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
Member Publications
Future Matters Newsletter: Early- to Mid-Career
Future Matters Newsletter: Mid- to Late-Career
Future Matters: Statement Edition
Retirees
Retiree Forms
- Personal Information Change Form
- Direct Deposit Form
- Authorization for Release of Member Information
- Federal Withholding Certificate for Monthly Pension Payments – Substitute Form W-4P
- Ohio State Tax Withholding Form
- Reemployed Retiree Payment Application
- Waiver and Cancellation of Health Care Coverage
- Health Care Automatic Payment Authorization Agreement
- Division of Property Order Form
- Notice of Privacy Practices – HIPAA
Informational Handouts
- Recipient Income Tax Information
- COLA Changes: What You Need to Know
- Social Security and Your SERS Pension
- Reemployment: How It Affects Your Pension
- What is Medicare?
- Helpful Resources (Health Care)
- SERS Marketplace Wraparound Plan – HealthSCOPE
- SERS Marketplace Wraparound Plan – Demographics and Average Annual Reimbursement
Retiree Publications
Employers
Employer Guides
Handouts
- SERS-STRS Joint Communication on Membership Determination
- Clarification on Membership Determination for Preschool Teachers
- New Member (A quick introduction to SERS for your new employees)
Employer Fact Sheets
Audit Resources
- Comprehensive Annual Financial Report (CAFR) – 2018
- Comprehensive Annual Financial Report (CAFR) – 2017
- Comprehensive Annual Financial Report (CAFR) – 2016
- Comprehensive Annual Financial Report (CAFR) – 2015
- Comprehensive Annual Financial Report (CAFR) – 2014
- Comprehensive Annual Financial Report (CAFR) – 2013
- Comprehensive Annual Financial Report (CAFR) – 2012
- 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 – 7/9/19 – Apply Credit Memos, Summer Employer 101 Workshops Available, Tips for Avoiding Penalties, Mail Your Payments to the SERS Lockbox, Employer Education Web Series, Wage Certifications, Membership and Compensation Determinations, All Aboard New SERS Staff
- Employer Bulletin – 12/4/18 – Membership Determinations, Updated Screens for Credit Memos, Service Credit Purchase, Service Credit Purchase Payroll Deduction, and eSERS Hands-on Training
- Employer Bulletin – 5/9/18 – Extending Payroll Schedules, Pick-Up Plans in eSERS, Reporting First Dates of Service, and eSERS Errors and Warnings
- Employer Bulletin – 2/6/18 – Penalties, Independent Contractors and Contract Employees, and COLA Changes
- Employer Bulletin – 5/12/17 – Member Enrollment, Contract Employers and Membership Determinations, and COLA Legislation
- Employer Bulletin – 10/17/16 – Customized Training with Employer Outreach, Member Enrollments, Audit Resources, and Pension Reform
- Employer Bulletin – 6/21/16 – Surcharge and Statements Due Dates, Contract Employees and Membership Determinations, Summer Reporting for Days and Hours, Benefits of ACH Debit, and Basics of Surcharge and Employer Statements
- Employer Bulletin – 3/25/16 – Salary Estimates, Membership and Compensation Determinations, Exclusion from Membership, and Submitting SSA-1945 Forms
- Employer Bulletin – 1/6/16 – Updating Your Staff, Employer Outreach Training Visits, Moving Due Dates, Eligibility for Health Care Changing
Special Notice
- Employer Special Notice – 10/14/19 – Updates to Manual Enrollment Entry Application
- Employer Special Notice – 8/13/19 – Statements and Surcharge
- Employer Special Notice – 5/13/19 – Extending Payroll Schedules
- Employer Special Notice – 4/18/19 – eSERS Now Open for Salary Estimates
- Employer Special Notice – 3/4/19 – Penalties Resuming March 11, 2019
- Employer Special Notice – 8/15/18 – Annual Employer Statements and Surcharge now Available
- Employer Special Notice – 8/1/18 – Payroll Deduction Purchase Plans for Service Credit Must be a Post-Tax Basis
- Employer Special Notice – 7/26/18 – Penalties Resuming
- Employer Special Notice – 6/29/18 – Penalties Resuming
- Employer Special Notice – 4/19/18 – eSERS Now Open for Salary Estimates
- Employer Special Notice – 10/3/17 – eSERS Training Workshop in Columbus
- Employer Special Notice – 8/28/17 – Surcharge Now Available
- Employer Special Notice – 8/14/17 – Employer Statements Now Available
- Employer Special Notice – 6/15/17 – eSERS Training Workshops
- Employer Special Notice – 6/14/17 – Wage Certification Completed through eSERS
- Employer Special Notice – 6/12/17 – eSERS How To Available Online
- Employer Special Notice – 6/2/17 – eSERS Training Workshops
- Employer Special Notice – 4/26/17 – eSERS Open for Salary Estimates
- Employer Special Notice – 8/22/16 – Employer Statements and Surcharge Report Available on eSERS
- Employer Special Notice – 6/1/16 – Employer 101 Workshops
- Employer Special Notice – 5/23/16 – Foundation Deduction Letters Available on eSERS
- Employer Special Notice – 10/27/15 – Technology Change Affecting SERS Employers and ITCs
- Employer Special Notice – 8/17/15 – Employer Statements and Surcharge Report Available on eSERS
- Employer Special Notice – 6/17/15 – Summer School in Session: Employer 101 Workshops
- Employer Special Notice – 5/22/15 – Foundation Deduction Letters Now on eSERS
eSERS How To's
- How to: Earning Codes for Contribution Reporting
- How to: Apply Credit Memos
- How to: Extend a Payroll Schedule
- How to: Submit a Zero File for a Contribution
- How to: Manage Payroll Schedules for a Three-Week Pay Period
- How to: Create Adjustments
- How to: Employer Statement
- How to: Resolve Common Contribution File Errors
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)
