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
- Employer Handbook
- 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
- 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 – 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
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-7023)
- ERI – Intent to Participate (BEN-0032)
- Certification of Salary for Non-Contributing Service (SCP-0017)
