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 Handouts and Guides
- SERS-STRS Joint Communication on Membership Determination
- eSERS Guide
- New Member (A quick introduction to SERS for your new employees)
- ERI Guide
Employer Fact Sheets
Audit Resources
- 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) – 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 No. 27 and 45 – FY2015
- GASB Statements No. 27 and 45 – FY2014
- GASB Statements No. 27 and 45 – FY2013
- GASB Statements No. 27 and 45 – FY2012
Employer Bulletin
Special Notice
- Employer Special Notice – 8/15/18
- Employer Special Notice – 8/1/18
- Employer Special Notice – 7/26/18
- Employer Special Notice – 6/29/18
- Employer Special Notice – 4/19/18
- Employer Special Notice – 10/3/17
- Employer Special Notice – 8/28/17
- Employer Special Notice – 8/14/17
- Employer Special Notice – 6/15/17
- Employer Special Notice – 6/14/17
- Employer Special Notice – 6/12/17
- Employer Special Notice – 6/2/17
- Employer Special Notice – 4/26/17
- Employer Special Notice – 8/22/16
- Employer Special Notice – 6/1/16
- Employer Special Notice – 5/23/16
- Employer Special Notice – 10/27/15
- Employer Special Notice – 8/17/15
- Employer Special Notice – 6/17/15
- Employer Special Notice – 5/22/15
eSERS How To's
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)
- Retirement Election for New School & Governing Board Members (EMP-7013)
- ERI – Notice of Adoption (EMP-7023)
- ERI – Intent to Participate (BEN-0032)
- Certification of Salary for Non-Contributing Service (SCP-0017)
