Member History Reporting Chart – Employee Hired Into An Eligible Position

(This chart is NOT for retirees or substitutes.)

Washington State Department of Retirement Systems

Member history	Hiring into an eligible PERS position? Report as …	Hiring into an eligible LEOFF position? Report as ...	Hiring into an eligible SERS position? Report as ...	Hiring into an eligible TRS position? Report as ...	Hiring into an eligible PSERS position? Report as ...
No previous membership
No membership history	New member¹	LEOFF 2	New member¹	New member¹	PSERS 2
PERS previous membership
Plan 1 member	PERS 1	LEOFF 2	PERS 1	New member¹	PERS 1
Plan 2 member	PERS 2 January Transfer Option²	LEOFF 2	New member¹	New member¹	PSERS 2
Plan 2 chosen member	PERS 2³	LEOFF 2	New member¹	New member¹	PSERS 2
Plan 2 converted to SERS member	New member¹	LEOFF 2	See SERS previous membership	New member¹	PSERS 2
Plan 3 member	PERS 3⁴	LEOFF 2	New member¹	New member¹	PSERS 2
No Plan 2/3 choice made	New member¹	LEOFF 2	New member¹	New member¹	PSERS 2
PSERS previous membership
Plan 2 member	New member¹	LEOFF 2	New member¹	New member¹	PSERS 2
LEOFF previous membership
Plan 1 member	New member¹	LEOFF 1	New member¹	New member¹	PSERS 2
Plan 2 member	New member¹	LEOFF 2	New member¹	New member¹	PSERS 2
SERS previous membership
Plan 2 member	New member¹	LEOFF 2	See SERS previous membership	New member¹	PSERS 2
Plan 2 chosen member	New member¹	LEOFF 2	SERS 2	New member¹	PSERS 2
Plan 3 member	New member¹	LEOFF 2	SERS 3	New member¹	PSERS 2
No Plan 2/3 choice made	New member¹	LEOFF 2	New member¹	New member¹	PSERS 2
TRS previous membership
Plan 1 former (withdrawn)	New member¹	LEOFF 2	New member¹	Contact DRS	PSERS 2
Plan 1 member	Employer Type⁵	LEOFF 2	TRS 1	TRS 1	Employer Type⁶
Plan 2 member	New member¹	LEOFF 2	New member¹	TRS 2 January Transfer Option2	PSERS 2
Plan 2 chosen member	New member¹	LEOFF 2	New member¹	TRS 2³	PSERS 2
Plan 3 member	New member¹	LEOFF 2	New member¹	TRS 3⁴	PSERS 2
No Plan 2/3 choice made	New member¹	LEOFF 2	New member¹	New member¹	PSERS 2

¹ New Member – has 90 calendar days to make an irrevocable Plan Choice. New employees have the option to become members of Plan 2 or Plan 3 if they established membership on or after:

PERS (for state agency or higher education employers) – March 1, 2002
PERS (for local government employers) – Sept. 1, 2002
SERS (all members) – on or after Aug. 1, 2009
SERS (with no prior service in PERS Plan 2) – between July 1, 2007, and July 31, 2009
TRS July 1, 2007

The employee must be reported in Plan 2 until they choose their Plan or are defaulted by DRS into Plan 2. If reporting for the first time, be sure to include the Begin Date, even if it’s the same as the Plan Choice date.

² January Transfer Option – An individual has the option to transfer to Plan 3 in January of any year and must select their Contribution Rate Option and Investment Program at that time.
³ Plan 2 Chosen Member – An individual who chose Plan 2 during their 90 calendar day period doesn’t have the option to transfer in January.
⁴ Plan 3 Member – Has 90 calendar days from their hire date to select a Contribution Rate Option and Investment Program.
⁵ Employer Type – State agency or education employers must report the member in TRS Plan 1 regardless of the type of position. Local government employers must treat person as a New Member.¹
⁶ Employer Type – State agencies must report the member in TRS Plan 1 regardless of the type of position. All other PSERS employers must report the member in PSERS Plan 2.

ESS MEMHIST 03/2023