Prior Membership In Any DRS Retirement Plan - SERS

Employee Hired Into a SERS Position

This member is being hired into a SERS position, and has previous membership in a WA State retirement plan.

Member History: Report the Member In:
PERS Previous Membership
Plan 1 Member Report in PERS Plan 1
Plan 2 Member

SERS begin date before August 1, 2009 - Report in SERS Plan 2- January Transfer Option. An individual has the option to transfer to SERS Plan 3 in January of any year and must select a Contribution Rate Option and Investment Program at that time.

SERS begin date on or after August 1, 2009 - Report in SERS Plan 2 - New Member has 90 calendar days to make a plan choice or default.

Plan 3 Member Report in SERS Plan 2 - New Member has 90 calendar days to make a plan choice or default.
No Plan Choice Made Report in SERS Plan 2 - New Member has 90 calendar days to make a plan choice or default.
PSERS Previous Membership
Plan 2 Report in SERS Plan 2 - New Member has 90 calendar days to make a plan choice or default.
LEOFF Previous Membership
Plan 1 Report in SERS Plan 2 - New Member has 90 calendar days to make a plan choice or default.
Plan 2
SERS Previous Membership
Plan 2 (prior to July 1, 2007) Report in SERS Plan 2 - January Transfer Option. The individual has the option to transfer to SERS Plan 3 in January of any year and must select a Contribution Rate Option and Investment Program at that time.
Plan 2 Chosen Member Report in SERS Plan 2.
Plan 3 Report in SERS Plan 3. A returning Plan 3 Member has 90 calendar days to select a Contribution Rate Option and Investment Program or default.
No Plan Choice Made Report in SERS Plan 2 - New Member has 90 calendar days to make a Plan Choice or default.
TRS Previous Membership
Plan 1 Former (withdrawn) Report in SERS Plan 2 - New Member has 90 calendar days to make a Plan Choice or default.
Plan 1 Member Report in TRS Plan 1 regardless of position.
Plan 2 Report in SERS Plan 2 - New Member has 90 calendar days to make a Plan Choice or default.
Plan 3
No Plan Choice Made