Determining PERS eligibility

Employee:

SSN:

Key:
PE – Possibly Eligible, look for other factors
NE – Not Eligible, Exempt
N/A – Not Applicable
E – Eligible
		Yes	No
1	Is the employer a government branch, department, agency or commission board? RCW 41.40.010(4)(a)and(b) (Applies to PERS Plan 1 and PERS Plan 2)	E	PE	N/A
2	Is the employer a political subdivision or association of political subdivisions that applied and was admitted to the retirement system? RCW 41.40.010(4)(a)and(b) (Applies to PERS Plan 1 and PERS Plan 2)	E	PE	N/A
3	Is the city a first class city that has its own retirement system? RCW 41.40.010(4)(a)	E	PE	N/A
4	Is the labor guild, association or organization (including a local lodge or division) comprised of 40 percent or more of the employer's employees as defined in RCW? RCW 41.40.010(4)(a)	E	PE	N/A
5	Is the position working 70 or more hours for five months of the year? WAC 415-108-680	E	NE	N/A
6	Is this an elected position or one appointed by the Governor? WAC 415-108-560 (2)	E	NE	N/A
7	If yes to number 6, have they elected to contribute to retirement? WAC 415-108-550 (2)	E	NE	N/A
8	Has the person in number 7 elected to stop contributing to PERS while still in that position before leaving public service?	NE	NE	N/A
9	Does the employee work for a legislative agency? RCW 41.40.023(2)	E	NE	N/A
Key:
PE – Possibly Eligible, look for other factors
NE – Not Eligible, Exempt
N/A – Not Applicable
E – Eligible
		Yes	No
10	Is the person in number 5 in a session only position?	NE	E	N/A
11	If they're not in a session only position, did they elect to enroll in the retirement system?	E	NE	N/A
12	Is this a project position?	PE	E	N/A
13	Does the project position require five months of 70 or more hours for two or more years?	E	NE	N/A
14	Does the project position require at least 70 hours of work with the understanding that the employee will return to his or her PERS eligible job at the end of the project position?	E	NE	N/A
15	Has the person in the position been contributing to PERS for nine months or more and the position was found to be ineligible? (The person is considered eligible for the period, but is not eligible after they have been notified.) RCW 41.40.028	NE	NE	N/A
16	Does the employee have more than one ineligible job with the same employer, and the two combined make the employee eligible? WAC 415-108-700	E	NE	N/A
17	Has the employee returned to work after retirement from a plan administered by the agency? WAC 415-108-710	PE	NE	N/A
18	If the employee is receiving a disability allowance from a non-PERS plan, did that employee participate in PERS before March 1,1976? WAC 415-108-725	E	NE	N/A
19	Did the employee work in both a PERS position and a TRS position during the same year? If the answer is yes, refer to the chart in: WAC 415-108-728	E	NE	N/A

See the exemptions from PERS eligibility