Record type ID: T
The Plan Choice Record applies only to PERS, SERS, and TRS members.
This record needs to be submitted only one time per member. Employers must submit this record on the transmittal report for every new plan choice member who has chosen to remain in Plan 2, and/or for any Plan 2 member who has selected (choice/transfer) Plan 3, or is defaulted into Plan 3 and is being reported in Plan 3 for the first time.
Without the Plan Choice date and/or the Transfer date, DRS will not move a Plan 2 member into Plan 3, and all of the reported information on the transmittal report will be rejected. The Plan Choice information is required when the choice/transfer date is reported for new members only. Refer to the codes below:
Note:
–Beginning July 1, 2007, TRS potential members (substitutes) who have not purchased their substitute time have a plan choice if hired into an eligible position
–Beginning July 1, 2007, SERS potential members (substitutes) who have not purchased their substitute time have a plan choice if hired into an eligible position provided the employee has no prior PERS Plan 2 service. If there is prior PERS Plan 2 service, report in SERS Plan 2; the employee has no plan choice, but is eligible for a January Transfer Option
–PERS JBM new members with no prior PERS membership are mandated into PERS JBM Plan 2 with no plan choice rights
The Employment Information Record (when applicable) and the Defined Benefit Record (DBR) should contain the appropriate Plan number in the plan code field and be included with the Member Profile Record on the transmittal report for each member being reported with this record. Layout details are shown below.
