Instructions For The New Hire Tier Determination (Form 1002) printable pdf download

Instructions For The New Hire Tier Determination (Form 1002)

State Employees' Retirement System of Illinois

STATE

General Assembly Retirement System

RETIREMENT

Judges' Retirement System of Illinois

SYSTEMS

Internet:

E-Mail: sers@srs.illinois.gov

2101 South Veterans Parkway, P.O. Box 19255, Springfield, IL 62794-9255

Instructions for the New Hire Tier Determination (Form 1002)

1. The Payroll Officer, Personnel Officer, or Retirement Coordinator of the employing agency, which-

ever is appropriate, should utilize this form in their agency orientation packet and ensure that all new

employees (that are NOT direct transfers from another state agency) complete it for submittal to SERS

within the first five (5) business days from their initial start date.

2. Please be sure that all of the responses on the form are legible. Prior to submitting the form to SERS,

the employing agency will ensure that the data is complete:

a. Either the employee has checked that they have NEVER been a member of a reciprocal system OR

that they have checked one or more of the reciprocal systems listed on the form, and identified the

“Earliest Membership Date” if they worked under any of the reciprocal systems listed.

b. The employee has completed and signed the personal information (name, SSN, etc) on the form.

c. The employing agency information has been fully completed on the form.

3. SERS will query internal databases and call any reciprocal systems indicated on the form to verify the

earliest membership date in any one of the reciprocal systems.

4. SERS will mark the form with the tier determination stamp and notify the employing agency of the ap-

propriate tier coding by return fax.

5. The employing agency will use the most current Payroll Bulletin to determine the appropriate retire-

ment deduction coding based on the Tier identification provided by SERS.

6. After reviewing the Payroll Bulletin identified in step 5, if necessary, the employing agency may still

request assistance in the determination of the appropriate retirement deduction coding. Contact the

SERS Accounting Division at (217) 785-7191 or (217)785-7202 for assistance.

Instructions For The New Hire Tier Determination (Form 1002)