Ohio Administrative Code Search
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Rule 3309-1-20 | Validity of marriage.
...(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 Code. (B) For the purpose of qualifying for, or receiving, any benefit as a spouse under Chapter 3309. of the Revised Code, the member's or retirant's... |
Rule 3309-1-21 | Estimated retirement allowances.
...(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 service credit made on behalf of the member. (2) "Estimated retirement allowance" means a monthly retirement allowance paid p... |
Rule 3309-1-26 | Beneficiaries.
...(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 retiree. (C) For purposes of division (B) of section 3309.44 of the Revised Code, when a surviving designated beneficiary dies more t... |
Rule 3309-1-27 | Intersystem transfers with non-uniform systems.
...(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 meanings as in section 3309.35 of the Revised Code. (2) "Fiscal year" means, for the public employees retirement system, a calendar year and, for the s... |
Rule 3309-1-29 | Purchase of service credit; out-of-state and other.
...(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 purchase service under this rule, after termination of the service to be purchased, a member must have one year of Ohio service in a year as defined in... |
Rule 3309-1-29 | Purchase of service credit; out-of-state and other.
...(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 purchase service under this rule, after termination of the service to be purchased, a member must have one year of Ohio service in ... |
Rule 3309-1-30 | Eligibility for retirement.
...(A) This rule amplifies division (A)(1) of section 3309.34 of the Revised Code. (B) 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 credit for service subject to section 3309.341 of... |
Rule 3309-1-30 | Eligibility for retirement.
...(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 credit for service subject to section 3309.341 of the Revised Code. Total service credit shall not exceed one year of credit for a... |
Rule 3309-1-31 | Adjusting retirement eligibility requirements.
...(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 direct its actuary to evaluate the retirement eligibility requirements in division (A)(2)(a) of section 3309.34 of the Revised Code. (1) If the actu... |
Rule 3309-1-32 | Cost-of-living; base allowance change.
...(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 pursuant to section 3309.374 of the Revised Code, reimbursements for medicare part "B" pursuant to section 3309.69 of the Re... |
Rule 3309-1-33 | Retirement and benefit effective dates.
...(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 described in division (B)(4) of section 3309.46 of the Revised Code. (B) (1) (a) The effective date of a service retirement under... |
Rule 3309-1-35 | Health care.
...(A) Definitions As 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 service retirant or disability benefit recipient. (2) "Member" has the same meaning as in section 3309.01 of the Revised Code. (3... |
Rule 3309-1-35 | Health care.
...(A) Definitions As 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 service retirant or disability benefit recipient. (2) "Member" has the same meaning as in section 3309.01 of the Revised Code. (3... |
Rule 3309-1-35 | Health care.
...(A) Definitions As 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 service retirant or disability benefit recipient. (2) "Member" has the same meaning as in section 3309.01 of the Revised Code. (3... |
Rule 3309-1-35 | Health care.
...(A) Definitions As 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 service retirant or disability benefit recipient. (2) "Member" has the same meaning as in section 3309.01 of the Revised Code. (3... |
Rule 3309-1-36 | Restoration of cancelled SERS service credit.
...(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, or the state highway patrol retirement system. (2) "Eligible member" means a member of this system who has cancelled service in this system and wh... |
Rule 3309-1-40 | Application and procedures for receiving disability benefits.
...(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, either permanent or presumed to be permanent for twelve continuous months following the filing of an application, which has occurred or... |
Rule 3309-1-40 | Application and procedures for receiving
disability benefits.
...(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, either permanent or presumed to be permanent for twelve continuous months following the filing of an application, which has occurred or... |
Rule 3309-1-41 | Appeals for denial and termination of disability benefits.
...(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 disability benefits, excluding when the recommendation to terminate was certified pursuant to paragraph (M)(2)(b) of rule 3309-1-40 of t... |
Rule 3309-1-41 | Appeals for denial and termination of disability benefits.
...(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 disability benefits, excluding when the recommendation to terminate was certified pursuant to paragraph (M)(2)(b) of rule 3309-1-40 of t... |
Rule 3309-1-42 | Options; pop-up and election of new option.
...(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) of section 3309.46 of the Revised Code as in effect prior to amendment effective July 24, 1990 shall be increased to the single l... |
Rule 3309-1-43 | Service credit established under retirement incentive plan.
...(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 to this rule. (B) The cost to the employer for each year of credit purchased will be determined by factors recommended by the ... |
Rule 3309-1-45 | Release of names, addresses and information.
...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 an individual's personal history record shall be released to a third party except upon the written authorization of the person to wh... |
Rule 3309-1-46 | Retirement - option selection.
...(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 by the school employees retirement system to the applicant's election to receive an annuity or payment pursuant to an optional plan under division (... |
Rule 3309-1-46 | Retirement - option selection.
...(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 by the school employees retirement system to the applicant's election to receive an annuity or payment pursuant to an option... |