DRSN e07-025, New Publications for Substitutes

DRS Notice

  • Notice No.: 07-025
  • Date: December 11, 2007
  • Applies to: School District and Educational Service District Employers
  • Subject: New Publications for Substitutes

Updated Publications

The following publications are intended for substitutes and have been updated in support of plan choice for new members. The “fact sheet” should be provided to any employee you are reporting as a substitute when they are hired. The fact sheet is two pages of useful information regarding how to establish membership and purchasing service credit.

The “application” includes fact sheet information plus additional information including the application form. You should provide the “application” at the end of the school year to those employees who express an interest in applying for service credit earned as a substitute. Remember to use Member Reporting Verification to print their earnings and hours – the substitute will need this information to create their estimated billing amount.

SERS Plan 2 & Plan 3 Substitute’s Guide

  • Fact Sheet
  • Application

TRS Plan 2 & Plan 3 Substitute’s Guide

  • Fact Sheet
  • Application

TRS Plan 1 Substitute Teacher’s Guide to Obtaining Service Credit

  • Fact Sheet
  • Application

Access these publications on the DRS Forms and Publications Web page.

Fact Sheet Timeline

Because we are sending you this information after the beginning of the school year, we ask you to do the following:

  • Provide the updated “fact sheet” to current employees who have never established membership in TRS or SERS and are being reported as substitutes or;
  • Ensure these type of employees have this publication by the end of the school year or when they terminate employment if prior to the school year ending

In the future, please provide the “fact sheet” to all substitutes at the beginning of the school year and or when they are hired.

Plan Choice

Employees working as substitutes who have never established membership are eligible to choose their Plan (2 or 3). Those individuals who apply to purchase service credit earned as a substitute will select their plan as part of the application process.

Substitute Reporting Reminders

Correctly report employees who work as substitutes and or transition to active member status and vice versa.


If you have any questions regarding this DRS Notice, please contact Employer Support Services at (360) 664-7200, option 2, or 1-800-547-6657, option 6, option 2; or email us.