reglab/statecodes huggingface dataset:
Ohio Administrative Code › Title 3309 - School Employees Retirement System › Chapter 3309-1 - General Provisions › Section 3309-1-38 - Interest rate

Current through all regulations passed and filed through July 1, 2024
Except as otherwise provided in Chapter 3309. of the Revised
				Code or SERS rules, the rate of compound interest for the purchase or
				restoration of service credit under Chapter 3309. of the Revised Code or SERS
				rules shall be the rate guaranteed by the retirement board at time of purchase,
				as recommended by the actuary, and such rate of compound interest shall be
				applied to the entire period purchased or restored.
Effective: 5/1/2018
Five Year Review
				(FYR) Dates: 2/1/2018 and
				02/01/2023
Promulgated
				Under: 111.15
Statutory
				Authority: 3309.04
Rule
				Amplifies: 3309.01(I),
				3309.021,
				3309.022,
				3309.26,
				3309.31,
				3309.451,
				3309.473,
				3309.474,
				3309.73,
				3309.75
Prior
				Effective Dates: 12/24/1976, 02/01/1992, 01/02/1993, 11/01/1996, 11/09/1998,
				05/02/2001, 02/11/2002, 05/09/2003,
				04/01/2013
Ohio Administrative Code › Title 3309 - School Employees Retirement System › Chapter 3309-1 - General Provisions › Section 3309-1-39 - Purchase of police and fire and highway patrol service

Current through all regulations passed and filed through July 1, 2024
(A) A member may
			 purchase all or a portion of service credit for Ohio police and fire service
			 and Ohio highway patrol service as provided in section
			 3309.73 or
			 3309.731 of the Revised Code.
(B) A member is not eligible to
			 purchase or obtain credit if being paid, or eligible to be paid, a benefit
			 based on the service in another pension plan.
(C) Service purchased under section
			 3309.73 or
			 3309.731 of the Revised Code
			 shall be properly certified by an official of the Ohio police and fire pension
			 fund, or the state highway patrol retirement system, or the official employer
			 or custodian of records, on a form furnished by the retirement board.
(D) Service credit may be
			 purchased in increments of one month.
(E) Interest shall be calculated as provided
			 in section 3309.73 or
			 3309.731 of the Revised Code.
Five Year Review (FYR) Dates:
				2/1/2018 and
				02/01/2022
Promulgated
				Under: 111.15
Statutory
				Authority: 3309.04
Rule
				Amplifies: 3309.73,
				3309.731
Prior
				Effective Dates: 12/24/1976, 11/09/1998, 05/02/2001, 05/03/2002,
				04/03/2008
Ohio Administrative Code › Title 3309 - School Employees Retirement System › Chapter 3309-1 - General Provisions › Section 3309-1-40 - Application and procedures for receiving disability benefits

Current through all regulations passed and filed through July 1, 2024
(A) For purposes of
			 sections
			 3309.39,
			 3309.40,
			 3309.401
			 and
			 3309.41
			 of the Revised Code and SERS rules:
(1)
			 "Disability" or "disabled" means that the member meets the following applicable
			 standard of disability:
(a) At the time of
			 application: A disabling condition, either permanent or presumed to be
			 permanent for twelve continuous months following the filing of an application,
			 which has occurred or increased since the applicant last became a member and
			 which renders the member mentally or physically incapacitated for the
			 performance of the member's last assigned primary duty as an
			 employee.
(b) At the time of annual
			 examination:
(i) For a disability benefit
			 recipient with a benefit effective date before January 7, 2013 and for a
			 disability benefit recipient with a benefit effective date on or after January
			 7, 2013 who is on leave of absence, a disabling condition that renders the
			 member mentally or physically incapable of resuming the service from which the
			 member was found disabled.
(ii) For
			 a disability benefit recipient with a benefit effective date on or after
			 January 7, 2013 who is not on leave of absence, a disabling condition that
			 renders the member mentally or physically incapable of performing the duties of
			 any occupation.
Ohio Administrative Code › Title 3309 - School Employees Retirement System › Chapter 3309-1 - General Provisions › Section 3309-1-41 - Appeals for denial and termination of disability benefits

Current through all regulations passed and filed through July 1, 2024
(A) The following
			 procedures will govern in cases of a member's appeal of a denial of disability
			 benefits including an automatic denial under paragraph (H) of rule
			 3309-1-40
			 of the Administrative Code or a disability benefit recipient's appeal of a
			 termination of disability benefits, excluding when the
			 recommendation to terminate was certified pursuant to paragraph (M)(2)(b) of
			 rule
			 3309-1-40
			 of the Administrative Code.
(1) After
			 formal board action is taken or an automatic denial under paragraph (H) of rule
			 3309-1-40
			 of the Administrative Code, a notice of denial or termination of disability
			 benefits shall be issued to the applicant or former disability benefit
			 recipient by regular or certified U.S. mail. This notice shall inform the
			 member of:
(a) The medical evidence
			 reviewed;
(b) The board's denial or
			 termination of disability benefits; and
(c) The procedures for appeal of a denial or
			 termination of disability benefits as set forth in this paragraph.
Ohio Administrative Code › Title 3309 - School Employees Retirement System › Chapter 3309-1 - General Provisions › Section 3309-1-42 - Options; pop-up and election of new option

Current through all regulations passed and filed through July 1, 2024
(A)
(1)
			 Upon the death of a spouse or a
									 designated beneficiary, the lesser
			 retirement allowance calculated as plan A, C, or D under division
			 (B)(1)(a), (B) (3)(b), (B)(3)(c) or (B)(4) of section
			 3309.46 of the Revised Code or
			 as option 1 or 2 under division (A) or (B) of section
			 3309.46 of the Revised Code as
			 in effect prior to amendment effective July 24, 1990 shall be increased to the
			 single lifetime retirement allowance
			 .
(2) Upon the death of a designated
			 beneficiary under plan F under division (B)(3)(e) of section
			 3309.46 of the Revised Code, the
			 retirant shall receive the actuarial equivalent of the retirant's single
			 lifetime retirement allowance based on the number
			 of remaining beneficiaries, with no change in the amount payable to any
			 remaining beneficiary.
Ohio Administrative Code › Title 3309 - School Employees Retirement System › Chapter 3309-1 - General Provisions › Section 3309-1-43 - Service credit established under retirement incentive plan

Current through all regulations passed and filed through July 1, 2024
(A) Upon
			 adoption of a 
								"Retirement Incentive Plan" in accordance with
			 section 3309.33 of the Revised Code, the
			 employer shall notify the school employees retirement system on an official
			 form approved by the school employees retirement board and attached as an
			 appendix to this rule.
(B) The cost
			 to the employer for each year of credit purchased will be determined by factors
			 recommended by the school employees retirement system actuary which yield an
			 amount equal to the additional liability of the amount purchased. Actuarial
			 cost will be revised no more than once annually and shall apply only to new
			 credit established after such revision is approved by the school employees
			 retirement board.
(C)
(1) Employers may make equal payments to the
			  retirement system for the
			 cost of the year or years of credit purchased over the number of years equal to
			 the number of years purchased under the employer adopted plan.
After the thirtieth of June of the year in which the service is
				purchased, interest, compounded annually, shall
				be calculated on the remaining payments at the rate established for other
				purchased credit.
(2)
			 Purchase of partial years is not permitted.
(3) Notwithstanding paragraph (C)(1) of this
			 rule, governing authorities of community schools shall pay the cost of the
			 service credit purchased in one payment made within thirty days of receipt from
			 
									the retirement
			 system of the calculated cost.
Ohio Administrative Code › Title 3309 - School Employees Retirement System › Chapter 3309-1 - General Provisions › Section 3309-1-44 - Purchase of service credit; pregnancy and adoption resignation

Current through all regulations passed and filed through July 1, 2024
A member who resigned due to pregnancy or adoption of a child
				may purchase service credit for such period(s) of resignation during which no
				contributions were made to the system and no service credit granted under any
				other section of the Revised Code in accordance with section
				3309.473 of the Revised Code and
				this rule.
(A)
(1) The member must have resigned from a
			 contributing position under Chapter 3309. of the Revised Code due to pregnancy
			 or adoption of a child;
(2) The
			 member must have returned to a contributing position under Chapter 3309. of the
			 Revised Code not later than the first day of classes of the third school year
			 following the date of the resignation; and
(3) The member must have earned a minimum of
			 one year of school employees retirement system contributing service credit
			 after the resignation.
Ohio Administrative Code › Title 3309 - School Employees Retirement System › Chapter 3309-1 - General Provisions › Section 3309-1-45 - Release of names, addresses and information

Current through all regulations passed and filed through July 1, 2024
Names, addresses and other information contained in records
				maintained by the school employees retirement system shall be released to
				members of the public in accordance with this rule.
(A) Except as otherwise provided in section
			 3309.22
			 of the Revised Code, no part of an individual's personal history record shall
			 be released to a third party except upon the written authorization of the
			 person to whom the record pertains.
In addition to the information set forth in division (A)(1) of
				section
				3309.22
				of the Revised Code, personal history record includes, but is not limited to,
				any record identifying:
(1) The amount
			 of benefit or allowance paid or payable to any person,
(2) The service history or service credit of
			 a member or retiree, or
(3) The
			 dependents or beneficiaries of a member or retiree.
Ohio Administrative Code › Title 3309 - School Employees Retirement System › Chapter 3309-1 - General Provisions › Section 3309-1-46 - Retirement - option selection

Current through all regulations passed and filed through July 1, 2024
(A) If an applicant is married at the time of
			 filing an application for retirement, the applicant shall receive a retirement
			 allowance designated as "Plan A" under division (B)(1) of section
			 3309.46 of the Revised Code,
			 unless:
(1) The spouse consents on a form
			 provided by the school employees retirement system to the applicant's election
			 to receive an annuity or payment pursuant to an optional plan under division
			 (B)(3) or (B)(4) of section
			 3309.46 of the Revised Code; or
(2) The school employees
			 retirement board waives the requirement of a spousal consent upon receipt of
			 one of the following:
(a) The written
			 statement of the spouse's physician certifying that the spouse is medically
			 incapable of consenting to the plan of payment elected by the applicant; or
(b)
										 A
			 certified copy of a probate court order appointing a guardian for the spouse
			 due to a finding of incompetence.
(c) The affidavits of the applicant and at least two
			 other persons, one of whom must be unrelated to the applicant, attesting that
			 the whereabouts of the spouse is unknown.
(3) The applicant is required to elect a plan
			 of payment providing a specified amount to a former spouse after the
			 applicant's death 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
(a) The applicant elects a plan of payment
			 designated as "Plan F" under division (B)(3)(e) of section
			 3309.46 of the Revised Code that
			 is in accordance with the court order and also designates the applicant's
			 current spouse as a beneficiary under the plan; or
(b) The total amount required by court order,
			 or orders, is equal to or greater than one hundred per cent of the applicant's
			 lesser allowance.
Ohio Administrative Code › Title 3309 - School Employees Retirement System › Chapter 3309-1 - General Provisions › Section 3309-1-47 - Purchase of school board member service

Current through all regulations passed and filed through July 1, 2024
(A) This rule amplifies section
			 3309.311 of the Revised Code.
			 (B)
(1) A member of the school employees
			 retirement system may purchase credit for service as a school board member by
			 filing a written request which shall include a certification of service
			 
									signed by the
			 employer.
(2) A member may
			 purchase credit only for qualified service that occurred prior to June 30,
			 1991.
(3) A member may purchase
			 credit for service, including concurrent service, on two or more school boards
			 provided that the total of the credit purchased shall not exceed one year of
			 credit for any year as defined in division (R) of section
			 3309.01 of the Revised
			 Code.
Ohio Administrative Code › Title 3309 - School Employees Retirement System › Chapter 3309-1 - General Provisions › Section 3309-1-48 - Effect of applicant's death on retirement application

Current through all regulations passed and filed through July 1, 2024
If a member has filed 
								a proper and complete
				application for a retirement allowance and dies subsequent to the
				established effective date of the retirement, whatever benefits may be due the
				member's beneficiaries will be determined by the plan of payment selected by
				the member on the application forms for retirement.
Five Year Review (FYR) Dates:
				2/1/2022 and
				02/01/2027
Promulgated
				Under:
				111.15
Statutory Authority:
				3309.04
Rule Amplifies:
				3309.46
Prior Effective Dates: 02/01/1992, 05/03/2002,
				04/06/2017
Ohio Administrative Code › Title 3309 - School Employees Retirement System › Chapter 3309-1 - General Provisions › Section 3309-1-49 - Purchase of exempt service credit

Current through all regulations passed and filed through July 1, 2024
(A) A member may purchase in portions all or
			 part of the exempt service credit that the member is eligible to purchase.
			 Payment for any portion purchased shall be made in full at the time of
			 purchase. A member may make subsequent purchases of any remaining exempt
			 service credit at any time prior to retirement.
(B)
(1) If
			 the credit to be purchased is for service that would have been covered under
			 Chapter 3309. of the Revised Code, the system shall request certification of
			 the service from the employer for which the service was performed. On the basis
			 of the employer certification, the system shall determine the amount of service
			 credit that would have been earned had the service not been exempt.
(2) If the credit to be purchased is for
			 service that would have been covered under Chapter 145. or 3307. of the Revised
			 Code, the system shall request certification from the applicable retirement
			 system that the service was exempt and the amount of service credit, based upon
			 the certification of the employer for which the service was performed, that
			 would have been earned had the service not been exempt.
(3) The service credit determined under
			 paragraphs (B)(1) and (B)(2) of this rule shall be reduced to the extent that:
(a) It is concurrent with any other credit
			 that will be used in calculating a benefit;
(b) Its purchase will result in the member
			 being credited with more than twelve months of service credit in any one
			 year.
Ohio Administrative Code › Title 3309 - School Employees Retirement System › Chapter 3309-1 - General Provisions › Section 3309-1-50 - Re-employment restrictions

Current through all regulations passed and filed through July 1, 2024
This rule implements section
				3309.341 of the Revised Code and
				applies to Ohio public service after retirement in circumstances other than
				those subject to section
				3309.343 of the Revised Code and
				rule 3309-1-58 of the Administrative
				Code.
(A) For the purpose of this rule
			 and section 3309.341 of the Revised Code:
(1) "Effective retirement benefit date" means
			 the date upon which a retirement allowance begins.
(2) "Ohio retirement system" means the school
			 employees retirement system, state teachers retirement system, public employees
			 retirement system, Ohio police and fire pension fund,
			  state highway patrol retirement
			 system, and Cincinnati retirement
			 system.
(3) "Uniformed
			 retirement system" means the Ohio police and fire pension fund and the state
			 highway patrol retirement system.
Ohio Administrative Code › Title 3309 - School Employees Retirement System › Chapter 3309-1 - General Provisions › Section 3309-1-52 - Travel and expense reimbursement

Current through all regulations passed and filed through July 1, 2024
(A)
(1)
			 Members of the school employees retirement board and staff members of the
			 school employees retirement system shall be reimbursed by the retirement system
			 for actual, proper and reasonable expenses incurred for attendance at
			 appropriate meetings, sessions, seminars and conferences.
(2) "Actual, proper and reasonable expenses"
			 means that the particular service or accommodation was in fact used by, or
			 provided to, the board or staff member, was appropriate under the circumstances
			 and within the bounds of prudent judgment.
(3) "Appropriate meetings, sessions, seminars
			 and conferences" include, but are not limited to, the following:
(a) Meetings of the retirement board or its
			 committees;
(b) Meetings sponsored
			 by the retirement board or the retirement system;
(c) Member or retiree related
			 meetings;
(d) Other educational
			 meetings, sessions, seminars and conferences that serve to make the board or
			 staff member more knowledgeable and are related to the general purposes of the
			 retirement system and in the interest of the system's participants.
(e) Other meetings which involve the
			 retirement system's business operations.
Ohio Administrative Code › Title 3309 - School Employees Retirement System › Chapter 3309-1 - General Provisions › Section 3309-1-53 - Rollover distributions and trustee-to-trustee transfers

Current through all regulations passed and filed through July 1, 2024
(A) For purpose of
			 SERS rules, "eligible rollover distribution," or "rollover distribution," means
			 all or any portion of an amount that qualifies as an eligible rollover
			 distribution under section 402(c)(4) of the Internal Revenue Code of 1986, as
			 amended,
			 26 U.S.C.
			 402(c)(4), and is paid to a
			 member or the surviving spouse of the member from either:
(1) Another employer plan qualified under
			 section 401(a) of the Internal Revenue Code,
			 26 U.S.C.
			 401(a);
(2) An individual retirement account, or
			 annuity other than an endowment contract, under section 408 of the Internal
			 Revenue Code,
			 26 U.S.C.
			 408, to the extent that the amount would be a
			 taxable event;
(3) A tax-sheltered
			 annuity under section 403(b) of the Internal Revenue Code,
			 26 U.S.C.
			 403(b);
(4) A governmental deferred compensation plan
			 under section 457 of the Internal Revenue Code,
			 26
			 U.S.C. 457; or
(5) An annuity plan under section 403(a) of
			 the Internal Revenue Code,
			 26 U.S.C.
			 403(a).
Ohio Administrative Code › Title 3309 - School Employees Retirement System › Chapter 3309-1 - General Provisions › Section 3309-1-54 - Purchase of service credit by payroll deduction

Current through all regulations passed and filed through July 1, 2024
(A) A member of the school employees
			 retirement system may purchase service credit by payroll deduction
			  pursuant to agency 3309 of the
			 Administrative Code and section
			 3309.021,
			 3309.022,
			 3309.26,
			 3309.261,
			 3309.301,
			 3309.31,
			 3309.41,
			 3309.473,
			 3309.474,
			 3309.73,
			 3309.731, or
			 3309.75 of the Revised Code.
Prior
(1)
									Payroll deduction
			 purchase plans received before January 1, 2019, and whose starting date is
			 before January 1, 2019, shall be paid with amounts designated by the member's
			 employer as picked-up contributions under a plan in compliance with section
			 414(h)(2) of the Internal Revenue Code of 1986,
			 26 U.S.C. 414(h)
			 (2). Prior to the purchase of service
			 credit with amounts designated as picked-up contributions, the member's
			 employer shall have adopted and filed with the retirement system a resolution
			 authorizing the purchase of service credit for its employees by payroll
			 deduction with amounts designated as picked-up and paid to the retirement
			 system by the employer.
(2)
									Payroll deduction purchase plans with a starting date
			 on or after January 1, 2019 may not be paid with amounts designated by the
			 member's employer as picked-up contributions under a plan in compliance with
			 section 414(h)(2) of the Internal Revenue Code.
Ohio Administrative Code › Title 3309 - School Employees Retirement System › Chapter 3309-1 - General Provisions › Section 3309-1-55 - Responsibility for health care coverage

Current through all regulations passed and filed through July 1, 2024
(A)
								This rule
			 amplifies division (F) of section
			 3309.69 of the Revised
			 Code.
(B)
								For the purpose of this rule:
(1)
									"Age and service
			 retirant" means a former member who is receiving a retirement allowance
			 pursuant to section 3309.34,
			 3309.35,
			 3309.36 or
			 3309.381 of the Revised
			 Code.
(2)
									"Available coverage" means any of the following
			 provided by another Ohio retirement system: a group plan, or a payment,
			 stipend, or reimbursement provided for the purpose of obtaining medical or
			 prescription drug coverage. Coverage shall be considered available if the
			 individual is eligible for the coverage, regardless of whether the individual
			 waived or declined to accept or enroll in the coverage. Coverage shall not be
			 considered available if only provided as a dependent of another
			 person.
(3)
									"Disability benefit recipient" means a member who is
			 receiving a benefit or allowance pursuant to section
			 3309.35,
			 3309.39,
			 3309.40 or
			 3309.401 of the Revised
			 Code.
(4)
									"Survivor benefit recipient" means a beneficiary
			 receiving a benefit pursuant to section
			 3309.45 or
			 3309.46 of the Revised
			 Code.
Ohio Administrative Code › Title 3309 - School Employees Retirement System › Chapter 3309-1 - General Provisions › Section 3309-1-56 - Alternative retirement programs

Current through all regulations passed and filed through July 1, 2024
(A) For the purpose of this rule:
(1) "Administrative employee" means an
			 administrative employee as defined in division (A) of section
			 3305.05 of the Revised Code for
			 whom the school employees retirement system would be the applicable state
			 retirement system.
(2) "Eligible
			 employee" means an employee as defined in division (C) of section
			 3305.01 of the Revised Code for
			 whom this retirement system would be the applicable state retirement system.
(3) "Election period" means:
(a) For administrative employees who made
			 elections under division (B) of section
			 3305.051 of the Revised Code,
			 the one hundred twenty days after the employee's first day on the institution's
			 payroll.
(b) For administrative
			 employees who make made elections under division (C) of section
			 3305.051 of the Revised Code,
			 the one hundred twenty days after the effective date of the alternative
			 retirement program adopted by the institution.
(c) For eligible employees who make elections
			 under division (B)(1) of section
			 3305.05 of the Revised Code, the
			 one hundred twenty days after August 1, 2005.
(d) For eligible employees who make elections
			 under division (B)(2) or (B)(3) of section
			 3305.05 of the Revised Code, the
			 one hundred twenty days after the employee's first day on the institution's
			 payroll.
(4) "Employee"
			 means either an administrative employee or an eligible employee.
(5) "Institution" means a public institution
			 of higher education as defined in division (A) of section
			 3305.01 of the Revised Code.
Ohio Administrative Code › Title 3309 - School Employees Retirement System › Chapter 3309-1 - General Provisions › Section 3309-1-57 - Rule on rules

Current through all regulations passed and filed through July 1, 2024
(A)
								The school
			 employees retirement board shall adopt rules pursuant to section
			 111.15
			 of the Revised Code.
(B)
								Any person may receive notice of the proposed adoption,
			 amendment, or rescission of any rule by requesting their name be included on
			 the mailing list to receive the retirement board's meeting
			 agenda.
(C)
								Notice of material changes to rules or new rules
			 adopted shall be reported, as applicable, in publications sent to employers,
			 members, contributors, and/or retirants and benefit recipients.
Replaces: 3309-1-57
Ohio Administrative Code › Title 3309 - School Employees Retirement System › Chapter 3309-1 - General Provisions › Section 3309-1-58 - Retirement of member pursuant to section 3309.343 of the Revised Code

Current through all regulations passed and filed through July 1, 2024
(A) For purposes of
			 section 3309.343 of the Revised Code and
			 this rule:
(1) "Active position" means a
			 position a member worked in the month before retirement
			 and for which contributions were being received by a state retirement
			 system at the time of retirement pursuant to section
			 3309.343 of the Revised
			 Code.
(2) "SERS annual
			 compensation" means a member's compensation for an active position reported by
			 an employer to the school employees retirement system for the most recent
			 twelve-month period. If the compensation has been reported for less than a
			 twelve-month period, the system shall convert the compensation to an annual
			 basis.
(3) "Other retirement system
			 annual compensation" means a member's annual earnable salary or compensation
			 for an active position as certified to this system by the public employees
			 retirement system or the state teachers retirement system.
(4) "Highest annual compensation" means the
			 highest of the SERS annual compensation or the other retirement system annual
			 compensation for an active position.
(5) "Position" means employment for which a
			 member is covered and contributes to a state retirement system.
(6) "State retirement system" means the
			 school employees retirement system, the public employees retirement system or
			 the state teachers retirement system.
(7) "Other retirement system" means the
			 public employees retirement system or the state teachers retirement
			 system.
Ohio Administrative Code › Title 3309 - School Employees Retirement System › Chapter 3309-1 - General Provisions › Section 3309-1-59 - Cincinnati retirement system

Current through all regulations passed and filed through July 1, 2024
(A) This rule amplifies sections
			 3309.74,
			 3309.75, and
			 3309.76 of the Revised
			 Code.
(B) As used in this rule:
(1) "Eligible service credit" means service
			 credit earned under this system or the Cincinnati retirement system or military
			 service credit purchased or obtained in this system or the Cincinnati
			 retirement system.
(2) "Eligible
			 SERS member" means a member of this system who is eligible to obtain service
			 credit in this system for service in the Cincinnati retirement system pursuant
			 to section 3309.75 of the Revised
			 Code.
(3) "Eligible CRS member"
			 means a member or former member of this system who is eligible to obtain
			 service credit in the Cincinnati retirement system pursuant to section
			 3309.76 of the Revised
			 Code.
Ohio Administrative Code › Title 3309 - School Employees Retirement System › Chapter 3309-1 - General Provisions › Section 3309-1-60 - Division of property orders

Current through all regulations passed and filed through July 1, 2024
(A) "Order" means an order described in
			 section
			 3105.81
			 of the Revised Code.
(B) "Alternate
			 payee", "benefit", "lump sum payment" and "participant" have the meanings set
			 forth in divisions (A) to (D) of section
			 3105.80
			 of the Revised Code.
(C) School
			 employees retirement system may retain an order that provides the last four
			 digits of the participant's and alternate payee's social security
			 numbers.
(D) Prior to receiving a
			 benefit or lump sum payment, an alternate payee shall provide the information
			 required on a form approved by this system. An alternate payee shall notify
			 this system in writing of any change in the information provided.
(E) Any benefit or lump sum payment that is
			 owed and unpaid to an alternate payee at the time of the alternate payee's
			 death shall be paid to the estate of the alternate payee.
(F) Pursuant to section
			 3105.90 of
			 the Revised Code, an order shall be on the form prescribed by the appendix to
			 this rule.
(G)
			 Starting with a participant's next annual benefit increase under section
			 3309.374
			 of the Revised Code on or after October 27, 2006, the annual increase shall be
			 apportioned between the participant and the alternate payee while the order is
			 in effect.
(H)
								In determining the amount to be paid to the alternate
			 payee under division (D)(2) of section
			 3105.82 of
			 the Revised Code, the fraction to be used in the calculation shall not exceed
			 one whole.
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Ohio Administrative Code › Title 3309 - School Employees Retirement System › Chapter 3309-1 - General Provisions › Section 3309-1-61 - Reemployment covered by Section 3309.345

Current through all regulations passed and filed through July 1, 2024
(A) Where a position is one that is
			 customarily filled by vote of members of a board or commission and an employer
			 proposes to:
(1) continue the employment of a
			 person as a reemployed retirant in the same position that the person held prior
			 to retirement; or
(2) rehire a
			 person as a reemployed retirant in the same position that the person last held
			 prior to retirement the employer shall comply with the public notice and
			 hearing requirements of section
			 3309.345 of the Revised Code and
			 so certify to the retirement system on a form provided by the system.
Ohio Administrative Code › Title 3309 - School Employees Retirement System › Chapter 3309-1 - General Provisions › Section 3309-1-62 - Retirement plan required by court order

Current through all regulations passed and filed through July 1, 2024
The specified amount that a member is required to elect
				pursuant to a court order in division (B)(1)(b)(ii) of section
				3309.46 of the Revised Code
				shall be expressed only as a specified percentage
				of the member's retirement allowance.
Five Year Review (FYR) Dates:
				1/31/2020 and
				01/31/2025
Promulgated
				Under: 111.15
Statutory Authority: 3309.04
Rule
				Amplifies: 3309.46
Prior Effective Dates: 10/27/2006,
				04/01/2016
Ohio Administrative Code › Title 3309 - School Employees Retirement System › Chapter 3309-1 - General Provisions › Section 3309-1-63 - Plan F - multiple beneficiaries

Current through all regulations passed and filed through July 1, 2024
(A) Amounts due to a retirant receiving a
			 retirement allowance under the plan described in division (B)(3)(e) of section
			 3309.46 of the Revised Code and
			 unpaid at death shall be paid to the retirant's surviving beneficiaries under
			 the plan on a prorated basis based on the monthly benefit payable to the
			 beneficiary compared to the total monthly benefits payable to all
			 beneficiaries.
(B) Beneficiaries
			 designated in a plan described in division (B)(3)(e) of section
			 3309.46 of the Revised Code
			 shall be prioritized for purposes of calculation.
(1) A beneficiary who is a former spouse whom
			 the member has been ordered to provide a specified amount to in an order
			 described in division (B)(1)(b)(ii) of section
			 3309.46 of the Revised Code
			 shall have priority over all other beneficiaries. When a member is subject to
			 more than one order described in division (B)(1)(b)(ii) of section
			 3309.46 of the Revised Code, the
			 former spouses shall be entitled to beneficiary priority in order of earliest
			 retention by the retirement system.
(2) A current spouse shall have priority over
			 any beneficiaries who are not the subject of an order described in division
			 (B)(1)(b)(ii) of section
			 3309.46 of the Revised Code.
(3) The member shall designate the
			 priority of any beneficiary who is not a former spouse and the subject of an
			 order described in division (B)(1)(b)(ii) of section
			 3309.46 of the Revised Code or a
			 current spouse.
Ohio Administrative Code › Title 3309 - School Employees Retirement System › Chapter 3309-1 - General Provisions › Section 3309-1-64 - Dental and vision coverage

Current through all regulations passed and filed through July 1, 2024
(A) Definitions
(1) "Benefit recipient," "Member," "Age and
			 service retirant," "Disability benefit recipient," and "Dependent" shall have
			 the meanings set forth in paragraph (A) of rule
			 3309-1-35 of the Administrative
			 Code.
(2) "Premium" means a
			 monthly amount that may be required to be paid by a benefit recipient to
			 continue enrollment  for the recipient or the recipient's eligible
			 dependents.
Ohio Administrative Code › Title 3309 - School Employees Retirement System › Chapter 3309-1 - General Provisions › Section 3309-1-66 - Application for early medicare coverage

Current through all regulations passed and filed through July 1, 2024
(A)
								This rule
			 amplifies section 3309.392 of the Revised Code and
			 applies to a disability benefit recipient whose disability benefit was granted
			 on or after January 7, 2013 and who is enrolled in the school employees
			 retirement system's health care coverage on or after April 6,
			 2017.
(B)
								A disability benefit recipient shall be exempt from the
			 requirements in section
			 3309.392 of the Revised Code for
			 good cause shown if any of the following apply:
(1)
									The disability
			 benefit recipient has attained age sixty-three at the time of enrollment in the
			 retirement system's health care coverage;
(2)
									The disability
			 benefit recipient submits a written request to be exempt from the requirements
			 due to circumstances that make compliance with section
			 3309.392 of the Revised Code
			 impracticable, and the retirement system approves the request;
(3)
									The disability
			 benefit recipient submitted an application for social security disability
			 insurance benefits, provided the recipient files a copy of the application and
			 the social security administration's acknowledgement with the retirement
			 system;
(4)
									Prior to April 6, 2017, the disability benefit
			 recipient submitted a signed statement to the retirement system certifying that
			 the recipient does not meet the requirements to apply for social security
			 disability insurance benefits; or
(5)
									The disability
			 benefit recipient files with the retirement system written documentation from
			 the social security administration verifying the recipient does not meet the
			 requirements to apply for social security disability insurance benefits or
			 medicare part A hospital insurance
			 benefits.
Ohio Administrative Code › Title 3309 - School Employees Retirement System › Chapter 3309-1 - General Provisions › Section 3309-1-67 - Electronic transactions

Current through all regulations passed and filed through July 1, 2024
The school employees retirement system
				may provide an electronic medium to perform an action and such medium shall
				constitute a form or application provided or required by the system. An action
				taken through the electronic medium shall have the same effect as a filing made
				on paper.
The system is not required to create an
				electronic medium to perform an action, nor accept an electronic document that
				is not designated by the system as the form or application necessary to perform
				an action.
Five Year Review (FYR) Dates:
				2/1/2022 and
				02/01/2027
Promulgated
				Under:
				111.15
Statutory Authority:
				3309.04
Rule Amplifies:
				3309.28,
				3309.34,
				3309.341,
				3309.344,
				3309.35,
				3309.381,
				3309.39,
				3309.41,
				3309.44,
				3309.56
Prior Effective Dates:
				06/30/2017
Ohio Administrative Code › Title 3309 - School Employees Retirement System › Chapter 3309-1 - General Provisions › Section 3309-1-68 - Payment to individual with legal incapacity

Current through all regulations passed and filed through July 1, 2024
(A)
(1) For
			 purposes of this rule, "benefit" means a payment from the accumulated
			 contributions of the member or employer, or both, under Chapter 3309. of the
			 Revised Code and includes an account refund, pension, annuity, disability
			 benefit, or survivor benefit.
(2)
			 For purposes of this rule, "benefit recipient" means any person who is eligible
			 to receive a payment or benefit under Chapter 3309. of the Revised
			 Code.
Ohio Administrative Code › Title 3318 - Facilities Construction Commission › Chapter 3318-1 - Organization › Section 3318-1-01 - Commission members

Current through all regulations passed and filed through July 1, 2024
(A) The commission shall consist of
			 
								seven
			 members, three of whom shall be voting members.
(1)
									The voting members are the director of the office
			 of budget and management, the director of the department of administrative
			 services, and an appointee by the governor of an
			 additional administrative department head listed in section
			  121.03 
			 of the Revised Code, or their designees.
(a)
										A vacancy for the member appointed by the governor
			 shall be filled in the same manner as provided for the original
			 appointment.
(b)
										If a voting member assigns
			 a designee, the member shall submit a letter of assignment to the secretary of
			 the commission to indicate the designation in that member's absence. The letter
			 should indicate whether the designee is assigned for one meeting or for a
			 specific period of time.
(c)
										Once assigned, a designee shall have the same voting
			 powers and duties as the commission member.
Ohio Administrative Code › Title 3318 - Facilities Construction Commission › Chapter 3318-1 - Organization › Section 3318-1-02 - Meetings

Current through all regulations passed and filed through July 1, 2024
(A) Including the
			 organizational meeting, the commission shall meet at least once each calendar
			 year.
(B) Meetings of the
			 commission may be held anywhere in the state.
(C) Organizational meetings of the commission
			 shall be held at the first meeting of each calendar year. At each
			 organizational meeting, the commission shall elect from among its members a
			 chair and vice-chair, who shall serve until the next annual organizational
			 meeting.
(D) Two voting
			 members of the commission constitute a quorum, and the affirmative vote of two
			 members is necessary for approval of any action taken by the
			 commission.
(E) Regular meetings of
			 the commission shall be held as determined necessary by the chair.
(F) Special meetings of the commission shall
			 be held as determined necessary by the chair, when such action is beneficial to
			 avoiding delays or increased costs on projects or as needed for other actions
			 that need immediate attention.
(G)
			 Members shall be given advance notice of the agenda of each regular meeting by
			 the secretary of the commission.
(H) Except as otherwise provided by rule or
			 action of the commission, all proceedings of the commission shall be governed
			 by parliamentary rules as set forth in "Robert's Rules of Order Newly
			 Revised."
(I) The order of business
			 for regular meetings of the commission shall be at the discretion of the chair,
			 but shall generally include the following:
(1)
			 Call to order;
(2) Roll
			 call;
(3) Approval of minutes from
			 previous meeting;
(4) Consideration
			 of policies and other items;
(5)
			 Report of the executive director;
(6) Public comment at the discretion of the
			 chair
(7) Adjournment.
Ohio Administrative Code › Title 3318 - Facilities Construction Commission › Chapter 3318-1 - Organization › Section 3318-1-03 - Public notice of meetings

Current through all regulations passed and filed through July 1, 2024
(A)
								 In accordance
			 with division (F) of section
			  121.22 
			 of the Revised Code, notice of the time and place of all regularly scheduled
			 meetings of the commission shall be made available to the general
			 public.
(B)
								 Any person may determine the time and place of all
			 regularly scheduled meetings and the time, place, and purpose of all special
			 meetings of the commission by:
(1)
									 Writing to the following address: "Commission
			 Secretary, 30 W. Spring Street, 4th Floor, Columbus, OH 43215";
			 or
(2)
									 Contacting the commission secretary at 614-466-6290 or
			 by electronic mail at info@ofcc.ohio.gov;
			 or
(3)
									 Checking for meeting notices posted on the
			 commission's website at
http://ofcc.ohio.gov
.
Ohio Administrative Code › Title 3318 - Facilities Construction Commission › Chapter 3318-2 - Accessing Confidential Personal Information › Section 3318-2-02 - Procedures for accessing confidential personal information

Current through all regulations passed and filed through July 1, 2024
For personal information systems,
				whether manual or computer systems, that contain confidential personal
				information, the commission shall do the following:
(A)
								 Criteria for
			 accessing confidential personal information. Personal information systems of
			 the Ohio facilities construction commission are managed on a "need-to-know"
			 basis whereby the information owner determines the level of access required for
			 an employee of the agency or its agent to fulfill their job duties. The
			 determination of access to confidential personal information shall be approved
			 by the employee's supervisor and the information owner prior to providing the
			 employee or agent with access to confidential personal information within a
			 personal information system. The executive director, with the approval of the
			 commission, shall establish procedures for determining a revision to an
			 employee's access to confidential personal information upon a change to that
			 employee's job duties including, but not limited to, transfer or termination.
			 The director, with the approval of the commission shall also establish
			 procedures for determining a revision to an agent's access to confidential
			 personal information upon a change to that agent's contractual duties
			 including, but not limited to, termination. Whenever an employee's job duties
			 or an agent's contractual obligations no longer require access to confidential
			 personal information in a personal information system, the employee's or
			 agent's access to confidential personal information shall be
			 removed.
(B)
								 Individual's request for a list of confidential
			 personal information. Upon the signed written request of any individual for a
			 list of confidential personal information about the individual maintained by
			 the commission, the commission shall do all of the following:
(1)
									 Verify the
			 identity of the individual by a method that provides safeguards commensurate
			 with the risk associated with the confidential personal
			 information;
(2)
									 Provide to the individual the list of confidential
			 personal information that does not relate to an investigation about the
			 individual or is otherwise not excluded from the scope of Chapter 1347. of the
			 Revised Code; and
(3)
									 If all information relates to an investigation about
			 that individual, inform the individual that the commission has no confidential
			 personal information about the individual that is responsive to the
			 individual's request.
Ohio Administrative Code › Title 3318 - Facilities Construction Commission › Chapter 3318-2 - Accessing Confidential Personal Information › Section 3318-2-03 - Valid reasons for accessing confidential personal information

Current through all regulations passed and filed through July 1, 2024
Pursuant to the requirements of
				division (B)(2) of section
				 1347.15 
				of the Revised Code, this rule contains a list of valid reasons, directly
				related to the Ohio facilities construction commission's exercise of its powers
				or duties, for which only employees of the commission or its agents may access
				confidential personal information (CPI) regardless of whether the personal
				information system is a manual system or computer system:
(A)
								 Performing the
			 following functions constitute valid reasons for authorized employees or agents
			 of the commission to access confidential personal information:
(1)
									 Responding to a
			 public records request;
(2)
									 Responding to a request from an individual for the
			 list of CPI the agency maintains on that individual;
(3)
									 Administering a
			 constitutional provision or duty;
(4)
									 Administering a
			 statutory provision or duty;
(5)
									 Administering an
			 administrative rule provision or duty;
(6)
									 Complying with
			 any state or federal program requirements;
(7)
									 Processing or
			 payment of claims or otherwise administering a program with individual
			 participants or beneficiaries;
(8)
									 Auditing
			 purposes;
(9)
									 Licensure [or permit, eligibility, filing,
			 etc.]processes;
(10)
									 Investigation or law enforcement
			 purposes;
(11)
									 Administrative hearings;
(12)
									 Litigation,
			 complying with an order of the court, or subpoena;
(13)
									 Human resource
			 matters (e.g., hiring, promotion, demotion, discharge, salary/compensation
			 issues, leave requests/issues, time card approvals/issues);
(14)
									 Complying with
			 an executive order or policy;
(15)
									 Complying with
			 an agency policy or a state administrative policy issued by the department of
			 administrative services, the office of budget and management or other similar
			 state agency; or
(16)
									 Complying with a collective bargaining agreement
			 provision.
Ohio Administrative Code › Title 3318 - Facilities Construction Commission › Chapter 3318-2 - Accessing Confidential Personal Information › Section 3318-2-04 - Confidentiality statutes

Current through all regulations passed and filed through July 1, 2024
The following federal statutes or regulations or state statutes
				and administrative rules make personal information maintained by the commission
				confidential and identify the confidential personal information within the
				scope of rules promulgated by this commission in accordance with section
				 1347.15 
				of the Revised Code:
(A) Social
			 security numbers:
			  5 U.S.C. 552a. (2010), unless the individual was told
			 that the number would be disclosed.
(B) "Bureau of Criminal Investigation and
			 Information" criminal records check results: section 109. 572 of the Revised
			 Code and rule 109:5-1-01 of  the Administrative Code.
(C)
			 "Bureau of Motor Vehicles" driver's record check: section
			  4501.27  of the
			 Revised Code.
(D) Federal employer
			 identification numbers:   26 U.S.C. 6011b. (2005), unless the entity was told
			 that the number would be disclosed.
(E)
								Medical records:
			 division (A)(1)(a) of section
			  149.43 
			 of the Revised Code, any documents and/or information relating to
			 hospitalization, treatment or diagnosis generated from medical
			 treatment.