reglab/statecodes huggingface dataset:
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart F - ANNUITANTS AND BENEFICIARIES › Section 1650.540 - Conservators/Guardians

Current through Register Vol. 48, No. 28, July 12, 2024
Any legally appointed conservator or guardian receiving
				  benefits for an annuitant or a beneficiary adjudged incompetent shall be
				  required to furnish a court certification that the appointment is in force and
				  effect, when reasonably requested to do so by the System. In default of such
				  notice, payment shall be suspended until satisfactory certification is
				  received, whereupon payments will be resumed from the date of the last
				  payment.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart F - ANNUITANTS AND BENEFICIARIES › Section 1650.550 - Presumption of Death

Current through Register Vol. 48, No. 28, July 12, 2024
a) Whenever any
				member, annuitant, or beneficiary has been so out of communication with the
				System that the fact of his or her being alive cannot be ascertained, he or she
				shall be presumed to be dead. In the event this presumption of death shall be
				removed by proof that he or she is alive, benefits shall be paid or resumed
				from the date of the last payment.
b) Whenever any inactive member reaches age
				75 and has not been in communication with the System for longer than 20 years,
				he or she shall be presumed dead and the member's account shall be terminated
				with no interest credited. In the event this presumption shall be removed by
				proof the member is alive or deceased, his or her account shall be reinstituted
				with interest and included in the System's next required minimum distribution
				process in accordance with Section
				1650.417,
				Section 1-116.1 of the Code, and Internal Revenue Code Section
				401(a)(9).
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart F - ANNUITANTS AND BENEFICIARIES › Section 1650.560 - Benefits Payable on Death

Current through Register Vol. 48, No. 28, July 12, 2024
Survivor benefits shall be paid in accordance with the
				  applicable provisions of Article 16 in effect on the date of the member's or
				  annuitant's death. If the member or annuitant has failed to name a beneficiary,
				  the System may make payment through a small estate affidavit provided the
				  requirements of 755 ILCS 5 /Art. 25 are met. If the assets of the estate are
				  greater than the limit allowed for small estate affidavits, letters of
				  administration or proof of heirship deemed reliable by the System shall be
				  required by the System in order to process any death
				  benefits.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart F - ANNUITANTS AND BENEFICIARIES › Section 1650.561 - Valid Beneficiary Designations

Current through Register Vol. 48, No. 28, July 12, 2024
To be considered valid and timely filed, a beneficiary
				  designation under 40 ILCS 5/16-138, 16 -141 and 16-142 must be received and
				  date stamped by the System prior to or on the date of the death of the member
				  or annuitant.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart F - ANNUITANTS AND BENEFICIARIES › Section 1650.570 - Survivors' Benefits

Current through Register Vol. 48, No. 28, July 12, 2024
Survivors annuity payments on account of dependent children
				  accepted by the spouse after the children have legally been removed from the
				  spouse's care will be considered benefit over-payments and will be subject to
				  collection in accordance with Section
				  1650.595.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart F - ANNUITANTS AND BENEFICIARIES › Section 1650.571 - Payment of Monthly Survivor Benefits to a Trust

Current through Register Vol. 48, No. 28, July 12, 2024
a) A member may designate a trust to receive
				monthly survivor benefits on behalf of a dependent beneficiary.
b) However, to do so, the trust must provide
				that the survivor benefit annuity will be used solely for the care and benefit
				of the member's dependent beneficiary.
c) Prior to the processing of a claim for
				survivor benefits, the trustee of the trust shall furnish the System that part
				of the trust demonstrating that the conditions set forth in subsection (b) of
				this Section are met.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart F - ANNUITANTS AND BENEFICIARIES › Section 1650.575 - Full-time Student - Receipt of Survivors Benefits Until Age 22

Current through Register Vol. 48, No. 28, July 12, 2024
a) For purposes of
				40 ILCS
				5/16-140(4), a full-time student
				shall be one who is enrolled in a course of study in an accredited educational
				institution (other than a program of study by correspondence), and who is
				carrying a full-time workload as determined by the educational institution
				during the regular school year for the course of study the student is
				pursuing.
b) Accredited educational
				institutions include schools, colleges, universities, and post-secondary
				vocational institutions whose courses of study are approved by appropriate
				state or federal educational accreditation authorities.
c) A regular school year is the eight to nine
				months which includes two semester terms or three quarter terms (or their
				equivalent), excluding the summer term. Terms that begin after April 15 and end
				before September 16 are considered summer terms.
d) Survivors benefits shall be payable during
				the period between regular school years if the benefit recipient was a
				full-time student the preceding semester term or quarter term (or their
				equivalent).
e) To verify that an
				eligible child is a full-time student, the System must receive a certification
				signed by an official of the educational institution confirming that the
				student is a full-time student as provided in subsection (a) above.
f) Payment of survivor benefits under this
				Section will begin on the 15th of the month preceding the start of the
				full-time student's first semester or quarter of matriculation.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart F - ANNUITANTS AND BENEFICIARIES › Section 1650.580 - Evidence of Eligibility

Current through Register Vol. 48, No. 28, July 12, 2024
Beneficiaries receiving monthly benefits shall furnish
				  evidence of eligibility to receive such benefits when requested to do so by the
				  System. The System shall request evidence of eligibility when it receives any
				  information indicating the beneficiary is not eligible to receive a benefit.
				  Failure to do so will result in suspension of payments until evidence of
				  eligibility is received, whereupon payments will be resumed from the date of
				  the last payment.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart F - ANNUITANTS AND BENEFICIARIES › Section 1650.590 - Comptroller Offset

Current through Register Vol. 48, No. 28, July 12, 2024
Prior to the referral of any debt owed the System to the
				  Office of the Comptroller for collection through the Comptroller Offset System
				  as authorized under Section
				  10.05 of the State
				  Comptroller Act [15
				  ILCS 405/10.05 ] and Section 5 of the Illinois State
				  Collection Act [30 ILCS
				  210/5 ], the System shall provide the debtor:
a) Written notice that the debt is being
				referred to the Comptroller for offset. The notice shall set forth the amount
				of and basis for the debt. The notice shall further advise the debtor of the
				debtor's right to a hearing to contest the debt by filing a written request
				with the System within 30 days after receipt of the notice by the debtor.
				Failure to request a hearing within the 30 days provided shall terminate any
				right to a hearing before the System.
b) A hearing with the System, if requested by
				the debtor, to allow the debtor an opportunity to establish the debt has been
				paid or is not owed. The hearing shall be held before a three-member panel
				appointed by the System's Executive Director.
c) A written decision advising the debtor of
				the basis for the panel's decision.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart F - ANNUITANTS AND BENEFICIARIES › Section 1650.595 - Overpayments

Current through Register Vol. 48, No. 28, July 12, 2024
a) When the System
				determines benefits, except for an impermissible refund as defined in Section
				1650.240,
				have been paid erroneously in an amount greater than $50 to a member, annuitant
				or beneficiary (recipient), the System shall record such overpayment as an
				accounts receivable and make demand upon the recipient for the amount
				due.
b) Interest shall accrue on
				overpayments at the rate of 0.83 % per month beginning on the first day of the
				month following 30 days from the date of notification to the recipient of the
				overpayment.
c) The System shall
				use its best efforts to ensure repayment of overpayments within 36 months after
				such overpayment.
d) If the
				recipient of an overpayment fails to repay the amount due plus any applicable
				interest within 36 months, the System will collect any amount plus applicable
				interest outstanding at the time the recipient next receives a benefit from the
				System by withholding 10% of the recipient's gross payment, if a periodic
				payment, including any reciprocal system payments, or 100% if a lump sum
				payment.
e) The System shall retain
				the option to refer any debt due the System to the Attorney General, the Debt
				Collection Board, the Comptroller's Offset System, or private collection
				agencies at any time it deems appropriate.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart H - ADMINISTRATIVE REVIEW › Section 1650.610 - Staff Responsibility

Current through Register Vol. 48, No. 28, July 12, 2024
The administrative staff of the System shall be responsible
				  for the daily functioning of the System including interpretation of the
				  Illinois Pension Code (The Act) and processing all claims for benefits or
				  service credit.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart H - ADMINISTRATIVE REVIEW › Section 1650.620 - Right of Appeal

Current through Register Vol. 48, No. 28, July 12, 2024
Any member, beneficiary, annuitant or employer may appeal a
				  staff disposition of a claim or interpretation of the Act to the Board of
				  Trustees within 6 months after the staff disposition or interpretation, by
				  filing a written request for an administrative review with the Executive
				  Director. The appeal will be scheduled to be heard at the next meeting of the
				  Board's Claims Hearing Committee (Committee) having space on the agenda for
				  such hearing. The Committee shall be composed of 3 members of the Board of
				  Trustees, plus a designated alternate Trustee, all elected by the Board, and an
				  attorney retained by the System to serve as the Committee's Presiding Hearing
				  Officer. Any members of the Committee may be disqualified from hearing an
				  appeal due to bias or conflict of interest in the appeal.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart H - ADMINISTRATIVE REVIEW › Section 1650.630 - Form of Written Request

Current through Register Vol. 48, No. 28, July 12, 2024
A written request for an administrative review shall include
				  the following information: the name and address of the petitioner; the name and
				  address of his or her authorized representative if applicable; a complete
				  explanation of the factual and/or legal basis for the request, including
				  relevant documentation supporting the petitioner's position; and the relief
				  sought by the petitioner.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart H - ADMINISTRATIVE REVIEW › Section 1650.635 - Presiding Hearing Officer - Duties and Responsibilities

Current through Register Vol. 48, No. 28, July 12, 2024
The Presiding Hearing Officer of the Claims Hearing Committee
				  shall have the following powers and duties and shall perform the following
				  functions during administrative review proceedings.
a) Pre-hearing:
1) The Presiding Hearing Officer shall
				monitor and supervise the pre-hearing proceedings to ensure that the Committee
				is presented with the information necessary to make an informed and legally
				supported decision on the matters being presented for administrative
				review.
2) The Presiding Hearing
				Officer shall facilitate cooperation between the petitioner and the System's
				Legal Counsel in the preparation of issue and fact statements. Whenever
				appropriate, the Presiding Hearing Officer shall encourage the use of
				stipulated materials to enhance the efficiency of the proceedings.
3) The Presiding Hearing Officer shall ensure
				the timely exchange of exhibits, witness lists and testimony
				summaries.
4) The Presiding Hearing
				Officer shall rule on discovery requests and procedural matters. The rules of
				civil procedure shall not be strictly applied; however, the Presiding Hearing
				Officer shall make necessary and appropriate legal or evidentiary rulings to
				ensure that both parties receive fair and timely consideration of all
				pre-hearing motions and discovery requests.
5) The Presiding Hearing Officer shall
				establish pre-hearing position statements and briefing schedules.
6) The Presiding Hearing Officer shall make
				any necessary and appropriate inquiries or requests of the parties in order to
				assure that the Committee has the requisite information to rule on the issues
				raised by the claim.
7) The
				Presiding Hearing Officer shall develop hearing procedures that assure that the
				hearing process remains focused on pertinent issues while providing a full and
				fair hearing for the petitioner and the System. Whenever appropriate, the
				Presiding Hearing Officer shall encourage the parties to submit the matter to
				the Committee on the written record.
8) When appropriate, the Presiding Hearing
				Officer shall facilitate settlement of the claim prior to hearing.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart H - ADMINISTRATIVE REVIEW › Section 1650.640 - Prehearing Procedure

Current through Register Vol. 48, No. 28, July 12, 2024
a) Upon
				written notice by the Presiding Hearing Officer, the petitioner, or his or her
				attorney, and counsel for the System shall make themselves available at
				mutually agreeable times for pre-hearing conferences for the following
				purposes:
1) The simplification of
				issues;
2) The amendment of
				pleadings;
3) The making of
				admissions of facts or stipulations for the purpose of avoiding the unnecessary
				introduction of evidence;
4)
				Establishing the procedure at the hearing;
5) The limitation of the number of
				witnesses;
6) The disclosure of all
				witnesses (expert and non-expert) to be called to testify at hearing;
7) Disclosure of the substance of the
				testimony of all witnesses to be called;
8) The exchange of all exhibits to be
				introduced at hearing;
9)
				Establishing briefing schedules for the submission of position statements and
				accompanying documentation; and
10)
				Such other matters as may aid in the simplification of the evidence and
				disposition of the proceeding.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart H - ADMINISTRATIVE REVIEW › Section 1650.641 - Claims Hearing Committee Hearing Packet

Current through Register Vol. 48, No. 28, July 12, 2024
a) A hearing packet shall be submitted to the
				members of the Committee prior to the hearing on the claim, or alternatively,
				prior to submission of the matter for decision based solely upon the record.
				The hearing packet shall contain:
1) An agreed
				statement of issues, and if not agreed, the proposed issues statement of each
				party.
2) An agreed statement of
				facts, and if not agreed, the proposed statement of facts of each
				party.
3) The position statements
				of the parties, including the legal arguments being made and all applicable
				statutory, regulatory and case law in support of those arguments, and an
				analysis of all relevant documentary evidence and testimony to be given in
				support of each party's respective positions.
4) Witness affidavits, if agreed by the
				parties to be admissible.
5) All
				exhibits to be presented at hearing.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart H - ADMINISTRATIVE REVIEW › Section 1650.650 - Hearing Procedure

Current through Register Vol. 48, No. 28, July 12, 2024
a) All
				administrative review hearings shall be recorded by a court reporter.
b) The Presiding Hearing Officer of the
				Claims Hearing Committee shall preside over the hearing and shall assure that
				the proceedings are consistent with any agreements or rulings on issues,
				evidence, witnesses or hearing format established prior to the hearing.
1) All agreed to or stipulated issues, facts,
				documents or exhibits shall be considered as evidence in the
				proceeding.
2) Witnesses, exhibits,
				evidence, issues or legal arguments not disclosed prior to the hearing shall be
				barred unless good cause is shown for the failure to provide such information
				to the other party. At the discretion of the Presiding Hearing Officer, the
				hearing may be postponed in order to allow a party time to investigate and
				prepare to respond to the new information.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart I - AMENDMENT TO BYLAWS AND RULES › Section 1650.710 - Amendments

Current through Register Vol. 48, No. 28, July 12, 2024
The Bylaws and Rules may be altered or amended by a majority
				  vote of all members of the Board of Trustees provided such alterations or
				  amendments shall not be inconsistent with all provisions of the law, and
				  provided further that notice of any proposed alteration or amendment shall be
				  given each member of the Board of Trustees by the Director at least ten days
				  prior to the regular or special meeting at which the amendment is to be
				  considered.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart J - RULES OF ORDER › Section 1650.810 - Parliamentary Procedure

Current through Register Vol. 48, No. 28, July 12, 2024
The rules of parliamentary practice contained in "Robert's
				  Rules of Order," latest edition, shall govern the business before the Board of
				  Trustees provided they are not inconsistent with the Bylaws or Rules of the
				  Board.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart K - PUBLIC RECORD REQUESTS › Section 1650.930 - Submission of Requests

Current through Register Vol. 48, No. 28, July 12, 2024
a) Public record
				requests made in accordance with the Freedom of Information Act (FOIA)
				[5 ILCS
				140 ] should be submitted via the System's Public
				Records Center, accessible on the TRS website: trsil.org. Record requests may
				also be sent to the attention of the FOIA Officer, Teachers' Retirement System
				of the State of Illinois, P.O. Box 19253, 2815 West Washington, Springfield,
				Illinois 62794-9253, FOIAOfficer@trsil.org.
b) The request must be in writing and include
				the following information:
1) A specific
				description of the public records requested.
2) Whether the requestor seeks copies or
				personal inspection of the public records.
3) Whether the public record is being
				obtained for a commercial purpose.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart K - PUBLIC RECORD REQUESTS › Section 1650.980 - Inspection of Records at System Office

Current through Register Vol. 48, No. 28, July 12, 2024
a) Public records not exempt from disclosure
				under FOIA may be inspected at the System's Springfield Office. Records may be
				inspected during normal business hours through prior arrangement with the
				System's General Counsel's Office.
b) Documents the requestor wishes to have
				copied shall be segregated during the course of the inspection. All copying
				shall be done by System employees, except that, if work load requires, the
				System may refer the copying to an outside printer or copy service.
c) An employee of the System may be present
				throughout the inspection. A requestor may be prohibited from bringing bags,
				briefcases or other containers into the inspection room.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart K - PUBLIC RECORD REQUESTS › Section 1650.990 - Copies of Public Records

Current through Register Vol. 48, No. 28, July 12, 2024
a)
				Copies of public records not exempt from disclosure under FOIA will be provided
				unless the requestor makes arrangements to personally inspect the public
				records as provided in Section
				1650.980.
				The first 50 pages are provided free of charge. The System reserves the right
				to charge fees to reimburse its actual cost for reproducing public records
				exceeding 50 pages, as allowed by FOIA.
b) If the System incurs extraordinary
				shipping expenses for sending copies of public records to the requestor, the
				System reserves the right to seek reimbursement of those actual shipping
				expenses from the requestor.
c)
				Charges may be reduced or waived for requests in the public interest, as
				allowed by FOIA.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart K - PUBLIC RECORD REQUESTS › Section 1650.995 - Materials Immediately Available

Current through Register Vol. 48, No. 28, July 12, 2024
Detailed information about the System is publicly and
				  immediately available at the TRS website: trsil.org. The TRS website provides
				  contact information, a description of purpose, membership, key statutory
				  provisions, benefits, funding, administrative structure and budget, the most
				  recent Annual Comprehensive Financial Report (ACFR), member brochures and
				  publications, employer services, legislative matters, investments, board of
				  trustees, board and committee meeting minutes, administrative review decisions,
				  administrative rules, an online pressroom, and vendor
				  information.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart L - BOARD ELECTION PROCEDURES › Section 1650.1000 - Nomination of Candidates

Current through Register Vol. 48, No. 28, July 12, 2024
a) Any
				candidate for a vacant teacher position on the System's Board of Trustees shall
				be nominated by a written petition in a format prescribed by the System or a
				petition with electronic signatures submitted via an independent, secure,
				third-party vendor selected by the System, signed by no fewer than 500
				individuals who, as of the date of signing, were teachers as defined in Section
				16-106 of the Illinois Pension Code [40 ILCS
				5/16-106 ].
b) Any candidate for a vacant annuitant
				position on the System's Board of Trustees shall be nominated by a written
				petition in a format prescribed by the System or a petition with electronic
				signatures submitted via an independent, secure, third-party vendor selected by
				the System, signed by no fewer than 500 individuals who, as of the date of
				signing, were annuitants as defined in Section 16-111.1 of the Illinois Pension
				Code [40
				ILCS 5/16-111.1].
c) Petitions may be circulated for signatures
				for a period of time as follows:
1) For a
				regular election, commencing the November 1 immediately preceding the election
				date and ending with the time for filing such petition with the System as
				provided in subsection (c) of Section
				1650.1010;
2) For a special election as provided in
				Section 1650.1090, commencing the date
				that the Board's secretary announces that a special election will be held and
				for a two-week period thereafter.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart L - BOARD ELECTION PROCEDURES › Section 1650.1001 - Election Date/Election Day - Defined

Current through Register Vol. 48, No. 28, July 12, 2024
a) For a regular election, the term "election
				date" or "election day" shall mean May 1.
b) For a special election as provided in
				Section
				1650.1090,
				the term "election date" or "election day" shall mean the date prescribed by
				the Board's secretary.
c) If the
				election day falls on a Saturday, Sunday, or holiday observed by the System,
				the election will be held the next day on which the System is open for
				business.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart L - BOARD ELECTION PROCEDURES › Section 1650.1010 - Petitions

Current through Register Vol. 48, No. 28, July 12, 2024
a) All petitions
				shall be in the form adopted by the System. Petition forms may be obtained from
				the System's website (trsil.org) beginning November 1 immediately preceding the
				election date.
b) A valid petition
				nominating a candidate for a vacant teacher position or a vacant annuitant
				position on the System's Board of Trustees must bear the requisite number of
				signatures of individuals eligible to nominate the candidate pursuant to
				Section 1650.1000(a) or
				(b).
c) Petitions shall be filed with the System
				during the following time periods:
1) For a
				regular election, not less than 90 nor more than 120 days prior to the election
				day.
2) For a special election as
				provided in Section 1650.1090, beginning with the
				Board's secretary's announcement that a special election will be held and no
				later than 45 days prior to the election day.
3) Petitions filed after the prescribed
				petition-filing period will not be accepted.
4) Petitions filed before the prescribed
				petition-filing period will be returned to the party submitting the petition
				for filing but may be refiled within the prescribed petition-filing
				period.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart L - BOARD ELECTION PROCEDURES › Section 1650.1020 - Eligible Voters

Current through Register Vol. 48, No. 28, July 12, 2024
a) An
				individual is eligible to vote for a vacant teacher position on the Board of
				Trustees of the System if he or she was a "teacher", as defined in Section
				16-106 of the Illinois Pension Code [40 ILCS
				5/16-106 ], determined as of the following dates:
1) For a regular election, March 1 of the
				year in which the election is held.
2) For a special election as provided in
				Section
				1650.1090,
				the date the Board's secretary determines the validity of petitions.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart L - BOARD ELECTION PROCEDURES › Section 1650.1030 - Election Materials

Current through Register Vol. 48, No. 28, July 12, 2024
a) An
				eligible voter who has provided the System with a valid electronic mail address
				will receive electronic election materials at least 20 days prior to the
				election day. The System's electronic ballot and voting processes may be
				conducted via an independent, secure, third-party vendor selected by the System
				and shall conform in all material aspects with the manual balloting provisions
				provided in Section 16-165 of the Illinois Pension Code [40 ILCS
				5/16-165 ].
b) An eligible voter who does not wish or is
				unable to vote electronically may request that manual election materials be
				sent to the eligible voter via U.S. mail in accordance with the manual
				balloting provisions provided in Section 16-165 of the Illinois Pension Code
				[40 ILCS
				5/16-165 ].
c) An eligible voter who has not provided the
				System with a valid electronic mail address will receive manual election
				materials via U.S. mail as provided in Section 16-165 of the Illinois Pension
				Code [40
				ILCS 5/16-165 ].
d) An eligible voter who has not received any
				or all of the election materials must contact the System at least 10 days prior
				to the election day, to request that the System send manual election materials
				to the eligible voter. After verifying that the requesting individual is an
				eligible voter as provided in Section
				1650.1020, the System shall send
				a written certification of nonreceipt in the form prescribed by the System and
				the manual election materials via U.S. mail.
e) If previously mailed manual election
				materials are returned to the System undelivered at least 10 days prior to the
				election day and a forwarding address has been provided, the System shall mail
				manual election materials to the forwarding address via U.S. mail.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart L - BOARD ELECTION PROCEDURES › Section 1650.1040 - Marking of Ballots

Current through Register Vol. 48, No. 28, July 12, 2024
A valid ballot must conform to the following
				  requirements:
a) All choices of
				candidates must be clearly indicated as prescribed by the instructions
				accompanying the ballot. If the marking of the ballot does not conform to all
				instructions accompanying the ballot, the ballot is invalid and will not be
				counted.
b) Each eligible voter is
				entitled to only one vote for any particular candidate.
c) When there are two trustees to be elected,
				each eligible voter may vote for only one candidate for each position to be
				elected. If more than two candidates are selected, the ballot is invalid and
				will not be counted. If only one candidate is selected, the selection will
				count as only one vote.
d) Manual
				entries of candidates not listed on the ballot are invalid and will not be
				counted.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart L - BOARD ELECTION PROCEDURES › Section 1650.1050 - Return of Ballots

Current through Register Vol. 48, No. 28, July 12, 2024
a) Written
				Ballots
1) For written ballots, upon receipt
				of the election materials specified in Section
				1650.1030, the eligible voter
				shall:
A) Mark the ballot in accordance with
				Section 1650.1040;
B) Write the member's signature, address, and
				member ID or the last four digits of the member's social security number on the
				signature card;
C) Detach the
				completed ballot and signature card along the perforated lines;
D) Place the completed ballot into the
				envelope marked "For Ballot Only";
E) Place the completed signature card and the
				ballot envelope into the return envelope; and
F) Attach postage, seal and mail, via U.S.
				mail or express delivery service, the return envelope in time to reach the
				address provided by the System in the election materials at or prior to 10:00
				a.m. on the election day.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart L - BOARD ELECTION PROCEDURES › Section 1650.1060 - Observation of Ballot Counting

Current through Register Vol. 48, No. 28, July 12, 2024
Any person may observe the ballot counting process beginning
				  at 10:00 am on the election day as specifically designated by the System.
				  Observer identification will be verified by the System. An observer who
				  attempts to challenge or disrupt the ballot counting process will be removed
				  from observation.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart L - BOARD ELECTION PROCEDURES › Section 1650.1070 - Certification of Ballot Counting

Current through Register Vol. 48, No. 28, July 12, 2024
The System's ballot tabulating program shall be certified in
				  writing by an independent consultant. Such certification shall provide that the
				  System's ballot tabulation process correctly tabulates
				  ballots.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart L - BOARD ELECTION PROCEDURES › Section 1650.1080 - Challenges to Ballot Counting

Current through Register Vol. 48, No. 28, July 12, 2024
a)
				Any person who observed the ballot counting, as provided in Section
				1650.1060,
				may submit to the System, within seven days after the election day, a written
				statement identifying the specific aspect or aspects of the ballot counting
				process that are being challenged.
b) The System shall consider the challenge
				and notify the challenger and all candidates of the results within 30 days
				after the election day.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart L - BOARD ELECTION PROCEDURES › Section 1650.1090 - Special Election to Fill Un-Expired Term of Elected Trustee

Current through Register Vol. 48, No. 28, July 12, 2024
a) On the date that
				an elected trustee position becomes vacant, if more than six months remain
				until the term expires, the Board's secretary will hold a special election in
				accordance with this Subpart L; provided, however, that if the Board's
				secretary determines there is inadequate time to hold a special election so as
				to allow the newly elected trustee to participate in at least one regularly
				scheduled Board meeting, then no special election will be held and the vacancy
				will remain until the next regular election.
b) The Board's secretary will notify the
				System's membership that a special election will be held as soon as
				administratively feasible upon receiving notice of a vacancy and will announce
				the schedule for the special election, which will include the following:
1) The date the vacancy occurred;
2) The time period for circulating petitions
				for nominating signatures;
3) The
				deadline for filing petitions with the System;
4) The date the Board's secretary will verify
				the validity of petitions;
5) The
				date ballots will be sent to eligible voters;
6) The election date; and
7) The date results of the election will be
				announced.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart M - QUALIFIED ILLINOIS DOMESTIC RELATIONS ORDERS › Section 1650.1110 - Definitions

Current through Register Vol. 48, No. 28, July 12, 2024
a) The definitions
				in Section 1-119(a) of the Illinois Pension Code (the "Act") [40 ILCS
				5/1-119(a) ] shall apply to this
				Subpart.
b) The phrase "death
				benefit" in Section 1-119(a)(2) of the Act [40 ILCS
				5/1-119(a) (2)] includes:
1) A refund of any remaining accumulated
				contributions;
2) A refund payable
				to a deceased member's designated beneficiary because the member elected a 2.2
				upgrade and dies before making the full upgrade contribution; or
3) A survivor benefit under Section 16-141 or
				Section 16-142 of the Act [40 ILCS 5/16-141, 16 -142] if and only if payable as
				a lump sum.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart M - QUALIFIED ILLINOIS DOMESTIC RELATIONS ORDERS › Section 1650.1111 - Requirements for a Valid Qualified Illinois Domestic Relations Order

Current through Register Vol. 48, No. 28, July 12, 2024
The System will accept a court order as a valid Qualified
				  Illinois Domestic Relations Order, or "QILDRO", that meets all of the following
				  requirements:
a) The order must be
				accompanied by a $50 non-refundable processing fee, by check payable to the
				Teachers' Retirement System.
b) If
				the order applies to a person who became a member of the System before July 1,
				1999, the order must be accompanied by the original Consent to Issuance of
				QILDRO signed by the member. If the original has been filed with the court, a
				certified copy of the original is acceptable.
c) The order must be a certified copy of the
				original.
d) The order must have
				been issued by an Illinois court of competent jurisdiction in a proceeding for
				declaration of invalidity of marriage, legal separation, or dissolution of
				marriage that provides for the distribution of property, or any proceeding to
				amend or enforce such a property distribution, prior to the death of the
				member.
e) The order must contain
				the name, mailing address, and Social Security number of the member.
f) The order must contain the name, mailing
				address, and Social Security number of the alternate payee.
g) If the full Social Security number is not
				shown on the face of the order, the order must be accompanied by a Notice of
				Confidential Information Within Court Filing in the form adopted by the System
				containing the full Social Security numbers omitted from the order.
h) The order must identify the Teachers'
				Retirement System as the retirement system to which it is directed.
i) The order must apply only to benefits that
				are statutorily subject to QILDROs as provided in Section 1-119(b)(1) of the
				Act [40 ILCS
				5/1-119(b)(1) ].
j) The order and, if applicable, the Consent
				to Issuance of QILDRO must be in the form adopted by the System as of the valid
				receipt date of the order.
k) No
				language may be added to, or omitted from, the QILDRO form or the consent form
				adopted by the System.
l) All
				required portions of the order must be filled out completely and consistently
				with all directions provided in the form.
m) If a consent form is required, the names
				and Social Security numbers identified in the consent form must match the names
				and Social Security numbers identified in the order or in an accompanying
				Notice of Confidential Information Within Court Filing.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart M - QUALIFIED ILLINOIS DOMESTIC RELATIONS ORDERS › Section 1650.1112 - Requirements for a Valid QILDRO Calculation Order

Current through Register Vol. 48, No. 28, July 12, 2024
The System will accept a court order as a valid QILDRO
				  Calculation Order that meets all of the following requirements:
a) The order must be accompanied by a $50
				non-refundable processing fee, by check payable to the Teachers' Retirement
				System.
b) The order must be a
				certified copy of the original.
c)
				The order must have been issued by an Illinois court of competent jurisdiction
				in a proceeding for declaration of invalidity of marriage, legal separation, or
				dissolution of marriage that provides for the distribution of property, or any
				proceeding to amend or enforce such a property distribution.
d) The order must contain the name, mailing
				address, and Social Security number of the member.
e) The order must contain the name, mailing
				address, and Social Security number of the alternate payee.
f) If the full Social Security number is not
				shown on the face of the order, the order must be accompanied by a Notice of
				Confidential Information Within Court Filing in the form adopted by the System
				containing the full Social Security numbers omitted from the order.
g) The order must identify the Teachers'
				Retirement System as the retirement system to which it is directed.
h) The order must be in the form adopted by
				the System as of the valid receipt date of the order.
i) No language may be added to, or omitted
				from, the form adopted by the System.
j) All required portions of the order must be
				filled out completely and consistently with all directions provided in the
				form.
k) The order must correspond
				with a valid underlying QILDRO that has been filed with the System applicable
				to the same member, the same alternate payee, and the same benefits and
				refunds.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart M - QUALIFIED ILLINOIS DOMESTIC RELATIONS ORDERS › Section 1650.1113 - Required Forms

Current through Register Vol. 48, No. 28, July 12, 2024
a) A QILDRO, a
				Consent to Issuance of QILDRO, a Calculation Order, or a Notice of Confidential
				Information Within Court Filing must be in the form adopted by the System as of
				the valid receipt date.
b) The
				forms adopted by the System are available on the System's web site, trsil.org,
				or upon request.
c) A QILDRO, a
				Consent Form, a Calculation Order, or a Notice of Confidential Information
				Within Court Filing that is not in the form adopted by the System as of the
				receipt date is invalid.
d)
				Re-typed forms and obsolete forms will be returned, unprocessed, to the
				sender.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart M - QUALIFIED ILLINOIS DOMESTIC RELATIONS ORDERS › Section 1650.1114 - Filing a QILDRO or a Calculation Order with the System

Current through Register Vol. 48, No. 28, July 12, 2024
a) A QILDRO or a Calculation Order must be
				sent to the System's General Counsel's Office, each accompanied by the $50
				non-refundable processing fee.
b) A
				QILDRO or a Calculation Order will be deemed received by the System on the date
				that a certified copy of the order accompanied by the processing fee and, if
				applicable, Consent to Issuance of QILDRO and/or Notice of Confidential
				Information Within Court Filing, is received in the System's General Counsel's
				Office.
c) Within 45 calendar days
				after receipt, the System will review the order and notify the member and each
				alternate payee by first class mail that it has received the order, and whether
				the order is a valid QILDRO or Calculation Order. If the System determines that
				the order is not valid, the notice will specify the reason or
				reasons.
d) A QILDRO or a
				Calculation Order that has been amended by the issuing court must be submitted
				in the same manner as the original order. A separate $50 non-refundable
				processing fee is required for each new or amended order.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart M - QUALIFIED ILLINOIS DOMESTIC RELATIONS ORDERS › Section 1650.1115 - Benefits Affected by a QILDRO

Current through Register Vol. 48, No. 28, July 12, 2024
a)
				A QILDRO may apply only to the following benefits administered by the System:
1) A monthly retirement benefit;
2) A single sum retirement benefit;
3) A termination refund;
4) A partial member's refund; or
5) A return of accumulated contributions
				payable to a member's designated beneficiary upon death; or
6) A survivor benefit, if and only if payable
				as a lump sum.
Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1650 - THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM › Subpart M - QUALIFIED ILLINOIS DOMESTIC RELATIONS ORDERS › Section 1650.1116 - Effect of a Valid QILDRO

Current through Register Vol. 48, No. 28, July 12, 2024
a) If the
				QILDRO applies to a member who is not an annuitant of the System, the QILDRO
				will be placed in the member's file and will not be implemented until an
				affected benefit or refund to which the QILDRO applies becomes
				payable.
b) If the QILDRO applies
				to a member who is an annuitant of the System, payment to the alternate payee
				will begin with the first benefit or refund to which the QILDRO applies that
				falls at least 30 days after the valid receipt date of the QILDRO.
c) If the QILDRO expresses any amount payable
				to the alternate payee as a percentage, the System cannot pay the alternate
				payee such amount until the System receives a valid Calculation Order
				corresponding to the percentage in the underlying QILDRO.
1) When a retirement benefit subject to a
				percentage QILDRO on file with the System becomes payable and the System has
				not received a valid Calculation Order corresponding to the retirement benefit,
				the System will determine an anticipated payment to the alternate payee based
				on information in the QILDRO, if it is possible to do so. The System will hold
				the alternate payee's anticipated payment and begin paying the member's
				retirement benefit, less the amount held for the alternate payee, until the
				System receives a valid Calculation Order corresponding to the retirement
				benefit.
2) When a member's refund,
				partial member's refund, or lump-sum death benefit subject to a percentage
				QILDRO on file with the System becomes payable and the System has not received
				a valid Calculation Order corresponding to that refund or lump-sum death
				benefit, the System will hold the refund or lump-sum death benefit until the
				System receives a valid Calculation Order corresponding to that benefit or
				refund.
3) Once the System receives
				a Calculation Order, the System will adjust the amounts payable in accordance
				with the Calculation Order and begin paying the alternate payee.
4) If it is not possible for the System to
				determine an anticipated payment based only on the percentage QILDRO, then
				neither the member nor the alternate payee will be paid until the System
				receives a valid corresponding Calculation Order.