reglab/statecodes huggingface dataset:
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 7 - Department of Administration State Procurement Office › Article 10 - INTERGOVERNMENTAL PROCUREMENT › Section R2-7-1009 - Contract Awards Initiated by an Agency Chief Procurement Officer or Local Public Procurement Unit

Current through Register Vol. 30, No. 28, July 12, 2024
A.
				Competition is not required under A.R.S. §
									41-2636(D)
				 to enter into a contract for a material or
				service that is offered from a set-aside agency, but may be used at the
				discretion of the agency chief procurement officer or local public procurement
				unit. If competition is used, an agency chief procurement officer may either:
1. Seek competition only from applicable
				set-aside agencies; or
2. Seek
				competition under A.R.S. §§
										41-2533,
				41-2534,
				or 2535.
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 7 - Department of Administration State Procurement Office › Article 10 - INTERGOVERNMENTAL PROCUREMENT › Section R2-7-1010 - Set-aside Application Dispute Process

Current through Register Vol. 30, No. 28, July 12, 2024
A. Any interested party may dispute any
				committee decision.
B. An
				interested party shall submit the dispute of a committee decision to the
				committee chair in writing and shall include:
1. Name, address, and telephone number of the
				person submitting the dispute;
2.
				Signature of the person or the person's representative;
3. Identification of the set-aside
				application disputed;
4. A detailed
				statement of the legal and factual grounds for the dispute including copies of
				relevant documents; and
5. The form
				of relief requested.
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 1 - RETIREMENT SYSTEM › Section R2-8-115 - Return of Contributions Upon Termination of Membership by Separation from All ASRS Employment by Other Than Retirement or Death

Current through Register Vol. 30, No. 28, July 12, 2024
A. The following
				definitions apply to this Section unless otherwise specified:
1. "Eligible retirement plan" means the same
				as in A.R.S. §
										38-770(D)(3).
2.
				"Employer Number" means a unique identifier the ASRS assigns to a member
				employer.
3. "Employer plan" means the types of eligible
				retirement plans specified in A.R.S. §
										38-770(D)(3)(c),
				(d), (e), and (f).
4. "LTD" Means the same
				as in
				R2-8-301.
5. "On
				File" means ASRS has received the information.
6. "Process date" means
				the calendar day the ASRS generates contribution withdrawal documents to be
				sent to a member.
7. "Warrant" means a voucher authorizing payment of
				funds due to a member.
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 1 - RETIREMENT SYSTEM › Section R2-8-116 - Alternate Contribution Rate

Current through Register Vol. 30, No. 28, July 12, 2024
A.
				For purposes of this section, the following definitions apply:
1. "ACR" means an alternate contribution rate
				pursuant to A.R.S. §
										38-766.02,
				the resulting amount of which is not deducted from the employee's
				compensation.
2. "Class of
				positions" means all employment positions of the employer that perform the
				same, or substantially similar, function or duties, for the employer as
				determined by the ASRS in subsection (B).
3. "Compensation" has the same meaning as
				A.R.S. §
										38-711(7)
				 and does not include ACR amounts.
4. "Leased from a third party" means:
a. The employee is not employed by an
				employer; and
b. A co-employment
				relationship, as defined in A.R.S. §
											23-561(4),
				does not exist.
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 1 - RETIREMENT SYSTEM › Section R2-8-117 - Return to Work After Retirement

Current through Register Vol. 30, No. 28, July 12, 2024
A. Unless otherwise
				specified, in this Section:
1. "Commencing
				employment" means the date a retired member who is not independently contracted
				or leased from a third party pursuant to R2-8-116(A)(4) renders services
				directly to an Employer for which the retired member is entitled to be
				paid.
2. "Returns to work" means
				the member retired from the ASRS prior to Commencing Employment with an
				Employer.
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 1 - RETIREMENT SYSTEM › Section R2-8-118 - Application of Interest Rates

Current through Register Vol. 30, No. 28, July 12, 2024
A. Application of
				interest from inception of the ASRS Plan through the present is as follows:
Effective Date of Interest Rate
							 Change
Assumed Actuarial Investment Earnings
							 Rate
Interest Rate Used to Determine Return of
							 Contributions Upon Termination of Membership by Separation from Service by
							 Other Than Retirement or Death
7-1-1953
2.50%
2.50%
7-1-1959
3.00%
3.00%
7-1-1966
3.75%
3.75%
7-1-1969
4.25%
4.25%
7-1-1971
4.75%
4.75%
7-1-1975
5.50%
5.50%
7-1-1976
6.00%
5.50%
7-1-1981
7.00%
5.50%
7-1-1982
7.00%
7.00%
7-1-1984
8.00%
8.00%
7-1-2005
8.00%
4.00%
7-1-2013
8.00%
2.00%
7-1-2018
7.50%
2.00%
7-1-2022
7.00%
2.00%
B. At
				the beginning of each fiscal year, interest is credited to the retirement
				account of each member on the June 30 that marks the end of the fiscal year
				based on the balance in the member's account as of the previous June 30. The
				balance on which interest is credited includes:
1. Employer and employee
				contributions;
2. Voluntary
				additional contributions made by members pursuant to A.R.S. §§
										38-742,  38-743,  38-744, and  38-745, if applicable;
3. Amounts credited by transfer under 2
				A.A.C. 8, Article 11; and
4.
				Interest credited in previous years.
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 1 - RETIREMENT SYSTEM › Section R2-8-121 - Employer Payments for Ineligible Contributions; Unfunded Liability Invoice

Current through Register Vol. 30, No. 28, July 12, 2024
A. Upon
				calculating an unfunded liability amount under A.R.S. §
									38-748,
				the ASRS shall send an Unfunded Liability Invoice to the Employer through the
				Employer's secure ASRS account.
B.
				An Employer that owes an unfunded liability amount to the ASRS pursuant to
				A.R.S. §
									38-748,
				shall remit full payment of the unfunded liability amount within 90 days of
				being notified of the unfunded liability pursuant to subsection (A).
C. Pursuant to A.R.S. §
									38-735(C),
				if the ASRS does not receive full payment from the Employer of the unfunded
				liability amount within 90 days of being notified of the unfunded liability
				amount, the unpaid portion of the unfunded liability amount shall accrue
				interest at the assumed actuarial investment earnings rate listed in
				R2-8-118(A).
D. The ASRS may
				collect any unfunded liability and interest amount pursuant to A.R.S. §§ 38-723
				and 38-735(C).
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 1 - RETIREMENT SYSTEM › Section R2-8-122 - Remittance of Contributions

Current through Register Vol. 30, No. 28, July 12, 2024
A. Each
				Employer shall remit the amount of employee member contributions to the ASRS
				not later than 14 days after the last day of each payroll period. Payments of
				employee member contributions not received in the offices of the ASRS by the
				14th day after the last day of the applicable pay-roll period shall become
				delinquent after that date and shall accrue interest at the assumed actuarial
				investment earnings rate listed in
				R2-8-118(A)
				per annum from and after the date of delinquency until payment is received by
				the ASRS.
B. Each Employer shall
				remit the amount of employer contributions to the ASRS not later than 14 days
				after the last day of each payroll period. Payments of employer contributions
				not received in the offices of the ASRS by the 14th day after the last day of
				the applicable payroll period shall become delinquent after that date and shall
				accrue interest at the assumed actuarial investment earnings rate listed in
				R2-8-118(A) per annum from and after the date of delinquency until payment is
				received by the ASRS.
C. Each
				Employer shall remit contributions pursuant to this Section based on the
				contribution rate in effect on the pay period end date.
D. Each Employer shall certify on each
				payroll that each employee included on that payroll has met the requirements
				for active member eligibility and that all contributions to be remitted are for
				eligible compensation under A.R.S. §
									38-711.
E. If an Employer improperly certifies that
				an employee has met the requirements for active member eligibility and that all
				contributions remitted for the employee are eligible for compensation under
				subsection (D), the ASRS may charge the employer an unfunded liability amount
				under A.R.S. §
									38-748.
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 1 - RETIREMENT SYSTEM › Section R2-8-123 - Actuarial Assumptions and Actuarial Value of Assets

Current through Register Vol. 30, No. 28, July 12, 2024
A. For the purposes of this Section.
"market
				   value" means an estimated monetary
				  worth of an asset based on the current demand for the asset and the amount of
				  that type of asset available for sale.
B. The Board adopts the following actuarial
				assumptions and asset valuation method:
1. The
				interest and investment return rate assumptions are determined by the
				Board.
2. The actuarial value of
				assets equals the market value of assets:
a.
				Minus a 10-year phase-in of the excess for years in which actual investment
				return exceeds expected investment return; and
b. Plus a 10-year phase-in of the shortfall
				for years in which actual investment return falls short of expected investment
				return.
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 1 - RETIREMENT SYSTEM › Section R2-8-124 - Termination Incentive Program by Agreement; Unfunded Liability Calculations

Current through Register Vol. 30, No. 28, July 12, 2024
A. The following
				definitions apply to this Section unless otherwise specified:
1. "Compensation" means the same as in A.R.S.
				§
										38-711(7).
2. "Termination Incentive Program" means the
				same as in A.R.S. §
										38-749(D)(2).
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 1 - RETIREMENT SYSTEM › Section R2-8-125 - Termination Incentive Program by 30% Salary Increase; Unfunded Liability Calculations

Current through Register Vol. 30, No. 28, July 12, 2024
A. The following
				definitions apply to this Section unless otherwise specified:
1. "Average monthly compensation" means the
				same as in A.R.S. §
										38-711(5).
2. "Baseline salary" means the average of a
				member's monthly Compensation during the 12 consecutive months in which the
				member received Compensation immediately preceding the first month of
				Compensation used to calculate the member's retirement benefit. The Baseline
				Salary shall include only Compensation from the Same Employer that paid the
				Compensation used in the calculation of a member's retirement benefit. If the
				member has less than 12 consecutive months in which the member received
				Compensation immediately preceding the first month of Compensation used to
				calculate the member's retirement benefit, then the ASRS will calculate the
				member's Baseline Salary as the total of the 12 months of Compensation the
				member received:
a. Starting with the first
				month of Compensation the member received in the 12 months immediately
				preceding the member's Average Monthly Compensation, or within the Average
				Monthly Compensation; and
b. Ending
				with the 12th month of Compensation the member received after the first month
				of Compensation used in subsection (A)(2)(a).
3. "Compensation" means the same as in A.R.S.
				§
										38-711(7).
4. "Job
				reclassification" means a change in the classification of an employment
				position made by the Employer when it finds the duties and responsibilities of
				the position have changed significantly, materially, and permanently from when
				the position was last classified.
5. "Promotion" means, excluding a Salary
				Regrade or Job Reclassification, the act of advancing an employee to a higher
				salary or higher rank within the organization, which is characterized by:
a. A change in the employee's primary job
				responsibilities; and
b. A pay
				increase that is supported by a standard salary administration practice that is
				documented by the Employer; and
c.
				A competitive selection process or a noncompetitive selection process supported
				by a standard hiring practice that is documented by the Employer.
6. "Salary regrade" means a change
				in the salary scale of an employment position made by the Employer in order to
				align the position's salary scale with market factors and/or the Employer's
				current salary practices.
7. "Same
				employer" means the Employer has the same ownership as another Employer, except
				that for purposes of this Section, each agency, board, commission, and
				department of the State of Arizona shall be considered a separate
				Employer.
8. "Termination Incentive
				Program" means the same as in A.R.S. §
										38-749(D)(1).
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 1 - RETIREMENT SYSTEM › Section R2-8-126 - Retirement Application

Current through Register Vol. 30, No. 28, July 12, 2024
A. For the purposes
				of this Section, the following definitions apply, unless stated otherwise:
1. "Acceptable documentation" means any
				written request containing all the accurate, required information, dates, and
				signatures necessary to process the request.
2. "Acceptable form" means any ASRS form
				request containing all the accurate, required information, dates, and
				signatures necessary to process the form request.
3. "Applicable retirement date" means the
				later of:
a. The date a member retires from
				the ASRS for the first time; or
b.
				The date a member re-retires from the ASRS after returning to active
				membership.
4.
				"Conservator" means the same as in A.R.S. §
										14-7651.
5. "DRO" means the same as in
				R2-8-115.
6. "Joint and survivor
				retirement benefit option" means an optional form of retirement benefits
				described in A.R.S. §
										38-760(B)(1).
7. "Legal documentation" means:
a. One document issued from a United States
				government entity; or
b. Two
				documents issued from one or more federal, state, local, sovereign, medical, or
				religious institutions.
8. "LTD" means the same as in
				R2-8-301.
9. "Irrevocable PDA"
				means the same as in R2-8-501.
10.
				"On File" means the same as in R2-8-115.
11. "Original retirement date" means the
				later of:
a. The date a member retires from
				the ASRS for the first time; or
b.
				The date a member re-retires from the ASRS after returning to active membership
				for 60 consecutive months or more according to A.R.S. §
											38-766(C).
11. "Period
				certain and life annuity retirement benefit option" means an optional form of
				retirement benefits described in A.R.S. §
										38-760(B)(2).
12. "Spouse" means the individual to whom a
				member is married under Arizona law.
13. "Straight life annuity" means the same as
				monthly life annuity according to A.R.S. §
										38-757.
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 1 - RETIREMENT SYSTEM › Section R2-8-127 - Re-Retirement Application

Current through Register Vol. 30, No. 28, July 12, 2024
A. The
				definitions in
				R2-8-126
				apply to this section.
B. If a
				member has previously retired from ASRS, the member may re-retire from ASRS by
				submitting a Re-Retirement Application to the ASRS that contains:
1. The information identified in
				R2-8-126(B)(1)
				through (B)(8);
2. The retirement option the member is
				electing, if the member suspended the member's annuity from the member's
				previous retirement from ASRS and returned to work for 60 consecutive months or
				more according to A.R.S. §
										38-766(C);
3. The information identified in
				R2-8-126(B)(11);
4. Whether the
				member is electing the Optional Health Insurance Premium Benefit, if the member
				suspended the member's annuity from the member's previous retirement from ASRS
				and returned to work for 60 consecutive months or more according to A.R.S. §
										38-766(C);
5. The information identified in
				R2-8-126(B)(13),
				if the member suspended the member's annuity from the member's previous
				retirement from ASRS and returned to work for 60 consecutive months or more
				according to A.R.S. §
										38-766(C);
6. Acknowledgement of the following
				statements of understanding:
a. The member's
				signature confirms the member's intent to re-retire and applies to all the
				sections included in the Re-Retirement Application.
b. The member understands that as a
				re-retiree, the member must keep the same retirement option and beneficiary the
				member elected when the member previously retired from ASRS, unless the member
				returned to active membership for 60 consecutive months or more according to
				A.R.S. §
											38-766(C);
c. The member may change the member's
				beneficiary after re-retiring and changing the beneficiary may change the
				member's monthly annuity;
d. The
				member has complied with A.R.S. §§
											38-755
				and
				38-766
				regarding spousal consent;
e. The
				member certifies that the member has read and understands the instructions and
				Special Tax Notice Regarding Plan Payments;
f. The member authorizes ASRS and the banking
				institution the member listed for direct deposit to debit the member's account
				for the purpose of correcting errors and returning any payments inadvertently
				paid after the member's death;
g.
				The member understands that any person who knowingly makes any false statement
				with the intent to defraud ASRS is guilty of a Class 6 felony in accordance
				with A.R.S. §
											38-793;
				and
h. The member understands that
				if an overpayment exists, the ASRS shall collect the remaining overpayment
				amount according to 2 A.A.C. 8, Article 8 and all repayment plans previously
				established with the ASRS LTD claims administrator shall cease.
7. The member's notarized
				signature.
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 1 - RETIREMENT SYSTEM › Section R2-8-128 - Joint and Survivor Retirement Benefit Options

Current through Register Vol. 30, No. 28, July 12, 2024
A. The definitions
				in
				R2-8-126
				apply to this Section.
B. A member
				who is ten years and one day, or more, older than the member's non-spouse
				contingent annuitant is not eligible to elect a 100% Joint and Survivor
				Retirement Benefit Option.
C. A
				member who is 24 years and one day, or more, older than the member's non-spouse
				contingent annuitant is not eligible to elect a 66 2/3% Joint and Survivor
				Retirement Benefit Option.
D. For
				members whose Original Retirement Date is on or after March 6, 2016,
				notwithstanding subsection (B), a member who is ten years and one day, or more,
				older than the member's ex-spouse contingent annuitant is eligible to
				participate in a 100% Joint and Survivor Retirement Benefit Option, if:
1. The member elected the ex-spouse as the
				contingent annuitant prior to divorce from the ex-spouse; and
2. The member submits a DRO to ASRS which
				requires the ex-spouse to remain as the contingent annuitant on the member's
				account.
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 1 - RETIREMENT SYSTEM › Section R2-8-129 - Period Certain and Life Annuity Retirement Options

Current through Register Vol. 30, No. 28, July 12, 2024
A. The definitions in
				R2-8-126
				apply to this section.
B. An
				individual who is 104 years of age or older at the time of retirement is not
				eligible to elect a Period Certain and Life Annuity Retirement Benefit
				Option.
C. An individual who is 93
				years of age or older at the time of retirement is not eligible to elect a
				Period Certain and Life Annuity Retirement Benefit Option with ten years
				certain or 15 years certain.
D. An
				individual who is 85 years of age or older at the time of retirement is not
				eligible to elect a Period Certain and Life Annuity Retirement Benefit Option
				with 15 years certain.
E. The ASRS
				shall calculate the period certain term as beginning on the first day of the
				first full calendar month following the member's Applicable Retirement
				Date.
F. Notwithstanding subsection
				(E), the ASRS shall calculate the period certain term as beginning on the
				member's Applicable Retirement Date if the member's Applicable Retirement Date
				is the first day of the month.
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 1 - RETIREMENT SYSTEM › Section R2-8-131 - Designating a Beneficiary; Spousal Consent to Beneficiary Designation

Current through Register Vol. 30, No. 28, July 12, 2024
A. The
				definitions in R2-8-126 apply to this Section.
B. In order to designate a beneficiary, a
				member shall submit an Acceptable Form containing the following information:
1. The Member's full name and one or more of
				the following information:
a. The Member's
				Social Security number or U.S. Tax Identification number; or
b. The Member's address; or
c. The Member's date of birth;
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 1 - RETIREMENT SYSTEM › Section R2-8-132 - Survivor Benefit Options

Current through Register Vol. 30, No. 28, July 12, 2024
A. The
				definitions in
				R2-8-126
				apply to this section.
B. If the
				beneficiary is eligible to elect the survivor benefit as monthly income for
				life according to A.R.S.§
									38-762(C),
				the ASRS shall calculate the benefits based on the attained age of the
				beneficiary, calculated to the nearest full month, as of the date of the
				member's death.
C. If the
				beneficiary elects to receive the survivor benefit as monthly income for life
				according to A.R.S. §
									38-762(C),
				the ASRS shall calculate the benefits effective date as of the day after the
				member's death and the ASRS shall pay interest up to the benefits effective
				date.
D. According to A.R.S. §
									38-763,
				if the member elected a Period Certain and Life Annuity Retirement Benefit
				Option and deceases prior to the expiration of the period certain term, the
				member's beneficiary may elect to complete the remaining period certain term or
				the beneficiary may elect to receive a lump sum distribution which is the
				greater of:
1. The present value of the
				benefits based on the remaining period certain term; or
2. The member's ASRS account balance plus
				interest at the Assumed Actuarial Investment Earnings Rate specified in
				R2-8-118(A)
				through the month prior to the member's retirement date, reduced by all
				retirement benefits due to the member.
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 2 - HEALTH INSURANCE PREMIUM BENEFIT › Section R2-8-201 - Definitions

Current through Register Vol. 30, No. 28, July 12, 2024
The following definitions apply to this Article unless
				  otherwise specified:
1. "Coverage"
				means a medical and/or dental insurance plan a retired member, Disabled member,
				or beneficiary obtains through the ASRS or an Employer.
2. "Contingent annuitant" means the same as
				in A.R.S. §
									38-711(8)
				 and the person is eligible for
				Coverage.
3. "Disabled" means the
				member has a disability and is receiving long-term disability benefits pursuant
				to A.R.S. §
									38-797 et
				seq.
4. "Family calculation" means
				the family Coverage premium described in A.R.S. §
									38-783(B).
5. "Joint & survivor" means the annuity
				option described in A.R.S. §
									38-760(B)(1).
6. "Net premium" means the amount of the
				Coverage premium reduced by the amount of the Premium Benefit provided by the
				ASRS.
7. "On file" means the same
				as in
				R2-8-115.
8.
				"Original retirement date" means the same as in
				R2-8-126.
9.
				"Optional premium benefit" means the election, upon retirement, to have the
				Premium Benefit paid on behalf of the member's Contingent Annuitant upon death
				of the member pursuant to A.R.S. §
									38-783.
10.
				"Period-certain" means the annuity option described in A.R.S. §
									38-760(B)(2).
11.
				"Premium benefit" means the amount the ASRS provides on behalf of a retired
				member or Disabled member in order to offset the Coverage premium of the
				retired or Disabled member pursuant to A.R.S. §
									38-783.
12.
				"Single calculation" means the single Coverage premium calculation described in
				A.R.S. §
									38-783(A).
13.
				"Subsidized" means the same as in A.R.S. §
									38-783(M)(4).
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 2 - HEALTH INSURANCE PREMIUM BENEFIT › Section R2-8-202 - Premium Benefit Eligibility and Benefit Determination

Current through Register Vol. 30, No. 28, July 12, 2024
A. A retired member or Disabled member who
				has five or more years of service and who elects to maintain Coverage is
				eligible for a Premium Benefit as follows:
1.
				A retired member or Disabled member who elects to maintain Coverage for the
				retired member or Disabled member only, is eligible for a Single Calculation of
				the Premium Benefit as described in
				R2-8-204(A);
2. A retired member or Disabled member who
				elects to maintain Coverage for the retired member or Disabled member and a
				dependent who is not a retired member or Disabled member is eligible for a
				Family Calculation of the Premium Benefit as described in
				R2-8-204(B).
3. A retired member or Disabled member who
				elects to maintain Coverage for the retired member or Disabled member and a
				dependent who is a retired member or Disabled member is eligible for the
				greater of:
a. Two Single Calculations of the
				Premium Benefit described in
				R2-8-204(A);
				or
b. One Family Calculation of the
				Premium Benefit described in
				R2-8-204(B).
4. A retired member or Disabled
				member who is enrolled as a dependent on a member's insurance plan is eligible
				for a Single Calculation of the Premium Benefit described in
				R2-8-204(A)
				if:
a. The retired member has an Original
				Retirement Date prior to August 2, 2012; or
b. The Disabled member became Disabled prior
				to August 2, 2012;
5. A
				retired member or Disabled member who elects to maintain Coverage for the
				retired member or Disabled member and multiple dependents, some of whom are
				retired members or Disabled members, is eligible for the greater of:
a. Two Single Calculations of the Premium
				Benefit described in R2-8-204(A); or
b. One Family Calculation of the Premium
				Benefit described in
				R2-8-204(B).
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 2 - HEALTH INSURANCE PREMIUM BENEFIT › Section R2-8-203 - Payment of Premium Benefit

Current through Register Vol. 30, No. 28, July 12, 2024
A.
				Every month, the ASRS shall provide a Premium Benefit to the Employer on behalf
				of a retired member, Disabled member, or Contingent Annuitant who maintains
				Coverage and is eligible to receive a Premium Benefit pursuant to
				R2-8-202.
B. Notwithstanding subsection (A), if a
				retired member who is eligible to receive a Premium Benefit pursuant to
				R2-8-202
				elects to maintain Coverage with the Arizona Department of Administration or
				the ASRS, the ASRS shall reduce the retired member's pension amount by the
				amount of the retired member's Net Premium for Coverage pursuant to this
				Article, unless the Net Premium exceeds the pension amount.
C. Notwithstanding subsection (A), if a
				retired member who is eligible to receive a Premium Benefit pursuant to
				R2-8-202
				elects to maintain Coverage with the ASRS and the Net Premium exceeds the
				retired member's pension amount, the retired member shall be responsible for
				remitting the Net Premium to the retired member's insurance company and the
				ASRS shall:
1. Not reduce the retired
				member's pension amount; and
2.
				Remit payment of the Premium Benefit to the retired member's insurance
				company.
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 2 - HEALTH INSURANCE PREMIUM BENEFIT › Section R2-8-204 - Premium Benefit Calculation

Current through Register Vol. 30, No. 28, July 12, 2024
A. A Single
				Calculation for a Premium Benefit is based on the retired member's or Disabled
				member's Coverage election, years of service, and Medicare or non-Medicare
				status.
B. A Family Calculation for
				a Premium Benefit is based on the retired member's or Disabled member's
				Coverage election, years of service, and Medicare or Non-Medicare status, and
				the Medicare or Non-Medicare status of any dependents for which the retired
				member or Disabled member has obtained Coverage.
C. A Contingent Annuitant who is eligible to
				receive an Optional Premium Benefit pursuant to
				R2-8-207
				shall receive an Optional Premium Benefit amount based on:
1. The retired member's years of service and
				optional retirement benefit election pursuant to A.R.S. §
										38-760;
				and
2. The Contingent Annuitant's
				Coverage and Medicare or non-Medicare status.
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 2 - HEALTH INSURANCE PREMIUM BENEFIT › Section R2-8-205 - Premium Benefit Documentation

Current through Register Vol. 30, No. 28, July 12, 2024
A. Every year,
				prior to the effective date of Coverage, an Employer shall report to the ASRS
				all the Coverage plans and premium rates the Employer offers to its retired or
				Disabled employees.
B. An Employer
				shall inform the ASRS of any changes to the retired member's, Disabled
				member's, or Contingent Annuitant's Coverage, including enrollment in Coverage,
				maintained through the Employer within 30 days of the changes taking
				effect.
C. Using the Employer's
				secure ASRS website account, or another ASRS approved method, an Employer shall
				submit the following health insurance enrollment, change, and/or deletion
				information pursuant to subsection (B):
1. The
				retired member's, Disabled member's, or Contingent Annuitant's Social Security
				number or U.S. Tax Identification number;
2. The retired member's, Disabled member's,
				or Contingent Annuitant's full name;
3. The retired member's, Disabled member's,
				or Contingent Annuitant's date of birth;
4. The Coverage in which the retired member,
				Disabled member, or Contingent Annuitant is enrolling;
5. The type of change that is being made to
				the Coverage;
6. The following
				information for each dependent enrolled in, or to be enrolled in, or removed
				from, Coverage:
a. First and last
				name;
b. Social Security number or
				U.S. Tax Identification number;
c.
				Date of birth; and
d. Medicare
				number, if applicable.
7.
				The old and new premium amounts for Coverage;
8. The effective date of the change,
				deletion, and/or enrollment;
9. The
				Employer's name and telephone number;
10. A certification by the Employer
				representative's dated signature that the information is current and
				correct.
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 2 - HEALTH INSURANCE PREMIUM BENEFIT › Section R2-8-206 - Six-Month Reimbursement Program

Current through Register Vol. 30, No. 28, July 12, 2024
A. For a retired member or Disabled member
				who is eligible for a Premium Benefit pursuant to R2-8-202(A)(4) or (B), the
				ASRS shall remit the Premium Benefit to the retired member or Disabled member
				pursuant to subsection (B).
B.
				Pursuant to subsection (A), the ASRS shall remit the Premium Benefit to the
				retired member or Disabled member every six months, payable in July and
				January. For purposes of this Section, the Premium Benefit shall be the
				aggregate amounts of the Premium Benefit the retired member or Disabled member
				is entitled to receive during the previous six months.
C. In order to receive a Premium Benefit
				payment pursuant to subsection (B), a retired member or Disabled member shall
				submit to the ASRS the Reimbursement of Medical and/or Dental Cost (Six-Month
				Reimbursement Program) form after the last day of the last month for which the
				retired member or Disabled member is seeking reimbursement.
D. The Reimbursement of Medical and/or Dental
				Cost (Six-Month Reimbursement Program) form that a retired member or Disabled
				member submits pursuant to subsection (C) shall include the following
				information:
1. The retired member's or
				Disabled member's Social Security number or U.S. Tax Identification
				number;
2. The retired member's or
				Disabled member's full name;
3. The
				retired member's or Disabled member's mailing address and phone
				number;
4. The retired member's or
				Disabled member's date of birth;
5.
				The retired member's or Disabled member's status with the ASRS;
6. The retired member's or Disabled member's
				status with the retired member's or Disabled member's Employer;
7. The following Coverage information for the
				Coverage policy holder:
a. First and last
				names;
b. Social Security number or
				U.S. Tax Identification number;
c.
				Date of birth;
d. Effective date of
				Coverage;
8. The
				following information for each dependent enrolled in, or to be enrolled in,
				Coverage:
a. First and last name;
b. Social Security number or U.S. Tax
				Identification number;
c. Date of
				birth;
d. Effective date of
				Coverage;
9. Six-month
				reimbursement totals identified by:
a. The
				month and year the premium is due for Coverage;
b. The total medical plan premium per
				month;
c. The total dental plan
				premium per month;
d. The
				employee's out-of-pocket payroll deduction for a medical premium per
				month;
e. The employee's
				out-of-pocket payroll deduction for a dental premium per month;
f. The employee's total out-of-pocket payroll
				deduction for medical and dental premiums per month;
10. The Employer's name;
11. The Employer's phone number;
12. The Employer's email address;
13. The name of the Employer's
				representative; and
14. The dated
				signature of the Employer's representative.
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 2 - HEALTH INSURANCE PREMIUM BENEFIT › Section R2-8-207 - Optional Premium Benefit

Current through Register Vol. 30, No. 28, July 12, 2024
A. A member who
				retires on or after January 1, 2004, is eligible to elect the Optional Premium
				Benefit to be effective on the date of the retired member's retirement and may
				designate a Contingent Annuitant to receive the Optional Premium Benefit upon
				the death of the retired member if:
1. The
				retired member elects a retirement option under A.R.S. §
										38-760;
				and
2. The retired member elects to
				maintain Coverage.
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 3 - LONG-TERM DISABILITY › Section R2-8-301 - Definitions

Current through Register Vol. 30, No. 28, July 12, 2024
The following definitions apply to this Article unless
				  otherwise specified:
1. "Attending
				Physician" means a provider:
a. Who is a
				qualified medical provider or other legally qualified practitioner of a healing
				art that the claims administrator recognizes or is required by law to
				recognize;
b. Whose medical
				training and clinical experience are qualified to treat the member's disabling
				condition;
c. Whose diagnosis and
				treatment is consistent with the diagnosis of the disabling condition,
				according to guidelines established by medical, research, and rehabilitative
				organizations;
d. Who is licensed
				to practice in the jurisdiction where care is being given;
e. Who is practicing within the scope of the
				license; and
f. Who is not related
				to the member by blood or marriage.
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 3 - LONG-TERM DISABILITY › Section R2-8-302 - Application for Long-Term Disability Benefit

Current through Register Vol. 30, No. 28, July 12, 2024
A. In order to claim an LTD benefit, a
				disabled member shall submit to the disabled member's Employer all the
				completed forms prescribed by the ASRS contracted LTD claims administrator
				within 12 months of the date the disabled member became disabled.
B. Pursuant to A.R.S. §
									38-797.07(D),
				in order to continue receiving an LTD benefit, a disabled member shall submit
				documentation regarding the disabled member's ongoing disability and occupation
				as required by the ASRS contracted LTD claims administrator to determine the
				disabled member's continuing eligibility for an LTD benefit.
C. Pursuant to A.R.S. §
									38-797.07(11),
				in order to submit an application for an LTD benefit, a member must provide
				objective medical evidence from an Attending Physician.
D. Pursuant to A.R.S. §
									38-797.07(7)(b)(i),
				in order to continue receiving an LTD benefit, the disabled member must be
				under the Direct Care of a doctor.
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 3 - LONG-TERM DISABILITY › Section R2-8-303 - Long-Term Disability Calculation

Current through Register Vol. 30, No. 28, July 12, 2024
A. The ASRS contracted LTD claims
				administrator shall calculate an LTD benefit for a member using the member's
				monthly compensation as described in A.R.S. §
									38-797(11).
B. For a member whose monthly compensation is
				$0 as of the date of disability, the ASRS shall pay a monthly benefit of $50
				unless the benefit is reduced pursuant to
				R2-8-807
				or required to be reduced pursuant to A.R.S. §
									38-797.07(A)(2).
C. The ASRS shall reduce a member's LTD
				benefit in accordance with A.R.S. §
									38-797.07(A).
D. Notwithstanding any other section, a
				member who became disabled on or after August 27, 2019, shall not receive a
				benefit under this article that would increase the member's monthly
				compensation after disability to an amount that exceeds 100% of the member's
				monthly compensation before disability.
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 3 - LONG-TERM DISABILITY › Section R2-8-304 - Payment of Long-Term Disability Benefit

Current through Register Vol. 30, No. 28, July 12, 2024
A. The ASRS contracted LTD claims
				administrator shall begin providing an LTD benefit to an eligible disabled
				member no sooner than six months after the date the disabled member became
				disabled.
B. Notwithstanding
				subsection (A), the ASRS contracted LTD claims administrator may begin
				providing an LTD benefit to an eligible disabled member sooner than six months
				if the disability is related to the member's disability that occurred within
				six months immediately preceding the disability.
C. The ASRS contracted LTD claims
				administrator may provide an eligible disabled member's LTD benefit to a third
				party pursuant to A.R.S. §
									38-797.09.
D. Notwithstanding any other section, a
				member may receive Long-Term disability benefits for no more than 12 months
				after the member receives a required minimum distribution of the member's
				retirement benefit pursuant to A.R.S. §
									38-775.
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 3 - LONG-TERM DISABILITY › Section R2-8-305 - Social Security Disability Appeal

Current through Register Vol. 30, No. 28, July 12, 2024
A.
				Upon request by the ASRS contracted LTD claims administrator, a member who
				claims an LTD benefit pursuant to R2-8-302(A) shall submit a Social Security
				disability income application as prescribed by the ASRS contracted LTD claims
				administrator.
B. In order to
				continue receiving an LTD benefit, a member whose application for Social
				Security disability income has been denied or terminated must appeal the most
				recent determination of denial or termination through a hearing before an
				administrative law judge pursuant to A.R.S. §
									38-797.07(A)(10)(a)
				 until the ASRS contracted LTD claims
				administrator or the Social Security Claims Administrator determines the member
				is not eligible for a Social Security benefit.
C. Within 10 days after a member receives
				notice of the status of the member's Social Security disability income
				application, the member shall notify:
1. The
				ASRS of the member's application status by submitting a copy of the notice
				identifying the status of the member's Social Security disability income
				application to the ASRS, if the member is not receiving an LTD benefit;
				or
2. The ASRS contracted LTD
				claims administrator of the member's application status by submitting a copy of
				the notice identifying the status of the member's Social Security disability
				income application to the ASRS contracted LTD claims administrator, if the
				member is not receiving an LTD benefit.
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 3 - LONG-TERM DISABILITY › Section R2-8-306 - Approval of Social Security Disability

Current through Register Vol. 30, No. 28, July 12, 2024
Upon receipt of a Social Security disability income benefit,
				  a member shall immediately remit to:
1. The ASRS the amount of the Social Security
				disability income benefit necessary to offset the LTD benefit; or
2. The ASRS contracted LTD claims
				administrator the amount of the Social Security disability income benefit
				necessary to offset the LTD benefit.
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 4 - PRACTICE AND PROCEDURE BEFORE THE BOARD › Section R2-8-401 - Definitions

Current through Register Vol. 30, No. 28, July 12, 2024
The following definitions apply to this Article, unless
				  otherwise specified:
1. "Appealable
				agency action" has the same meaning as in A.R.S. §
									41-1092.
2. "Board" means, if established, a Committee
				designated by the Board to take action on appeals as described in A.R.S. §
									38-714(E)(1)
				 or, if a Committee is not established, the
				same as in A.R.S. §
									38-711(6).
3. "Final administrative action" has the same
				meaning as in A.R.S. §
									41-1092
				and is rendered by the Board.
4.
				"Health Plan" means an arrangement under which ASRS engages a Health Plan
				Vendor for coverage for members and their eligible dependents for routine,
				preventive, and emergency health-care procedures, pharmaceuticals, dental,
				vision, or other services and benefits funded through an insurance policy in
				which the Health Plan Vendor processes and pays claims as an insurer, or a
				self-funded arrangement in which the Health Plan Vendor processes and pays
				claims using ASRS funds.
5. "Health
				Plan Vendor" means an entity that enters into a contract with ASRS to provide
				an insured Health Plan or to administer, process, and pay claims for a Health
				Plan self-insured by ASRS.
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 4 - PRACTICE AND PROCEDURE BEFORE THE BOARD › Section R2-8-402 - General Procedures

Current through Register Vol. 30, No. 28, July 12, 2024
In computing any time period, parties shall exclude the day
				  from which the designated time period begins to run. Parties shall include the
				  last day of the period unless it falls on a Saturday, Sunday, or legal holiday.
				  When the time period is 10 days or less, parties shall exclude Saturdays,
				  Sundays, and legal holidays.
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 4 - PRACTICE AND PROCEDURE BEFORE THE BOARD › Section R2-8-403 - Letters of Appeal; Request for a Hearing of an Appealable Agency Action

Current through Register Vol. 30, No. 28, July 12, 2024
A. After receipt of
				an agency decision, a person who is not satisfied with the agency decision, may
				submit a letter of appeal:
1. To the ASRS's
				vendor for long-term disability benefits, if the appeal relates to a long-term
				disability decision; or
2. To the
				ASRS Member Services Division Assistant Director, or such director's designee,
				if the appeal relates to an agency decision other than a long-term disability
				decision or Health Plan Vendor decision.
Arizona Administrative Code › Title 2 - ADMINISTRATION › Chapter 8 - STATE RETIREMENT SYSTEM BOARD › Article 4 - PRACTICE AND PROCEDURE BEFORE THE BOARD › Section R2-8-404 - Board Decisions on Hearings before the Office of Administrative Hearings

Current through Register Vol. 30, No. 28, July 12, 2024
A recommended decision from the Office of Administrative
				  Hearings that is sent to ASRS at least 30 days before the Board's next regular
				  meeting, shall be reviewed by the Board at that meeting. At the meeting, the
				  Board shall render a decision to accept, reject, or modify the findings of
				  fact, conclusions of law and recommendations in whole or in part. If the Board
				  modifies or rejects a recommended decision, the Board shall state the reasons
				  for the modification or rejection. The Board shall deliver the Board's final
				  decision to the Office of Administrative Hearings within five days after the
				  meeting at which the Board made the final decision.