (A) "Order" means an order described in section 3105.81 of the Revised Code.(B) "Alternate payee", "benefit", "lump sum payment" and "participant" have the meanings set forth in divisions (A) to (D) of section 3105.80 of the Revised Code.(C) School employees retirement…

11.15 PDF: (A) When an employer proposes to continue the employment as a reemployed retirant, or rehire as a reemployed retirant in the same position, an individual who is, or most recently has been employed in a position customarily filled by a vote of members of a board or comm…

11.15 PDF: The specified amount that a member is required to elect pursuant to a court order in division (B)(1)(b)(ii) of section 3309.46 of the Revised Code shall be expressed only as a specified percentage of the member's retirement allowance. Last updated February 11, 2025 at …

11.15 PDF: (A) Amounts due to a retirant receiving a retirement allowance under the plan described in division (B)(3)(e) of section 3309.46 of the Revised Code and unpaid at death shall be paid to the retirant's surviving beneficiaries under the plan on a prorated basis based on …

11.15 PDF: (A) Definitions(1) "Benefit recipient," "Member," "Age and service retirant," "Disability benefit recipient," and "Dependent" shall have the meanings set forth in paragraph (A) of rule 3309-1-35 of the Administrative Code.(2) "Premium" means a monthly amount that may b…

11.15 PDF: (A) As used in this rule, "eligible benefit recipient" has the same meaning as in paragraph (K)(2) of rule 3309-1-35 of the Administrative Code.(B) The school employees retirement board has previously established a separate account within the funds described in section…

11.15 PDF: (A) This rule amplifies section 3309.392 of the Revised Code and applies to a disability benefit recipient whose disability benefit was granted on or after January 7, 2013 and who is enrolled in the school employees retirement system's health care coverage on or after …

11.15 PDF: The school employees retirement system may provide an electronic medium to perform an action and such medium shall constitute a form or application provided or required by the system. An action taken through the electronic medium shall have the same effect as a filing …

11.15 PDF: (A) As used in this rule:(1) "Benefit" means a payment from the accumulated contributions of the member or employer, or both, under Chapter 3309. of the Revised Code and includes an account refund, pension, annuity, disability benefit, survivor benefit, or death benefi…

11.15 PDF: (A) For the purposes of this rule:(1) A "cybersecurity incident" means a cybersecurity event that has been determined to have an impact on the employer prompting the need for response and recovery. This may include ransomware that may place a school employees retiremen…

11.15 PDF: (A) As used in this rule:(1) "Retirement allowance" has the same meaning as defined in division (A) of section 3309.363 of the Revised Code.(2) "CBBC" has the same meaning as defined in division (A) of section 3309.363 of the Revised Code.(B) The calculations required …