reglab/statecodes huggingface dataset:
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-1-7 - FORMS › Section 800-1-7-.15 - RSA Benefit Recipient's Withholding Preference Certificate

Current through Register Vol. 42, No. 9, June 28, 2024
Is submitted by retired members to indicate the withholding treatment which they wish to have applied to their benefits.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-1-7 - FORMS › Section 800-1-7-.16 - RSA Form 30, Application For Beneficiary Payment

Current through Register Vol. 42, No. 9, June 28, 2024
Is submitted by the beneficiary of a deceased retiree in order to claim the survivor benefit according to the option selected.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-1-7 - FORMS › Section 800-1-7-.17 - RSA Direct Deposit Request

Current through Register Vol. 42, No. 9, June 28, 2024
Is submitted by retirees who wish to have their benefit checks mailed directly to the bank.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-1-7 - FORMS › Section 800-1-7-.18 - RSA Request For Duplicate Warrant

Current through Register Vol. 42, No. 9, June 28, 2024
Is used by retiree to request that another benefit check be issued due to the loss or destruction of the original warrant.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-1-7 - FORMS › Section 800-1-7-.19 - RSA Affidavit Of Forgery

Current through Register Vol. 42, No. 9, June 28, 2024
Is used when retirement benefit check has been negotiated but the retiree certifies that the signature on the negotiated warrant was made by someone other than the retiree.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-1-7 - FORMS › Section 800-1-7-.20 - RSA Affidavit For Certification Of Power Of Attorney

Current through Register Vol. 42, No. 9, June 28, 2024
Is attached to Power of Attorney documentation to certify that the attached is still in effect.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-1-7 - FORMS › Section 800-1-7-.21 - RSA Beneficiary's Notice Of Benefit Declination

Current through Register Vol. 42, No. 9, June 28, 2024
Is used by benefit recipients to decline part of the benefit payable to the recipient.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-1-7 - FORMS › Section 800-1-7-.22 - TRS Form 9, Beneficiary Designation

Current through Register Vol. 42, No. 9, June 28, 2024
Is used by retirees to name the beneficiary who will receive the pro rata portion of the retiree's monthly benefit or the lump sum annuity savings balance payable at the retiree's death.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-1-7 - FORMS › Section 800-1-7-.23 - Armed Forces Certification Of Disability Allowances

Current through Register Vol. 42, No. 9, June 28, 2024
Members who are retired from the military on disability must obtain certification of the type military retirement allowance they are receiving in order to purchase military service.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-1-7 - FORMS › Section 800-1-7-.24 - Application For Return Of Accumulated Contributions From Terminated Account

Current through Register Vol. 42, No. 9, June 28, 2024
Is used by members whose accounts have been statutorily terminated to request contributions refund.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-1-7 - FORMS › Section 800-1-7-.25 - TRS Form 3, Certificate Of Service Claim

Current through Register Vol. 42, No. 9, June 28, 2024
Used for certifying prior service (service rendered in Alabama public schools prior to September 1, 1941).
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-1-7 - FORMS › Section 800-1-7-.26 - TRS Form 6, Annual Checklist

Current through Register Vol. 42, No. 9, June 28, 2024
Used in annual reconciliation of member contributions remitted by a particular reporting unit.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-1-7 - FORMS › Section 800-1-7-.27 - Annual Statement Of Account

Current through Register Vol. 42, No. 9, June 28, 2024
Provided to a member on an annual basis providing account balance and other relevant account data. Statements are distributed through employing units.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-1-8 - ALABAMA TEACHERS' GROUP TERM LIFE INSURANCE PLAN › Section 800-1-8-.01 - Plan Established

Current through Register Vol. 42, No. 9, June 28, 2024
This plan, to be known as the Alabama Teachers' Group Term Life Insurance Plan, shall be effective October 1, 1987.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Act No. 87-714.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-1-8 - ALABAMA TEACHERS' GROUP TERM LIFE INSURANCE PLAN › Section 800-1-8-.02 - Persons Covered

Current through Register Vol. 42, No. 9, June 28, 2024
All active contributing members of the Teachers' Retirement System of Alabama shall be covered by this plan during the period of such active contributing membership. For the purposes of this plan an individual shall become an active contributing member of the Teachers' Retirement System on the first day in pay status in a position eligible for participation in the Teachers' Retirement System and shall cease to be an active contributing member upon the member's retirement, application for refund of contributions, or otherwise upon the expiration of ninety (90) days following his last day in pay status.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority
: Act No. 87-714.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-1-8 - ALABAMA TEACHERS' GROUP TERM LIFE INSURANCE PLAN › Section 800-1-8-.03 - Benefits

Current through Register Vol. 42, No. 9, June 28, 2024
Contingent upon availability of funds, upon the death of an insured who is a full-time member of the Teachers' Retirement System, a benefit in the amount of $15,000, and upon the death of an insured who is a part-time member of the Teachers' Retirement System, a benefit which bears the same proportion to $15,000 as his employment time bears to full time, shall be paid to the beneficiary designated by the insured to receive such benefit or, in the absence of such designation, to the beneficiary designated by the insured to receive the return of contributions and death benefit from the Teachers' Retirement System.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Act No. 87-714.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-1-8 - ALABAMA TEACHERS' GROUP TERM LIFE INSURANCE PLAN › Section 800-1-8-.04 - Application For Benefit Procedure

Current through Register Vol. 42, No. 9, June 28, 2024
Application for a benefit payable under this plan shall be made in the same manner as application for a death benefit or a survivor allowance is made under the retirement plan.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority
: Act No. 87-714.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-1-8 - ALABAMA TEACHERS' GROUP TERM LIFE INSURANCE PLAN › Section 800-1-8-.05 - Preclusion For Causing Death

Current through Register Vol. 42, No. 9, June 28, 2024
No benefit shall be paid to any person who causes the death of the insured intentionally, under circumstances manifesting extreme indifference to human life, recklessly, by criminal negligence or in the commission of a felony offense.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Act No. 87-714.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-1-8 - ALABAMA TEACHERS' GROUP TERM LIFE INSURANCE PLAN › Section 800-1-8-.06 - Preexisting Condition Exclusion

Current through Register Vol. 42, No. 9, June 28, 2024
No benefit shall be paid upon the death of any insured whose death occurs within ninety days of the date that coverage begins for such insured where such death results from a condition existing prior to the date that coverage begins. This provision shall not apply to those persons whose coverage begins on the effective date of this plan, October 1, 1987.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Act No. 87-714.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-1 - BENEFITS › Section 800-2-1-.01 - Deferred Retirement

Current through Register Vol. 42, No. 9, June 28, 2024
Deferred retirement shall be earned upon completion of ten years of creditable service, provided the member does not withdraw his contributions from the Employees' Retirement System.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority
:
Code of Ala. 1975
, §
										36-27-23(g).
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-1 - BENEFITS › Section 800-2-1-.02 - Disability Retirement

Current through Register Vol. 42, No. 9, June 28, 2024
(1) A member is construed to be "in service" for the purposes of applying for disability retirement, provided such member is on an authorized leave of absence for one year, which may be extended for one additional year.
(2) The Employees' Retirement System of Alabama will pay the necessary expenses, round-trip travel at the prevailing state rate, and the physician's fee for an examination, to have questionable disability requests examined by physicians designated by the Employees' Retirement System at the request of the Medical Board of the Employees' Retirement System.
(3) The Board of Control shall terminate Disability Retirement Benefits when the following due process procedure is executed:
(a) We base our termination upon reliable documentary evidence such as physicians' reports, employment records filed with a public agency, etc.;
(b) We notify the recipient of our intention to terminate his benefits and of the reasons for that termination and the evidence upon which it is based;
(c) We provide the recipient with an opportunity to review our files with respect to his status and to submit to us further documentation respecting our reason for terminating his benefits;
(d) The secretary-treasurer is authorized to designate a staff member to review cases and conduct hearings;
(e) We provide him with an opportunity to meet with one of our staff members designated to review such disability benefit cases;
(f) We grant him, upon request, a post termination informal hearing before a member of our staff who is designated to conduct such hearings;
(g) The recipient is informed that he may also request a hearing before the Board of Control relative to the termination of his benefits.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority
:
Code of Ala. 1975
, §
										36-27-23(g).
History
: Filed September 30, 1982; effective October 1, 1982.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-1 - BENEFITS › Section 800-2-1-.03 - Optional Allowances

Current through Register Vol. 42, No. 9, June 28, 2024
(1) Beneficiaries electing to receive an optional allowance, in lieu of the maximum monthly retirement allowance, must make such election on a form duly prescribed by the Retirement System no later than the first of the month, during which their retirement is to be effective.
(2) If the Retirement System is not notified of a member's election to receive an optional allowance, then such member shall automatically receive the maximum retirement allowance.
(3) A member's election of the maximum retirement allowance, or his receipt thereof as a matter of law, shall become effective upon the first day of the month during which his retirement is effective.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority
:
Code of Ala. 1975
, §
										36-27-23(g).
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-1 - BENEFITS › Section 800-2-1-.04 - Date Of Retirement

Current through Register Vol. 42, No. 9, June 28, 2024
A member's date of retirement shall be on the first day of some month which shall be not less than 30 days nor more than 90 days after the filing with the Board of Control, his written notice of intent to retire.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										36-27-23(g).
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-1 - BENEFITS › Section 800-2-1-.05 - Interest

Current through Register Vol. 42, No. 9, June 28, 2024
For the purpose of crediting interest to members' accumulated contributions and for the purpose of computing the amount of any annuity, pension or optional benefit elected in lieu thereof, the interest will be 4 percent. Interest will be credited to the account of each member once each year as of September 30 on the mean amount in the member's account for the immediately preceding year.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										36-27-23(g).
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-1 - BENEFITS › Section 800-2-1-.06 - Correction Of Errors

Current through Register Vol. 42, No. 9, June 28, 2024
A fee equal to the current rate of return of the Employees' Retirement System's portfolio will be charged for the correction of any errors made in members' accounts.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										36-27-23(g).
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-1 - BENEFITS › Section 800-2-1-.07 - Survivor Benefit Cancellation

Current through Register Vol. 42, No. 9, June 28, 2024
(1) Any beneficiary who is receiving in lieu of the maximum retirement allowance an optional allowance which provides for a monthly survivor benefit may cancel the survivor portion of the optional allowance and designate a new beneficiary who shall receive, upon the death of the beneficiary, a pro rata payment representing the number of days such beneficiary lived during the month of his death.
(2) The election to cancel the survivor portion of the optional allowance shall be made on a form prescribed by the Board of Control and shall be irrevocable.
(3) Any cancellation of benefits made in accordance with this rule shall become effective upon receipt of the properly completed form at the offices of the retirement system or upon the date that such properly completed form is postmarked, whichever shall occur first.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										36-27-23(g).
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-1 - BENEFITS › Section 800-2-1-.08 - Calculation Of Average Final Compensation

Current through Register Vol. 42, No. 9, June 28, 2024
Average final compensation shall be computed by determining the annual compensation actually contributed upon during the two full fiscal years in the last ten fiscal years of creditable service for which such compensation is the highest, based on the creditable retirement year period for ERS, i.e., October 1 through September 30, then computing a composite year using actual salary for the months of service in the most recent creditable year and annualizing, using a pro rata year credit and pro rata salary from the creditable fiscal year in which the annual compensation was the third highest, so as to allow the retirant the advantage of the generally higher salary during the last months of service.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										36-27-23(g).
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-1 - BENEFITS › Section 800-2-1-.09 - Return To Service

Current through Register Vol. 42, No. 9, June 28, 2024
A person will be considered to have returned to service within the provisions of
Code of Ala. 1975
, §
								36-27-16(e), requiring suspension of benefits if such person has begun employment with the state or a unit participating in the Employees' Retirement System under
Code of Ala. 1975
, §
								36-27-6, in any position whether or not such position is a covered position, except that a person who is elected by the public to serve in an elective office with the state or a political subdivision of the state, which office is not covered, shall not be considered to have returned to service and except that a person will not be considered to have returned to service if such person is employed on a part-time basis, does not replace a full-time employee and receives compensation equal to or less than the base allowed under federal social security.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										36-27-23(g).
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-1 - BENEFITS › Section 800-2-1-.10 - Constructive Receipt

Current through Register Vol. 42, No. 9, June 28, 2024
An application for retirement shall be accepted and shall be considered to have met the statutory requirement that such application be filed at least 30 days before the effective date of retirement if such application is forwarded to the Retirement System through the United States mails with proper address and postage and is postmarked at least 30 days prior to the effective date of retirement.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										36-27-23(g).
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-1 - BENEFITS › Section 800-2-1-.11 - Non-Spouse Beneficiary Designation

Current through Register Vol. 42, No. 9, June 28, 2024
A member may designate someone other than his or her spouse to receive the benefits provided by
Code of Ala. 1975
, §
								36-27-16(c)(2)(3). Such designation may be made at any time but must be specific in its application to the benefits provided by §
								36-27-16(c) (2)(3). If no such designation is made the spouse shall receive the benefits as provided by §
								36-27-16(c)(2)(3). If a member does not have a spouse the member's general beneficiary designation shall be effective with respect to the benefits provided by §
								36-27-16(c)(2)(3).
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										36-27-23(g).
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-1 - BENEFITS › Section 800-2-1-.12 - Preretirement Death Benefit

Current through Register Vol. 42, No. 9, June 28, 2024
(1) The death benefit provided by
Code of Ala. 1975
, §
								36-27B-3, shall be paid only in lieu of the matching amount not to exceed $5,000 provided in
Code of Ala. 1975
, §§
								36-27-16(c)(3), 36-27-16(c)(4), to those who qualify for benefits under such sections and under §
								36-27B-3 and who are not otherwise qualified for a benefit under the Employees' Retirement System law. The benefit shall be payable under §
								36-27-16(c)(3) to the spouse unless the member has designated some other person to receive the benefit payable under such section and shall be payable only if the spouse or other designated person elects to receive the return of contributions and death benefit rather than the monthly benefit. The benefit shall be payable under §
								36-27-16(c)(4) to the person designated by the member to receive preretirement benefits.
(2) The benefits shall be payable only if the member's death occurs within 90 days of his last day of actual service. For the purpose of determining qualification for this benefit "actual service" shall include all periods for which the member is in pay status earning service credit, including holidays, weekends, periods of annual leave and periods of paid sick leave, provided such periods are continuous and unbroken but shall not include periods for which the member is not in pay status earning service credit, such as periods of unpaid leave.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										36-27-23(g).
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-2 - ELIGIBILITY FOR MEMBERSHIP › Section 800-2-2-.01 - Full-Time Employees

Current through Register Vol. 42, No. 9, June 28, 2024
(1) All full-time state employees shall be enrolled in the Employees' Retirement System as a condition of employment.
(2) Full-time employment shall be in the time required for that full-time position as determined by the employer, or in the case of hourly employees, at least 20 hours per week.
(3) Any member of the Employees' Retirement System who shall assume a position of less than full-time shall continue to be a member of the Employees' Retirement System and shall receive creditable service in proportion to the percent of time he works when compared to a full-time employee, as certified by his employer.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										36-27-23(g).
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-2 - ELIGIBILITY FOR MEMBERSHIP › Section 800-2-2-.02 - Contributions

Current through Register Vol. 42, No. 9, June 28, 2024
All monies earned by members of the Employees' Retirement System from any covered employer are subject to contribution to the Employees' Retirement System.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										36-27-23(g).
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-2 - ELIGIBILITY FOR MEMBERSHIP › Section 800-2-2-.03 - Leave Of Absence

Current through Register Vol. 42, No. 9, June 28, 2024
(1) A person on leave of absence (including sabbatical) without pay is ineligible for creditable service with the Employees' Retirement System.
(2) A person on leave of absence (including sabbatical) with pay will receive proportional credit based on the amount of pay received in relation to his full-time salary.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										36-27-23(g).
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-2 - ELIGIBILITY FOR MEMBERSHIP › Section 800-2-2-.04 - Service Credit

Current through Register Vol. 42, No. 9, June 28, 2024
Service shall be credited in units of months and years. Twelve months of full-time service shall be necessary to constitute one year of service. A complete month of full-time service shall be required for a month's service credit, provided that upon initial employment and upon termination of employment or upon official interruption of service a month's service credit shall be credited if the employee has contributed and worked continuously and full-time for at least one-half of the month. Other service shall be prorated.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										36-27-23(g).
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-2 - ELIGIBILITY FOR MEMBERSHIP › Section 800-2-2-.05 - Continuance And Resumption Of Service

Current through Register Vol. 42, No. 9, June 28, 2024
(1) An active member who becomes the director of a department of state government shall continue participation in the Employees' Retirement System. Participation status as a regular employee or as a state policeman shall be determined based upon the director's position and not upon the prior employment position. For example, a state policeman who became the director of the state highway department would participate as a regular employee rather than as a state policeman while serving as director.
(2) A retired state employee who accepts reemployment with any department of the state may request resumption of participation in the Retirement System upon completion of the statutorily required period of continuous active service. The Board of Control will grant such request only if such employee makes the payments required by statute and only if the Board finds that the employee is otherwise eligible for the resumption of participation.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										36-27-23(g).
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-2 - ELIGIBILITY FOR MEMBERSHIP › Section 800-2-2-.06 - Termination Of Unit Eligibility

Current through Register Vol. 42, No. 9, June 28, 2024
In the event that a unit participating in the Retirement System pursuant to
Code of Ala. 1975
, §
								36-27-6, ceases to be an eligible unit, employees of such unit shall no longer be eligible to participate in the Retirement System but shall be treated as other employees who terminate their service with an eligible unit. An actuarial study shall be performed to determine the funds necessary to cover the existing liabilities for vested benefits. The employer unit shall pay any funding deficiency to the Retirement System upon demand and any excess of funds over existing liabilities shall be returned to the employer unit provided that no transfer of funds to the employer unit shall take place in less than 90 days from the date that the Retirement System is first notified that such unit has become ineligible for participation.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										36-27-23(g).
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-2 - ELIGIBILITY FOR MEMBERSHIP › Section 800-2-2-.07 - Membership Of Part-Time Employees

Current through Register Vol. 42, No. 9, June 28, 2024
Any person who works for the state or a participating unit at least one-half time in a salaried position or at least 20 hours a week in an hourly paid position and who earns no less than the prevailing minimum wage payable for an 80 hour month must be a member of the Employees' Retirement System as a condition of employment.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										36-27-23(g).
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-3 - BOARD OF CONTROL › Section 800-2-3-.01 - Officers And Duties

Current through Register Vol. 42, No. 9, June 28, 2024
(1) The officers of the Board of Control shall consist of the chairman and vice chairman.
(a) The chairman shall be Governor ex officio.
1. The chairman shall preside at all meetings of the Board of Control;
2. The chairman shall appoint all committees and he may assign to members of the Board of Control such special responsibilities as may from time to time be necessary;
3. The chairman shall sign for the Board of Control such documents as may require such signature.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-3 - BOARD OF CONTROL › Section 800-2-3-.02 - Meetings

Current through Register Vol. 42, No. 9, June 28, 2024
(1) The Board of Control shall have two regular meetings each year, one in the spring and one in the fall.
(2) The actuary and the investment advisor shall meet with the Board annually upon request.
(3) The vice chairman of the Board of Control should make every effort to resolve all scheduling conflicts so as to set meeting dates when all members can attend.
(4) Special meetings may be called by the chairman, the vice chairman, or the secretary-treasurer when situations arise which require such special meetings or upon the written request of four or more members of the Board of Control.
(5) All meetings of the Board of Control shall be open to the public at all times and all meetings at which official action is taken by the Board of Control shall be open to the public.
(a) Any resolution, rule, regulation, or formal action taken in noncompliance with this subdivision is invalid and not binding upon the Board of Control;
(b) The Board may meet in executive session for the purpose of discussing the reputation or good name of an individual; however, any formal action taken as a result of executive session must be made in open meeting.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-3 - BOARD OF CONTROL › Section 800-2-3-.04 - Committees

Current through Register Vol. 42, No. 9, June 28, 2024
(1) All committees shall be formally approved by the Board of Control.
(2) The Investment Committee shall be composed of three members, one of which shall be the Finance Director, and the other two shall be elected by the Board.
(a) The elected members shall serve a two year term;
(b) One member shall be elected each year at the spring meeting of the Board;
(c) Any vacancy on the Investment Committee shall be filled by the election of another member of the Board of Control to fill out the unexpired term of the previous member.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-3 - BOARD OF CONTROL › Section 800-2-3-.05 - Operational Procedures

Current through Register Vol. 42, No. 9, June 28, 2024
(1) The secretary-treasurer and the chairman or vice chairman of the Board of Control shall prepare the agenda with appropriate information and shall mail it to each member of the Board of Control at least seven days in advance of any regular meeting of the Board of Control.
(a) Any Board of Control member may have an item placed on the agenda, provided such member makes a request in writing to the secretary-treasurer or the chairman stating specifically what he wishes placed on the agenda;
(b) The agenda as approved or amended at the beginning of each meeting, shall govern the order of business for the meeting;
(c) Additions or deletions to the approved agenda shall be by a majority vote of the members voting, a quorum being present.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-3 - BOARD OF CONTROL › Section 800-2-3-.06 - Appeals

Current through Register Vol. 42, No. 9, June 28, 2024
(1) Any interested person dissatisfied with any action by the administration of the Employees' Retirement System of Alabama may appeal to the Board of Control by filing a written appeal with the secretary-treasurer or the chairman of the Board of Control.
(a) The appeal must distinctly set forth the questions and issues involved and state the reasons why the decision complained of is alleged to be erroneous;
(b) Written appeals must be filed within 60 days of notification of the decision.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-3 - BOARD OF CONTROL › Section 800-2-3-.07 - Updating Of Rules And Policies

Current through Register Vol. 42, No. 9, June 28, 2024
There shall be a continuous updating of policies and rules. Any changes must be submitted in writing to the Board of Control and acted upon at the following meeting.
Author
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										36-27-23(g).
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-3 - BOARD OF CONTROL › Section 800-2-3-.08 - Disclosure Of Personal Information

Current through Register Vol. 42, No. 9, June 28, 2024
No Board member or other officer or employee, whether paid or unpaid, shall disclose any confidential and/or personal information.
Author
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										36-27-23(g).
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-3 - BOARD OF CONTROL › Section 800-2-3-.09 - Fiduciary Standards

Current through Register Vol. 42, No. 9, June 28, 2024
(1) The fiduciary standards of staff and Board of Control members is to be of the highest degree.
(a) All investments are to be made within the "prudent man" concept of fiduciary trusteeship;
(b) The fiduciary standards are governed by any federal law, Securities and Exchange Commission rulings, and general laws of the State of Alabama, in addition to any specific rulings of the Alabama Ethics Commission such as "Advisory Opinion No. 230."
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-4 - CREDITABLE SERVICE › Section 800-2-4-.01 - Leave Of Absence

Current through Register Vol. 42, No. 9, June 28, 2024
(1) A person on leave of absence (including sabbatical) without pay is ineligible for creditable service with the Employees' Retirement System.
(2) A person on leave of absence (including sabbatical) with pay will receive proportional credit based on the amount of pay received in relation to his full-time salary.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										36-27-23(g).
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-4 - CREDITABLE SERVICE › Section 800-2-4-.02 - Part-Time Employment

Current through Register Vol. 42, No. 9, June 28, 2024
(1) Creditable service for part-time employment will be credited on a proportionate basis.
(2) Proportionate service will be determined by comparison of the time actually worked to the normal time required for a full-time employee.
(3) The employer, in cases of doubt, shall certify to the Retirement System the time required for a full-time employee in that position.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										36-27-23(g).
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-4 - CREDITABLE SERVICE › Section 800-2-4-.03 - Claims, Resolutions And Requests

Current through Register Vol. 42, No. 9, June 28, 2024
Whenever state law provides that a person may claim prior service credit, military service credit, out-of-state service credit or any other service credit, and whenever state law provides that an agency or organization may request participation in the Retirement System by resolution or otherwise, the submission of such claim or request shall be in such form and with such verification or certification as the Retirement System's administrative staff shall require.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										36-27-23(g).
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-5 - ORGANIZATION AND OPERATIONS › Section 800-2-5-.01 - Organization And Operations

Current through Register Vol. 42, No. 9, June 28, 2024
The principal purpose of the Employees' Retirement System is the provision of retirement allowances to employees of the State of Alabama and to employees of such political subdivisions of the state and such public and quasi-public agencies and organizations as elect to participate in the system, and, incidental thereto, the management and investment of Employees' Retirement System pension funds. The responsibility for the general administration and proper operation of the Employees' Retirement System is vested in a board of trustees which is called the Board of Control of the Employees' Retirement System of Alabama. The Board of Control is constituted as provided by statute, specifically
Code of Ala. 1975
, §
								16-25-19. The chief executive officer of the Employees' Retirement System is the secretary-treasurer who is elected by the Board of Control. Individual member accounts and pensions are administered by the administrative staff of the Employees' Retirement System under the secretary-treasurer and supported by other administrative divisions. Information regarding the Employees' Retirement System of Alabama or individual member accounts may be obtained from, and submissions and requests may be made to, The Employees' Retirement System of Alabama, 135 South Union Street, Montgomery, Alabama 36130.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-6 - PETITION FOR AMENDMENT, REPEAL, ADOPTION OR DECLARATORY RULING › Section 800-2-6-.01 - Petition For Adoption, Amendment Or Repeal Of Regulation

Current through Register Vol. 42, No. 9, June 28, 2024
Any person substantially affected by a rule or regulation of the Board may request the amendment or repeal of such rule or regulation or the adoption of a new rule or regulation by submitting such request to the Board in writing setting forth with particularity the change requested and the reasons therefor. Such request should identify by number the rule addressed, quote the specific language requested to be changed and quote the specific new language suggested.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-8.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-6 - PETITION FOR AMENDMENT, REPEAL, ADOPTION OR DECLARATORY RULING › Section 800-2-6-.02 - Petition For Declaratory Ruling

Current through Register Vol. 42, No. 9, June 28, 2024
Any person substantially affected by a rule or regulation of the Board may request a declaratory ruling with respect to the validity or applicability of the rule or regulation and any person substantially affected by the statute implemented, administered and enforced by the Board may request a declaratory ruling with respect to the applicability of such statute by submitting such request in writing to the Board stating with particularity facts sufficient to show such person is substantially affected by the rule or statute. Such request should precisely state the question or questions with respect to which a declaratory ruling is sought. The Board shall issue declaratory rulings in its discretion when the Board deems such a ruling to be necessary and appropriate.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-11.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-7 - FORMS › Section 800-2-7-.01 - ERS Form 100 - Member Information Record

Current through Register Vol. 42, No. 9, June 28, 2024
Is used to collect biographical information on new members, and for designation of beneficiary.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-7 - FORMS › Section 800-2-7-.02 - ERS Form MB

Current through Register Vol. 42, No. 9, June 28, 2024
Is used for designation of multiple beneficiaries.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-7 - FORMS › Section 800-2-7-.03 - RSA Form 7 - Notice Of Final Deposit And Request For Refund

Current through Register Vol. 42, No. 9, June 28, 2024
Is used by members who have terminated service to request retirement contribution refund.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-7 - FORMS › Section 800-2-7-.04 - RSA Form SB - Application For Survivor Benefit

Current through Register Vol. 42, No. 9, June 28, 2024
Is used by beneficiary or surviving spouse to apply for benefit payable at the death of a member prior to retirement.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-7 - FORMS › Section 800-2-7-.05 - RSA Form TR-2

Current through Register Vol. 42, No. 9, June 28, 2024
Request for transfer of service and contributions from the Employees' Retirement System to the Teachers' Retirement System.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-7 - FORMS › Section 800-2-7-.06 - RSA Form TR-l

Current through Register Vol. 42, No. 9, June 28, 2024
Request for transfer of service and contributions from the Teachers' Retirement System to the Employees' Retirement System.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-7 - FORMS › Section 800-2-7-.07 - ERS MIL-PAY - Statement Of Service

Current through Register Vol. 42, No. 9, June 28, 2024
Provides statement of benefit eligibility from military service (required to purchase military service).
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-7 - FORMS › Section 800-2-7-.08 - ERS Form F - Service Calculation

Current through Register Vol. 42, No. 9, June 28, 2024
Is used for certification of period of noncontributing service.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-7 - FORMS › Section 800-2-7-.09 - ERS LE - Employer Certificate Of Continued Employment Eligibility Of Legislative Employee

Current through Register Vol. 42, No. 9, June 28, 2024
Is required to determine membership eligibility for these employees.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-7 - FORMS › Section 800-2-7-.10 - ERS Form C - Certification Of Service Rendered To The State Of Alabama Prior To October 1, 1945, Or To A Public Agency Prior To The Date The Agency Entered The Employees' Retirement System

Current through Register Vol. 42, No. 9, June 28, 2024
Is used for certifying prior service.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-7 - FORMS › Section 800-2-7-.11 - ERS Non-Election Affidavit (Purchase Service)

Current through Register Vol. 42, No. 9, June 28, 2024
Is submitted by member who does not wish to purchase credit for periods of noncontributing service.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-7 - FORMS › Section 800-2-7-.12 - ERS Non-Election Affidavit (New Unit)

Current through Register Vol. 42, No. 9, June 28, 2024
Is submitted for employees of incoming local units to indicate their choice to decline membership in Employees' Retirement System.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-7 - FORMS › Section 800-2-7-.13 - RSA Form 50A, Certification Of Out-Of-State Service

Current through Register Vol. 42, No. 9, June 28, 2024
Is sent to out-of-state employer and retirement plan for certification of service rendered and credited under retirement plan.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-7 - FORMS › Section 800-2-7-.14 - RSA Form 50, Application To Obtain Credit For Out-Of-State Service

Current through Register Vol. 42, No. 9, June 28, 2024
Submitted by members who wish to buy up to five years' credit for out-of-state public or teaching service.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-7 - FORMS › Section 800-2-7-.15 - RSA Notice Of Intent To Retire

Current through Register Vol. 42, No. 9, June 28, 2024
Is used by members to notify RSA that they plan to retire.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-7 - FORMS › Section 800-2-7-.16 - RSA Form 10, Application Of Retirement

Current through Register Vol. 42, No. 9, June 28, 2024
Is used to apply for service or disability retirement benefits.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-7 - FORMS › Section 800-2-7-.17 - RSA Physician's Report Of Disability

Current through Register Vol. 42, No. 9, June 28, 2024
Is required to provide medical evidence of member's disability.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-7 - FORMS › Section 800-2-7-.18 - RSA Member's Election Of Retirement Benefits (Option Election Form)

Current through Register Vol. 42, No. 9, June 28, 2024
Is used by a retiring member to choose his/her retirement plan.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-7 - FORMS › Section 800-2-7-.19 - ERS Form 12, Insurance Authorization Form

Current through Register Vol. 42, No. 9, June 28, 2024
Is used by retiring members to authorize payroll deduction of state health and miscellaneous insurance premiums from retirement benefit.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.
Alabama Administrative Code › Title 800 - RETIREMENT SYSTEMS OF ALABAMA › Chapter 800-2-7 - FORMS › Section 800-2-7-.20 - RSA Questionnaire On Disability Retirement

Current through Register Vol. 42, No. 9, June 28, 2024
Must be completed annually for the first five years, and once every three years thereafter by persons receiving disability benefits.
Author:
William T. Stephens, General Counsel, RSA.
Statutory Authority:
Code of Ala. 1975
, §
										41-22-4.