reglab/statecodes huggingface dataset:
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-55 - Death benefit payment

Current through all regulations passed and filed through July 1, 2024
(A) This rule shall apply only to the death
			 benefit payable pursuant to section
			 145.451
			 of the Revised Code.
(B) A retirant
			 or a disability benefit recipient may designate a beneficiary or beneficiaries
			 to receive only the death benefit payment.
(1)
			 Such designation must be on a form provided by the public employees retirement
			 system and filed with the system prior to the retirant or disability benefit
			 recipient's death.
(2)
									The death benefit payment shall be
			 divided equally among the surviving beneficiaries if the retirant or the
			 disability benefit recipient designated multiple beneficiaries.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-57 - Annual interest credited to contributor accounts

Current through all regulations passed and filed through July 1, 2024
The public employees retirement board shall set the annual
				interest rate to be credited to contributor accounts pursuant to division (A)
				of section 145.473 of the Revised Code.
Five Year Review (FYR) Dates:
				09/29/2016 and
				09/29/2021
Promulgated
				Under: 111.15
Statutory
				Authority: 145.09
Rule
				Amplifies: 145.473
Prior
				Effective Dates: 4/5/01, 1/1/03
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-60 - Designation of beneficiaries under the multiple-life plan

Current through all regulations passed and filed through July 1, 2024
The portion of the lesser amount continuing after death to two,
				three, or four surviving beneficiaries designated at the time of a member's
				retirement or at the time of commencement of a contributor's benefit under
				section 145.384 or
				145.64 of the Revised Code shall
				be allocated among the beneficiaries in whole percentages only.
Five Year Review (FYR) Dates:
				09/29/2016 and
				09/29/2021
Promulgated
				Under: 111.15
Statutory
				Authority: 145.09
Rule
				Amplifies: 145.384,
				145.46,
				145.64
Prior
				Effective Dates: 10/27/06, 4/6/07 (Emer.), 7/1/07, 9/1/13 (Emer.),
				9/16/13
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-62 - Calculation of amount due retirant or contributor with multiple beneficiaries under the multiple-life plan

Current through all regulations passed and filed through July 1, 2024
(A) This rule applies to a retirant or
			 contributor who elects a plan of payment under which a portion of the
			 contributor's benefit continues, after the death of the contributor, to two,
			 three, or four surviving beneficiaries. Amounts due to a retirant or
			 contributor receiving a monthly benefit and unpaid to the retirant or
			 contributor at death, shall be paid 
								to the beneficiary designated in writing on a form
			 provided by the public employees retirement board, signed by the retirant or
			 contributor and filed with the board.
(B) The amount payable to each surviving
			 designated beneficiary shall be determined by multiplying the amount due the
			 retirant or contributor under the plan of payment described in paragraph (A) of
			 this rule by a fraction whose numerator is the gross monthly amount that the
			 beneficiary will be paid and whose denominator is the total gross monthly
			 amount that all beneficiaries will be paid.
Five Year Review (FYR) Dates:
				09/29/2016 and
				09/29/2021
Promulgated
				Under: 111.15
Statutory
				Authority: 145.09
Rule
				Amplifies: 145.384,
				145.46,
				145.64
Prior
				Effective Dates: 10/27/06, 4/6/07 (Emer.), 7/1/07, 9/1/13 (Emer.),
				9/16/13
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-64 - Priority of multiple court orders under the multiple-life plan

Current through all regulations passed and filed through July 1, 2024
If, at the time of retirement or at the time of commencement of
				a benefit under section
				145.384 or
				145.64 of the Revised Code, a
				member or contributor is subject to more than one court order issued under
				section 3105.171 or
				3105.65 of the Revised Code, or
				the laws of another state regarding the division of marital property, the
				public employees retirement system shall establish the priority in which the
				court orders will be administered by the retirement system. Priority shall be
				established by the earliest date on which the orders were received by the
				retirement system.
Five Year Review (FYR) Dates:
				09/29/2016 and
				09/29/2021
Promulgated
				Under: 111.15
Statutory
				Authority: 145.09
Rule
				Amplifies: 145.384,
				145.46,
				145.64
Prior
				Effective Dates: 10/27/06, 4/6/07 (Emer.), 7/1/07, 9/1/13 (Emer.),
				9/16/13
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-67 - Eligible rollover distributions from this plan

Current through all regulations passed and filed through July 1, 2024
(A) A distributee may elect, at the time and
			 in the manner prescribed by the board, to have any portion of an eligible
			 rollover distribution paid directly to an eligible retirement plan specified by
			 the distributee in a direct rollover.
Effective January 1, 2010, a non-spouse beneficiary may elect
				to make a direct rollover to an inherited individual retirement account or
				annuity described in section 408(a) or 408(b) of the Internal Revenue Code, or
				a Roth individual retirement account or annuity described in section 408A of
				the Internal Revenue Code that is established on behalf of the beneficiary.
				Such rollover shall be made in a manner consistent with the section 402(c)(11)
				of the Internal Revenue Code and any other applicable guidance.
(B) The following definitions
			 apply to this rule:
(1) "Eligible rollover
			 distribution" means a lump sum distribution from the member or contributor's
			 account pursuant to section
			 145.40,
			 145.63, or division (H) of
			 section 
									
										145.384
									 of the Revised
			 Code, except that "eligible rollover distribution" does not include either of
			 the following:
(a) Any distribution to the
			 extent such distribution is required under section 401(a)(9) of the Internal
			 Revenue Code;
(b) The portion of
			 any distribution that is not includible in gross income, unless the
			 distribution is being rolled over to either (1) a traditional individual
			 retirement account or individual retirement annuity under section 408(a) or
			 408(b) of the Internal Revenue Code or (2) a qualified trust which is part of a
			 plan which is a defined contribution plan under section 401(a) or 403(a) of the
			 Internal Revenue Code that will separately account for the distribution,
			 including the taxable and non-taxable portions of the distribution, in a direct
			 trustee-to-trustee transfer.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-70 - Mandatory direct deposit

Current through all regulations passed and filed through July 1, 2024
(A) For purposes of this rule, "alternate
			 payee" has the same meaning as defined in section
			 3105.80 of the Revised
			 Code.
(B) Except as provided in
			 paragraph (C) of this rule, all benefits or payments paid in the form of a
			 refund or monthly annuity to individuals with a
			 United States address on file with the public employees retirement system shall
			 be paid by direct deposit, which is an electronic fund transfer directly to an
			 individual's account at a financial institution. 
								Recipients of a benefit or payment and alternate
			 payees shall provide to the retirement system valid direct deposit account and
			 routing numbers, the name and contact information of the financial institution,
			 and such other information as may be required by retirement system. The
			 retirement system may withhold a benefit or payment until the benefit recipient
			 or alternate payee provides the information described in this
			 paragraph.
(C) If a
			  recipient of a benefit or payment or alternate payee resides
			 more than fifteen miles from a financial institution that provides direct
			 deposit accounts, demonstrates that 
								the individual is the victim of
			 fraud or identity theft, or resides in a nursing or convalescent home, the
			  recipient or alternate payee may
			 submit a request for exemption from direct deposit on a form provided by the
			 retirement system. The retirement system shall approve or deny the
			 request.
Effective: 1/1/2019
Five Year Review
				(FYR) Dates: 9/29/2021
Promulgated Under:
				111.15
Statutory
				Authority: 145.09,
				145.46
Rule
				Amplifies: 145.32,
				145.33,
				145.331,
				145.332,
				145.36,
				145.361,
				145.37,
				145.384,
				145.40,
				145.45,
				145.46,
				145.571,
				145.63,
				145.64
Prior
				Effective Dates: 03/01/2010 (Emer.), 04/05/2010, 01/01/2011, 01/01/2012,
				01/07/2013 (Emer.), 03/24/2013
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-01 - Plan documents

Current through all regulations passed and filed through July 1, 2024
(A) This rule amplifies sections
			 145.81 and
			 145.811 of the Revised Code.
(B) To meet the requirements of
			 section 401(a) of the Internal Revenue Code, the public employees retirement
			 board shall adopt the documents entitled the "public employees retirement
			 system of Ohio defined contribution plan" and the "public employees retirement
			 system of Ohio combined defined benefit/defined contribution plan." The board
			 may amend the provisions of the plans in accordance with the provisions of the
			 plan documents.
Five Year Review (FYR) Dates:
				09/24/2014 and
				09/24/2019
Promulgated
				Under: 111.15
Statutory Authority: 145.80
Rule Amplifies:
				145.81, 145.811
Prior Effective Dates:
				1/1/03
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-02 - Combined and member-directed plan provisions

Current through all regulations passed and filed through July 1, 2024
(A) The combined plan consists of all of the
			 following:
(1) Sections
			 145.01 to
			 145.20 and
			 145.80 to
			 145.98 of the Revised Code and
			 any corresponding administrative rules;
(2) The provisions of the plan document for
			 the PERS combined defined benefit/defined contribution plan, and any amendments
			 thereto;
(3) Any rules adopted
			 pursuant to section 145.80 of the Revised Code.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-04 - Impact of weekend or holiday on initial plan selection

Current through all regulations passed and filed through July 1, 2024
(A)
								 This rule amplifies section
			 145.19 of the Revised Code and
			 sections 2.01 of the combined and member-directed plan documents.
(B)
								 If
			 the last day of the one hundred-eighty-day election period occurs on a weekend
			 or holiday, the public employees retirement system may accept the election on
			 the first business day after the last day of the one hundred-eighty-day
			 period.
Five Year Review (FYR) Dates:
				09/24/2014 and
				09/24/2019
Promulgated
				Under: 111.15
Statutory Authority: 145.80
Rule Amplifies:
				145.19(A)
Prior Effective Dates:
				1/1/12
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-06 - Procedure for additional deposits

Current through all regulations passed and filed through July 1, 2024
(A) This rule amplifies section
			 3.04 of the combined plan
			 document and member-directed plan document.
(B) A member participating in the combined
			 plan or member-directed plan who makes a payment of additional after-tax
			 contributions to the member's miscellaneous contribution account shall remit
			 the payment with a form provided by the public employees retirement system.
Five Year Review (FYR) Dates:
				09/24/2014 and
				09/24/2019
Promulgated
				Under: 111.15
Statutory Authority: 145.80
Rule Amplifies:
				145.81
Prior Effective Dates: 1/1/03, 12/24/04, 7/1/07 (Emer.),
				8/9/07
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-08 - Active/inactive administrative fee

Current through all regulations passed and filed through July 1, 2024
(A) This rule amplifies section 24.03(a)(2)
			 and (3) of the combined plan document and section 21.03(a)(2) and (3) of the
			 member-directed plan document.
(B)
			 The public employees retirement board shall establish the administrative fee,
			 if any, to be assessed under section 24.03(a)(2) and (3) of the combined plan
			 document and section 21.03(a)(2) and (3) of the member-directed plan document.
Five Year Review (FYR) Dates:
				09/24/2014 and
				09/24/2019
Promulgated
				Under: 111.15
Statutory Authority: 145.80
Rule Amplifies:
				145.81, 145.88(A)
Prior Effective Dates:
				1/1/03
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-10 - Application by participant for refund of contributions

Current through all regulations passed and filed through July 1, 2024
(A) This rule
			 amplifies section 8.01(c) of the member-directed plan document and section
			 8.04(c) of the combined plan document.
(B) For purposes of section 8.01(c) of the
			 member-directed plan document and section 8.04(c) of the combined plan
			 document, "eligible for benefits under article IX" means a participant is
			 eligible for a benefit under section
			 9.01 of the member-directed plan
			 document or combined plan document with an effective retirement benefit date on
			 or before the first of the month following the date application for a refund is
			 received by the public employees retirement system.
Five Year Review (FYR) Dates:
				09/24/2014 and
				09/24/2019
Promulgated
				Under: 111.15
Statutory Authority: 145.80
Rule Amplifies:
				145.81
Prior Effective Dates:
				1/1/03
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-11 - Waiver of spousal consent

Current through all regulations passed and filed through July 1, 2024
(A) This rule amplifies sections
			 9.02(b)  and
			 9.03(e)  of the
			 combined plan document and section
			 9.02(b)  of the
			 member-directed plan document.
(B)
			 For payment options under the combined plan or the member-directed plan, the
			 board may waive the requirement of spousal consent in accordance with rule
			 145-1-70
			 of the Administrative Code.
Five Year Review (FYR) Dates:
				09/24/2014 and
				09/24/2019
Promulgated
				Under: 111.15
Statutory Authority: 145.80
Rule Amplifies:
				145.81
Prior Effective Dates:
				1/1/03
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-13 - Beneficiary and payment plan changes after retirement

Current through all regulations passed and filed through July 1, 2024
(A) This rule amplifies section
			 9.03(e)  of the
			 combined plan document and, in the case of a monthly annuity payment option
			 only, sections 9.02 of the combined and
			 member-directed plan documents.
(B)
			 Beneficiary and plan of payment changes for a retirement allowance under
			 section 9.03(e)  of the
			 combined plan document,
								 a monthly annuity under section
			 9.02 of the combined plan
			 document, or a monthly annuity under section
			 9.02 of the member-directed plan
			 document shall be made in accordance with rules
			 145-2-44,
			 145-2-46,
			 and
			 145-2-47
			 of the Administrative Code.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-14 - Designation of beneficiaries under the multiple-life plan

Current through all regulations passed and filed through July 1, 2024
(A) This rule
			 amplifies section 9.03(e)  of the
			 combined plan document and, in the case of a monthly annuity payment option
			 only, sections 9.02 of the combined and
			 member-directed plan documents
(B)
			 Designation of beneficiaries pursuant to a plan of payment under which a
			 portion of the benefit continues, after the death of the retirant, to two,
			 three, or four surviving beneficiaries shall be made in accordance with rule
			 145-2-60
			 of the Administrative Code.
Five Year Review (FYR) Dates:
				09/24/2014 and
				09/24/2019
Promulgated
				Under: 111.15
Statutory Authority: 145.09
Rule Amplifies:
				145.80
Prior Effective Dates: 10/27/06,
				1/1/14
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-15 - Calculation of amount due retirant with multiple beneficiaries under the multiple-life plan

Current through all regulations passed and filed through July 1, 2024
(A) This rule amplifies section
			 9.03(e)  of the
			 combined plan document and, in the case of a monthly annuity payment option
			 only, sections 9.02 of the combined and
			 member-directed plan documents.
(B)
			 Calculation of the amount due to a retirant receiving a benefit pursuant to a
			 plan of payment under which a portion of the benefit continues, after the death
			 of the retirant, to two, three, or four surviving beneficiaries shall be
			 calculated in accordance with rule
			 145-2-62
			 of the Administrative Code.
Five Year Review (FYR) Dates:
				09/24/2014 and
				09/24/2019
Promulgated
				Under: 111.15
Statutory Authority: 145.09
Rule Amplifies:
				145.80
Prior Effective Dates: 10/27/06, 9/1/13 (Emer.),
				9/16/13
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-16 - Priority of multiple court orders under the multiple-life plan

Current through all regulations passed and filed through July 1, 2024
(A) This rule
			 amplifies section 9.03(e)  of the
			 combined plan document and, in the case of a monthly annuity payment option
			 only, sections 9.02 of the combined and
			 member-directed plan documents.
(B)
			 The priority of multiple court orders shall be established in accordance with
			 rule
			 145-2-64
			 of the Administrative Code.
Five Year Review (FYR) Dates:
				09/24/2014 and
				09/24/2019
Promulgated
				Under: 111.15
Statutory Authority: 145.09
Rule Amplifies:
				145.80
Prior Effective Dates: 10/27/06, 9/1/13 (Emer.),
				9/16/13
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-21 - Purchase of service credit by combined plan members

Current through all regulations passed and filed through July 1, 2024
(A) This rule
			 amplifies division (C) of section
			 145.82 of the Revised Code and
			 section 3.05 of the combined plan
			 document.
(B) A member
			 participating in the combined plan may purchase service credit under section
			 145.20,
			 145.201,
			 145.291,
			 145.292,
			 145.293,
			 145.299,
			 145.2915,
			 145.302, or
			 145.47 of the Revised Code,
			 former section 145.295,
			 145.2911, or
			 145.2913 of the Revised Code as
			 they existed prior to January 7, 2013, or section
			 3.11 or
			 3.12 of the combined plan
			 document.
(C) For purposes of
			 determining the member's eligibility to purchase service credit under section
			 145.28,
			 145.295,
			 145.2911, or
			 145.2913 of the Revised Code or
			 section 3.11 of the combined plan
			 document, "eighteen months of contributing service credit in the system" means
			 eighteen months of contributing service credit under the combined plan, inclusive of service credit transferred from a prior plan
			 to the combined plan pursuant to rule
			 145-3-40
			 of the Administrative Code.
Effective: 1/1/2016
Five Year Review (FYR) Dates:
				09/24/2019
Promulgated
				Under: 111.15
Statutory Authority: 145.80
Rule Amplifies:
				145.01, 145.20, 145.201, 145.28, 145.29, 145.291, 145.292, 145.293, 145.295,
				145.299, 145.2911, 145.2913, 145.2915, 145.301, 145.302, 145.47, 145.81,
				145.82
Prior Effective Dates: 1/1/03, 12/24/04, 1/1/09, 1/7/13
				(Emer.), 3/24/13, 7/7/13 (Emer.),
				9/16/13
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-22 - Restored service

Current through all regulations passed and filed through July 1, 2024
(A) This rule amplifies section
			 145.97 of the
			 Revised Code and section
			 3.06
			 of the combined plan document.
(B)
			 A member participating in the combined plan on December 31, 2021, may redeposit the amounts
			 withdrawn under article VIII of the combined plan, subject to all of the
			 following:
(1) The member
			  has at least eighteen
			 months of contributing service in the combined plan or in the Ohio police and
			 fire pension fund or state highway patrol retirement system;
(2) The member  shall redeposit the amount withdrawn with interest on
			 that amount compounded annually at a rate to be determined by the public
			 employees retirement board from the first day of the month of withdrawal to and
			 including the month of redeposit.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-23 - Additional liability for service purchases in the combined plan

Current through all regulations passed and filed through July 1, 2024
(A) This rule
			 amplifies section
			 145.29
			 of the Revised Code.
(B) As used in
			 this rule, "service credit" means both of the following:
(1) Service credit that may be purchased or
			 obtained under sections
			 145.20,
			 145.201,
			 145.291,
			 145.292,
			 145.293,
			 145.299,
			 and
			 145.47
			 of the Revised Code, as those sections existed on and after January 7,
			 2013.
(2) Service credit that may
			 be purchased or obtained under section
			 145.814
			 of the Revised Code or rule
			 145-3-40
			 of the Administrative Code for a plan change that is effective on or after July
			 7, 2013, and prior to January 1, 2022, under
			 section 2.03 of the combined or member-directed plan document, as amended on
			 January 7, 2013.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-24 - Purchase of workers' compensation service

Current through all regulations passed and filed through July 1, 2024
A member participating in the combined
				plan may purchase service credit under section
				145.2915 of the Revised Code in
				accordance with rule
				145-2-03
				of the Administrative Code.
Five Year Review (FYR) Dates:
				09/24/2014 and
				09/24/2019
Promulgated
				Under: 111.15
Statutory Authority: 145.80
Rule Amplifies:
				145.2915
Prior Effective Dates: 7/7/13 (Emer.),
				9/16/13
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-27 - Purchase of service credit pursuant to section 145.293 of the Revised Code

Current through all regulations passed and filed through July 1, 2024
A member participating in the combined plan may purchase
				service credit under section
				145.293 of the Revised Code in
				accordance with rule
				145-2-04
				of the Administrative Code.
Five Year Review (FYR) Dates:
				09/24/2014 and
				09/24/2019
Promulgated
				Under: 111.15
Statutory Authority: 145.80
Rule Amplifies:
				145.293, 145.81, 145.82
Prior Effective Dates:
				1/1/03
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-28 - Free military service credit

Current through all regulations passed and filed through July 1, 2024
(A) This rule amplifies section
			 145.30 of the Revised Code as
			 applicable to members participating in the combined plan.
(B) Definitions
(1) "Maintained his membership" means any of
			 the following:
(a) The member's contributions
			 to the combined plan under section
			 145.85 of the Revised Code
			 remained with the public employees retirement system during the military
			 service;
(b) The member's
			 contributions before the military service were refunded under article VIII of
			 the combined plan document and redeposited in accordance with rule
			 145-3-22 of the
			 Administrative Code;
(c) The
			 member was exempt from membership or not a contributor to the retirement system
			 before the member's military service, but Chapter 145. of the Revised Code
			 authorizes a retroactive payment to establish membership before the member's
			 military service.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-29 - Purchase of military service credit

Current through all regulations passed and filed through July 1, 2024
(A)
								 This rule
			 amplifies section 145.302 of the Revised Code as
			 applicable to members participating in the combined plan and sections
			 3.12 and 24.02 of the combined
			 plan document.
(B)
								 A member participating in the combined plan may
			 purchase service credit under section
			 145.302 of the Revised Code and
			 section 3.12 of the combined plan
			 document.
(C)
								 The member shall submit report(s) of separation (form
			 DD214) or other satisfactory documentation to the public employees retirement
			 system as evidence of the member's military service and
			 discharge.
(D)
								 If a member has been in military service more than
			 once as evidenced by more than one report of separation or service and wishes
			 to purchase credit under section
			 145.302 of the Revised Code for
			 more than one period of military service, interest as set in rule
			 145-1-35 of the
			 Administrative Code shall be charged from the date the member last terminated
			 military service.
(E)
								 For military service purchased under section
			 3.12 of the combined plan
			 document:
(1)
									 A
			 member shall have at least twelve months of contributing service for purposes
			 of the calculation described in paragraph (E)(2) of this rule;
(2)
									 The retirement
			 system shall calculate the cost by using the greater of the member's final
			 average salary or earnable salary for the twelve months of contributing service
			 under Chapter 145. of the Revised Code immediately preceding the month in which
			 the application to purchase is received by the system.
The cost of the service credit shall be
				not less than fifty percent of the additional liability to the combined plan
				resulting from that year of service as determined by an actuary employed by the
				public employees retirement board.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-31 - Additional service credit under section 145.201 of the Revised Code

Current through all regulations passed and filed through July 1, 2024
(A) This rule
			 amplifies section 145.201 of the Revised Code as
			 applicable to members participating in the combined plan.
(B) A member participating in the combined
			 plan may purchase service credit under section
			 145.201 of the Revised Code in
			 accordance with rule
			 145-2-07
			 of the Administrative Code.
(C) A
			 member participating in the combined plan may elect to receive a refund of
			 amounts paid to purchase service credit under section
			 145.201 of the Revised Code in
			 accordance with rule
			 145-2-07
			 of the Administrative Code.
Five Year Review (FYR) Dates:
				09/24/2014 and
				09/24/2019
Promulgated
				Under: 111.15
Statutory Authority: 145.09, 145.80
Rule
				Amplifies: 145.201, 145.82
Prior Effective Dates: 1/1/03, 4/7/07
				(Emer.), 7/1/07
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-32 - Purchase of school board member service

Current through all regulations passed and filed through July 1, 2024
(A) This rule amplifies section
			 145.299 of the Revised Code as
			 applicable to members participating in the combined plan.
(B) A member participating in the combined
			 plan may purchase service credit under section
			 145.299 of the Revised Code in
			 accordance with rule
			 145-2-08
			 of the Administrative Code.
Five Year Review (FYR) Dates:
				09/24/2014 and
				09/24/2019
Promulgated
				Under: 111.15
Statutory Authority: 145.09, 145.80
Rule
				Amplifies: 145.299, 145.81, 145.82
Prior Effective Dates:
				1/1/03
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-34 - Purchase of exempted service credit

Current through all regulations passed and filed through July 1, 2024
(A)
								 This rule
			 amplifies section 3.11 of the combined plan
			 document.
(B)
(1)
									 For service that would have been covered by Chapter
			 145. of the Revised Code, but was exempted, a member shall make a request to
			 purchase credit for this service on a form provided by the public employees
			 retirement system.
(2)
									 The employer for which the service was performed shall
			 complete the certification of such service on the form and attach to the form a
			 copy of each approved written exemption from membership on file with the
			 employer for such member.
(3)
									 After receipt of the completed form, the retirement
			 system shall determine the amount of service credit that would have been earned
			 had the service not been exempted.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-35 - Police and fire or highway patrol service

Current through all regulations passed and filed through July 1, 2024
(A) This rule amplifies sections
			 145.295 and
			 145.2913 of the Revised Code as
			 applicable to members participating in the combined plan.
(B) Any payments made by a member to purchase
			 credit pursuant to section
			 145.295 or
			 145.2913 of the Revised Code
			 shall not be refunded to a member except as authorized or required under those
			 sections, article VIII of the combined plan document, as amended on January 7,
			 2013, or rule
			 145-2-11
			 of the Administrative Code.
(C)
			 This paragraph applies to purchases and transfers initiated after January 7,
			 2013. The member's effective date of retirement or disability benefit shall be
			 no earlier than the first day of the month following receipt by the retirement
			 system of the first partial payment or total payment, if paid in full by one
			 payment. The member's effective date of retirement or disability benefit shall
			 be no later than the first day of the month following the ninetieth day after
			 receipt by the retirement system of the first partial payment or total payment,
			 if paid in full by one payment. If the member fails to retire, or terminate
			 employment for purposes of a disability benefit, before the ninetieth day after
			 the first partial payment or total payment is received, the retirement system
			 shall return the amount paid by the member to the member. If the payment was
			 transmitted to the retirement system by a financial institution, the amount
			 received by the retirement system shall be  returned to the financial institution.
Effective: 1/1/2015
Five Year Review (FYR) Dates:
				08/20/2014 and
				09/24/2019
Promulgated
				Under: 111.15
Statutory Authority: 145.80
Rule Amplifies:
				145.295, 145.2913, 145.81, 145.82
Prior Effective Dates: 1/1/03,
				12/24/04, 1/7/13 (Emer.), 3/24/13
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-36 - Purchase of optional service

Current through all regulations passed and filed through July 1, 2024
(A)
								 This rule
			 amplifies section 145.292 of the Revised Code as
			 applicable to members participating in the combined plan.
(B)
								 A member
			 participating in the combined plan may purchase service credit under section
			 145.292 of the Revised Code in
			 accordance with rule
			 145-2-12
			 of the Administrative Code.
Five Year Review (FYR) Dates:
				09/24/2014 and
				09/24/2019
Promulgated
				Under: 111.15
Statutory Authority: 145.80
Rule Amplifies:
				145.292
Prior Effective Dates: 1/7/13 (Emer.),
				3/24/13
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-37 - Purchase of leave of absence

Current through all regulations passed and filed through July 1, 2024
(A) This rule amplifies section
			 145.291 of the Revised Code as
			 applicable to members participating in the combined plan.
(B) A member participating in the combined
			 plan may purchase service credit under section
			 145.291 of the Revised Code in
			 accordance with rule
			 145-2-13
			 of the Administrative Code.
Five Year Review (FYR) Dates:
				09/24/2014 and
				09/24/2019
Promulgated
				Under: 111.15
Statutory Authority: 145.80
Rule Amplifies:
				145.291, 145.81, 145.82
Prior Effective Dates:
				1/1/03
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-38 - Cincinnati retirement system

Current through all regulations passed and filed through July 1, 2024
(A) This rule amplifies sections
			 145.2910 and
			 145.2911 of the Revised Code as
			 applicable to members participating in the combined plan.
(B) Except as provided in paragraph (C) of
			 this rule, a member participating in the combined plan may purchase service
			 credit under sections
			 145.2910 and
			 145.2911 of the Revised Code in
			 accordance with rule
			 145-2-15
			 of the Administrative Code.
(C) Any
			 payments made by a member to purchase credit pursuant to section
			 145.2910 or
			 145.2911 of the Revised Code
			 shall not be refunded to a member except as authorized or required under those
			 sections, article VIII of the combined plan document, as amended on January 7,
			 2013, or rule
			 145-2-15
			 of the Administrative Code.
(D) For
			 purchases and transfers described in paragraph (F) of rule
			 145-2-15
			 of the Administrative Code, if the payment was transmitted to the retirement
			 system by a financial institution, the amount received by the retirement system
			 shall be 
			 returned to the financial institution.
Effective: 1/1/2015
Five Year Review (FYR) Dates:
				08/20/2014 and
				09/24/2019
Promulgated
				Under: 111.15
Statutory Authority: 145.80
Rule Amplifies:
				145.2910, 145.2911, 145.81, 145.82
Prior Effective Dates: 1/1/03,
				12/24/04, 1/1/09, 1/1/10, 1/7/13 (Emer.),
				3/24/13
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-39 - Purchase of firefighter service

Current through all regulations passed and filed through July 1, 2024
(A) As used in this rule, "firefighter" has
			 the same meaning as in rule
			 145-1-50 of the
			 Administrative Code.
(B) A
			 firefighter employed before May 1, 1991, who is or becomes a member on May 1,
			 1991, may purchase the firefighter service as described in rule
			 145-2-17
			 of the Revised Code.
Five Year Review (FYR) Dates:
				09/24/2014 and
				09/24/2019
Promulgated
				Under: 111.15
Statutory Authority: 145.80
Rule Amplifies:
				145.81, 145.82
Prior Effective Dates:
				1/1/03
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-41 - Application for a disability benefit

Current through all regulations passed and filed through July 1, 2024
(A) This rule amplifies division (C) of
			 section 145.82 of the Revised Code and
			 sections 10.02 and 10.03 of the combined plan document.
(B) Subject to paragraph (C) of this rule, a
			 member participating in the combined plan who has disability coverage under
			 section 10.01 of the combined plan document may apply for disability benefits
			 in accordance with rule
			 145-2-21
			 of the Administrative Code.
(C) In
			 addition to the agreement required under paragraph (C)(4) of that
			 rule, a member participating in the combined plan shall, prior to
			 
			 approval of the member's application, elect one of the options listed in
			 section 10.03 of the combined plan document.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-43 - Disability appeals

Current through all regulations passed and filed through July 1, 2024
(A) This rule applies when
			  an application for a disability benefit filed under rule
			 145-3-41
			 of the Administrative Code is denied.
(B) After  an application under rule
			 145-3-41
			 of the Administrative Code is denied, the board
			 shall comply with rule
			 145-2-23 of
			 the Administrative Code.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-50 - Designation of beneficiary prior to retirement

Current through all regulations passed and filed through July 1, 2024
(A)
								 This rule
			 amplifies section 13.02 of the combined plan document and section 11.02 of the
			 member-directed plan document.
(B)
								 The member
			 participating in the combined or member-directed plan may designate a
			 beneficiary in accordance with section
			 145.431 of the Revised Code and
			 rule
			 145-2-30
			 of the Administrative Code.
Five Year Review (FYR) Dates:
				09/24/2014 and
				09/24/2019
Promulgated
				Under: 111.15
Statutory Authority: 145.80
Rule Amplifies:
				145.431
Prior Effective Dates: 7/7/13 (Emer.),
				9/16/13
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-51 - Survivor benefits

Current through all regulations passed and filed through July 1, 2024
(A) This rule amplifies division (C) of
			 section 145.82 of the Revised Code and
			 section 11.02 of the combined plan document.
(B) Subject to division (C)(1) of section
			 145.45 of the Revised Code, the
			 beneficiary or beneficiaries of a deceased member participating in the combined
			 plan may elect to forfeit the sums payable under article VIII of the combined
			 plan document and to substitute survivor benefits if the beneficiary or
			 beneficiaries:
(1) Meet the requirements of
			 section 145.45 of the Revised Code;
(2) Elect to transfer to the
			 traditional pension plan under section 11.02 of the combined plan document.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-52 - Proof of dependency

Current through all regulations passed and filed through July 1, 2024
Where dependency is required for eligibility for benefits under
				rule
				145-3-51 of the
				Administrative Code, proof of dependency shall be made in accordance with rule
				145-2-31 of
				the Administrative Code.
Five Year Review (FYR) Dates:
				09/24/2014 and
				09/24/2019
Promulgated
				Under: 111.15
Statutory Authority: 145.80
Rule Amplifies:
				145.45, 145.81, 145.82
Prior Effective Dates:
				1/1/03
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-53 - Validity of marriage

Current through all regulations passed and filed through July 1, 2024
In the absence of a valid marriage certificate, validity of
				marriage shall be established in accordance with rule
				145-2-35 of
				the Administrative Code.
Five Year Review (FYR) Dates:
				09/24/2014 and
				09/24/2019
Promulgated
				Under: 111.15
Statutory Authority: 145.80
Rule Amplifies:
				145.43, 145.81, 145.82
Prior Effective Dates:
				1/1/03
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-71 - Actuarial reduction factors

Current through all regulations passed and filed through July 1, 2024
The public employees retirement board
				shall, based on the recommendation of the board's actuary, establish the
				percentage rate for the reductions described in section
				9.03(a)  of the
				combined plan document, as amended on January 7, 2013.
Five Year Review (FYR) Dates:
				09/24/2014 and
				09/24/2019
Promulgated
				Under: 111.15
Statutory Authority: 145.09
Rule Amplifies:
				145.33
Prior Effective Dates: 1/7/13 (Emer.),
				3/24/13
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-73 - Cost of living adjustment

Current through all regulations passed and filed through July 1, 2024
(A) As used in this rule, "alternate payee"
			 has the same meaning as in section
			 3105.80 of the Revised
			 Code
(B) A benefit recipient who
			 has received an allowance under section
			 9.03 of the combined plan
			 document for at least twelve months shall have such allowance increased
			 pursuant to section 145.323 of the Revised Code and
			 as provided in this rule on the annual anniversary of the recipient's effective
			 benefit date.
(C) A new benefit
			 base upon which a cost of living adjustment shall be calculated shall be
			 established when:
(1) A post retirement
			 increase is granted, other than a cost of living adjustment or a payment
			 representing reimbursement of premium for medicare part "B".
(2) A retirant receiving under
			 the joint-life plan  dies and the surviving beneficiary begins receiving a portion of
			 the amount previously paid to the retirant.
(3) A retirant receiving under
			 the joint-life plan  reverts to the single-life plan
			  as a result of the death of the
			 beneficiary spouse, or divorce or dissolution of marriage as authorized in
			 section 9.03 of the combined plan
			 document and rule
			 145-3-13
			 of the Administrative Code.
(4) A
			 retirant receiving under the multiple-life plan
			  reverts to the
			 single-life plan  as a result of the
			 removal of all beneficiaries as authorized in section
			 9.03 of the combined plan
			 document and rule
			 145-3-13
			 of the Administrative Code.
(5) The
			 benefit established at retirement is recalculated for any reason except for a
			 cost of living adjustment or reimbursement of premium for medicare part
			 "B."
(6) A part of a benefit is
			 waived then the base shall be the portion being paid. If a waiver is withdrawn,
			 the full base shall be re-established.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-75 - Death benefit payment

Current through all regulations passed and filed through July 1, 2024
(A) This rule shall apply only to the death
			 benefit payable pursuant to section
			 145.451
			 of the Revised Code.
(B) A retirant
			 may designate a beneficiary or beneficiaries to receive only the death benefit
			 payment.
(1) Such designation may be changed
			 on a form provided by the public employees retirement system.
(2)
									The death benefit payment shall be divided equally
			 among the surviving beneficiaries if the retirant designated multiple
			 beneficiaries.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-77 - Annual interest credited to contributor accounts in the employee savings fund

Current through all regulations passed and filed through July 1, 2024
The public employees retirement board shall set pursuant to
				division (A) of section
				145.473 of the Revised Code the
				annual interest rate to be credited to the accounts in the employees' savings
				fund of members who are participating in the combined plan.
Five Year Review (FYR) Dates:
				09/24/2014 and
				09/24/2019
Promulgated
				Under: 111.15
Statutory Authority: 145.80
Rule Amplifies:
				145.473, 145.81, 145.82
Prior Effective Dates:
				1/1/03
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-81 - Military service

Current through all regulations passed and filed through July 1, 2024
(A) This rule amplifies section 21.02 of the
			 member-directed plan document.
(B)
			 A member participating in the member-directed plan may make contributions under
			 section 145.302 of the Revised Code in
			 accordance with rule
			 145-2-06
			 of the Administrative Code. Notwithstanding section
			 145.302 of the Revised Code, a
			 member who makes contributions in accordance with that section shall receive a
			 year or portion of a year of participation, as defined in section 1.38 of the
			 member-directed plan document, rather than service credit.
(C) Contributions received from a member
			 described in paragraph (B) of this rule shall be deposited and credited in
			 accordance with section
			 3.03 of the member-directed plan
			 document. Contributions received from the member's employer shall be deposited
			 and credited in accordance with section
			 3.02 of the member-directed plan
			 document.
Five Year Review (FYR) Dates:
				09/24/2014 and
				09/24/2019
Promulgated
				Under: 111.15
Statutory Authority: 145.80
Rule Amplifies:
				145.302, 145.81
Prior Effective Dates:
				1/1/03
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-3 - Contributions › Section 145-3-82 - Purchase of service credit by member-directed plan members

Current through all regulations passed and filed through July 1, 2024
(A)
								 This rule amplifies section
			 145.47 of the Revised Code as
			 applicable to members participating in the member-directed
			 plan.
(B)
								 A member participating in the member-directed plan may
			 purchase service credit under section
			 145.47 of the Revised Code in
			 accordance with rule
			 145-3-23
			 of the Administrative Code.
Five Year Review (FYR) Dates:
				09/24/2014 and
				09/24/2019
Promulgated
				Under: 111.15
Statutory Authority: 145.80
Rule Amplifies:
				145.47
Prior Effective Dates: 7/7/13 (Emer.),
				9/16/13
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-4 - Health Care Coverage › Section 145-4-01 - Health care definitions

Current through all regulations passed and filed through July 1, 2024
As used in this chapter:
(A) "115 trust" means
			 the Ohio public employees retirement system trust agreement for funding
			 employee benefit plans, the assets of which qualify for exclusion from federal
			 income taxation under section 115 of the Internal Revenue Code of 1986,
			 26 U.S.C.A.
			 115.
(B) "Retiree medical
			 account" means the group health plan described in the document entitled the
			 "public employees retirement system of Ohio retiree medical account" that was
			 effective on January 1, 2003, and includes amendments adopted through
			 January
								1,
			 2024. The
			 text of the public employees retirement system of Ohio retiree medical account
			 shall not be incorporated into this or any other rule of the Administrative
			 Code. The current version is available at
www.opers.org
.