reglab/statecodes huggingface dataset:
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-06 - Purchase of military service credit

Current through all regulations passed and filed through July 1, 2024
(A) This rule amplifies sections
			 145.301 and
			 145.302 of the Revised
			 Code.
(B) 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, active or inactive duty points, if
			 applicable, and discharge.
(C) 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.
(D) For military
			 service purchased under section
			 145.301 of the Revised Code:
(1) A member shall have at least twelve
			 months of contributing service for purposes of the calculation described in
			 paragraph (D)(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., 3307., or 3309. of the Revised Code
			 immediately preceding the month in which the application to purchase is
			 received by the system. The public employees retirement board shall, based upon
			 its actuary's recommendation, set the percentage rate for the cost of service
			 allowed under section
			 145.301 of the Revised
			 Code.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-07 - 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.
(B)
(1) For contributing service that occurred
			 prior to January 1, 2014, "full-time service" does not include service computed
			 as part-time pursuant to section
			 145.016
			 of the Revised Code. For contributing service that occurred on and after
			 January 1, 2014, "full-time service" means service for which the monthly
			 earnable salary, as reported for each month,
			 equals or exceeds one thousand dollars.
(2) The public employees retirement system
			 shall prepare a statement of cost for the additional service credit to be
			 purchased based on the request of an eligible member.
(3) The statement of cost shall be based on
			 thirty-five per cent of all eligible fulltime service.
(4) Each statement of cost issued under
			 section
			 145.201
			 of the Revised Code prior to July 7, 2013, shall include full calendar years of
			 eligible service; however, payment for the service credit may be made in full
			 or partial year increments, provided the system has issued a full calendar year
			 statement of cost for the service credit being purchased or a partial calendar
			 year statement of cost as provided in this rule. A statement of cost may
			 include a partial calendar year if the partial calendar year is:
(a) The only eligible service;
(b) The first year of a term of eligible
			 service; or
(c) The last year of a
			 term of eligible service.
(5) Each statement of cost issued under
			 section
			 145.201
			 of the Revised Code on and after July 7, 2013, shall include the cost of full
			 calendar years and any portion of a year the member elects to
			 purchase.
(6) A member shall have
			 at least twelve months of contributing service for purposes of the calculation
			 described in rules
			 145-2-02
			 and
			 145-3-23
			 of the Administrative Code.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-08 - 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.
(B)
(1) The member shall submit a written request
			 that shall include a certification of the service on a form provided by the
			 public employees retirement system.
(2) A member shall purchase credit for such
			 service only by a lump-sum payment as defined in rule
			 145-1-35 of the
			 Administrative Code.
(3) A member
			 may purchase credit only for such qualified service that occurred prior to June
			 30, 1991.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-09 - Purchase of exempted service credit

Current through all regulations passed and filed through July 1, 2024
(A)
(1) For
			 service which 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 145-2 - Service Credit › Section 145-2-10 - Intersystem transfers with non-uniform systems

Current through all regulations passed and filed through July 1, 2024
(A) This rule amplifies section
			 145.37 of the Revised Code and
			 applies to members who retire with an effective date of retirement on or after
			 February 1, 2013.
(B) For the
			 purpose of this rule:
(1) "State retirement
			 system" 
									and
			 "retention percentage" have the same 
									meanings as
			 in section 145.37 of the Revised
			 Code.
(2) "Fiscal year" means, for
			 the public employees retirement system, a calendar year and, for the school
			 employees retirement system and state teachers retirement system, the
			 twelve-month period beginning on July first and ending on June
			 thirtieth.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-11 - 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.
(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 or section 145.40 of the Revised
			 Code.
(C) A member who purchases or
			 transfers credit under section
			 145.295 or
			 145.2913 of the Revised Code
			 shall receive service credit in the public employees retirement system as
			 follows:
(1) For service earned as a police
			 officer under Chapter 742. of the Revised Code or service earned under Chapter
			 5505. of the Revised Code, the service credit shall be treated as if it was
			 earned in this system as a law enforcement officer.
(2) For service earned as a firefighter under
			 Chapter 742. of the Revised Code, the service credit shall be treated as if it
			 was earned in this system as a member who is not a law enforcement or public
			 safety officer.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-12 - Purchase of optional service

Current through all regulations passed and filed through July 1, 2024
For the purpose of section
				145.292 of the Revised Code, a
				member shall have at least twelve months of contributing service for purposes
				of the calculation described in rules
				145-2-02
				and
				145-3-23
				of the Administrative Code.
Five Year Review (FYR) Dates:
				09/29/2016 and
				09/29/2021
Promulgated
				Under: 111.15
Statutory
				Authority: 145.09
Rule
				Amplifies: 145.292
Prior
				Effective Dates: 1/7/13 (Emer.),
				3/24/13
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-13 - 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.
(B) A member
			 can purchase service credit for a leave of absence period that occurred during
			 a period of contributing service for which the member received a refund of
			 contributions pursuant to section
			 145.40
			 of the Revised Code, only if the member has made a redeposit of the refund
			 pursuant to section
			 145.31
			 of the Revised Code.
(C) The
			 service credit purchased pursuant to section
			 145.291
			 of the Revised Code shall be adjusted to the extent:
(1) The service is concurrent with any other
			 service that will be used in calculating a benefit;
(2) The purchase of the service credit
			 results in more than twelve months of credit in a year.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-14 - Use of "Ohio service credit" in benefit calculations

Current through all regulations passed and filed through July 1, 2024
Service credit that is purchased or
				obtained under section
				145.295,
				145.2911,
				145.2913,
				145.301, or
				145.302 of the Revised Code that
				is, or is considered to be the equivalent of, Ohio service credit, shall be
				used in determining eligibility for a benefit as provided in Chapter 145. of
				the Revised Code, including the calculation of the member's final average
				salary and contributing service credit in the public employees retirement
				system.
Five Year Review (FYR) Dates:
				09/29/2016 and
				09/29/2021
Promulgated
				Under: 111.15
Statutory
				Authority: 145.09
Rule
				Amplifies: 145.295,
				145.2911,
				145.2913,
				145.301,
				145.302
Prior
				Effective Dates: 1/7/13 (Emer.),
				3/24/13
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-15 - Cincinnati retirement system

Current through all regulations passed and filed through July 1, 2024
(A) This rule amplifies sections
			 145.2910,
			 145.2911, and
			 145.2912 of the Revised
			 Code.
(B) "Eligible service credit"
			 means service earned under this system or the Cincinnati retirement system or
			 military service credit purchased or obtained in this system or the Cincinnati
			 retirement system.
(C)
(1) A member of this system, who is eligible
			 to obtain eligible service credit in this system for service credit with the
			 Cincinnati retirement system, shall make a request to obtain credit for such
			 service on a form provided by this system.
(2) Except as otherwise provided in this
			 rule, a member shall make payments required under division (C)(4)(a) of section
			 145.2911 of the Revised Code
			 pursuant to rule
			 145-1-35 or
			 145-1-38
			 of the Administrative Code. A member may use an eligible rollover distribution
			 for such payments as allowed by rule
			 145-1-37
			 of the Administrative Code.
(3)
			 Service credit for a member who obtains credit pursuant to section
			 145.2911 of the Revised Code and
			 this rule shall 
									be the 
			 amount 
									certified by the Cincinnati
			 retirement system upon payment of the following amounts:
(a) Any required amounts due from the member
			 under section 145.2911 of the Revised Code and
			 this rule; and,
(b) The required
			 amounts due from the Cincinnati retirement system under division (C)(4)(b) of section
			 145.2911 of the Revised
			 Code.
(4) If the
			 Cincinnati retirement system fails to transfer those amounts required under
			 division (C)(4)(b) of section
			 145.2911 of the Revised Code,
			 this system shall notify the member, and shall not grant the service
			 credit.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-16 - Conversion or proration of service credit to law enforcement service credit

Current through all regulations passed and filed through July 1, 2024
(A) For purposes of
			 this rule and section
			 145.2914
			 of the Revised Code:
(1) "Law enforcement
			 service credit" means service earned as a PERS law enforcement officer, as
			 defined in section
			 145.01
			 of the Revised Code.
(2) "Public
			 safety service credit" means service credit earned as a PERS public safety
			 officer, as defined in section
			 145.01
			 of the Revised Code.
(3) "Regular
			 service credit" means service credit earned as a contributor under section
			 145.47
			 of the Revised Code that is not concurrent with any public safety or law
			 enforcement service credit, including service purchased under section
			 145.31,
			 145.312,
			 or
			 145.814
			 of the Revised Code, or for which contributions should have been deducted as
			 described in section
			 145.483
			 of the Revised Code. "Regular service credit" does not include any other type
			 of service credit that may be purchased or transferred under Chapter 145. of
			 the Revised Code.
(4) "Notice of
			 the additional liability" is the cost statement provided to the member that
			 specifies the number of years, or portions of a year, the member may convert
			 and includes the amount of service credit that may be prorated under paragraph
			 (B)(1) of this rule, if applicable.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-17 - Purchase of firefighter service

Current through all regulations passed and filed through July 1, 2024
A firefighter employed before May 1, 1991, who is or becomes a
				member of the public employees retirement system on May 1, 1991, may purchase
				firefighter service before May 1, 1991 for any year of non-contributing service
				as a firefighter not covered by an approved exemption.
A purchase under this rule shall be
				made in accordance with section
				145.292 of the Revised Code and
				rule
				145-2-12
				of the Administrative Code.
Five Year Review (FYR) Dates:
				09/29/2016 and
				09/29/2021
Promulgated
				Under: 111.15
Statutory
				Authority: 145.09
Rule
				Amplifies: 145.01,
				145.012,
				145.03,
				145.29,
				145.292
Prior
				Effective Dates: 1/21/76, 10/30/78, 5/1/91, 8/1/92, 1/1/03, 1/1/07, 1/7/13
				(Emer.), 3/24/13
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-21 - Application for a disability benefit

Current through all regulations passed and filed through July 1, 2024
(A) For the purpose of sections
			 145.35,
			 145.36,
			 145.361,
			 
									145.362
								, and
			 145.37
			 of the Revised Code and agency 145 of the Administrative Code:
(1) "Disability" means a presumed permanent
			 mental or physical incapacity for the performance of the member's present or
			 most recent public duty that is the result of a disabling condition that has
			 occurred or has increased since an individual became a member.
(2) "Has not attained the applicable age "
			 means a member has filed an application for a disability retirement with the
			 public employees retirement system and not become the applicable age before the
			 last day public service terminated.
(3) "On-duty illness or injury" means an
			 illness or injury that:
(a) occurred during
			 or resulted from performance of duties under the direct supervision of a
			 member's public employer, and
(b)
			 is not an exacerbation of an existing illness or injury medically diagnosed
			 before the first day of employment with the employer reporting to the
			 retirement system.
(4)
			 "Original disability plan" means the plan that provides a benefit pursuant to
			 section
			 145.36
			 of the Revised Code.
(5) "Revised
			 disability plan" means the plan that provides a benefit pursuant to section
			 145.361
			 of the Revised Code.
(6) "Medical
			 examination" means a physical or psychological examination, as appropriate, or
			 an examination of the entire disability application and medical
			 reports.
(7) "Rehabilitative
			 services" includes, but is not limited to, treatment, evaluations, or training,
			 or any combination of them, that is acceptable to the physician(s) selected by
			 the board.
(8) "Receiving
			 rehabilitative services" means that the recipient has elected to participate in
			 rehabilitative services not less than six months prior to the beginning of the
			 third year following the benefit effective date.
(9) "Regional job market" means within a
			 seventy-five mile radius of the member's address on file with the retirement
			 system.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-22 - Receipt of disability benefits

Current through all regulations passed and filed through July 1, 2024
(A)
								The public employees retirement system shall notify,
			 by regular mail, the member and the member's last employer reporting to the
			 retirement system or other retirement system, as applicable, of
			 an
			 approval or denial of an application for a disability benefit.
(B) The board may require a member to submit
			 to medical examination(s) by an examining physician(s) provided the medical
			 consultant recommends such examination(s) in order to evaluate continued
			 eligibility for disability benefits. The board's consideration shall remain
			 limited to the disabling condition(s) described in paragraph (B)(2) of rule
			 145-2-21
			 of the Administrative Code or as described in paragraph (G) of this
			 rule.
(C) The board may waive the
			 periodic medical examination as described in section
			 145.362 of the Revised Code upon
			 the recommendation of the board's medical consultant or when the recipient of a
			 disability allowance is within twelve months of becoming eligible for a benefit
			 under section 145.331 of the Revised Code. A
			 waiver of the periodic medical examination does not prohibit the board from
			 requiring the member to submit to future medical examinations.
(D) Continued medical treatment
(1) A member whose disability benefit is
			 approved with the requirement of continued medical treatment must submit
			 required medical treatment reports on a form provided by the retirement system.
			 If the member fails to submit a required report or does not continue the
			 required treatment, the member's disability benefit shall be suspended until
			 such report is received by the retirement system or the member resumes
			 treatment. If such failure continues for one year, the disability benefit shall
			 be terminated in accordance with section
			 145.35 of the Revised Code and
			 is not subject to appeal to the public employees retirement board.
(2) The medical consultant may waive the
			 requirement for continued medical treatment if the medical consultant
			 determines that the treatment is no longer helpful or advisable.
(3) A disability benefit recipient enrolled
			 in the rehabilitative services program shall comply with the continued medical
			 treatment as described in paragraph (F) of this rule.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-23 - Disability appeals

Current through all regulations passed and filed through July 1, 2024
(A) Except as provided in this paragraph,
			 this rule applies when an application for a disability benefit filed pursuant
			 to section
			 145.35
			 of the Revised Code is denied or a disability benefit pursuant to section
			 145.362
			 of the Revised Code is terminated due to the recipient no longer being
			 disabled. The termination of a disability benefit due to any of the following
			 are not subject to the discretion of nor appeal to the public employees
			 retirement board:
(1) The disability benefit
			 recipient being restored to service, refusing to undergo medical examination,
			 or noncompliance with the annual statement requirement as provided in section
			 145.362
			 of the Revised Code and rule
			 145-2-22
			 of the Administrative Code;
(2) The
			 disability benefit recipient's failure to obtain treatment or submit a medical
			 report as provided in division (F) of section
			 145.35
			 of the Revised Code and rule
			 145-2-22
			 of the Administrative Code.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-25 - Combined disability benefits

Current through all regulations passed and filed through July 1, 2024
(A) This rule amplifies section
			 145.37
			 of the Revised Code.
(B) "Paying
			 system" shall have the same meaning as defined in section
			 145.37
			 of the Revised Code.
(C) As used in
			 this rule, "last date of service" means the last day of compensated service,
			 either for a day worked or used paid leave, under the public employees
			 retirement system, state teachers retirement system, or school employees
			 retirement system.
(D) If a member
			 of the public employees retirement system files an application for a disability
			 benefit pursuant to section
			 145.35
			 of the Revised Code, and also chooses to apply for a combined disability
			 benefit with the state teachers retirement system or school employees
			 retirement system, the following shall apply.
(1) If this system receives the application
			 for combined disability, it shall notify the other retirement
			 system(s).
(2) If this system is
			 the paying system, it shall request and pay for the examining physician(s)
			 report(s).
(3) Disability shall be
			 determined on the basis of the duties for the position held on the member's
			 last date of service under school employees retirement system, public employees
			 retirement system, or state teachers retirement system. If the member's last
			 date of service is concurrent under two or more systems, disability for the
			 performance of duty shall be determined on the basis of the duties for the
			 position with the greater annual compensation or earnable salary at the time of
			 application.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-27 - Disability benefit recipient's annual statement

Current through all regulations passed and filed through July 1, 2024
(A)
(1)
									
									Except as
			 provided in paragraph (A)(3) of this rule, on or before April fifteenth
			 of each year, a disability benefit recipient shall file a statement with the
			 public employees retirement system providing information including, but not
			 limited to: work performed during the preceding calendar year, compensation
			 received for work performed, and current medical information.
(2) For disability benefit applications filed
			 on or after January 7, 2013, the statement must also include any evidence of
			 application for social security disability insurance ("SSDI"), benefit payments
			 and a copy of the annual SSDI reward letter, if applicable.
(3)
									A disability
			 benefit recipient is not required to file the statement described in this rule
			 if the recipient is subject to a guardianship, has attained age seventy, or
			 resides in a skilled nursing facility.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-30 - Designation of beneficiary prior to retirement

Current through all regulations passed and filed through July 1, 2024
(A)
								 This rule
			 amplifies section 145.431 of the Revised
			 Code.
(B)
								 A member may designate a beneficiary on a form
			 provided by the public employees retirement system. The designation applies to
			 all retirement plans in which the member has contributions on deposit prior to
			 retirement. If a member or participant has not designated a beneficiary, the
			 beneficiary shall be determined pursuant to section
			 145.43 of the Revised Code and
			 applicable provisions of the combined and member-directed plan
			 documents.
(C)
								 A member or participant who designated a beneficiary
			 or beneficiaries prior to the effective date of this rule shall have the last
			 designation in time maintained as the single designation for the member's
			 accounts in the traditional pension plan, combined plan, and member-directed
			 plan.
Five Year Review (FYR) Dates:
				09/29/2016 and
				09/29/2021
Promulgated
				Under: 111.15
Statutory
				Authority: 145.09
Rule
				Amplifies: 145.431
Prior
				Effective Dates: 7/7/13 (Emer.),
				9/16/13
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-31 - Proof of dependency

Current through all regulations passed and filed through July 1, 2024
Where dependency as defined in division (A) of section
				145.43 of the Revised Code is
				required for eligibility of benefits pursuant to section
				145.43 or
				145.45 of the Revised Code, a
				beneficiary shall file a copy of the deceased member's federal income tax
				return for the year preceding the member's death, or other satisfactory
				evidence of dependency to the public employees retirement board.
Five Year Review (FYR) Dates:
				09/29/2016 and
				09/29/2021
Promulgated
				Under: 111.15
Statutory
				Authority: 145.09
Rule
				Amplifies: 145.43,
				145.45
Prior
				Effective Dates: 8/18/65, 9/27/98,
				1/1/03
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-32 - Crediting of interest to beneficiaries lump sum payments

Current through all regulations passed and filed through July 1, 2024
For purposes of determining the
				interest credited to a deceased member's account under section
				145.471 of the Revised Code,
				interest shall be earned through the last day of the month prior to the first
				payment to a beneficiary under section
				145.43 of the Revised
				Code.
Effective: 1/1/2017
Five Year Review
				(FYR) Dates: 09/29/2021
Promulgated Under:
				111.15
Statutory
				Authority: 145.09
Rule
				Amplifies: 145.431,
				145.471
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-35 - Validity of marriage

Current through all regulations passed and filed through July 1, 2024
In the absence of a valid marriage certificate, the public
				employees retirement board will accept only a decision rendered by a court,
				having jurisdiction in the state in which the member was domiciled at the time
				of death, that the relationship constituted a valid marriage at time of death,
				or the "spouse" would have the same status as a widow or widower for purposes
				of sharing in the distribution of the member's or retirant's intestate personal
				property.
Five Year Review (FYR) Dates:
				09/29/2016 and
				09/29/2021
Promulgated
				Under: 111.15
Statutory
				Authority: 145.09
Rule
				Amplifies: 145.43,
				145.65
Prior
				Effective Dates: 5/4/00, 1/1/03, 1/1/07, 4/6/07 (Emer.),
				7/1/07
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-37 - Deferral of survivor benefits

Current through all regulations passed and filed through July 1, 2024
(A) This rule applies to the payment of a
			 benefit to a surviving spouse who has not attained age sixty-five and who
			 elects, pursuant to division (A) of section
			 145.45 of the Revised Code, to
			 defer receipt of such benefit.
(B)
(1) The benefit shall be calculated as if
			 payable on the first day of the month following the death of the member.
(2) Notwithstanding paragraph
			 (B)(1) of this rule, the monthly benefit will accumulate and be paid in a
			 single sum no earlier than the first of the month following the surviving
			 spouse's attainment of age sixty-five.
(3) Interest shall accumulate during the time
			 of deferral at the interest rate described in division (B) of section
			 145.473 of the Revised Code.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-38 - Survivors of law enforcement officers killed in the line of duty

Current through all regulations passed and filed through July 1, 2024
(A) As used in this
			 rule:
(1) "Law enforcement officer" has the
			 same meaning as in rule
			 145-2-39
			 of the Administrative Code.
(2)
			 "Killed in the line of duty" has the same meaning as in section
			 145.45 of the Revised Code.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-39 - Survivors of law enforcement officers with non-law enforcement service

Current through all regulations passed and filed through July 1, 2024
(A) Definitions
(1) "Law enforcement officer" means a member
			 described in division (YY) of section
			 145.01
			 of the Revised Code.
(2) "Law
			 enforcement service" means service as a law enforcement officer or public
			 safety officer.
(3) "Non-law
			 enforcement service" means service covered by the public employees retirement
			 system that is other than law enforcement service.
(4) "Public safety officer" means a member
			 described in division (AAA) of section
			 145.01
			 of the Revised Code.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-40 - Benefits payable under section 145.333 of the Revised Code

Current through all regulations passed and filed through July 1, 2024
(A) As used in this
			 rule, "retirement allowance" 
								has the same
meaning as defined in section
				145.333 of the Revised
				Code.
(B) If a retirement
			 allowance is reduced under section
			 145.333 of the Revised Code, the
			 reduced retirement allowance shall become the member's single lifetime
			 allowance for purposes of sections
			 145.33,
			 145.332, and
			 145.45 of the Revised
			 Code.
(C)
								
			 As used in division (E) of section
			 145.333 of the Revised Code,
			 "full month of service" means any month during which a public employee has
			 earnable salary in the public employees retirement system and does not include
			 the first or last month of employment with a public employer or a period of an
			 approved leave of absence from a public employer.
Five Year Review (FYR) Dates:
				09/29/2016 and
				09/29/2021
Promulgated
				Under: 111.15
Statutory
				Authority: 145.09
Rule
				Amplifies: 145.333
Prior
				Effective Dates: 1/7/13 (Emer.), 3/24/13,
				1/1/14
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-42 - Retirement incentive plans

Current through all regulations passed and filed through July 1, 2024
(A) For the purpose of this rule:
(1) "Effective benefit date" means the first
			 day of the month immediately following the latest of the following:
(a) The last day for which compensation was
			 paid;
(b) The attainment of minimum
			 age or service credit eligibility provided under Chapter 145. of the Revised
			 Code;
(c) Ninety days prior to
			 receipt by the public employees retirement system of the member's completed
			 retirement application;
(d)
			 February 1, 2013, for retirement applications received by the retirement system
			 on or after January 7, 2013.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-43 - Additional annuity accounts

Current through all regulations passed and filed through July 1, 2024
(A) A member or contributor who makes a
			 deposit for an additional annuity pursuant to section
			 145.62
			 of the Revised Code shall remit the first deposit with a form provided by the
			 public employees retirement system. The retirement system shall not accept a
			 payment for less than fifteen dollars. Deposits shall be credited to the
			  tax year
								in which the deposit is posted to the account of the
			 member or contributor.
(B) A
			 member or contributor may elect to have an eligible rollover distribution paid
			 directly to an additional annuity account as a direct rollover. Any non-taxable
			 portion of an eligible rollover distribution shall be separately accounted for
			 by the retirement system and shall only be accepted in a direct
			 trustee-to-trustee transfer to the additional annuity account. The following
			 definitions apply to this paragraph:
(1)
			 "Eligible rollover distribution" means any distribution of all or any portion
			 of the balance to the credit of a member or contributor from an eligible
			 retirement plan. An eligible rollover distribution does not include:
(a) Any distribution that is one of a series
			 of substantially equal periodic payments (not less frequently than annually)
			 made for the life (or life expectancy) of the member or contributor or the
			 joint lives (or joint life expectancies) of the member or contributor and the
			 member or contributor's designated beneficiary, or for a specified period of
			 ten years or more;
(b) Any
			 distribution to the extent such distribution is required under section
			 401(a)(9) of the Internal Revenue Code of 1986,
			 26
			 U.S.C.A. 401;
(c) Any distribution that is made upon
			 hardship of the member or participant; or
(d) The portion of any distribution that is
			 not includible in gross income, unless the distribution is being rolled over to
			 either (i) a traditional individual retirement account or individual retirement
			 annuity under sections 408(a) or 408(b) of the Internal Revenue Code of 1986,
			 26 U.S.C.A.
			 408, or (ii) a qualified trust which is part
			 of a plan which is a defined contribution plan under sections 401(a) or 403(a)
			 of the Internal Revenue Code of 1986,
			 26 U.S.C.A.
			 403, 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 145-2-44 - Selection of payment plan-spousal consent

Current through all regulations passed and filed through July 1, 2024
(A) A contributor who is married at the time
			 of retirement under section
			 145.32,
			 145.33,
			 145.331,
			 145.332,
			 145.37, or
			 145.46 of the Revised Code,
			 section 9.02 or
			 9.03 of the combined plan
			 document, or section 9.02 of the member-directed plan
			 document, or at the time benefits are to commence under section
			 145.384 or
			 145.64 of the Revised Code,
			 shall receive a retirement benefit under 
								the joint-life
			 plan 
								with
			 one-half of such allowance continuing after death to the contributor's
			 surviving spouse unless one of the following apply:
(1) The spouse consents on a form provided by
			 the public employees retirement system that the spouse is aware that the
			 contributor has selected the joint-life plan
			 
									with one-half of
			 such allowance continuing after death to the contributor's surviving
			 spouse and a partial lump sum option payment as defined in rule
			 145-1-65
			 of the Administrative Code, or a payment plan other than
			 a joint-life plan 
									with one-half of such
			 allowance continuing after death to the contributor's surviving
			 spouse.
(2) The public
			 employees retirement board waives the requirement of a spousal consent in
			 accordance with rule
			 145-1-70
			 or rule
			 145-3-11
			 of the Administrative Code;
(3) The
			 contributor is required to elect a plan of payment and designate a former
			 spouse as beneficiary pursuant to a 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 and the
			 contributor also designates the contributor's current spouse as a beneficiary
			 under that plan.
(4) The retirement
			 system is required to commence a benefit described in this paragraph in
			 accordance with section 401(a)(9) of the Internal Revenue Code and the
			 regulations thereunder.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-45 - Benefit payable pursuant to section 145.331 of the Revised Code

Current through all regulations passed and filed through July 1, 2024
(A) Benefits
			 available under section
			 145.331 of the Revised Code
			 shall be effective as provided in that section.
(B) A disability benefit recipient who
			 applies for retirement under section
			 145.331 of the Revised Code
			 shall select a plan of payment and designate a beneficiary pursuant to section
			 145.46 of the Revised Code. A
			 plan of payment or a beneficiary may be changed only pursuant to section
			 145.46 of the Revised Code and
			 rule
			 145-2-47
			 of the Administrative Code.
Five Year Review (FYR) Dates:
				09/29/2016 and
				09/29/2021
Promulgated
				Under: 111.15
Statutory
				Authority: 145.09
Rule
				Amplifies: 145.331
Prior
				Effective Dates: 2/1/93, 10/9/00, 1/1/03,
				1/1/07
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-46 - Beneficiary's percentage under joint-life and multiple-life plans

Current through all regulations passed and filed through July 1, 2024
Unless a court order specifically requires a member to allocate
				to the member's former spouse less than ten per cent of the member's monthly
				retirement allowance, the portion of a retirement allowance that continues
				after death to a member's surviving beneficiary pursuant to the plan of payment
				described in division (B)(1) or (B)(3) of section
				145.46 of the Revised Code or
				section 9.03(e)(1)(i) or (e)(1)(iii)
				 of the combined plan document shall be
				expressed as a whole percentage and shall meet or exceed the greater of the
				following:
(A) Ten per cent of the
			 member's monthly retirement allowance;
(B) A percentage that causes the
			 beneficiary's monthly benefit to be at least fifty dollars.
Effective: 1/1/2021
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,
				145.37,
				145.46
Prior
				Effective Dates: 07/01/2004, 10/27/2006, 04/06/2007 (Emer.), 07/01/2007,
				01/01/2010, 01/07/2013 (Emer.), 03/24/2013, 09/01/2013 (Emer.),
				09/16/2013
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-47 - Beneficiary and payment plan changes after retirement

Current through all regulations passed and filed through July 1, 2024
(A) Section
			 145.46 of the Revised Code as
			 effective January 7, 2013, renames the plans of payment available under
			 sections 145.32,
			 145.33,
			 145.332, and
			 145.46 and former section
			 145.34 of the Revised Code. For
			 purposes of Chapter 145. of the Revised Code and Chapters 145-1 to 145-4 of the
			 Administrative Code, such payment plans shall be treated the same as follows:
(1) A straight or single life annuity payment
			 plan and plan B shall be known as "the single-life plan".
(2) An option 1 payment plan and plan D shall
			 be known as "the joint-life plan".
(3) An option 2 payment plan and plan A when
			 the retirant's spouse is the retirant's beneficiary and the amount payable
			 after the retirant's death is fifty per cent shall be known as "the joint-life
			 plan".
(4) An option 2 payment plan
			 and plan C when the beneficiary is someone other than the retirant's spouse or
			 the amount payable to a beneficiary after the retirant's death is other than
			 fifty per cent shall be known as "the joint-life plan".
(5) An option 3 payment plan and plan
			 E.
(6) Plan F shall be known as
			 "the multiple-life plan".
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-48 - Beneficiary and payment plan changes after commencement of additional annuity

Current through all regulations passed and filed through July 1, 2024
(A) Except as provided in paragraph (G) of
			 this rule, a designation of beneficiary may be changed after commencement of
			 benefits under section
			 145.64 of the Revised Code when
			 the contributor is receiving benefits under the
			 single-life plan .
(B) When a contributor is receiving an
			 additional annuity under a plan providing continuing lifetime payments to a
			 designated beneficiary, the plan shall be changed to the single-life plan  and a new beneficiary may be designated:
(1) The first day of the month following the
			 date on which the public employees retirement system receives the death
			 certificate of the individual designated as beneficiary under the plan, but any
			 change in the benefit amount shall be effective the first day of the month
			 following the date of death of the beneficiary.
(2) On the first day of the month after
			 receipt of the election of the contributor to revert to the single-life plan  following divorce, annulment, or dissolution of
			 marriage with a spouse designated as beneficiary under the plan, except that no
			 benefit shall be increased without the written consent of the former spouse who
			 was the designated beneficiary or an order from the court with jurisdiction
			 over the termination of the marriage.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-49 - Retirement benefits for law enforcement officers

Current through all regulations passed and filed through July 1, 2024
(A) Definitions
(1) "Law enforcement officer" means a member
			 described in division (YY) of section
			 145.01 of the Revised
			 Code.
(2) "Law enforcement service"
			 means service as a law enforcement officer or public safety officer.
(3) "Non-law enforcement service" means
			 service covered by the public employees retirement system that is other than
			 law enforcement service.
(4)
			 "Public safety officer" means a member described in division (AAA) of section
			 145.01 of the Revised
			 Code.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-50 - Acturial 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 division (A)(2) of section
				145.33 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: 145.33
Prior
				Effective Dates: 1/7/13 (Emer.),
				3/24/13
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-51 - Effective date of benefits

Current through all regulations passed and filed through July 1, 2024
Benefits available pursuant to section
				145.32,
				145.33,
				145.332,
				145.43,
				145.45 or
				145.46 of the Revised Code shall
				be effective the first day of the month immediately following the latest of the
				following:
(A)
								 For a
			 member:
(1)
									 The last date
			 for which compensation was paid;
(2)
									 Eligibility by
			 attaining the required minimum age;
(3)
									 Eligibility by
			 accumulating the required service credit;
(4)
									 Ninety days
			 prior to receipt by the public employees retirement system of the member's
			 completed application for retirement;
(5)
									 February 1,
			 2013, for retirement applications received by the retirement system on or after
			 January 7, 2013.
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-52 - Application by a contributor for refund of accumulated contributions

Current through all regulations passed and filed through July 1, 2024
For purposes of division (A)(2) of section
				145.40 of the Revised Code,
				"eligible for age and service retirement" means a contributor is eligible for a
				retirement benefit under section
				145.32,
				145.33,
				145.331, or
				
								
									145.332
								 of the Revised
				Code on or before the first of the month following the date the application for
				a refund is received by the public employees retirement system.
Five Year Review (FYR) Dates:
				09/29/2016 and
				09/29/2021
Promulgated
				Under: 111.15
Statutory
				Authority: 145.09
Rule
				Amplifies: 145.40
Prior
				Effective Dates: 4/5/01, 1/1/03, 12/24/04, 1/7/13 (Emer.),
				3/24/13
Ohio Administrative Code › Title 145 - Public Employees Retirement System › Chapter 145-2 - Service Credit › Section 145-2-53 - 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 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 survivor benefit is adjusted as the
			 result of adding or removing survivor dependents.
(4) 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 145.46 of the Revised Code and
			 rule
			 145-2-47
			 of the Administrative Code.
(5) A
			 retirant receiving under the multiple-life plan
			  reverts to to the
			 single-life plan  as a result of the
			 removal of all beneficiaries as authorized in section
			 145.46 of the Revised Code and
			 rule
			 145-2-47
			 of the Administrative Code.
(6) 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."
(7) 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 145-2 - Service Credit › Section 145-2-54 - Enhanced refund

Current through all regulations passed and filed through July 1, 2024
(A) As used in this rule:
(1) "Eligible contributions" means amounts
			 contributed by a member under section
			 145.47 of the Revised Code and,
			 if applicable, the amounts paid by the member to purchase or restore service
			 credit under section 145.302 or
			 145.31 of the Revised Code."Eligible contributions" does not include contributions that
			 were used in the payment of a disability benefit under section
			 145.36 of the Revised Code or
			 were refunded to the member because the system was not authorized to accept the
			 contributions.
(2) "Service
			 credit" has the same meaning as defined in section
			 145.401 of the Revised
			 Code.