Ohio Administrative Code

11.15 PDF: (A) For purposes of this rule and division (B)(2)(b) of section 3309.45 of the Revised Code:(1) "Qualified child" means a qualified child as defined in division (B)(2)(b) of section 3309.45 of the Revised Code.(2) "School year" means the twelve-month period beginning t…

11.15 PDF: The administrative staff is hereby authorized to pay retirement allowances, disability benefits, and other benefits during the interim period which may occur between the date such allowances and benefits are payable and the date the retirement board can receive and act…

11.15 PDF: (A) For purposes of this rule:(1) "Employer" has the same meaning as in section 3309.01 of the Revised Code.(2) "Contribution report" means payroll data for each pay date that has been cleared of any errors or warnings.(3) "Surcharge" means the employer minimum compens…

11.15 PDF: The statement required under section 3309.28 of the Revised Code shall be submitted through the retirement system's electronic employer reporting system. Last updated April 3, 2024 at 1:24 PM Authorized By: 3309.04 Amplifies: 3309.28 Five Year Review Date: 2/1/2029 Pri…

11.15 PDF: (A) For purposes of this rule, "age and service retirant" and "disability benefit recipient" have the same meaning as defined in rule 3309-1-35 of the Administrative Code, and "retirant" has the same meaning as defined in division (G) of section 3309.01 of the Revised …

11.15 PDF: (A) For purposes of this rule:(1) "Final retirement allowance" means a monthly retirement allowance paid pursuant to section 3309.35, 3309.36 or 3309.46 of the Revised Code that the retirement system calculates after the employer certifies the final contributions and s…

11.15 PDF: For purposes of section 3309.40 of the Revised Code, a member who files an application for disability retirement prior to the member's sixtieth birthday and whose last date of contributing service is prior to the member's sixtieth birthday "has not attained age sixty."…

11.15 PDF: (A) The following standards shall apply for the determination of contributing status in the school employees retirement system.(B) Contributing status shall be required for any employee of an employer as defined in divisions (A) and (B) of section 3309.01 of the Revise…

11.15 PDF: Service credit that is purchased or obtained under section 3309.022, 3309.474, 3309.73, 3309.731, or 3309.75 of the Revised Code, shall be used in determining eligibility for a retirement allowance or a benefit as provided in Chapter 3309. of the Revised Code, includin…

11.15 PDF: (A) Any person may determine the time and place of all regularly scheduled meetings and the time, place, and purpose of all special meetings by:(1) Writing to the following address -"School Employees Retirement System300 East Broad Street, Suite 100Columbus, Ohio 43215…

11.15 PDF: (A) This rule amplifies divisions (B), (C) and (D) of section 3309.44, section 3309.45, and section 3309.50 of the Revised Code.(B) An individual who does not survive a member or retiree by one hundred twenty hours will be deemed to have predeceased the member or retir…

11.15 PDF: (A) This rule amplifies section 3309.35 of the Revised Code and applies to members who retire with an effective date of retirement on or after February 1, 2013.(B) For the purpose of this rule:(1) "State retirement system" and "retention percentage" have the same meani…

11.15 PDF: (A) Compound interest at a rate to be set by the board shall be applied from the date of the member's first service covered by the school employees retirement system, public employees retirement system or state teachers retirement system following the termination of mi…

11.15 PDF: (A) All service in public or private schools, colleges and universities or public service with another state or the United States government which is to be purchased shall be subject to the following requirements, governing eligibility and cost:(1) To be eligible to pu…

11.15 PDF: (A) For purposes of division (A) of section 3309.34 of the Revised Code and this rule:(1) "Total service credit" means all service credit earned in the public employees retirement system, state teachers retirement system, or school employees retirement system, except c…

11.15 PDF: (A) This rule applies only to members who retire under division (A)(2)(a) of section 3309.34 of the Revised Code.(B) For each quinquennial actuarial review conducted under division (B) of section 3309.21 of the Revised Code, the school employees retirement board shall …

11.15 PDF: (A) For purposes of this rule:(1) "Base allowance" means the benefit amount due a benefit recipient on the later of July 1, 1979 or the effective date of such benefit, as adjusted pursuant to this rule. A base allowance excludes subsequent allowances for cost-of-living…

11.15 PDF: (A) For purposes of this rule, "retirement allowance" refers to a monthly retirement allowance, including an "estimated retirement allowance" as defined in paragraph (A) of rule 3309-1-21 of the Administrative Code, as well as a lump sum payment made under a plan descr…

11.15 PDF: (A) This rule amplifies section 3309.35 of the Revised Code.(B) As used in this rule:"Last date of service" means last day of compensated service, either for a day worked or used paid leave, under the school employees retirement system, public employees retirement syst…

11.15 PDF: (A) DefinitionsAs used in this rule:(1) "Benefit recipient" means an age and service retirant, disability benefit recipient, or a beneficiary as defined in section 3309.01 of the Revised Code, who is receiving monthly benefits due to the death of a member, age and serv…

11.15 PDF: (A) For purposes of section 3309.26 of the Revised Code and this rule:(1) "Contributing service credit" means contributing service credit in this system, the public employees retirement system, the state teachers retirement system, the Ohio police and fire pension fund…

11.15 PDF: (A) For purposes of section 3309.451 of the Revised Code and this rule, "dependent" means a "qualified child" or "qualified parent" as those terms are defined in division (B)(2) of section 3309.45 of the Revised Code.(B) (1) A spouse or dependent of a deceased member w…

11.15 PDF: Except as otherwise provided in Chapter 3309. of the Revised Code or SERS rules, the rate of compound interest for the purchase or restoration of service credit under Chapter 3309. of the Revised Code or SERS rules shall be the rate guaranteed by the retirement board a…

11.15 PDF: (A) A member may purchase all or a portion of service credit for Ohio police and fire service and Ohio highway patrol service as provided in section 3309.73 or 3309.731 of the Revised Code.(B) A member is not eligible to purchase or obtain credit if being paid, or elig…

11.15 PDF: (A) For purposes of sections 3309.39, 3309.40, 3309.401 and 3309.41 of the Revised Code and SERS rules:(1) "Disability" or "disabled" means that the member meets the following applicable standard of disability:(a) At the time of application: A disabling condition, eith…

11.15 PDF: (A) The following procedures will govern in cases of a member's appeal of a denial of disability benefits including an automatic denial under paragraph (H) of rule 3309-1-40 of the Administrative Code or a disability benefit recipient's appeal of a termination of disab…

11.15 PDF: (A) (1) Upon the death of a spouse or a designated beneficiary, the lesser retirement allowance calculated as plan A, C, or D under division (B)(1)(a), (B)(3)(b), (B)(3)(c) or (B)(4) of section 3309.46 of the Revised Code or as option 1 or 2 under division (A) or (B) o…

11.15 PDF: (A) Upon adoption of a "Retirement Incentive Plan" in accordance with section 3309.33 of the Revised Code, the employer shall notify the school employees retirement system on an official form approved by the school employees retirement board and attached as an appendix…

11.15 PDF: A member who resigned due to pregnancy or adoption of a child may purchase service credit for such period(s) of resignation during which no contributions were made to the system and no service credit granted under any other section of the Revised Code in accordance wit…

11.15 PDF: Names, addresses and other information contained in records maintained by the school employees retirement system shall be released to members of the public in accordance with this rule.(A) Except as otherwise provided in section 3309.22 of the Revised Code, no part of …

11.15 PDF: (A) If an applicant is married at the time of filing an application for retirement, the applicant shall receive a retirement allowance designated as "Plan A" under division (B)(1) of section 3309.46 of the Revised Code, unless:(1) The spouse consents on a form provided…

11.15 PDF: (A) This rule amplifies section 3309.311 of the Revised Code.(B) (1) A member of the school employees retirement system may purchase credit for service as a school board member by filing a written request which shall include a certification of service signed by the emp…

11.15 PDF: If a member has filed a proper and complete application for a retirement allowance and dies subsequent to the established effective date of the retirement, whatever benefits may be due the member's beneficiaries will be determined by the plan of payment selected by the…

11.15 PDF: (A) A member may purchase in portions all or part of the exempt service credit that the member is eligible to purchase. Payment for any portion purchased shall be made in full at the time of purchase. A member may make subsequent purchases of any remaining exempt servi…

11.15 PDF: This rule implements section 3309.341 of the Revised Code and applies to Ohio public service after retirement in circumstances other than those subject to section 3309.343 of the Revised Code and rule 3309-1-58 of the Administrative Code.(A) For the purpose of this rul…

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 …