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PERS Information Handbook

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PERS Information Handbook (complete booklet) Adobe Acrobat Document

Table of Contents Adobe Acrobat Document

Introduction to the PERS Defined Benefit Plan Adobe Acrobat Document

General Information Adobe Acrobat Document
         Administration of the PERS
         Funding of the PERS DB Plan
         Appeals

Services for PERS Members Adobe Acrobat Document
         Retirement and Benefits Online
         Member Services Online
         Counseling Services
        Communicating with the PERS
         Writing the PERS
         Visiting and Calling the PERS
         Confidentiality of Records

Membership Adobe Acrobat Document
         Who is a Member of the PERS DB Plan?
         Employers Participating in the PERS DB Plan
         Employees Not Covered Under the PERS DB Plan
         Membership Tiers
         Simultaneous PERS and TRS Credit
         Contributions
         Refunds
         Time Limit for Refund or Benefit
         Tax Considerations
         Annual Statement
         Beneficiary Designation

Service Credit Adobe Acrobat Document
         Credited Service
         Reinstatement of Refunded Service
         Refund of Contributions on Cost-of-Living Differential
         Call to Active Duty Military Service
         Claimed Service
         Indebtedness Payments

Disability Benefits Adobe Acrobat Document
         Occupational Disability Benefits
         Nonoccupational Disability Benefits
         Vocational Rehabilitation Requirements
         Continuing Eligibility Requirements
         Converting to a Normal Retirement Benefit
         Peace Officers and Fire Fighters Receiving Occupational Disability Benefits

Death Benefits Adobe Acrobat Document
         Nonoccupational Death Before Retirement
         Occupational Death Before Retirement
         Death Benefit Payments
         Death Benefits for Retired Members

Pension Benefits Adobe Acrobat Document
         Vesting
         Minimum Requirements for Age-Based Retirement
         Minimum Requirements for Service-Based Retirement
         Pension Benefit Calculation
         Retirement Benefit Options
         Joint and Survivor Options
         Rights of Spouses and Dependents
         Refund Rights
         Establishing Benefit Entitlement
         How to Apply for Benefits
         Pension Benefit Payments
         Conditional Service Benefit
         Public Service Benefit
         Duplicate Benefits
         PERS and Your Social Security Pension Benefits
         After-Retirement Benefit Increases

Retiree Health Benefits Adobe Acrobat Document
         Medical Coverage at Retirement
         Optional Health and Life Plans
         Medicare and Your PERS Medical Coverage

Working After Retirement Adobe Acrobat Document
         Standard Option
         Waiver Option
         Retirement Incentive Programs
         Exceptions
         Earlier Retirement Incentive Programs

Divorce, Taxes, and Other Legal Issues Adobe Acrobat Document
         Divorce
         Local, State, and Federal Taxes
         Other Legal Issues

Appendix Adobe Acrobat Document
         Employers Participating in the PERS and Date Entered
         Early Retirement Factors
         Joint and Survivor Options
         Joint and Survivor Option Examples
         Indebtedness Factors
         Publication Resources

Glossary Adobe Acrobat Document

 

Index Adobe Acrobat Document

Posted 2008 PERS Handbook Web Edition 9/16/08