Eligibility Determination Worksheet
Determining Employees who are not Eligible to Participate in the Washington State Retirement System
- Compile a list of all part-time, seasonal and temporary employees who you are reporting to DRS.
- former TRS Plan 1 members with full-time contracts who work less than 90 calendar days in the school year;
- TRS Plan 1 substitute members who worked less than 20 full-time days during a school year; or
- former TRS Plan 1 substitute members who worked less than 90 full calendar days during a school year.
If you do not have part-time, seasonal or temporary employees, begin step 2 of the self-audit program.
This list should also include:
You will need to review payroll, personnel files and timesheets for each employee. As you complete your list, evaluate the retirement membership requirements for the different systems and plans. Review membership requirements in Chapter 2 of the Employer Handbook.
- PERS Eligibility Determination Chart
- PERS Eligibility Questionnaire
- TRS Eligibility Determination Chart
- TRS Eligibility Questionnaire
- SERS Eligibility Determination Chart
- SERS Eligibility Questionnaire
- PSERS Eligibility Determination Chart
- PSERS Eligibility Questionnaire
- LEOFF Eligibility Determination Chart
- LEOFF Eligibility Questionnaire
- Position Eligibility Worksheet - PERS, SERS, TRS Plan 2 and 3
- PSERS Eligibility Worksheet
- Independent Contractors Questionnaire
