Determining TRS 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 employee a teacher in a public school in the state of Washington? WAC 415-112-120 (1)(a)	PE	NE	N/A
2	Does the employee, who is teaching in a public school in the state of Washington, hold a teaching certificate issued by the superintendent of public instruction as specified under WAC 415-112-015 (8)(a)?	E	NE	N/A
3	Does the employee, who is teaching in a public school in the state of Washington, have a permit to teach issued by a lawful authority of the state as specified under RCW 28A.410.025?	E	NE	N/A
4	Is the person, who fits the qualifications of a teacher, employed in a non-teaching position?	NE	PE	N/A
5	Is the administrator or supervisor position filled with someone who is certified to teach in the state of Washington? WAC 415-112-120	E	NE	N/A
6	Is the teacher a legal non-resident, teaching on a temporary permit as an exchange teacher? RCW 41.32.240	NE	E	N/A
7	Did the employee contract to teach full time before 10/01/1977? WAC 415-112-125 (TRS 1)	E	NE	N/A
8	Did the employee contract to teach full time before 06/06/1990? WAC 415-112-125 (TRS 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
9	Did the employee work under a part-time contract or as a substitute teacher at least 90 full-time days during a fiscal year and apply for membership before 10/01/1977? WAC 415-112-125 RCW 41.32.240	E	NE	N/A
10	Did the employee contract to teach full time from 10/01/1977 - 06/06/1990? WAC 415-112-125 (TRS 2)	E	NE	N/A
11	Was the employee employed as a substitute or contracted as a part-time teacher, working at least 90 full-time days, and one of those months had at least 90 hours? WAC 415-112-125 (TRS 2)	E	NE	N/A
12	Was the employee employed for two or more consecutive months for at least 90 hours of compensation in each month for the school year between 06/07/1990 - 08/31/1990? WAC 415-112-125 (TRS 2) This also applies to substitute teachers.	E	NE	N/A
13	Did the employee work for at least five months for 70 hours or more of compensated time during the school year (09/01/1991 - 06/30/1996)? WAC 415-112-125 (TRS 2) This also applies to substitute teachers.	E	NE	N/A
14	Was the TRS employee separated from employment and then re-employed with a TRS employer? WAC 415-112-130 (TRS)	E	NE	N/A
15	Was the employee a TRS 2 member who separated from membership, but has since re-entered the system in a TRS eligible position? WAC 415-112-130	E	NE	N/A
16	Is the employee a teacher? Does he or she posses a valid educational staff associate certificate issued by the office of the superintendent of public instruction, and did he or she serve in an educational staff associate position? WAC 415-112-122	E	NE	N/A
Key:
PE – Possibly Eligible, look for other factors
NE – Not Eligible, Exempt
N/A – Not Applicable
E – Eligible
		Yes	No
17	Is the employee an educational staff associate employed after 06/07/1984 as an educational staff associate with an educational staff associate certificate? (That is working as a communications disorder specialist, occupational therapist, physical therapist, reading resource technician, school counselor, school nurse, school psychologist, school social worker, or a librarian?) WAC 415-112-122 (3)	E	NE	N/A
18	Is the employee an educational staff associate who was formerly covered in a PERS plan? If yes, has he or she transferred membership to TRS or terminated membership in PERS by withdrawing contributions? RCW 41.32.032 WAC 415-112-130	E	NE	N/A
19	Is the employee a former Plan 1 member who is working at least 90 full-time days during a school year? WAC 415-112-140 (a)(ii)	E	NE	N/A
20	Is the employee a member of TRS 1 and wants to earn service credit as a substitute teacher, working a minimum of 20 full-time days during a school year? WAC 415-112-140	E	NE	N/A
21	Is the employee in a PERS-eligible position for a TRS employer (for example, a. school district or state agency), but was in TRS 1 before 09/31/1977 and didn’t withdraw contributions? WAC 415-112-130	E	NE	N/A
22	Is the employee a teacher’s aide working in an instructional capacity and is he or she certified to teach in the state of Washington? WAC 415-112-015 (9)	E	NE	N/A
23	Was the elected or appointed official, working in a state elective position, a member of TRS before being elected or appointed? RCW 41.32.010(26)(b)(iv)	E	NE	N/A