Forms and Publications
The publications below are available in Portable Document Format (PDF). You may need to download a free copy of the Adobe Acrobat® Reader™ to open them.
Members
Member Forms
Purchasable Service Credit Forms
- Certification of Salary for Non-Contributing Service (Fiscal Officer) – For Non-Contributing Service with an SERS-Covered Employer
- Certification of School Service (Fiscal Officer) – For Other School Service and should NOT be completed by an SERS-Covered Employer
- Certification of Service (Member and Fiscal Officer) – For Federal or Out of State Service and should NOT be completed by an SERS-Covered Employer
Informational Handouts
- Welcome to SERS
- Top 10 Things You Should Know About Your SERS Retirement
- Ten Steps Toward a Secure Retirement
- Reaching the Retirement You’ve Worked to Achieve
- Marketplace Wraparound HRA: Counseling and Enrollment Checklist
- COLA Changes: What You Need to Know
- Reemployment: How it Affects Your Pension
Member Publications
Future Matters Newsletter: Statement Edition
- Fall 2024 – Statement MBS-7000
- Fall 2024 – Statement MBS-7001
- Fall 2024 – Statement MBS-7003
- Fall 2023 – Statement MBS-7000
- Fall 2023 – Statement MBS-7001
- Fall 2023 – Statement MBS-7003
- Fall 2022 – Statement MBS-7000
- Fall 2022 – Statement MBS-7001
- Fall 2022 – Statement MBS-7003
- Fall 2021 – Statement MBS-7000
- Fall 2021 – Statement MBS 7001
- Fall 2021 – Statement MBS-7003
- Fall 2020 – Statement MBS-7000
- Fall 2020 – Statement MBS-7001
- Fall 2020 – Statement MBS-7003
Retirees
Retiree Forms
- Authorization for Release of Member Information
- Direct Deposit Form
- Direct Rollover Distribution Form
- Federal Tax Withholding Form
- Ohio State Tax Withholding Form
- Personal Information Change Form
- Reemployed Retiree Payment Application
- Report the Death of a SERS Member or Benefit Recipient
Health Care Forms
Informational Handouts
Retiree Publications
Employers
Employer Guides
Handouts
- Joint Membership: Common Positions for SERS and STRS
- New Member (A quick introduction to SERS for your new employees)
- What is SERS?
- Employer Checklist for Onboarding New Employees
- Compensation Chart: What’s New and What’s Not Changing
Employer Fact Sheets
Audit Resources
- Annual Comprehensive Financial Report – 2024
- Annual Comprehensive Financial Report – 2023
- Annual Comprehensive Financial Report – 2022
- Annual Comprehensive Financial Report – 2021
- Annual Comprehensive Financial Report – 2020
- Annual Comprehensive Financial Report – 2019
- Annual Comprehensive Financial Report – 2018
- Annual Comprehensive Financial Report – 2017
- Annual Comprehensive Financial Report – 2016
- Annual Comprehensive Financial Report – 2015
- Annual Comprehensive Financial Report – 2014
- Annual Comprehensive Financial Report – 2013
- Annual Comprehensive Financial Report – 2012
- Summary Annual Financial Report (SAFR) – 2024
- Summary Annual Financial Report (SAFR) – 2023
- Summary Annual Financial Report (SAFR) – 2022
- Summary Annual Financial Report (SAFR) – 2021
- Summary Annual Financial Report (SAFR) – 2020
- Summary Annual Financial Report (SAFR) – 2019
- Summary Annual Financial Report (SAFR) – 2018
- Summary Annual Financial Report (SAFR) – 2017
- Summary Annual Financial Report (SAFR) – 2016
- Summary Annual Financial Report (SAFR) – 2015
- Summary Annual Financial Report (SAFR) – 2014
- Summary Annual Financial Report (SAFR) – 2013
- Summary Annual Financial Report (SAFR) – 2012
- GASB Statements – Available on the GASB Resources page
Employer Bulletin
- Employer Bulletin – 10/30/25 – Exporting Reports and Enrollments from eSERS, Suppress Warning Reason, Employer Relations Panel, Determining Membership for Independent Contractors, Consultants, and Third-Party Contractors, Compensation, Determinations, Reminder: CBBC Information Included on Some Member Annual Statements
- Employer Bulletin – 6/12/25 – Membership and Compensation Determination Reminders, Employer Outreach on the Road, Accurate Enrollment Required, Helpful Tips for Summer Contribution Reporting
- Employer Bulletin – 10/1/24 – Board Approves Compensation Rule, Membership Determination Tips, Optional and Exempt Membership Reminders, Employee and Retiree Member Board Seats Up for Election, Employee-Seat Up for Special Election
- Employer Bulletin – 2/21/24 – Cyber Incident? Notify SERS, SERS-Covered Membership and Contractors, Compensation Determinations, Member Enrollment Reminders
- Employer Bulletin – 11/6/23 – Board Sets CBBC Factor at 6.25, eSERS Registration Update, SERS-Covered Membership and Covered Compensation Reminders
- Employer Bulletin – 2/27/23 – Reminder: New Requirement for Member Enrollments, eSERS Upgrade, Contribution Based Benefit Cap, Upcoming Employer Training
- Employer Bulletin – 9/21/22 – Membership and Compensation Determinations Reminders, Helpful Tips for the New School Year, Employer 101 Virtual Training
- Employer Bulletin – 1/27/22 – Compensation and COVID Payments, Compensation and Membership Determinations, Electronic Payments, New Employer Outreach Team Member, Training Opportunities, Reporting Reminders
- Employer Bulletin – 8/16/21 – Employer Statements and Surcharge Report Available on eSERS, Membership and Compensation Determinations, Rule Amended: Employer Liability for Reporting Errors Established
- Employer Bulletin – 12/7/20 – Contribution Reporting: Notes for Suppressing a Warning, Disability Webinar Coming Soon, Employer Reporting Detail Lookup, Inactive Members: New Enrollment Required, Files in Review Status
Employer Hotline
- Compensation Chart: What’s New and What’s Not Changing
- 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
Special Notice
- Employer Special Notice – 7/28/25 – FY2025 Annual Statement and Surcharge Available
- Employer Special Notice – 6/2/25 – Extend Your Payroll Schedules
- Employer Special Notice – 4/16/25 – Salary Estimates are Now Open on eSERS (Foundation-participating districts)
- Employer Special Notice – 3/18/25 – Updated Form SSA-1945 Available
- Employer Special Notice – 7/29/24 – Employer Statement and Surcharge
- Employer Special Notice – 6/3/24 – Extend Your Payroll Schedules
- Employer Special Notice – 4/17/24 – Salary Estimates are Now Open on eSERS (Foundation-participating districts)
- Employer Special Notice – 7/31/23 – Employer Statement and Surcharge
- Employer Special Notice – 6/1/23 – Payroll Schedules and Employer 101 Workshops
- Employer Special Notice – 4/19/23 – Salary Estimates are Now Open on eSERS (Foundation-participating districts)
- Employer Special Notice – 2/14/23 – Member Enrollment Requirement Update
- Employer Special Notice – 11/22/22 – Upcoming Training Opportunities and eSERS Updates
- Employer Special Notice – 8/15/22 – Employer Statement and Surcharge Report
- Employer Special Notice – 6/1/22 – Extend Your Payroll Schedules
- Employer Special Notice – 4/18/22 – Salary Estimates Open on eSERS
- Employer Special Notice – 4/4/22 – ARP Mitigating Rate Change
- Employer Special Notice – 3/14/22 – Report Missing Service Days
- Employer Special Notice – 6/1/21 – Extend Your Payroll Schedules
- Employer Special Notice – 4/14/21 – eSERS Now Open for Salary Estimates (Foundation-participating districts)
- Employer Special Notice – 2/15/21 – Surcharge Recalculation Available in eSERS
- Employer Special Notice – 2/9/21 – FY202 Surcharge Recalculation
- Employer Special Notice – 10/23/20 – Penalties Resuming November 1, 2020
eSERS Hotline
eSERS How To's
- 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: Pull Reports from eSERS
- How to: Resolve Common Contribution File Errors
- How to: Submit a Zero File for a Contribution
Employer Forms
- eSERS – Employer Web Administrator Registration (EMP-7014)
- Employee Statement Concerning Employment in a Job Not Covered by Social Security (SSA-1945)
- Membership Exemption Form (EMP-7012)
- Membership Determination Form (EMP-7010)
- Reemployed Retiree Notification Form (EMP-7011)
- Notice of Employment or Reclassification of Employee Eligible for ARP (EMP-7023)
- Retirement Plan Election Form (For Employees Eligible for ARP) (20-487b, ARP-3)
- New School or Governing Board Member Election for Membership to SERS (EMP-7013)
- ERI – Notice of Adoption (EMP-7028)
- ERI – Intent to Participate (BEN-0032)
- Certification of Salary for Non-Contributing Service (SCP-0017)
Member Education Connection
- Onboarding New Employees – August 2025
- Preparing Your Employees for Retirement – April 2025
- Onboarding New Employees – August 2024
- Onboarding New Employees – August 2023
- Educating Your Staff About SERS – October 2020
- Onboarding New Employees – July 2019
