Eligibility Checklist

The checklist below presents a series of questions to help you determine the eligibility of your positions and personnel. As you respond to the questions, you will be directed to the next question. You can restart the checklist at any time.

Question Is the position identified with an individual position number?

  •   Yes
  •   No

Answer: Contact the Employer Audit Unit to assist you with this position. You may continue the self-audit for other positions.

Question: Does the position have the same job description as another position?

  •   Yes
  •   No

Answer: Contact the Employer Audit Unit to assist you with this position. You may continue the self-audit for other positions.

Question: Is this position:

  •   Full Time, Part Time, Temporary or Seasonal
  •   Newly Established (within last 12 months)

Question: Looking at the history of the position, has it ever required at least five months of 70 or more hours of compensated employment per month for two consecutive years?

  •   Yes
  •   No

Question: Does the position continue to require at least five months of 70 or more hours of compensated employment during at least one year in any two-year period?

  •   Yes
  •   No

Question: Is the position expected to require at least five months of 70 or more hours of compensated employment per month for two consecutive years?

  •   Yes
  •   No

Question: Do two or more employees simultaneously work in this position?

  •   Yes
  •   No

Question: Do the combined hours of service for all employees simultaneously working in this position total at least five months of 70 or more hours of compensated employment per month for two consecutive years?

  •   Yes
  •   No

Question: The position is ineligible for PERS membership. However, in some circumstances a person may establish or continue membership even if employed in an ineligible position. Does the employee occupy more than one position with the same employer?

  •   Yes
  •   No

Question: Does the employee’s combined hours of service in all work performed for the employer require at least five months of 70 or more hours of compensated employment per month for two consecutive years?

  •   Yes
  •   No

Question: Is the project position expected to require at least five months of 70 or more hours of compensated employment per month for two consecutive years?

  •   Yes
  •   No

Question: The position is ineligible for PERS membership. However, in some circumstances a person may establish or continue membership even if employed in an ineligible position. Did the employee accept this project position conditioned on returning to a permanent PERS eligible position at the completion of this project?

  •   Yes
  •   No

Question: Does this project position require at least 70 hours of compensated employment per month?

  •   Yes
  •   No

Question: The position is eligible for PERS membership. However, there are rare situations where the employee in the position meets an exception and is ineligible for PERS membership.

Do you want to review the PERS eligibility exceptions (you should review this list at least once during this process)? If you click yes to review the list, once you have completed your review please close the window and click continue to move to the next question.

  •   Yes
  •   No or continue

Question: The employee is eligible for PERS membership. However, there are rare situations where the employee meets an exception and is ineligible for PERS membership. Do you want to review the PERS eligibility exceptions (you should review this list at least once during this process)?

  •   Yes
  •   No

Question 16: The employee is ineligible for PERS membership. Do you want to evaluate another PERS position? Choosing ‘yes’ restarts the checklist from the beginning.

  •   Yes
  •   No

Question: Do you want to evaluate another PERS position? Choosing ‘yes’ restarts the checklist from the beginning.

  •   Yes
  •   No

You have completed evaluating all your PERS positions. If during this process you discovered that you have been reporting an employee in an ineligible position there are some steps you MUST take:

  1. Immediately stop reporting the employee in the ineligible position.
  2. Contact Employer Support Services to determine if corrections are necessary.

Do you wish to evaluate a position for eligibility in a different retirement system?

  •   Yes
  •   No

Select a System