reglab/statecodes huggingface dataset:
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1600 - UNIVERSITIES RETIREMENT › Subpart G - BOARD TRUSTEE ELECTION › Section 1600.720 - Election Materials

Current through Register Vol. 48, No. 28, July 12, 2024
a) The
				Board Secretary may procure a qualified election services vendor and determine
				the voting methods, specific voting instructions and security measures to be
				used in the election, subject to the approval of the Board.
b) At least 30 business days prior to the
				Election Day, the following election materials shall be emailed to the eligible
				voter's latest email address known to the System:
1) Electronic instructions for accessing an
				electronic ballot listing, in order determined by random, blind lottery
				conducted by the Board Secretary, either the contributing membership candidates
				or the annuitant candidates, depending on the basis for the individual's
				eligible voter status as provided in Section
				1600.715, using
				the entire name of each candidate in the System records on the first day
				nomination petitions can be accepted;
2) Instructions for accessing candidate
				provided biographies in the location, format and length specified and approved
				by the Board Secretary;
3)
				Instructions for voting methods as specified by the Board Secretary, including
				instructions for voting online or by phone. These instructions will also
				include the voting deadline.
4)
				Instructions for requesting from the election vendor a mailing of the
				preprinted election materials specified in subsection (c). Individual eligible
				voters may choose to request hard copy materials, including a hard copy ballot,
				from the election vendor even if they have a valid email address on file with
				SURS. If a request is made for a hard copy ballot, the eligible voter can cast
				his or her vote online, by phone, or by returning the hard copy ballot by the
				election deadline. Only the first ballot received by the election vendor will
				be counted.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1600 - UNIVERSITIES RETIREMENT › Subpart G - BOARD TRUSTEE ELECTION › Section 1600.725 - Casting Votes

Current through Register Vol. 48, No. 28, July 12, 2024
A valid ballot, whether paper or electronic, must conform to
				  the following requirements:
a) All
				choices of candidates must be clearly indicated as directed on the voting
				instructions. If paper ballots are not marked as directed, the marks are
				invalid and the associated votes will not be counted. An invalid mark for one
				candidate will not negate other valid marks on the ballot.
b) Each eligible voter is entitled to only
				one vote for any particular candidate.
c) With respect to a ballot on which more
				than one trustee is to be elected, each eligible voter may vote for only one
				candidate for each position to be elected. If more candidates are selected than
				the number of positions to be elected, the ballot is invalid and will not be
				counted. If the number of candidates selected is fewer than the number of
				positions to be elected, the selection or selections will each count as only
				one vote.
d) Only official SURS
				paper ballots or votes received via other authorized voting methods will be
				counted. Write-in candidates are invalid and will not be counted.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1600 - UNIVERSITIES RETIREMENT › Subpart G - BOARD TRUSTEE ELECTION › Section 1600.730 - Return of Ballots and Ballot Counting Process

Current through Register Vol. 48, No. 28, July 12, 2024
a) For paper ballots, upon receipt of the
				election materials specified in Section
				1600.720,
				the eligible voter shall:
1) Mark his or her
				ballot in accordance with Section
				1600.725;
2) Place the completed ballot into the return
				envelope provided;
3) Seal and
				mail, via U.S. mail only, the return envelope; and
4) Mail paper ballots in the return envelope
				provided. The ballot shall be mailed only to the address on the envelope. Paper
				ballots delivered to the System in bulk, via hand delivery, by campus mail, or
				delivery other than as specified in this subsection (a)(4) are invalid and will
				not be counted.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1600 - UNIVERSITIES RETIREMENT › Subpart G - BOARD TRUSTEE ELECTION › Section 1600.735 - Certification of Ballot Counting

Current through Register Vol. 48, No. 28, July 12, 2024
The ballot tabulating process shall be certified to the
				  System in writing by an independent consultant at least 7 days prior to the
				  Election Day. The election results shall be certified to the System either by
				  an independent consultant or by the entity tabulating the results. The ballot
				  tabulation process and election results will not be disclosed or announced
				  until written certification is provided to the System.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1600 - UNIVERSITIES RETIREMENT › Subpart G - BOARD TRUSTEE ELECTION › Section 1600.740 - Challenges to Election Results

Current through Register Vol. 48, No. 28, July 12, 2024
a) Any
				challenge to the election results shall be made in the following manner:
1) The challenger shall submit a written
				statement identifying the specific aspects of the election results that are
				being challenged.
2) All challenges
				shall be submitted to the Board Secretary no later than 7 days after the
				election results have been certified. Any challenge submitted more than 7 days
				after the election results have been certified shall not be
				considered.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1600 - UNIVERSITIES RETIREMENT › Subpart G - BOARD TRUSTEE ELECTION › Section 1600.745 - Candidate Informational Communication

Current through Register Vol. 48, No. 28, July 12, 2024
During any election period commencing the January 1
				  immediately preceding the Election Date and ending the day after the Election
				  Date, the System will make available a blind mailing list containing address
				  files or e-mail lists of eligible voters for election candidates or other
				  organizations to send additional informational material about the
				  candidate.
a) The System may assist an
				organization in sending out one e-mail or hardcopy communication per candidate
				per election cycle by providing a blind mailing list to a third-party service
				firm hired by the organization. Organizations must validly exist pursuant to
				law and must provide a mailing address and contact information to the System at
				the same time that a request is made for a blind mailing list.
b) The System may assist each candidate with
				sending out one communication per election cycle by:
1) providing a blind mailing list to a
				third-party service firm for an e-mail or hardcopy communication; or
2) sending an e-mail communication through a
				third-party service firm hired by the System.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1600 - UNIVERSITIES RETIREMENT › Subpart G - BOARD TRUSTEE ELECTION › Section 1600.750 - Filling a Vacancy in the Term of an Elected Trustee

Current through Register Vol. 48, No. 28, July 12, 2024
a) A vacancy occurring in the elected
				membership of the Board shall be filled by the elected trustees as prescribed
				in Section 15-159(e) of the Pension Code.
b) The elected trustees shall fill an
				unexpired term with currently eligible candidates or replacements otherwise
				satisfying the conditions in Sections
				1600.700(b)(1) or
				(c)(1) and
				1600.730(d)
				as follows:
1) If an elected trustee position
				becomes vacant within the first 3 years of a term, the vacant position shall
				temporarily be filled until the July 15 following the next regularly scheduled
				Election Date. The remaining 3 years of the term shall be permanently filled at
				the next available election. However, if a vacancy occurs within 6 months prior
				to the next election, the remaining elected trustees may choose to leave the
				position vacant until that election. The vacant position openings and term
				lengths shall be filled as follows:
A) The
				vacant position shall be temporarily filled by the elected members using the
				eligibility rules provided in Section
				1600.700(b)(1)
				 and the process rules provided in subsection
				(b)(3) of this Section.
B) If the
				vacancy occurs prior to the January 1 immediately preceding the next election,
				the vacant positions shall be filled for the remainder of the term (years 4-6),
				through the election process, by adding the appropriate number of available
				positions to the ballot at the next available election.
C) If a vacancy occurs prior to the January 1
				immediately preceding the next election, and an election is required under
				Section 15-159(e) of the Pension Code, the term lengths shall be determined
				with the candidates receiving the greatest number of votes awarded the 6 year
				terms.
D) If a vacancy occurs prior
				to the January 1 immediately preceding the next election and an election is not
				otherwise necessary under Section 15-159(e), term lengths shall be determined
				by blind random drawing.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart B - BASIC RECORDS AND ACCOUNTS › Section 1650.110 - Membership Records

Current through Register Vol. 48, No. 28, July 12, 2024
a) Every member
				shall provide information with respect to his or her date of birth, Social
				Security number and home address including a facsimile of his or her
				signature.
b) Creditable service
				and salary is established by submission of annual reports (filed by the
				member's employer), an affidavit of a school official based upon existing
				school records, or copies of contracts, board minutes, memoranda, payroll
				records and other materials as requested by the System for assistance in making
				the necessary determinations. If the preceding documentation is unavailable,
				the member shall submit at least one of the following types of documentation in
				the following order of priority:
1) Certified
				records of the Chief Educational Officer of the County in which the member was
				employed.
2) Income tax records for
				the entire time period showing employment as a teacher.
3) Certified records of another retirement
				system.
4) Other contemporaneous
				documentation that reliably supports the service credit to be established while
				eliminating the possibility of mistake or fraud.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart B - BASIC RECORDS AND ACCOUNTS › Section 1650.160 - Confidentiality of Records

Current through Register Vol. 48, No. 28, July 12, 2024
The Board, its Executive Director, and agents and employees
				  of the System are prohibited from disclosing the contents of a member's,
				  annuitant's, or beneficiary's files, records, papers, or communications except:
				  for purposes connected with the official responsibility of the Teachers'
				  Retirement System; to other systems subject to and participating in the
				  Reciprocal Act; to the Department of Central Management Services for annuitant
				  health insurance purposes; to the Social Security Administration for government
				  pension offset determination and windfall elimination purposes; upon express
				  (e.g., mail, verbal, personal) authorization from the individual whose record
				  is to be released; in response to a subpoena; or when required pursuant to the
				  Freedom of Information Act [5 ILCS 140 ].
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart B - BASIC RECORDS AND ACCOUNTS › Section 1650.180 - Filing and Payment Requirements

Current through Register Vol. 48, No. 28, July 12, 2024
a)
				All employers must file reports with the System including demographic,
				enrollment and earnings information, together with contributions required under
				Article 16 of the Illinois Pension Code (Code) [40 ILCS 5 ],
				on a pay-period basis.
b) Reports
				and contributions due for the month must be remitted to the System by the
				10th day of the following month. Late contributions
				and filings will be assessed penalties prescribed by Section 16-155 of the
				Code, as determined by the System.
c) The employer's report shall be properly
				completed and shall report service, creditable earnings, and contributions in
				accordance with applicable laws and rules. The exact statutory amount of
				contributions must be:
1) deducted from the
				member's pay; and/or
2) paid on
				behalf of the member, based on the member's earnings each pay period.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart B - BASIC RECORDS AND ACCOUNTS › Section 1650.182 - Waiver of Additional Amounts Due

Current through Register Vol. 48, No. 28, July 12, 2024
a) The System may waive additional amounts
				due upon good cause shown when:
1) The
				delinquency is attributable to circumstances commonly known as an "act of God",
				such as fire, flood, tornado and the like; or
2) The delinquency is attributable to other
				administrative reasons where no employer negligence is involved; the employer's
				record indicates a history of good faith and consistent compliance with the
				System's contribution and reporting requirements; and the employer remits the
				pay-period reports and required contributions within a reasonable time as
				determined by the System taking into consideration the reason for delinquency
				and the period of delinquency.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart B - BASIC RECORDS AND ACCOUNTS › Section 1650.183 - Definition of Employer's Normal Cost

Current through Register Vol. 48, No. 28, July 12, 2024
The employer's normal cost is the employer's portion of the
				  total normal cost of benefits earned by active members during the fiscal year
				  (which shall include the System's estimated administrative expenses for the
				  fiscal year) that is not funded by the estimated contributions of active
				  members for the fiscal year. The total cost of benefits and the employer's
				  normal cost are expressed as percentages of projected active member payroll,
				  actuarially determined, and are approved by the Board of Trustees before the
				  fiscal year begins. The employer's normal cost rate approved by the Board of
				  Trustees shall be used for all calculations that are to be based on the
				  employer's normal cost, except that, for purposes of determining the
				  contribution for optional creditable service under Section 16-128(a)(ii) of the
				  Act, the employer's normal cost rate shall be the total cost of benefits rate
				  for the fiscal year in which such service is verified reduced by the member
				  contribution rate used to determine the amount under Section 16-128(a)(i) of
				  the Act.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart C - FILING OF CLAIMS › Section 1650.202 - Disability Benefits - Definitions

Current through Register Vol. 48, No. 28, July 12, 2024
For purposes of non-occupational disability benefits under
				  Section 16-149 of the Code and occupational disability benefits under Code
				  Section 16-149.1, the following terms and phrases shall have the following
				  definitions:
"Code" means the Illinois Pension Code [40 ILCS 5 ].
"Commencement of disability" shall mean the date upon which a
				  member is determined by required medical examination to be "incapacitated to
				  perform the duties of his or her position as a teacher" as defined in this
				  Section.
"Date of application" shall mean the day upon which the
				  System receives in its business offices the written or telefax notice required
				  in this Section notifying the System the member is applying for disability
				  benefits under the provisions of Section 16-149 or 16-149.1 of the Code.
"Date eligibility for salary ceases" shall mean the last date
				  worked plus 31 days, or the date on which all of the member's sick leave is
				  exhausted, whichever occurs later.
"Gainful employment" shall mean current employment from which
				  a member realizes "earned income" as that term is defined in section 32(c)(2)
				  of the Internal Revenue Code in excess of $10,000 in any calendar year,
				  unreduced by contributions to a tax deferred retirement plan account authorized
				  by the Internal Revenue Code, or the pro rata share of $10,000 if less than a
				  calendar year, while in receipt of a disability or occupational disability
				  benefit.
"Incapacitated to perform the duties of his or her position
				  as a teacher" shall mean the physical or mental inability to perform
				  substantially all of the member's assigned job duties at the commencement of
				  disability.
"Licensed physician" shall mean any individual licensed by
				  the state in which he or she practices medicine. All reports submitted to the
				  System shall include the registration number of the physician submitting the
				  report.
"Teacher", for purposes of Sections 16-149(a) and 16-149.1(a)
				  of the Code, shall mean employment in any equivalent position set forth in Code
				  Section 16-106 in this State or another state, territory or by or under the
				  auspices of the United States government.
"Upon application of a member" shall mean the filing of a
				  written or telefax notice by or on behalf of a member notifying the System that
				  the member is applying for disability benefits under the provisions of Section
				  16-149 or 16-149.1 of the Code.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart C - FILING OF CLAIMS › Section 1650.203 - Disability Retirement Annuity - Definitions

Current through Register Vol. 48, No. 28, July 12, 2024
For purposes of Section 16-149.2 of the Code, the following
				  terms shall have the following definitions:
"Amount earned by the member" shall mean the member's "earned
				  income" as that term is defined in section 32(c)(2) of the Internal Revenue
				  Code in any calendar year while in receipt of a disability retirement annuity,
				  unreduced by contributions to a tax-deferred retirement plan or account
				  authorized by the Internal Revenue Code.
"Licensed physician" shall have the same definition as in
				  Section
				  1650.202.
"No longer disabled" shall mean the member is no longer
				  "incapacitated to perform the duties of his or her positions as a teacher" as
				  that phrase is defined in Section 1650.202.
"Teacher" shall have the same definition as in Section
				  1650.202.
"The standard of disability provided in Section 16-149" shall
				  mean "incapacitated to perform the duties of his or her position as a teacher"
				  as that phrase is defined in Section 1650.202.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart C - FILING OF CLAIMS › Section 1650.204 - Gainful Employment - Consequences

Current through Register Vol. 48, No. 28, July 12, 2024
A member in receipt of a disability benefit under the
				  provisions of 40 ILCS 5/16-149 or 16 -149.1 who engages in "gainful employment"
				  as defined in Section
				  1650.202
				  shall have his or her disability or occupational disability benefit terminated
				  as provided in Section 16-149(c) or Section 16-149.1(c), whichever is
				  applicable.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart C - FILING OF CLAIMS › Section 1650.205 - Medical Examinations and Investigation of Disability Claims

Current through Register Vol. 48, No. 28, July 12, 2024
a) A member
				applying for or receiving benefits pursuant to Section 16-149, 16-149.1 or
				16-149.2 of the Code shall furnish the System medical records, earnings
				statements, Social Security benefit or claim information, federal and state tax
				returns, and any other information deemed relevant by the System to process the
				member or annuitant's disability claim.
b) A member or annuitant shall submit to an
				independent medical examination at the discretion of the System. The cost of
				independent medical examinations shall be borne by the System.
c) In order to verify continued eligibility
				to receive disability benefits under the provisions of Section 16-149 or
				16-149.1 of the Code, a member shall provide to the System at least annually
				written certifications by two state licensed and practicing physicians
				verifying that the member remains disabled and is unable to perform the duties
				of the position he or she held at the time his or her disability commenced. The
				physicians' examinations must have occurred within the 90 days prior to the
				re-examination due date. Certifications shall be accompanied by a medical
				report fully explaining the basis for the physician's conclusion that the
				member remains disabled. However, this requirement may be waived, at the
				System's discretion, if it is determined that the member's medical condition or
				prognosis is irreversible or terminal and will result in a permanent inability
				to return to his or her former position.
d) When a disability or occupational benefit
				terminates and a member elects to retire on a disability retirement annuity,
				the member shall submit to medical examinations, unless the member's last
				examinations within the preceding six months substantiate a continuing
				disability, in which case no new medical examinations are required.
e) An annuitant in receipt of a disability
				retirement annuity who becomes eligible for an age retirement annuity shall
				submit to medical examinations to retain disability retirement annuity status,
				unless the annuitant's last examinations within the preceding six months
				substantiate a continuing disability, in which case no new medical examinations
				are required.
f) Failure of a
				member or an annuitant to submit to medical examinations or to provide
				information required pursuant to Section 16-149, 16-149.1 or 16-149.2 of the
				Code will result in a suspension of benefit payments.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart C - FILING OF CLAIMS › Section 1650.206 - Physician Certificates

Current through Register Vol. 48, No. 28, July 12, 2024
a)
				Physician certificates are required to be completed by the certifying physician
				or his or her staff.
b) A physician
				certificate completed in any part by a member shall not meet the physician
				certification requirements of 40 ILCS 5/16-149, 16 -149.1 or
				16-149.2.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart C - FILING OF CLAIMS › Section 1650.207 - Disability Due to Pregnancy

Current through Register Vol. 48, No. 28, July 12, 2024
a) A
				member who is disabled due to pregnancy as provided in
				40 ILCS
				5/16-149 shall be allowed to receive a maximum of:
1) eight weeks of disability benefits for a
				pregnancy involving a Cesarean delivery; or
2) six weeks of disability benefits for a
				pregnancy involving a normal delivery.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart C - FILING OF CLAIMS › Section 1650.208 - Disability Payments

Current through Register Vol. 48, No. 28, July 12, 2024
In determining whether a member is receiving salary as a
				  teacher and, therefore, ineligible to receive disability benefits under the
				  provisions of 40 ILCS 5/16-149, 16 -149.1 or 16-149.2, proceeds from disability
				  insurance provided by the employer through a private insurance carrier or
				  through a self-insured disability program shall not be considered salary for
				  purposes of 40 ILCS 5/16-149, 16-149.1 or 16-149.2.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart C - FILING OF CLAIMS › Section 1650.210 - Claim Applications

Current through Register Vol. 48, No. 28, July 12, 2024
Any individual claiming a retirement annuity, a disability
				  retirement annuity, a survivor benefit, a disability benefit or an occupational
				  disability benefit shall file an application therefor in the form prescribed by
				  the System. This application, together with the membership record, and such
				  other information as may have been compiled during the membership of the member
				  or submitted by the applicant shall constitute the complete record forming the
				  basis of the claim. An application for survivor benefits shall be accompanied
				  by a certified copy of the death certificate, other public record of death, or
				  a physician's certificate of death. The System may require the claimant to
				  provide a valid depository agreement authorizing funds to be electronically
				  deposited into the recipient's bank account in lieu of paper
				  warrants.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart C - FILING OF CLAIMS › Section 1650.211 - Disability Recipient Eligible to Receive an Age or Disability Retirement Annuity

Current through Register Vol. 48, No. 28, July 12, 2024
a) A member may
				file an application to transfer from a nonoccupational or occupational
				disability benefit to an age retirement annuity or a disability retirement
				annuity prior to the expiration of the eligibility period for nonoccupational
				or occupational disability benefits. The effective date of the annuity shall be
				the first of the month following receipt of the application. An annuitant
				receiving a disability retirement annuity may, any time after becoming eligible
				for age retirement, file an application to transfer to an age retirement
				annuity. The effective date of the age retirement annuity shall be the first
				day of the month following receipt of the application.
b) At the time a disability retirement
				annuitant becomes eligible to receive an age retirement annuity, the disability
				retirement annuitant shall provide the System written certification by two
				state licensed and practicing physicians verifying that the member remains
				disabled and is unable to perform the duties of the position he or she held at
				the time the annuitant's disability commenced. The certifications shall be
				accompanied by a medical report fully explaining the basis for the physicians'
				conclusion that the member remains disabled. If the disability retirement
				annuitant is found to no longer be disabled, he or she shall be placed upon age
				retirement and receive an age retirement annuity.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart C - FILING OF CLAIMS › Section 1650.221 - When Member Becomes Annuitant

Current through Register Vol. 48, No. 28, July 12, 2024
A member becomes an annuitant of the System upon cashing his
				  or her first retirement annuity payment or ten calendar days after the date the
				  first retirement annuity payment is deposited in the member's designated bank
				  account by electronic fund transfer.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart C - FILING OF CLAIMS › Section 1650.222 - Death Out of Service

Current through Register Vol. 48, No. 28, July 12, 2024
Death occurring after the System has received an application
				  for a retirement annuity and any outstanding payments from the member is deemed
				  to be a death out of service when calculating survivor
				  benefits.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart C - FILING OF CLAIMS › Section 1650.240 - Refunds; Canceled Service; Repayment

Current through Register Vol. 48, No. 28, July 12, 2024
a) Any member eligible to receive a refund of
				contributions pursuant to the provisions of Section 16-151 of the Act shall, if
				he or she so elects, make a written request for the refund upon a form
				prescribed by the System. A refund is deemed accepted and membership in the
				System terminates upon the cashing of a refund warrant.
b) To be credited toward the calculation of a
				retirement annuity, survivors benefit, or disability benefit, the service
				canceled by such refund must have been re-established in accordance with the
				provisions of the Act, by repayment of the refund in full, including statutory
				interest, prior to the member's retirement, death, or commencement of
				disability benefits.
c) A member
				receiving a disability benefit under the provisions of Section 16-149 of the
				Act is not eligible to receive a refund of contributions until four months
				following the date for which disability benefits are last paid.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart C - FILING OF CLAIMS › Section 1650.250 - Death Benefits

Current through Register Vol. 48, No. 28, July 12, 2024
a) When two or
				more beneficiaries are eligible for a survivor benefit and only one qualifies
				for a periodic payment, the System shall not split the benefit payments so that
				one person receives a lump sum payment and the other receives an annuity. The
				beneficiaries shall be paid either the lump sum benefit, or the dependent
				beneficiary may receive an annuity, provided the non-dependent beneficiary
				disclaims a lump sum benefit.
b)
				The phrase "providing for the support of the deceased member's eligible child",
				as provided in Section 16-141(b)(2) of the Act means providing that support
				necessary so that the surviving spouse may claim the child as a dependent for
				federal income tax purposes.
c) The
				phrase "substantial gainful activity", as provided in Section 16-140(4) of the
				Act, means the performance of significant duties over a reasonable period of
				time while working for pay or profit. Full-time work or part-time work done at
				the employer's convenience in a competitive work situation for at least the
				minimum wage conclusively shows that the person is able to engage in
				substantial gainful activity. Certain work offered at qualified locations to
				physically or mentally impaired persons is considered sheltered employment. The
				fact that an impaired person has accepted sheltered employment is not proof of
				the person's ability to engage in substantial gainful activity.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart C - FILING OF CLAIMS › Section 1650.260 - Evidence of Age

Current through Register Vol. 48, No. 28, July 12, 2024
a) Whenever
				evidence of age is required by the System, a birth certificate shall be
				required unless one cannot be acquired.
b) If no such record can be acquired, the
				following documents may be substituted:
1)
				Military records;
2) Marriage
				record showing date of birth;
3)
				Evidence of Social Security payments that require attainment of specific
				age;
4) Church record of birth or
				baptism;
5) Passport;
6) Valid driver's license; or
7) Two or more documents showing birth dates,
				such as, but not limited to naturalization papers, insurance policies, school
				records or medical records.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart C - FILING OF CLAIMS › Section 1650.270 - Reversionary Annuity - Evidence of Dependency

Current through Register Vol. 48, No. 28, July 12, 2024
For the purposes of the reversionary annuity provided in
				  Section 16-136 of the Act, the term "dependent" shall include a spouse, an
				  unmarried natural or adopted child under age 18, or any other individual
				  meeting the support requirements set forth herein. If any individual other than
				  a spouse or unmarried natural or adopted child under age 18 is designated by
				  the retiring member, the retiring member must furnish the System with evidence
				  that the retiring member provided over 50% of the support of the designated
				  individual during the 12 calendar months immediately preceding retirement. A
				  copy of the member's federal income tax return, filed for the tax years
				  covering the above 12 month period, shall be required as evidence of
				  dependency.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart C - FILING OF CLAIMS › Section 1650.271 - Evidence of Parentage

Current through Register Vol. 48, No. 28, July 12, 2024
a) A child
				born to the wife of a member is presumed to be legitimate.
b) A child conceived out of lawful wedlock
				shall not receive benefits as an eligible child until parentage has been
				established.
c) The following
				evidence shall establish parentage:
1)
				Certified copy of a court order finding the member was the natural father of
				the illegitimate child; or
2)
				Certified copy of a Settlement Agreement which has been approved by a court for
				the support of an illegitimate child; or
3) Written acknowledgment of paternity (e.g.,
				pleadings filed in any proceeding pending before a court, or submittals to a
				public agency, or a document signed by the putative father) and evidence (e.g.,
				cancelled checks or receipts from the mother) that the member contributed to
				the support of the child; or
4)
				Certified copy of a court order entered pursuant to a declaratory judgment
				action establishing either a support obligation or visitation rights;
				or
5) Copy of the public record of
				marriage when a child is born to a bigamous marriage; or
6) Copy of the public record of marriage of
				the parents of an illegitimate child who marry and the putative father
				acknowledges parentage in writing (e.g., pleadings filed in any proceeding
				pending before a court, or submittals to a public agency, or a document signed
				by the putative father).
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart C - FILING OF CLAIMS › Section 1650.272 - Eligible Child Dependent By Reason of a Physical or Mental Disability

Current through Register Vol. 48, No. 28, July 12, 2024
a) To establish
				eligibility for a survivor benefit as an
eligible child dependent by
				reason of a physical or mental disability
under the provisions of
				Section 16-140(4) of the Act, a claimant or his or her duly authorized
				representative shall furnish the following to the System:
1) A copy of the member's federal income tax
				return filed for the tax year preceding the death, evidencing that the deceased
				member provided over 50% of the support of the eligible disabled child;
				and
2) Written reports by two or
				more licensed physicians certifying that the claimant is physically or mentally
				unable to engage in substantial gainful activity as defined in Section
				1650.250(c)
				and will remain disabled for a period of not less than twelve months. Claimant
				physician reports are subject to review by the System, and the claimant may be
				required to be examined by a physician or physicians selected by the System to
				verify eligibility.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart C - FILING OF CLAIMS › Section 1650.280 - Evidence of Marriage

Current through Register Vol. 48, No. 28, July 12, 2024
a) Applicants
				claiming benefits as a surviving spouse shall submit as evidence of marriage a
				copy of the public record of marriage. If the record is unavailable due to loss
				or destruction, then a copy of the religious record of the marriage shall be
				submitted.
b) If no such records
				exist, the following will be accepted for consideration:
1) A copy of the federal income tax return
				for the year preceding the death.
2) A notarized statement from the individual
				who performed the marriage.
3)
				Notarized statements from at least two individuals in attendance of the
				marriage.
4) Written certification
				from the Social Security Administration of acceptance of the marriage and its
				date.
5) Such other documentation
				found by the System to be trustworthy, such as that produced by independent
				third parties.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart C - FILING OF CLAIMS › Section 1650.290 - Offsets

Current through Register Vol. 48, No. 28, July 12, 2024
Benefits received by a member under the Workers' Compensation
				  Act [820 ILCS 305 ] or the Workers' Occupational Diseases Act [820 ILCS 310 ]
				  with respect to a disability shall be applied as an offset against any
				  occupational disability benefit provided by the System with respect to the same
				  accident, illness or disease.
a) If
				the amount of compensation received is less than the monthly benefit provided
				under the Illinois Pension Code, only the amount of the excess of such monthly
				benefit over the amount of such compensation shall be payable by the System. If
				the amount of compensation received equals or exceeds the monthly benefit
				provided under the Illinois Pension Code, no benefit shall be payable by the
				System during the period compensation is paid under the Workers' Compensation
				Act or Workers' Occupational Diseases Act.
b) If the compensation for disability or
				death is received in a commuted lump sum or partly in a commuted lump sum and
				partly in monthly or weekly sums, the System shall, for offset purposes,
				consider the compensation as if it had been paid at a weekly rate as prescribed
				under the Workers' Compensation Act or Workers' Occupational Diseases
				Act.
c) In the event the whole or
				any part of the benefits received under the Workers' Compensation Act or
				Workers' Occupational Diseases Act is commuted into one sum, the aggregate sum
				of the benefits so commuted and not the commuted value thereof shall be used
				for purposes of ascertaining the amount of offset.
d) The amount considered for offset purposes
				shall not be reduced by any legal expenses granted from the award to the
				member.
e) An offset shall not be
				applied to medical expenses paid on behalf of or to the claimant.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart D - MEMBERSHIP AND SERVICE CREDITS › Section 1650.301 - Early Retirement Without Discount - Return to Teaching from a Break in Service

Current through Register Vol. 48, No. 28, July 12, 2024
To be eligible to elect early retirement without discount
				  when a member returns from a break in teaching service, a member must meet the
				  following requirements:
a) The member
				must be employed as a teacher as defined in
				40 ILCS 5/16-106 within 6
				months prior to his or her effective date of retirement:
1) In a full-time position (five days per
				week, four or more clock hours daily) for at least one full pay period (minimum
				two weeks); or
2) In a substitute
				or part-time non-contractual teacher position (daily or hourly) working 85 or
				more days for the same employer.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart D - MEMBERSHIP AND SERVICE CREDITS › Section 1650.310 - Effective Date of Membership

Current through Register Vol. 48, No. 28, July 12, 2024
a)
				The effective date of membership in the System shall be the date of employment
				by an employer, as recorded by the employer.
b) In the absence of a record of the date of
				employment in the official proceedings of the qualifying employer, the date of
				membership shall be the first payroll day for which contributions were
				required.
c) For purposes of
				calculating the required contributions to purchase military service not
				immediately following employment under the provisions of
				40 ILCS
				5/16-128(a)(iii), and/or to purchase
				private school teaching under the provisions of
				40 ILCS
				5/16-128 (d-5) in the absence of official records
				documenting the date of first full-time employment as a teacher, the date of
				first membership shall be defined as July 1 of the first year of System
				contributing service.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart D - MEMBERSHIP AND SERVICE CREDITS › Section 1650.315 - Establishing Salary and Assessing Contributions for Optional Service Credit

Current through Register Vol. 48, No. 28, July 12, 2024
a) The System shall
				establish a salary and assess contributions for optional service utilizing the
				first year of service as a contributing member of the System by determining a
				salary equal to the member's first full-time actual salary paid as a
				contributing member of the System immediately succeeding the time period in
				question and assess contributions on the first full-time salary at the
				applicable statutory rate in the following instances:
1) For out-of-system service, as defined in
				Sections 16-127(b)(2) and 16-128(b) of the Code, that has not been verified by
				the System as of January 1, 2020; or
2) For all other optional service as defined
				in Sections 16-127 and 16-128, when salary information for a period of
				creditable service is unavailable.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart D - MEMBERSHIP AND SERVICE CREDITS › Section 1650.320 - Method of Calculating Service Credits

Current through Register Vol. 48, No. 28, July 12, 2024
a) No more than one year's service credit
				shall be granted for total service rendered between July 1 of one year through
				June 30 of the following year.
b)
				If the service rendered on a full-time basis, substitute basis, or part-time
				basis after June 30, 1990 is less than 170 days between July 1 of one year
				through June 30 of the following year, then credit for service shall be at a
				ratio of the actual number of days of service to 170 days.
c) Service credit for service rendered on a
				permanent and continuous part-time basis prior to July 1, 1990, between July 1
				of one year through June 30 of the following year, shall be at the ratio of
				creditable earnings to the annual salary rate. Provided, however, that for
				service after June 30, 1959, if that ratio equals or exceeds the ratio of 170
				days to the days in the legal school term, one year of service credit shall be
				granted.
d) If service prior to
				July 1, 1990 is rendered partially on a full-time basis and partially on a
				permanent and continuous part-time basis between July 1 of one year through
				June 30 of the following year, then credit for service shall be at the ratio of
				creditable earnings to the annual salary rate. Provided, however, that for
				service after June 30, 1959, if that ratio equals or exceeds the ratio of 170
				days to the days in the legal school term, one year of service credit shall be
				granted.
e) Whenever the actual
				number of days of service is unavailable because of lack of employer records,
				the number of days the System uses to grant service credit shall be equal to
				the actual number of hours for which the member was paid, divided by
				four.
f) Days of service shall
				include any weekday, Monday through Friday, for which periodic payment is made
				to the member for:
1) Service rendered that
				requires teacher certification under the School Code;
2) Attendance, during the work week, at
				teacher's institutes, workshops and parent/teacher conferences scheduled in the
				school calendar;
3) Legal school
				holidays;
4) Vacation, sick or
				personal leave days (except when the payment is for severance pay);
5) Sabbatical leaves meeting the requirements
				of Section 24-6.1 of the School Code [105 ILCS
				5/24-6.1];
6) Absence from duty without loss of pay and
				benefits and without use of accrued time until the member resumes active
				employment or until the resignation date, whichever occurs first; or
7) Service rendered on e-learning days
				authorized by Section 10-20.56 of the School Code [105 ILCS 5 ].
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart D - MEMBERSHIP AND SERVICE CREDITS › Section 1650.325 - Method of Calculating Service Credit for Recipients of a Disability Benefits or Occupational Disability Benefit

Current through Register Vol. 48, No. 28, July 12, 2024
a) Service credit is earned during periods in
				which disability benefits are paid.
b) Service credit is earned during periods of
				occupational disability.
c) When a
				member teaches a partial school year and receives disability or occupational
				disability benefits a partial school year, one full year of service credit is
				earned when the member receives earnings from teaching and disability or
				occupational disability benefits for a total of 170 days during the school term
				or the term of the employment agreement if longer. To determine the service
				credit a member would have received and the contribution that a member would
				have made in active employment during any period for which benefits are paid or
				the member is on occupational disability, the System shall establish on an
				annual basis two school calendars; a 185-day calendar for members on nine-month
				contracts and a 260-day calendar for members with greater that nine-month
				contracts. Service credit and credit for contributions shall be earned and
				calculated upon the days deemed creditable therein.
d) One full year of service credit is earned
				when the member receives disability or occupational disability benefits for a
				total of 170 days during any school year.