reglab/statecodes huggingface dataset:
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-3 - Restoration and Purchased Credit › Section 3307:1-3-03 - Determination of purchasable service credit under sections 3307.70 and 3307.74 of the Revised Code

Current through all regulations passed and filed through July 1, 2024
The following rule shall be utilized to determine a member's
				eligibility to purchase service credit under sections
				3307.70 and
				3307.74 of the Revised
				Code:
(A) Factors to be used to
			 determine eligibility and cost:
(1) The
			 service credit must be properly certified by the official employer or custodian
			 of records on a form provided by the retirement system. This certification
			 shall be taken from a legitimate source of documentation, such as payroll or
			 retirement records of the state, municipality, institution, or public school.
			 When records have been destroyed, an affidavit from the member may be used, but
			 only in conjunction with other documented evidence establishing proof and
			 amount of service. The determination of acceptable documentation shall reside
			 solely with the retirement system and its decision shall be final.
(2) To be eligible to purchase service credit
			 under section 3307.74 of the Revised Code, the
			 member must have been regularly employed. Part-time service may be purchased if
			 the member was regularly employed.
(3) Service credit to be purchased shall be
			 determined as follows:
(a) The service credit
			 earned with a school shall be determined by dividing the number of days of
			 regular full-time service by one hundred eighty days, or dividing the number of
			 full-time months of regular service by nine months. Should the actual number of
			 days or partial days taught not be available from payroll records and the
			 teacher is compensated for hourly service, service credit will be determined by
			 dividing the number of hours for which compensation was paid by one thousand
			 hours.
(b) The credit for all other
			 types of eligible service shall be determined by dividing the number of days of
			 regular service by two hundred forty days, or dividing the number of full-time
			 months of regular service by twelve months. Should the actual number of days or
			 partial days of employment not be available from payroll records and the
			 individual is compensated for hourly service, service credit will be determined
			 by dividing the number of hours for which compensation was paid by nineteen
			 hundred fifty hours.
(4)
			 The cost pursuant to section
			 3307.70 of the Revised Code for
			 the purchase of service credit under section
			 3307.74 of the Revised Code
			 shall be determined as specified in rule
			 3307:1-3-13
			 of the Administrative Code.
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-3 - Restoration and Purchased Credit › Section 3307:1-3-04 - Military service credit

Current through all regulations passed and filed through July 1, 2024
(A) For purposes of sections
			 3307.70 and
			 3307.75, divisions (A)(1) and
			 (B) of section 3307.751, and section
			 3307.752 of the Revised Code:
(1) Effective July 1, 2011, a member shall be
			 granted one-twelfth of a year of service credit for each month
			 purchased.
(2) A full month of
			 service credit shall be granted for the month of entry and the month of
			 discharge for only one period of service.
(3) Except for
			 purchases under section
			 3307.752 of the Revised Code,
			 military service must be certified on an application provided by the retirement
			 system and accompanied by a DD214 military separation form or an NA form
			 13038.
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-3 - Restoration and Purchased Credit › Section 3307:1-3-05 - Non-paid professional leaves approved by the retirement board

Current through all regulations passed and filed through July 1, 2024
A member may complete retirement contributions and
				obtain service credit for non-paid professional leaves
				as approved by the retirement board by complying with the following
				requirements:
(A) Eligibility
			 requirements:
(1) An annual contract for
			 service covered by this system during the year within which the absence
			 occurred.
(2) A leave granted by
			 the employer for the purpose of accepting an assignment during such absence.
			 Leaves will not be recognized for a period greater than a total of two school
			 years for each period of leave.
(3)
			 Assignments that will be considered for service
			 credit under this rule are those related to professional duties and
			 responsibilities of members or activities which may be expected to improve the
			 service rendered by a member upon return to employment.
(4) Not later than twelve months following
			 termination of the leave the member must resume contributing service covered by
			 this system, the public employees retirement system or the school employees
			 retirement system.
(5) Approval of
			 the employer for the payment of the employer cost without reimbursement from
			 the member.
(6) Retirement board
			 approval for the member to make retirement contributions covering the period of
			 absence.
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-3 - Restoration and Purchased Credit › Section 3307:1-3-06 - Contributions during non-teaching periods

Current through all regulations passed and filed through July 1, 2024
Section 3307. 77 of the Revised Code permits a teacher who is
				under contract the right to complete contributions for a period during which
				the teacher was prevented by illness, injury, a leave granted pursuant to
				section
				3319.13,
				3319.131,
				or
				3345.28
				of the Revised Code, or other reasons approved by the state teachers retirement
				board, from making regular retirement contributions.
To facilitate crediting of such contributions, employer
				contributions, and associated service credit, the following rule
				applies:
(A) In the event of absences
			 for non-teaching periods caused by illness, injury, or leave pursuant to
			 section
			 3319.13,
			 3319.131
			 or
			 3345.28
			 of the Revised Code; absences caused by school closings for weather conditions
			 or other emergency conditions that alter the regular school year and which are
			 beyond the control of the member; or leave pursuant to the Family and Medical
			 Leave Act of 1993,
			 Pub.
			 L. 103-3, 107 Stat. 6,
			 29 U.S.C.
			 2601:
(1)
			 Employee contributions shall be made at the member's option.
(2) The employer may make such deductions
			 from other payrolls during the year in which the absence occurred as authorized
			 in division (C) of section
			 3307.77
			 of the Revised Code.
(3) Nothing
			 herein shall be construed as authorizing the employer to make additional
			 deductions from payrolls during a year other than the year in which the absence
			 occurred.
(4) Employer
			 contributions from the member's employer at such time as the leave commenced
			 shall be due based upon the date the member has contributions deducted or pays
			 contributions to the employer.
(5)
			 As authorized in division (D) of section
			 3307.77
			 of the Revised Code, if a member has changed employment, the employer
			 responsible for accepting and forwarding contributions for the leave period
			 shall be the member's employer at such time as the absence or leave
			 commenced.
(6) "Date of payment,"
			 as used under divisions (D)(2) and (D)(3) of section
			 3307.77
			 of the Revised Code, means the end of the month in which payment is
			 made.
(7) "Last day of the year in
			 which the absence or leave terminated," as used under divisions (D)(2) and
			 (D)(3) of section
			 3307.77
			 of the Revised Code, means the last day of the fiscal year in which there is
			 service credit certified with the retirement system as eligible for
			 purchase.
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-3 - Restoration and Purchased Credit › Section 3307:1-3-07 - Other Ohio public service

Current through all regulations passed and filed through July 1, 2024
(A) To be eligible for purchase of service
			 credit under sections
			 3307.70 and
			 3307.76 of the Revised Code,
			 service credit must:
(1)
									Be non-teaching service with an Ohio public school,
			 college or university or be service with the state of Ohio or its agencies,
			 instrumentalities or subdivisions; and
(2) Be properly
			 certified by the official employer or custodian of records on a form
			 approved by the retirement system. This certification
			 shall be based upon a legitimate source of documentation such as payroll or
			 retirement records of the state, municipality, public institution, or public
			 school. When records have been destroyed, an affidavit from the member may be
			 used, but only in conjunction with other documented evidence establishing proof
			 and amount of service. The determination of acceptable documentation
			 shall reside solely with the retirement system and its decision shall be
			 final.
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-3 - Restoration and Purchased Credit › Section 3307:1-3-08 - Establishment of service credit for leaves of absence and resignations due to pregnancy or adoption

Current through all regulations passed and filed through July 1, 2024
Service credit for periods of absence due to pregnancy leave or
				pregnancy resignation or adoption of a child may be purchased, subject to
				sections 3307.70 and
				3307.771 of the Revised Code and
				the following requirements and procedures:
(A) Eligibility requirements:
(1) A member must have resigned from a
			 teaching position covered under Chapter 3307. of the Revised Code before July
			 1, 1982 due to pregnancy or adoption of a child or prior to that date, must
			 have been granted an official leave of absence from such a position due to
			 pregnancy or adoption.
(2) A member
			 may not purchase service credit under section
			 3307.771 of the Revised Code if
			 service credit for the absence has already been purchased or established under
			 any other section of Chapter 3307. of the Revised Code.
(3) A resignation or leave shall qualify as
			 an absence due to the adoption of a child for the purposes of section
			 3307.771 of the Revised Code if:
(a) A child was placed in the member's home
			 within twelve months of the effective date of the resignation or leave;
			 and
(b) A final court order
			 granting adoption to the member has been entered for the same child.
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-3 - Restoration and Purchased Credit › Section 3307:1-3-09 - Purchase of credit for service as a school board or governing board member

Current through all regulations passed and filed through July 1, 2024
(A) Application for
			 the purchase of service credit pursuant to section
			 3307.78 of the Revised Code
			 shall be made on a form approved by the  retirement system and shall include certification of the
			 service.
(B) A member may purchase
			 credit for service as a school board or governing board
			 member prior to July 1, 1991 if the member meets the
			 requirements set forth in section
			 3307.78 of the Revised Code. A
			 member may purchase credit for concurrent service as a member of more than one
			 school board or governing
			 board
								, provided that the
			 total of all service credit earned or purchased for any school year shall not
			 exceed one year.
(C)
								Effective January 1, 2014, the cost pursuant to section
			 3307.70 of the Revised Code for
			 the purchase of service credit under section
			 3307.78 of the Revised Code
			 shall be determined as specified in rule
			 3307:1-3-13
			 of the Administrative Code.
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-3 - Restoration and Purchased Credit › Section 3307:1-3-10 - Purchase of credit for waived service

Current through all regulations passed and filed through July 1, 2024
(A) A member may make application for the
			 purchase of service credit under section
			 3307.73 of the Revised Code if a
			 total of at least one and one-half years of contributing service under this
			 system or eighteen months of contributing service credit under the public
			 employees retirement system or the school employees retirement system has been
			 established. A member who is also a member of the public employees retirement
			 system or the school employees retirement system is ineligible to purchase
			 service credit under this system if the unadjusted service credit established
			 under either one of those systems exceeds the service credit established under
			 this system.
(B) The member shall
			 request that the employer for whom the service was performed certify such
			 service to this system. Once certification is received from the employer, the
			 amount of service credit otherwise qualifying for purchase shall be determined
			 as follows:
(1) If the service credit to be
			 purchased is for service waived or exempted under Chapter 3307. of the Revised
			 Code or denied pursuant to rule
			 3307-4-01
			 of the Administrative Code, upon receipt of the certification of the employer,
			 the system shall determine the amount of service credit that would have been
			 earned had the service not been waived, exempted or denied.
(2) If the service credit to be purchased is
			 for service that would have been covered under Chapter 145. or Chapter 3309. of
			 the Revised Code, the system shall contact the applicable retirement system and
			 shall request certification from that retirement system that the service was
			 exempt.
(3) Service credit may not
			 be purchased for any service:
(a) Which is
			 concurrent with any other service credit that will be used in calculating a
			 benefit under Chapter 145., Chapter 3307., or Chapter 3309. of the Revised
			 Code; or
(b) If the purchase would
			 result in the establishment of total service credit under Chapter 145., Chapter
			 3307., and Chapter 3309. of the Revised Code which exceeds a year of service
			 credit in any year.
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-3 - Restoration and Purchased Credit › Section 3307:1-3-11 - Payroll deductions for purchase and restoration of service credit

Current through all regulations passed and filed through July 1, 2024
The following plan for restoration or purchase of service
				credit by payroll deduction is hereby established pursuant to section
				3307.701 of the Revised
				Code:
(A) Service credit eligible for
			 payment by payroll deduction shall be determined as follows:
(1) Effective January 1, 2014, a member who
			 has applied for restoration of service credit pursuant to section
			 3307.71 or division (C) of
			 section 3307.761 of the Revised Code or
			 purchase of service credit pursuant to section
			 3307.72 of the Revised Code may
			 elect to make payment for all or a portion of
			 such restoration or purchase by payroll deduction over a period of up to five
			 years  if the member will receive regular periodic payments of
			 salary or wages by the employer over that period in an amount after taxes and
			 other deductions that is at least equal to the payment to be
			 deducted.
(2) Where eligible
			 service has been certified, the retirement system will provide to the member:
(a) A statement setting forth the total cost
			 of such restoration or purchase; and
(b) A statement setting forth the cost of
			 such restoration or purchase on a cost per year basis.
(3) Upon request, the retirement
			 system will provide a form for the member's use in initiating restoration or
			 purchase by payroll deduction, which shall include a statement of the monthly
			 deductions necessary to spread payment over periods ranging from one to five
			 years  .
Such statement shall be based upon the assumption that the
				interest rate then in effect under rule
				3307:1-3-01
				of the Administrative Code remains constant throughout each such period;
				however, the statement shall inform the member that the actual cost of
				restoration or purchase shall be subject to any change, during the period of
				deduction, in the interest rate applicable to such restoration or
				purchase.
(4) If a member
			 wishes to elect payment by payroll deduction, the member shall complete and
			 sign the form so provided to indicate the amount to be deducted monthly and
			 file it with the member's employer.
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-4 - Determination of Final Average Salary › Section 3307:1-4-01 - Compensation includible in the determination of final average salary

Current through all regulations passed and filed through July 1, 2024
The following criteria and procedures are established by the
				retirement board pursuant to section
				3307.501 of the Revised
				Code.
(A) As used in section
			 3307.501 of the Revised Code and
			 this rule, a percentage increase shall be considered to be generally applicable
			 if:
(1) It is paid by a school board or
			 governing board, school district, or governing authority of a community school
			 or a science, technology, engineering, and mathematics school pursuant to a
			 teacher salary schedule with the same employer including performance based
			 payments that are paid in accordance with uniform criteria applicable to all
			 members employed by the employer without regard to supplemental or extended pay
			 contracts; or
(2) It is paid by a
			 school board or governing board, school district, or governing authority of a
			 community school or a science, technology, engineering, and mathematics school
			 to an employee not paid under the teacher salary schedule up to the amount
			 payable under the teacher salary schedule including performance based payments
			 that are paid in accordance with uniform criteria applicable to all members
			 employed by the employer to teachers with equivalent service and education
			 without regard to supplemental or extended pay contracts; or
(3) It is paid by a university or college as
			 an average salary increase attributable to academic services as certified by an
			 authorized representative of the university or college; or
(4) It is paid by a school board or governing
			 board, school district, or governing authority of a community school or a
			 science, technology, engineering, and mathematics school that does not use a
			 teacher salary schedule as an average salary increase as certified by an
			 authorized representative of the employer.
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-5 - Selection and Reselection of Plan of Payment › Section 3307:1-5-01 - Selection and reselection of plan of payment for retirees on or before September 1, 1989

Current through all regulations passed and filed through July 1, 2024
By authority of section
				3307.04 and section
				3307.60 of the Revised Code, the
				following rule shall apply to the plans of payment provided in section
				3307.58 and
				3307.60 of the Revised
				Code:
(A) The provisions for
			 reselection of a plan of payment set forth in this paragraph shall be
			 applicable to all service retirants granted retirement effective on or before
			 September 1, 1989, except a retirant who elected recalculation of benefits
			 pursuant to section three of Am. H.B. 293 of the 118th General Assembly or a
			 retirant whose application is made on or after September 15, 1989 for
			 retirement effective July 1, 1989 or thereafter, who meet the requirements set
			 forth in division (F) or (G) of section
			 3307.60 of the Revised Code.
(1) Application for a change of plan of
			 payment must be submitted to the  retirement system on a form approved by the retirement board.
			 Payment under a reselected plan of payment shall be effective as follows:
(a) Death of a beneficiary -first of the
			 month following death of beneficiary regardless of when the application is
			 received, provided such beneficiary was designated at
			 the time of retirement. The reselection of a plan of payment shall be limited
			 to the single lifetime benefit equivalent option, as stipulated in paragraph
			 (A)(2) of this rule.
(b) Divorce,
			 annulment or marriage dissolution - the later of the first of the month
			 following date application is received by the
			  retirement system or the
			 first of the month after the divorce, annulment or marriage dissolution,
			 provided:
(i) The spouse was designated as
			 beneficiary under the plan of payment selected at retirement; and
(ii) A spousal consent form
			 approved by the retirement system or court order
			 specifically authorizing the reselection of plan of payment on the basis of the
			 marriage termination is received by the retirement system; and
(iii) The reselection of a plan of payment
			 shall be limited to the single lifetime benefit equivalent option, as
			 stipulated in paragraph (A)(2) of this rule.
(c) Marriage or remarriage - the later of
			 either the first of the month following the date a completed application on a
			 form approved by the retirement system is
			 received
			 by the  retirement
			 system or the first of the month after the marriage or remarriage, except if
			 the marriage or remarriage occurs on or after June 6, 2005, the election must
			 be made not later than one year after the date of the marriage or remarriage.
			 The spouse must be selected as beneficiary as set forth in division
			 (H) of
			 section 3307.60 of the Revised Code and
			 the benefit must be calculated as stipulated in paragraph (A)(3) of this
			 rule.
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-5 - Selection and Reselection of Plan of Payment › Section 3307:1-5-03 - Court orders

Current through all regulations passed and filed through July 1, 2024
(A) All
			 retirants subject to division (I)(1)(b) of section
			 3307.60 of the Revised Code
			 shall indicate such requirement on his or her application for service
			 retirement benefits submitted to the retirement system and shall provide a copy
			 of the court order or court orders when making application for benefits
			 pursuant to section 3307.57,
			 3307.58 or
			 3307.59 of the Revised Code.
(1) The retirement system in its sole
			 discretion shall determine whether a retirant elects a plan of payment on the
			 application for service retirement benefits that complies with any court
			 orders.
(2) The retirement system
			 may request the retirant to provide additional court orders or other
			 information, as determined solely by the retirement system, to clarify the plan
			 of payment that the retirant is required to elect.
(a) The retirement system shall not commence
			 payment of retirement benefits until it receives the requested additional court
			 orders or other information.
(b) If
			 the retirement system does not receive the requested additional court orders or
			 other information within twelve months of the date of the initial request, the
			 retirant's application for service retirement benefits shall be
			 cancelled.
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-5 - Selection and Reselection of Plan of Payment › Section 3307:1-5-04 - Amounts due and unpaid at death of benefit recipient

Current through all regulations passed and filed through July 1, 2024
(A) Amounts due to
			 a retirant receiving retirement benefits under a plan described in division (A)
			 of section 3307.60 of the Revised Code and
			 unpaid at death shall be paid to the retirant's surviving beneficiary or
			 beneficiaries under the plan on a prorated basis. The amount payable to each
			 surviving beneficiary shall be determined by multiplying the amount due the
			 retirant by a fraction whose numerator is the gross monthly amount the
			 beneficiary will be paid and whose denominator is the total gross monthly
			 amount all beneficiaries will be paid.
(B)
								In the event that
			 a deceased retirant's named beneficiary dies after the necessary paperwork has
			 been received by the retirement system, the system will make payment directly
			 to the beneficiary (or beneficiaries) of the retirant's beneficiary in the
			 following order of precedence:
(1)
									surviving spouse,
(2)
									children, share
			 and share alike,
(3)
									parents, share and share alike,
(4)
									estate.
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-5 - Selection and Reselection of Plan of Payment › Section 3307:1-5-05 - Early retirement reduction factors

Current through all regulations passed and filed through July 1, 2024
(A) For purposes of division (E)(2) of
			 section 3307.58 of the Revised Code, the
			 percentage for reducing the annual single lifetime benefit of a member
			 described in division (B) (2) of section
			 3307.58 of the Revised Code
			 shall be the percentage that provides the member the greatest benefit when
			 using:
(1) Any of the percentages calculated
			 as of each July first occurring on or after July 1, 2016, through July 1, 2026,
			 that immediately precedes the member's effective benefit dates, assuming the
			 member was eligible to retire on that July first; or,
(2) The percentage calculated on the member's
			 effective benefit date.
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-7 - Disability Benefits › Section 3307:1-7-01 - Disability benefits - definitions

Current through all regulations passed and filed through July 1, 2024
Chapter 3307:1-7 of the Administrative Code is adopted to
				establish the definitions, procedures and guidelines needed to fulfill the
				requirements of sections
				3307.48,
				3307.62,
				3307.63,
				and
				3307.631
				of the Revised Code and to assure fair and impartial evaluation of all
				applications for disability benefits.
As used in Chapter 3307:1-7 of the Administrative Code:
(A) "Applicant" means the
			 member for whom an application has been completed and received by the
			 retirement system.
(B)
			 "Application" shall be made on forms provided by the retirement system and
			 includes all of the following:
(1) An
			 application for disability benefits; and
(2)
									For each physician listed
			 on the application for disability benefits, an attending physician's
			 report based on an in-person examination that was
			 completed within the last two months and includes medical evidence;
			 and
(3) An employer report
			 including an official job description provided by the last employer. The
			 requirement to submit a job description may be waived by the chair of the
			 medical review board.
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-7 - Disability Benefits › Section 3307:1-7-04 - Disability benefits - treatment

Current through all regulations passed and filed through July 1, 2024
(A) If the medical review board or its chair
			 determines that through medical treatment or mechanical devices an applicant's
			 condition might be improved, within the twelve month period following the
			 filing of an application, consideration of the application may be delayed while
			 the applicant obtains the treatment or mechanical devices specified by the
			 medical review board or its chair provided that:
(1) The medical review board or its chair has
			 determined that medical treatment or mechanical devices offer a reasonable
			 expectation of correction or rehabilitation of the disabling condition to the
			 extent that the applicant could be expected to be capable of performing
			 teaching duties within a reasonable time, but not to exceed six
			 months.
(2) The medical review
			 board or its chair has determined that the medical treatment or mechanical
			 devices specified are of wide acceptance and readily available.
(3) The medical treatment or mechanical
			 devices specified under this paragraph shall not include invasive procedures or
			 shock treatment.
(4) Within fifteen
			 calendar days of the end of the treatment period, the applicant shall submit
			 medical evidence from the applicant's medical
			 specialist regarding the treatment provided and progress made during the
			 treatment period.
(5) An applicant
			 may request an extension or exception to the foregoing requirements. Any such
			 request shall be in writing directed to the retirement system, and will be
			 granted only if the request demonstrates good cause to the retirement system in
			 its sole discretion.
(6) In the
			 event an applicant fails to carry out the requirements outlined in paragraph
			 (A) of this rule, the application for disability benefits will be cancelled.
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-7 - Disability Benefits › Section 3307:1-7-05 - Disability benefits-denials and terminations

Current through all regulations passed and filed through July 1, 2024
The following procedures are hereby established for the appeal
				of any denial or termination of disability benefits by the retirement board
				following an independent medical examination by the state teachers retirement
				system.
(A) At least seven days before
			 a recommendation is presented to the retirement board, written notification
			 shall be issued to the applicant or recipient. This notice shall include the
			 recommendation to be presented to the retirement board.
(1) No further medical evidence shall be
			 considered once written notification has been issued to an applicant or
			 recipient pursuant to paragraph (A) of this rule.
(2) Should the retirement system receive
			 further medical evidence after written notification has been issued to an
			 applicant or recipient pursuant to paragraph (A) of this rule, the medical
			 evidence shall be held and included as part of the appeal documentation if a
			 right to appeal is exercised as set forth in paragraph (B)(2) of this rule.
			 Should a right to an appeal not be exercised as set forth in paragraph (B)(2)
			 of this rule, the medical evidence will be returned to the person who submitted
			 the information.
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-7 - Disability Benefits › Section 3307:1-7-06 - Disability benefits - reexaminations

Current through all regulations passed and filed through July 1, 2024
The following rule is established pursuant to section
				3307.48 of the Revised Code,
				which specifies that each disability benefit recipient shall submit to an
				annual independent medical examination. The retirement board may require
				additional examinations if the chair of the medical review
				board determines that additional information should be obtained.
The retirement board may forego an annual medical examination
				if the chair of the medical review board determines that the
				recipient's disability is ongoing.
(A)
			 The retirement board may require a recipient to submit medical evidence and to submit to medical examinations
			 and tests by independent medical examiners as provided in rule
			 3307:1-7-03
			 of the Administrative Code and shall require such examinations and tests if:
(1) The chair of the medical review board
			 recommends such medical evidence, examinations
			 or tests
			 are
			 necessary and appropriate to evaluate the recipient's continued eligibility for
			 disability benefits, or
(2) A
			 recipient requests re-examination to evaluate capacity to return to the service
			 from which the recipient was found disabled, and the chair of the medical
			 review board concurs with such request. The retirement board need not grant a request from a
			 recipient for such an evaluation more often than once during any twelve-month
			 period.
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-7 - Disability Benefits › Section 3307:1-7-07 - Disability benefits - earnings and employment statements

Current through all regulations passed and filed through July 1, 2024
(A) Pursuant to
			 section
			 3307.48
			 of the Revised Code each recipient shall by April thirtieth of each year, or
			 such other date designated by the retirement board, submit a statement of
			 annual earnings to the retirement system.
(B) The statement submitted by each recipient
			 shall be on a form provided by the retirement system and shall include a
			 description of all paid work
			 and volunteer service performed during the
			 preceding calendar year, a statement of compensation for work performed,
			 current medical information and such additional information as may be
			 required.
(C) Unless the
			 requirement of annual reporting is waived by the chair of the medical review
			 board, disability benefits shall be suspended if the annual statement is not
			 received within thirty days after notice that it is delinquent. If the
			 statement is found to be delinquent, participation in the retirement system's
			 health care program, if elected, shall be terminated as of the date the
			 disability benefits are suspended. If the required statement or reports are
			 thereafter not received for a period of one year, or the disability benefit is
			 terminated for any reason during the one-year period, the recipient's right to
			 the disability benefit shall terminate as of the effective date of the original
			 suspension.
(D) The requirement of
			 annual reporting shall be waived if the recipient is age seventy-five or older
			 and the chair of the medical review board has certified that the recipient's
			 disability is ongoing.
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-7 - Disability Benefits › Section 3307:1-7-08 - Disability - coordination of state retirement systems

Current through all regulations passed and filed through July 1, 2024
The following rule is established pursuant to section
				3307.57
				of the Revised Code, which specifies that to coordinate and integrate
				membership in the state retirement systems, the state retirement system
				calculating and paying the disability benefit shall certify the determination
				to the board of each other state retirement system in which the member has
				service credit and shall be accepted by that board as sufficient for granting a
				disability benefit.
(A) For purposes
			 of section
			 3307.57
			 of the Revised Code and this rule:
"State retirement system" means
			 the school employees retirement system, the public employees retirement system
			 and the state teachers retirement system.
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-7 - Disability Benefits › Section 3307:1-7-09 - Disability - appeal of terminations due to teaching service

Current through all regulations passed and filed through July 1, 2024
The following procedures are hereby established pursuant to
				section
				3307.48
				of the Revised Code for the appeal of termination of disability benefits by the
				retirement board when a recipient performed teaching services as defined by
				rule
				3307:1-7-01
				of the Administrative Code. Recipients who return to contributing service with
				the retirement system shall not have the right to appeal the termination of
				disability benefits.
(A) Disability
			 benefits shall  terminate if the
			 recipient performs any teaching service in this state or elsewhere. The
			 termination shall be effective the day prior to beginning the
			 teaching
			 service. Following retirement board action, the recipient will be
			 informed in writing of the action taken by the retirement board and of their
			 right to appeal the retirement board's action.
(B) The recipient may submit in writing, not
			 later than thirty days after the date the notice is sent, to the retirement
			 board information specifying that the recipient did not perform teaching
			 services while receiving disability benefits along with any supporting evidence
			 available to the recipient.
(1) A deadline
			 date will be provided by the retirement system.
(2) Any costs incurred by the recipient in
			 the appeal will not be reimbursed by the retirement system.
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-8 - Survivor Benefits › Section 3307:1-8-01 - Survivor benefits

Current through all regulations passed and filed through July 1, 2024
(A) As used in section
			 3307.66
			 of the Revised Code and this rule:
(1)
			 "Continuously incompetent" means a person was determined to be physically or
			 mentally incompetent and has remained physically or mentally incompetent
			 without any break since the determination was made.
(2) "Physical or mental incompetency" shall
			 be determined in accordance with division (A) of section
			 3307.66
			 of the Revised Code and this rule.
(3) "Qualified child" or "qualified children"
			 has
			 the  meaning as set forth in division
			 (B)(2) of section
			 3307.66
			 of the Revised Code.
(4) "Qualified
			 survivor" has the meaning as set forth in division (B)(4) of
			 section
			 3307.66
			 of the Revised Code.
(5)
									"Medical review board" has the meaning as set forth in
			 paragraph (I) of rule
			 3307:1-7-01
			 of the Administrative Code.
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-8 - Survivor Benefits › Section 3307:1-8-02 - Active member beneficiary designation

Current through all regulations passed and filed through July 1, 2024
(A) For beneficiary designations completed in
			 a manner satisfactory to the state teachers retirement system in its sole
			 discretion, where two or more beneficiaries were designated pursuant to
			 division (B) of section of
			 3307.562
			 of the Revised Code, the state teachers retirement system shall pay the
			 specified percentage of a lump-sum payment to each named beneficiary if these
			 conditions are met:
(1) Two or more
			 beneficiaries were named in a valid designation.
(2) Percentages were provided for all named
			 beneficiaries.
(3) The sum of the
			 percentages is one hundred per cent.
If any one of these conditions is not met, the lump-sum payment
				will be divided equally among the beneficiaries. Should a designated
				beneficiary predecease the member, those funds shall be prorated based on the
				remaining percentages designated and paid to the other designated
				beneficiaries.
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-9 - Additional Death Benefits › Section 3307:1-9-01 - Additional lump-sum death payment

Current through all regulations passed and filed through July 1, 2024
Pursuant to section
				3307.392 of the Revised Code,
				the  retirement board hereby
				establishes a death benefit plan for additional lump-sum payments to the
				beneficiary or beneficiaries of members granted service or disability
				benefits.
(A) An election to
			 participate in the plan hereby established shall be made on the application for
			 benefits by a member granted service or disability benefits effective on or
			 after October 1, 1989. Such elections to participate shall specify the amount
			 of the additional lump-sum from options offered by the retirement board and
			 shall authorize deduction of the cost to participate from each monthly
			 benefit.
(B) A lump-sum payment in
			 the amount selected by a participant shall be made to the beneficiary or
			 beneficiaries eligible to receive payment of the lump-sum death benefit
			 provided by section 3307.661 of the Revised Code if
			 the death of a deceased participant occurred on or after the following date:
(1) The effective date of service retirement;
			 or
(2) The first day of the seventh
			 month following the effective date of the disability benefit;
(3) In the case of a recipient of service or
			 disability benefit who elects participation or increased participation pursuant
			 to paragraph (D) of this rule, the first day of the seventh month of deduction
			 for such participation or increased participation.
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-10 - Cost of Living › Section 3307:1-10-01 - Cost-of-living

Current through all regulations passed and filed through July 1, 2024
In determining benefit increases as authorized in section
				3307.67 of the Revised Code, the
				following shall apply:
(A) For the
			 purpose of that section and this rule:
(1)
			 "Base benefit" shall mean the amount payable on the effective date of a benefit
			 or the effective date of any subsequent reselection of plan of payment and does
			 not include any benefit adjustments granted by statute after
			 retirement.
(2) "COLA base benefit"
			 shall mean the base benefit plus any applicable ad hoc increases granted by
			 statutory amendment or enactment after the effective date of a benefit where a
			 statute specifically identified such increase to be included in an individual's
			 base for purposes of future increases in any benefit under section
			 3307.67 of the Revised
			 Code.
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-11 - Health Care Services › Section 3307:1-11-01 - Health care services - establishment of program and definitions

Current through all regulations passed and filed through July 1, 2024
(A) Establishment
			 of health care program
(1)
									Pursuant to section
			 3307.39
			 of the Revised Code, a health care program is hereby established for certain
			 benefit recipients and their dependents who meet eligibility requirements
			 specified in this chapter and in any medical or ancillary plan offered.
(2) The health care
			 program shall consist of such medical plans and ancillary plans as the
			 retirement board may offer from time-to-time.
(3) Benefit recipients
			 shall provide any information requested by the retirement system to validate
			 the eligibility of any enrollee in a medical plan or ancillary plan offered by
			 the retirement system.
(4) Any person who
			 obtains coverage, subsidy, or payment of claims in a medical plan and/or
			 ancillary plan as the result of false or misleading information shall be
			 immediately terminated from the health care program. Any amounts paid for which
			 a person is not entitled shall be repaid pursuant to section
			 3307.47
			 of the Revised Code. The retirement system may collect amounts due in any other
			 manner the system considers appropriate, as provided by law.
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-11 - Health Care Services › Section 3307:1-11-03 - Health care services - medical plan

Current through all regulations passed and filed through July 1, 2024
(A) Eligibility
The following individuals shall be eligible to participate in a
				medical plan offered by the retirement system:
(1) A service retiree with an effective
			 benefit date:
(a) Before January 1, 2004;
			 or
(b) Between January 1, 2004 and
			 July 1, 2023 and the benefit is based on fifteen or more years of total service
			 credit; or
(c) After July 1, 2023
			 and the benefit is based on twenty or more years of total service
			 credit.
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-11 - Health Care Services › Section 3307:1-11-04 - Health care services - health care assistance program

Current through all regulations passed and filed through July 1, 2024
(A) The retirement board authorizes health
			 care assistance for certain benefit recipients who apply, qualify, and are
			 approved for the health care assistance program.
(B) The following benefit recipients shall be
			 eligible to apply annually for health care assistance under the health care
			 assistance program on a form provided by the retirement system. The benefit
			 recipient must be enrolled in the health care program and enrolled in medicare,
			 if eligible, and meet the total household income requirements of paragraph (C)
			 of this rule:
(1) A service retiree who has
			 twenty-five or more years of total service credit at retirement.
(2) A disability benefit recipient.
(3) A survivor annuitant or survivor benefit
			 recipient who was enrolled in the health care assistance program as of December
			 31, 2015, continues to meet all other health care assistance program
			 requirements, and remains continuously enrolled in the health care assistance
			 program.
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-11 - Health Care Services › Section 3307:1-11-05 - Health care services - medicare part B reimbursement

Current through all regulations passed and filed through July 1, 2024
(A) Pursuant to section  3307.39  of the
			 Revised Code, certain benefit recipients who are enrolled in one of this retirement
			 system's medicare health plans with the retirement system may be eligible
			 for reimbursement for a portion of the cost of the basic medicare part B
			 premium.
								
			 Reimbursement will be based on service credit in an amount as periodically
			 determined by the retirement board that meets the provisions in division (B) of
			 section  3307.39  of the Revised Code. The retirement board may suspend or
			 discontinue medicare part B reimbursement at any time in its sole
			 discretion.
(B)
								A benefit recipient, excluding a recipient enrolled in
			 the health care assistance plan, who continually meets the provisions in
			 paragraph (A) of this rule and who is enrolled in one of this retirement
			 system's medicare health plans, is eligible for reimbursement as specified in
			 this rule.
(C) Upon request, a benefit recipient
			 receiving medicare part B premium reimbursement under this rule shall certify
			 the amount paid for medicare part B coverage. The reimbursement amount provided
			 under this rule shall not exceed the amount paid by the benefit
			 recipient.
(D) For purposes of
			 section  3307.39  of the Revised Code and this rule, basic medicare part B
			 premium means the amount of the standard monthly medicare part B premium
			 determined by the United States secretary of health and human services prior to
			 any premium increases, such as late enrollment penalties or income related
			 monthly adjustment amount being made.
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-11 - Health Care Services › Section 3307:1-11-06 - Health care services - responsibility for health care coverage

Current through all regulations passed and filed through July 1, 2024
(A)
								Except as otherwise provided in this rule, this
			 retirement system shall be the system responsible for health care coverage for
			 its eligible benefit recipients.
(B)
								A benefit
			 recipient is not eligible for primary coverage in a medical plan offered by
			 this retirement system if the benefit recipient is eligible for health care
			 coverage in another Ohio retirement system in the following situations:
(1)
									When a benefit
			 recipient is receiving a monthly benefit based on the same status as a service
			 retiree, disability benefit recipient or survivor benefit recipient in this
			 retirement system and from another Ohio retirement system and the effective
			 benefit date in this system is
(a)
										Later than the effective benefit date in the other Ohio
			 retirement system; or
(b)
										The same as the effective benefit date in the other
			 Ohio retirement system and the benefit recipient has less service credit in
			 this retirement system than in the other retirement system; or
(c)
										The same as the
			 effective benefit date in the other Ohio retirement system and the benefit
			 recipient has the same service credit in this retirement system as in the other
			 Ohio retirement system and the teacher contributions in the account upon which
			 the benefit in this retirement system is based are less than the employee
			 contributions in the account upon which the benefit in the other Ohio
			 retirement system is based.