Determining SERS 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 school district or an educational service district? RCW 41.35.010 (4) SERS 2 and SERS 3	E	NE	N/A
2	Is the position working 70 or more hours for at least five months out of the year? WAC 415-110-680	E	NE	N/A
3	Is the individual a SERS member filling a project position requiring at least 70 hours per month and requiring the member to return to a permanent eligible position upon completion? WAC 415-110-680 (2)	E	NE	N/A
4	Is the individual holding an elected or appointed elective position at a school district or educational service district and opting to apply for membership? WAC 415-110-550 (4)	PE	NE	N/A
5	Was the elected or appointed official a member of SERS before being elected or appointed to a state elective position, and elected to continue membership? WAC 415-110-550 (2)	E	NE	N/A
6	Is the individual an active SERS member who was elected to a non-state elective position for an employer other than a school district or educational service district? WAC 415-110-550 (3)	NE	PE	N/A
7	Is the individual a participating member who contributes to a retirement system authorized by the laws of the state of Washington? RCW 41.40.023(4)	NE	PE	N/A
8	Is the person a retiree or eligible to retire with more than 15 years of service credit in another retirement system authorized by the laws of the state of Washington? WAC 415-110-725	NE	PE	N/A
9	Is the individual a SERS retiree in an eligible position who has elected to reenter membership? WAC 415-110-710	E	PE	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 individual receiving a disability allowance from any retirement system administered by DRS? WAC 415-110-725 (2)	NE	PE	N/A
11	Is the individual working simultaneously in a SERS and TRS position during the same school year? WAC 415-110-728	PE	PE	N/A
12	Is the individual working simultaneously in a SERS and PERS or SERS and LEOFF position? WAC 415-113-041 WAC 415-113-200	E	NE	N/A
13	Is the person rendering professional services to an employer on a fee, retainer or contract basis, or is the income from these services less than 50 percent of the gross income received from the person’s professional practice? RCW 41.35.030 (5)	NE	PE	N/A
14	Is the person a non-US citizen, not residing in the US, and performing duties outside of the US? RCW 41.35.030 (7)	NE	PE	N/A
15	Is the person a non-US citizen, a resident of the state, not covered by Social Security and have they made an irrevocable election for exclusion from SERS within 30 days after being employed? RCW 41.35.030 (8)	NE	PE	N/A
16	Is the person enrolled in a state-approved apprenticeship program and contributing to a union-sponsored retirement plan or a Taft-Hartley retirement plan? RCW 41.35.030 (4)	NE	PE	N/A
17	Is this person simultaneously working in a non-supervisory or non-administrative position for the Washington Conservation Corps? RCW 43.220.070 (3)	NE	PE	N/A