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
- 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
- Social Security Handout and Your SERS Pension
- Reemployment: How it Affects Your Pension
Member Publications
Future Matters Newsletter: Statement Edition
Retirees
Retiree Forms
- Personal Information Change Form
- Direct Deposit Form
- Authorization for Release of Member Information
- 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
Retiree Publications
Retiree Focus Newsletter
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
Employer Fact Sheets
Audit Resources
- 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) – 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 – 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
Special Notice
- 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 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
- How to: Contribution Copy Forward
- How to: Create Special Pay
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)
