Oregon Administrative Rules
Chapter 459 - OREGON PUBLIC EMPLOYEES RETIREMENT SYSTEM
Division 5 - ADMINISTRATION
Section 459-005-0250 - Recovery of Administrative Costs
Universal Citation: OR Admin Rules 459-005-0250
Current through Register Vol. 63, No. 9, September 1, 2024
(1) Estimates.
(a) Any active or inactive member within two
years of eligibility for service retirement may request from PERS an estimate
of service retirement benefits (estimate).
(b) PERS shall provide a member with a
maximum of two estimates in a calendar year at no cost.
(c) PERS shall charge a fee of $60 for each
estimate that exceeds the limit specified in subsection (b) of this
section.
(d) A fee charged under
subsection (c) of this section must be paid in full before receipt of the
requested estimate(s). Payment must be made by check or money order payable to
the Public Employees Retirement System.
(e) The provisions of subsections (a) to (d)
of this section do not apply to current judge members during their term of
office.
(f) A disability estimate
shall be provided to a member if a completed disability application is on file
with PERS. A disability estimate is provided at no charge.
(2) Verification of Retirement Data.
(a) Pursuant to section 3, chapter 1, Oregon
Laws 2010 and OAR 459-005-0040, PERS shall provide one verification of
retirement data at no cost.
(b)
PERS shall charge a fee of $100 for each verification of retirement data
provided to a member who has already received at least one
verification.
(c) A verification of
retirement data that is reissued pursuant to OAR 459-005-0040(4)(e) is not
subject to the fee established by this section.
(d) A fee charged under subsection (b) of
this section must be paid in full at the time the member submits a request for
a verification of retirement data. Payment must be made by check or money order
payable to the Public Employees Retirement System.
(e) This section is effective on July 1,
2011.
(3) Full cost purchases. If a member purchases retirement credit under section 2, chapter 971, Oregon Laws 1999, ORS 238.148, 238.157, 238.162, or 238.175, a fee of $145 shall be added to the cost of the purchase to cover the administrative costs incurred by PERS in processing the request.
Stat. Auth: ORS 238.650 & 238.610
Stat. Implemented: ORS 238.610, OL 2010, Ch. 1
Disclaimer: These regulations may not be the most recent version. Oregon may have more current or accurate information. We make no warranties or guarantees about the accuracy, completeness, or adequacy of the information contained on this site or the information linked to on the state site. Please check official sources.
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