Ohio Administrative Code Search

...l retirants subject to division (H)(1)(b) of section 3307.60 of the Revised Code shall indicate such requirement on his or her application for service retirement benefits submitted to the retirement system and shall provide a copy of the court order or court orders when making application for benefits pursuant to section 3307.57, 3307.58 or 3307.59 of the Revised Code. (1) The retirement system ...

...l retirants subject to division (I)(1)(b) of section 3307.60 of the Revised Code shall indicate such requirement on his or her application for service retirement benefits submitted to the retirement system and shall provide a copy of the court order or court orders when making application for benefits pursuant to section 3307.57, 3307.58 or 3307.59 of the Revised Code. (1) The retirement system ...

...the following order of precedence: (1) surviving spouse, (2) children, share and share alike, (3) parents, share and share alike, (4) estate. (C) In the event that a deceased retirant's named beneficiary has died and no paperwork has been received by the retirement system, the system will make equal payments to any surviving named beneficiaries of the deceased retirant. If there are no surviving ...

... the greatest benefit when using: (1) Any of the percentages calculated as of each July first occurring on or after July 1, 2016, through July 1, 2026, that immediately precedes the member's effective benefit dates, assuming the member was eligible to retire on that July first; or, (2) The percentage calculated on the member's effective benefit date. (B) For purposes of determining elig...

... the greatest benefit when using: (1) Any of the percentages calculated as of each July first occurring on or after July 1, 2016, that immediately precedes the member's effective benefit dates, assuming the member was eligible to retire on that July first; or, (2) The percentage calculated on the member's effective benefit date. (B) For purposes of determining eligibility for retirement ben...

...By authority provided in section 3307.671 of the Revised Code, the state teachers retirement board shall establish the following rule for determining the amount of the temporary supplementary benefit fund, if allocated: (A) A temporary supplementary benefit will be paid to a person granted and paid a benefit by this system upon meeting the eligibility requirements of section 3307.57, 3307.58, 3307.59, ...

...By authority provided in section 3307.671 of the Revised Code, the state teachers retirement board shall establish the following rule for determining the amount of the temporary supplementary benefit fund, if allocated: (A) A temporary supplementary benefit will be paid to a person granted and paid a benefit by this system upon meeting the eligibility requirements of section 3307.57, 3307.58, 3307.59, 3307.60, 330...

...Chapter 3307:1-7 of the Administrative Code is adopted to establish the definitions, procedures and guidelines needed to fulfill the requirements of sections 3307.48, 3307.62, 3307.63, and 3307.631 of the Revised Code and to assure fair and impartial evaluation of all applications for disability benefits. As used in Chapter 3307:1-7 of the Administrative Code: (A) "Applicant" means the member for who...

...rd. The chair so appointed shall: (1) Request and review medical evidence from the applicant or applicant's attending physicians and other relevant sources regarding the nature, findings, extent, treatment, duration and functional limitations imposed by the conditions the applicant's attending physician claims as disabling. Any medical evidence or other information submitted by or on behalf ...

...be presented to the retirement board. (1) No further medical evidence shall be considered once written notification has been issued to an applicant or recipient pursuant to paragraph (A) of this rule. (2) Should the retirement system receive further medical evidence after written notification has been issued to an applicant or recipient pursuant to paragraph (A) of this rule, the medical evidenc...

...ical examiners as provided in rule 3307:1-7-03 of the Administrative Code and shall require such examinations and tests if: (1) The chair of the medical review board recommends such medical evidence, examinations or tests are necessary and appropriate to evaluate the recipient's continued eligibility for disability benefits, or (2) A recipient requests re-examination to evaluate capacity to ...

...aching services as defined by rule 3307:1-7-01 of the Administrative Code. Recipients who return to contributing service with the retirement system shall not have the right to appeal the termination of disability benefits. (A) Disability benefits shall terminate if the recipient performs any teaching service in this state or elsewhere. The termination shall be effective the day prior to beginning the tea...

...f the Revised Code and this rule: (1) "Continuously incompetent" means a person was determined to be physically or mentally incompetent and has remained physically or mentally incompetent without any break since the determination was made. (2) "Physical or mental incompetency" shall be determined in accordance with division (A) of section 3307.66 of the Revised Code and this rule. (3) "Qual...

... benefits effective on or after October 1, 1989. Such elections to participate shall specify the amount of the additional lump-sum from options offered by the retirement board and shall authorize deduction of the cost to participate from each monthly benefit. (B) A lump-sum payment in the amount selected by a participant shall be made to the beneficiary or beneficiaries eligible to receive paymen...

...se of that section and this rule: (1) "Base benefit" shall mean the amount payable on the effective date of a benefit or the effective date of any subsequent reselection of plan of payment and does not include any benefit adjustments granted by statute after retirement. (2) "COLA base benefit" shall mean the base benefit plus any applicable ad hoc increases granted by statutory amendment...

...ablishment of health care program (1) Pursuant to section 3307.39 of the Revised Code, a health care program is hereby established for certain benefit recipients and their dependents who meet eligibility requirements specified in this chapter and in any medical or ancillary plan offered. (2) The health care program shall consist of such medical plans and ancillary plans as the retirement boa...

...lan offered by the retirement system: (1) A service retiree with an effective benefit date: (a) Before January 1, 2004; or (b) Between January 1, 2004 and July 1, 2023 and the benefit is based on fifteen or more years of total service credit; or (c) After July 1, 2023 and the benefit is based on twenty or more years of total service credit. (2) A service retiree who began receiving service retire...

...lan offered by the retirement system: (1) A service retiree with an effective benefit date: (a) Before January 1, 2004; or (b) Between January 1, 2004 and July 1, 2023 and the benefit is based on fifteen or more years of total service credit; or (c) After July 1, 2023 and the benefit is based on twenty or more years of total service credit. (2) A service retiree who began receiving service re...

...mbursement as specified in this rule: (1) A primary recipient. (2) A survivor benefit recipient with an effective benefit date that is on or before December 1, 2014 excluding survivor benefit recipients who became a beneficiary prior to January 1, 2008 and were age sixty-five prior to January 1, 2008. (C) Upon request, a benefit recipient receiving medicare part B premium reimbursement under th...

... offered pursuant to section 3307.391 of the Revised Code until September 30, 2018, provided: (1) Application for long-term care insurance shall be made directly to the insurer during enrollment periods specified by the retirement system; (2) Determination of eligibility for long-term care insurance shall be made by the insurer; and (3) Payment for long-term care insurance shall be made...

...ll be made in accordance with section 401(a)(9) of the "Internal Revenue Code of 1986," 100 Stat. 2085, 26 U.S.C. 401, as amended, and applicable regulations thereunder and with the following rules. (1) The entire interest of a member shall be distributed to such member: (a) Not later than the required beginning date; or (b) Beginning not later than the required beginning date, in accordance with a...

...Applicability of the final 415 regulations effective beginning on the limitation year commencing on January 1, 2008. (A) In general. The final regulations for section 415 of the "Internal Revenue Code of 1986," 100 Stat. 2085, 26 U.S.C. 401, as amended ("final regulations") were made applicable to distributions to members and beneficiaries as of January 1, 2008. As of the last effective date of t...

...Applicability of the final 415 regulations effective beginning on the limitation year commencing on January 1, 2008. (A) In general. The final regulations for section 415 of the "Internal Revenue Code of 1986," 100 Stat. 2085, 26 U.S.C. 401, as amended ("final regulations") were made applicable to distributions to members and beneficiaries as of January 1, 2008. As of June 7, 2019, the final regu...

... than those subject to section 3307.351 of the Revised Code and rule 3307:1-13-02 of the Administrative Code. (A) For the purpose of this rule and section 3307.35 of the Revised Code: (1) "Effective retirement benefit date" means the effective date upon which a retirement allowance or distribution begins. (2) "Non-uniformed retirement system" means the public employees retirement system, the st...

...(A) For purposes of section 3307.351 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 to section 3307.351 of the Revised Code. (2) "STRS annual compensation" means fiscal year earnings plus any unearned amounts...