Employers
Membership History - Prior Membership In a DRS Retirement Plan
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 | 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. 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 - 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. |
| 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| Plan 1 Former (withdrawn) | Report in SERS Plan 2 - New Member has 90 calendar days to make a Plan Choice or default.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 | |