PROCEDURAL RULES

459-001-0000  Notice of Proposed Rule

459-001-0005  Model Rules of Procedure

459-001-0015  Conduct of Meetings of the Board

459-001-0025  Delegation to Director and Staff

459-001-0030  Review of Staff Actions and Determinations Regarding Persons

459-001-0032  Review of Staff Actions and Determinations Regarding Public Employers

459-001-0035  Contested Case Hearing

459-001-0040  Petitions for Reconsideration

459-001-0090  Statement of Intention and Understanding

ADMINISTRATION

459-005-0001  Definitions, Generally

459-005-0005  Amendments to Retirement Law

459-005-0010  Public Employees Retirement Fund, A Trust

459-005-0012  Membership of Academic Employees of Community College and Public Universities

459-005-0020  Determination of Employee Status

459-005-0025  Student Employee

459-005-0030  Payments of Sums to Persons Entitled Thereto

459-005-0040  Verification of Retirement Data

459-005-0055  Actuarial Equivalency Factors

459-005-0060  Standards for the Adoption of New Actuarial Equivalency Factors

459-005-0100  Definitions — Member’s Fiduciary

459-005-0110  Fiduciary Document Requirements

459-005-0130  Termination of Member’s Fiduciary

459-005-0140  Permissible Actions Under A Fiduciary Document

459-005-0150  Effective Date of Fiduciary Document Rules

459-005-0180  Incapacity of Members, Beneficiaries, and Alternate Payees

459-005-0210  Transmission of Information, Reports, and Documents

459-005-0215  Transmittal of Remittances or Payments

459-005-0220  Receipt Date for Reports, Documents, Remittances, Payments, Data, and Requests

459-005-0225  Requirement to Make Payments by Electronic Funds Transfer

459-005-0250  Recovery of Administrative Costs

459-005-0260  Accounts Receivable — Fraud

459-005-0300  Post-Doctoral Scholar

459-005-0310  Date of Participation and Transfer of Employee Funds to the Optional Retirement Plan

459-005-0350  Membership Status of Persons in Concurrent Employment Eligible to Participate in an Optional or Alternative Retirement Plan

459-005-0370  Date of Participation and Transfer of Employee Funds to an Alternative Retirement Plan — OHSU

459-005-0400  General Applicability of Attorney General’s Model Public Contract Rules

459-005-0506  Plan Compliance with Federal Statutes and Regulations

459-005-0510  Cost-of-Living Adjustment

459-005-0525  Ceiling on Compensation for Purposes of Contributions and Benefits

459-005-0530  Limitation for Employers with Multiple Retirement Plans — for Contributions and Distributions Before January 1, 2000

459-005-0535  Annual Benefit Limitation

459-005-0540  Permissive Service Credit

459-005-0545  Annual Addition Limitation

459-005-0560  Required Minimum Distributions, Generally

459-005-0570  Required Minimum Distributions, Individual Account Program (IAP)

459-005-0580  Trustee-to-Trustee Transfers

459-005-0590  General Provisions and Applicability Date — Direct Rollovers

459-005-0591  Definitions — Direct Rollovers

459-005-0595  Limitations — Direct Rollovers

459-005-0599  Election Procedures — Direct Rollovers

459-005-0600  Precedence for Pre-Tax and Post-Tax Deductions from Benefit Payment

459-005-0605  Reimbursement for Medical Records Requested by PERS

459-005-0610  Recovery of Overpayments

459-005-0615  Minimum Retroactive Payment

459-005-0620  Uncollectible Debt Owed to PERS

EARNINGS AND INTEREST DISTRIBUTION

459-007-0001  Definitions

459-007-0003  Determination of Tier One Year-to-Date Calculation

459-007-0005  Annual Earnings Crediting

459-007-0007  Assumed Rate

459-007-0009  Allocating Costs of Compliance with Generally Accepted Accounting Principles

459-007-0015  Interest Rate Applied to Underpayment of Estimated Benefits

459-007-0020  Statutory Limitation on the Crediting of Earnings

459-007-0025  Crediting Earnings to a Member Lump Sum Payment

459-007-0040  Crediting Earnings upon Withdrawal of a Tier One Member’s Account

459-007-0050  Crediting Earnings for a Deceased Tier One Active or Inactive Member

459-007-0060  Crediting Earnings to the Tier One Employer Death Benefit

459-007-0070  Crediting Earnings at Tier One Service or Disability Retirement

459-007-0080  Crediting Earnings at Tier One Service Retirement, Single Payment

459-007-0090  Crediting Earnings upon Tier One Service Retirement, Two or More Installment Payments

459-007-0110  Crediting Earnings at Tier One Loss of Membership

459-007-0160  Crediting Earnings to Loss of Membership Account for Periods of Active Membership

459-007-0220  Distribution of Earnings for Withdrawal of Member's Account — Tier Two

459-007-0230  Crediting Earnings for a Deceased Tier Two Active or Inactive Member

459-007-0240  Crediting Earnings to the Tier Two Employer Death Benefit

459-007-0250  Crediting Earnings at Tier Two Service or Disability Retirement

459-007-0260  Crediting Earnings at Tier Two Service Retirement, Single Payment

459-007-0270  Crediting Earnings upon Tier Two Service Retirement, Two or More Installment Payments

459-007-0290  Crediting Earnings at Tier Two Loss of Membership

459-007-0300  Crediting Earnings to Police Officer and Firefighter Unit Accounts in the Fund

459-007-0320  Crediting Earnings for IAP Account Lump Sum Payments

459-007-0330  Crediting Earnings for IAP Account Installment Payments

459-007-0335  Crediting Earnings for IAP Account Pre-Retirement Death Benefit Payments

459-007-0340  Crediting Earnings for an OPSRP Pension Program Cash Out of Small Benefits

459-007-0350  Crediting Earnings to the Employee Pension Stability Account at Retirement

459-007-0360  Crediting Earnings to the Employee Pension Stability Account at Death

459-007-0370  Crediting Earnings to the Employee Pension Stability Account on Withdrawal

459-007-0400  Crediting Earnings Upon Withdrawal of a Judge Member Account

459-007-0410  Crediting Earnings Upon the Death of a Judge Member

459-007-0420  Crediting Earnings at Judge Member Service or Disability Retirement

459-007-0510  Crediting Earnings to Employer Contribution Accounts

459-007-0530  Crediting Earnings To Employer Lump-Sum Payments

459-007-0900  Crediting Earnings To Integration Lump Sum Payments

PUBLIC EMPLOYER

459-009-0020  Public Employer

459-009-0050  Payment of Cost Estimates

459-009-0070  Actuarial Pooling of Employer Liability

459-009-0084  Employer Unfunded Actuarial Liability Lump-Sum Payments With an Actuarial Calculation

459-009-0085  Employer Unfunded Actuarial Liability Lump-Sum Payments Without an Actuarial Calculation

459-009-0086  Employer Unfunded Actuarial Liability Lump-Sum Payments, Generally

459-009-0090  Surplus Lump-Sum Payments by Employers

459-009-0091  Unfunded Actuarial Liability Resolution Program

459-009-0092  Employer Incentive Fund Program

459-009-0095  Pooled School District Employers Side Account

459-009-0098  Employer Contribution Rate

459-009-0100  Employer Reporting and Remittance of Contributions

459-009-0130  Contributions for Prior Periods

459-009-0200  Employer Remitting of Employee Contributions

459-009-0350  Allocation of PERS Employer Actuarial Assets and Liabilities

459-009-0400  Insolvent Employer

MEMBERSHIP

459-010-0000  Purpose and Authority

459-010-0003  Eligibility and Membership for the PERS Tier One/Tier Two Program

459-010-0010  Leave of Absence Without Pay

459-010-0011  Authorized Paid Leave of Absence

459-010-0014  Creditable Service in PERS Chapter 238 Program

459-010-0019  Retirement Eligibility

459-010-0035  Six-Month Waiting Period

459-010-0045  Substitution of Annuity

459-010-0055  Withdrawal of Contributions

459-010-0078  Volunteer Service

459-010-0115  Term of Appointive Office

459-010-0125  Eligibility of Volunteer Firefighters

459-010-0175  Computation of Prior Service Credit for Accumulated Seasonal Employment

459-010-0180  Membership of Elected or Appointed Officers

459-010-0300  Involuntary Termination of Membership

RETIREMENT CREDIT

459-011-0050  Forfeiture and Restoration of Membership Rights

459-011-0100  Credit for Military Service under USERRA

459-011-0110  Credit for Military Service under ORS 238.156(3)

459-011-0115  Military Full Cost Purchase

459-011-0150  General Purchases

459-011-0200  Re-Establishment of Membership

459-011-0500  Accumulated Unused Sick Leave

RETIREMENT BENEFITS

459-013-0040  Documentary Evidence

459-013-0050  Combined Service

459-013-0060  Payment of Retirement Benefits

459-013-0110  Eligibility for Early Benefits

459-013-0260  Effective Date Used in the Establishment of Service Retirement Benefits

459-013-0280  Calculation of Variable Match

459-013-0310  Payment of Increased Benefits under ORS 238.372 to 238.384

459-013-0320  Payment of Increased Benefits to an Alternate Payee

DEATH AND SURVIVOR BENEFITS

459-014-0030  Pre-Retirement Designation of Beneficiary

459-014-0040  Valid Request for Distribution of Pre-Retirement Death Benefits

459-014-0045  Payment of Chapter 238 Pre-Retirement Death Benefits

459-014-0050  Designation of Beneficiary at Retirement and Survivor Benefits

DISABILITY RETIREMENT ALLOWANCES

459-015-0000  Purpose

459-015-0001  Definitions

459-015-0005  Eligibility for Disability Retirement Allowances

459-015-0010  Criteria for Granting and Denying Disability Retirement Allowances

459-015-0020  Application Required

459-015-0025  Application Processing — Independent Examinations and Appeals

459-015-0030  Hearings on Denial or Discontinuance of Disability Retirement Allowances

459-015-0035  Evidence — Contested Case Hearings

459-015-0040  Proof of Case — Contested Case Hearings

459-015-0045  Return to Work

459-015-0050  Periodic Reviews

459-015-0055  Selection of Benefit Option and Commencement of Allowance

POLICE OFFICERS AND FIRE FIGHTERS

459-016-0100  Purchase of Units by a Police Officer or Firefighter to Provide Increased Benefits

REEMPLOYED RETIRED MEMBERS

459-017-0060  Reemployment of Retired Members

OLD-AGE AND SURVIVORS INSURANCE

459-020-0015  Collection of Pro Rata Share of Administrative Expenses

459-020-0030  Information and Records from Employer

459-020-0050  Application for Inclusion

LOCAL PUBLIC EMPLOYER RETIREMENT PLANS FOR POLICE OFFICERS AND FIRE FIGHTERS

459-030-0009  Contents of the Petition

459-030-0011  “Equal To or Better Than” Exemption

459-030-0015  Actuarial Review

459-030-0025  Standards for Review of Police Officers and Firefighters Retirement Plans

459-030-0030  Board Action on Petition and Review of Order

HEALTH INSURANCE PROGRAMS

459-035-0000  Policy and Goals

459-035-0001  Definitions

459-035-0010  Standard Retiree Health Insurance Account

459-035-0020  Eligibility, General

459-035-0030  Eligibility, Retirement Health Insurance Account

459-035-0040  Eligibility, Retiree Health Insurance Premium Account

459-035-0050  Contribution Payment From Retiree Health Insurance Premium Account for Eligible Retired State Employees Not Eligible for Medicare

459-035-0060  Contribution Payment from Retirement Health Insurance Account for Eligible Retired Members Who Are Covered by Medicare

459-035-0070  Enrollment

459-035-0080  Effective Date of Coverage

459-035-0090  Retiree Health Insurance Premium Payment Process

459-035-0100  Employer Contributions for Retiree Health Insurance

459-035-0150  Continuation of Insurance Coverage Under COBRA

JUDGE MEMBER PROGRAM

459-040-0001  Definitions

459-040-0010  General Administration

459-040-0020  Judge Member Disability Retirement

459-040-0030  Plan A Service Retirement Allowance

459-040-0040  Plan B Service Retirement Allowance

459-040-0050  Variable Annuity Adjustments for Judge Members

459-040-0060  Judge Member Death Before Retirement

459-040-0070  Judge Member Death After Retirement

459-040-0080  Required Minimum Distribution of Judge Member Death Benefits

DOMESTIC RELATIONS ORDERS

459-045-0001  Definitions

459-045-0010  Tier One/Tier Two Division of Benefits

459-045-0012  OPSRP Pension Program Division of Benefits

459-045-0014  Individual Account Program (IAP) Division of Benefits

459-045-0020  Court Orders

459-045-0030  General Administration for Chapter 238 Tier One/Tier Two

459-045-0032  General Administration for OPSRP Pension Program

459-045-0034  General Administration for Individual Account Program (IAP)

459-045-0040  Requesting Information from PERS

459-045-0050  Application Requirements for Alternate Payees

459-045-0060  General Rules for Calculating Benefits

459-045-0070  Precedence for Benefit Payment Reductions or Deductions

459-045-0080  PERS Notifications

459-045-0090  PERS Administrative Fee

DEFERRED COMPENSATION

459-050-0000  Purpose and Authority

459-050-0001  Definitions

459-050-0005  Policy and Goals of Deferred Compensation Program

459-050-0025  Deferred Compensation Advisory Committee

459-050-0030  Deferred Compensation Manager

459-050-0035  Assistance to the Oregon Investment Council and the State Treasurer

459-050-0037  Trading Restrictions

459-050-0040  Unforeseeable Emergency Withdrawal Appeals Committee

459-050-0050  Eligibility and Enrollment

459-050-0060  OSGP Designation of Beneficiary

459-050-0065  Beneficiary Predeceases or Disclaims Benefit

459-050-0070  Catch-Up Programs

459-050-0072  Military Leave Catch-up

459-050-0075  Distributions During Employment

459-050-0076  In-Plan Roth Conversion

459-050-0077  Loan Program

459-050-0080  Distribution of Funds After a Severance of Employment

459-050-0090  Direct Rollover and Trustee-to-Trustee Transfer

459-050-0120  Self-Directed Brokerage Option

459-050-0150  Unforeseeable Emergency Withdrawal

459-050-0200  Court Orders

459-050-0210  Segregation of a Participant Account

459-050-0220  Distribution of an Alternate Payee Account

459-050-0230  Release of Information

459-050-0240  Deferred Compensation Program Notifications

459-050-0250  Fee for Administration of a Court Order

459-050-0300  Required Minimum Distribution Requirements

459-050-0310  Power of Attorney

PUBLIC RECORDS ADMINISTRATION

459-060-0001  Definitions

459-060-0010  Requests and Fees for Public Records

459-060-0020  Confidentiality of Member Records

459-060-0030  Disclosure of Records Without Consent

459-060-0050  Request for Benefit Estimate

459-060-0200  Confidentiality and Inadmissibility of Mediation Communications

459-060-0210  Confidentiality and Inadmissibility of Workplace Interpersonal Dispute Mediation Communications

OREGON PUBLIC SERVICE RETIREMENT PLAN, GENERALLY

459-070-0001  Definitions

459-070-0050  Participation of Public Employers

OPSRP PENSION PROGRAM

459-075-0010  Eligibility and Membership

459-075-0020  Termination of OPSRP Pension Program Membership

459-075-0030  Calculation of Overtime for Purposes of Final Average Salary

459-075-0060  Vesting in the OPSRP Pension Program

459-075-0100  Credit for Military Service under USERRA

459-075-0150  Retirement Credit

459-075-0170  Payment of OPSRP Pension Program Benefits

459-075-0175  Effective Date Used in the Establishment of OPSRP Pension Program Benefits

459-075-0200  Retirement Eligibility for Police Officer and Firefighter Members

459-075-0300  Reemployment of a Retired Member of the OPSRP Pension Program

OPSRP DISABILITY BENEFIT

459-076-0001  Definitions

459-076-0005  Eligibility for Disability Benefits

459-076-0010  Criteria for Granting and Denying Disability Benefits

459-076-0020  Application Required

459-076-0025  Application Processing — Independent Examinations and Appeals

459-076-0045  Cessation of Disability Benefits Upon Reaching Normal Retirement Age

459-076-0050  Periodic Reviews

459-076-0055  Payment of Disability Benefit

OPSRP INDIVIDUAL ACCOUNT PROGRAM

459-080-0010  Membership

459-080-0015  Investment of IAP Account Balance

459-080-0020  Withdrawal of Individual Accounts

459-080-0050  IAP Optional Employer Account Contributions

459-080-0060  Vesting in an IAP Employer Account

459-080-0100  Credit for Military Service under USERRA

459-080-0150  Employee Contributions into the IAP Account

459-080-0200  IAP Account Adjustments for Earnings or Losses

459-080-0250  IAP Account Installments

459-080-0260  Distribution of IAP Accounts at Retirement

459-080-0300  Receipt of Retirement Distribution Payments by an Active Member of the IAP

459-080-0400  Employee Pension Stability Account (EPSA)

459-080-0410  Voluntary Contributions to Individual Account Program (IAP)

459-080-0500  Limitation on Contributions