SCHOOL EMPLOYEES RETIREMENT SYSTEM OF OHIO 300 East Broad Street, Suite 100, Columbus, Ohio 43215-3746 614-222-5853 ? Toll-Free 1-800-878-5853 ? www.ohsers.org ? Serving the People Who Serve Our Schools.

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How to fill out the Ohio Sers Printable Membership Record online

This guide provides a clear overview and detailed instructions for completing the Ohio Sers Printable Membership Record. By following these steps, you will ensure that your enrollment in the School Employees Retirement System of Ohio is accurate and complete.

Follow the steps to complete your membership record effectively.

  1. Click the ‘Get Form’ button to download the Ohio Sers Printable Membership Record and open it for editing.
  2. Begin by filling out Part A, which includes your personal information. Enter your social security number, last name, first name, middle name, and maiden name. Also, provide your permanent mailing address, including street, city, state, and zip code. Make sure to include your email address and phone number.
  3. Indicate your date of birth by entering the month, day, and year. Select your gender by marking the appropriate checkbox.
  4. In the family data section, provide the last name, first name, and date of birth of your spouse and any children, as well as your parents.
  5. Choose your job classification from the provided options by marking one box only. If applicable, include the name of the contract company you are employed by.
  6. In the membership in other Ohio system section, check ‘yes’ or ‘no’ if you have ever been a member or received benefits from the listed systems. Fill in any additional information where necessary.
  7. Complete the member certification by signing your name and entering the date. This certifies that the information you have provided is true to the best of your knowledge.
  8. Part B must be completed by your employer. Ensure that they are aware they need to fill in the required information concerning your employment.
  9. Finally, verify that all sections are completed accurately. You can then save any changes, download the completed form, print it for your records, or share it with your employer or SERS.

Complete your documents online to ensure your membership with the Ohio Sers is processed efficiently.

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Is Ohio SERS a qualified retirement plan?

SERS is a defined benefit (DB) public employee retirement system and a qualified plan under Section 401(a) of the Internal Revenue Code.

If you would like to schedule either an in-person, phone, or virtual counseling session, please contact SERS toll-free at 800-878-5853. Business Hours: Monday through Friday, 8 a.m. to 4:30 p.m. SERS is located in downtown Columbus at 300 E.

As a public employee in the state of Ohio, you do not pay into Social Security and do not earn qualified service toward Social Security. In place of Social Security, you contribute 10% of your pay to SERS in return for a lifetime pension, which is earned after meeting certain age and service requirements.

During your employment in a SERS-covered job, you do not pay into Social Security or accrue any Social Security benefits.

Board Approves Maximum COLA for 2023 While the Board has the authority to adjust the percentage, based on information provided to the Board from SERS' actuary, Cavanaugh MacDonald, the Board approved the statutorily determined 2.5% COLA without adjustment.

STRS is an educator-only pension fund for Ohio public school system teachers, while SERS provides pension benefits for non-teaching public school employees, such as administrative assistants, bus drivers, cafeteria works, custodians, librarians, maintenance workers, and teacher's aides.

A $1,000 lump-sum death benefit will be paid to your designated beneficiary upon your death. If you have multiple beneficiaries, this will be distributed equally among them. By law, if you do not designate a beneficiary, statutory succession will apply.

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