Forms and Publications

Section 1

Employer Guides

Early Retirement Incentive Guide Electronic ARP Reporting File Definition Electronic Contribution File Definition Employer Handbook eSERS Guide (Full Version) eSERS Guide (View by Section) eSERS Member Enrollment Upload and File Specifications Guide

Section 2

Handouts

Employer Checklist for Onboarding New Employees Employer Compensation Chart: What's New and What's Not Changing Joint Membership: Common Positions for SERS and STRS New Member What is SERS?

Section 3

Employer Fact Sheets

Alternative Retirement Plan (ARP) Compensation Disability Tips Employer Checklist Employer Life Cycle Membership Penalties Pick-up Plan Reemployment and Health Care Eligibility School Board Member Service Credit Surcharge

Section 4

Audit Resources

Section 5

Bulletins

Employer Bulletin - 7/1/26

Topics include: Pick-Up Plans, Changes with District Staff, Exemption from Membership, Treatment of Board Member Reporting, New Contract Companies and eSERS

Employer Bulletin – 10/30/25

Topics include: Exporting Reports and Enrollments from eSERS, Suppress Warning Reason, Determining Membership for Independent Contractors, Consultants, and Third-Party Contractors

Employer Bulletin – 6/12/25

Topics include: Membership and Compensation Determination Reminders, Accurate Enrollment Required, Helpful Tips for Summer Contribution Reporting

Employer Bulletin – 10/1/24

Topics include: Board Approves Compensation Rule, Membership Determination Tips, Optional and Exempt Membership Reminders, Cybersecurity Incident Reporting Rule Adopted by Board, Board Elections

Employer Bulletin – 2/21/24

Topics include: Cyber Incidents, SERS-Covered Membership and Contractors, Compensation Determinations

Section 6

Hotlines

Employer Hotline – Compensation Rule Change: Recap – 6/26/25 Employer Hotline – Compensation Rule Updates – 5/15/25 Employer Hotline – Compensation Determination Required Documentation – 4/3/25 Employer Hotline – Compensation Definition Change Coming – 1/16/25 Employer Hotline – Compensation Rule Change – 12/3/24

Section 7

Special Notices

Employer Special Notice - 7/20/26 Employer Special Notice – 6/1/26 Employer Special Notice – 4/15/26 Employer Special Notice – 1/29/26 Employer Special Notice – 7/28/25 Employer Special Notice – 6/2/25 Employer Special Notice – 4/16/25 Employer Special Notice – 3/18/25 Employer Special Notice – 7/29/24 Employer Special Notice – 6/3/24 Employer Special Notice – 4/17/24

Section 8

eSERS Hotline

eSERS Hotline – 3/25/26 eSERS Hotline – 2/9/26 eSERS Hotline – 5/20/24

Section 9

eSERS How To

How to: Adjust Days and Hours How to: Apply Credit Memos How to: Contribution Copy Forward How to: Create Adjustments How to: Create Special Pay How to: Earning Codes for Contribution Reporting How to: Employer Statement How to: eSERS Registration and Login How to: Extend a Payroll Schedule How to: Manage Payroll Schedules for a Three-Week Pay Period How to: Pick-up Plan Submission How to: Pull Reports from eSERS How to: Resolve Common Contribution File Errors How to: Submit a Zero File for a Contribution

Section 10

Employer Forms

Certification of Salary for Non-Contributing Service (SCP-0017) Employee Statement Concerning Employment in a Job Not Covered by Social Security (SSA-1945) ERI – Intent to Participate (BEN-0032) ERI – Notice of Adoption (EMP-7028) eSERS – Employer Web Administrator Registration (EMP-7014) Membership Determination Form (EMP-7010) Membership Exemption Form (EMP-7012) New School or Governing Board Member Election for Membership to SERS (EMP-7013) Notice of Employment or Reclassification of Employee Eligible for ARP (EMP-7023) Reemployed Retiree Notification Form (EMP-7011) Retirement Plan Election Form (For Employees Eligible for ARP) (20-487b, ARP-3)

Section 11

Member Education Connection

Partnering with SERS to Help Your Staff – April 2026 Onboarding New Employees – August 2025 Preparing Your Employees for Retirement – April 2025 Onboarding New Employees – August 2024