2021 Oregon Revised Statutes
Chapter 238 - Public Employees Retirement System
Section 238.015 - Membership generally.


(2) Any active member of the Public Employees Retirement System who, through the annexation of a political subdivision employing the member or by change of employment, becomes the employee of another political subdivision which is participating in the Public Employees Retirement System and has also a separate retirement system for its employees, shall remain an active member of the Public Employees Retirement System unless, within 60 days after the effective date of the annexation or change of employment or April 8, 1953, the member shall by written notice to the Public Employees Retirement Board and to the administrative body of the new public employer elect to relinquish membership in the Public Employees Retirement System and become a member of the separate retirement system of the employer, if eligible for membership in that retirement system, and the member shall be so carried by the new employer. Immediately upon such annexation of any political subdivision or such change of employment, the new public employer shall inform such employee in writing of the right of the employee to exercise an election as in this section provided.
(3) A political subdivision (other than a school district) not participating in the retirement system established by chapter 401, Oregon Laws 1945, as amended, which employs one or more employees, each of whose position requires 600 hours of service per year, or an agency created by two or more political subdivisions to provide themselves governmental services, which employs one or more employees, each of whose position requires 600 hours of service per year, may, through its governing body, notify the board in writing, that it elects to include its employees in the system hereby established. Such public employer may request the board to make a study and estimate of the cost of including it and its eligible employees, other than volunteer firefighters, in the system, which the board thereupon shall cause to be made and the cost of which the employer shall bear. Upon completion of the study and estimate the employer may apply for admission to the system, whereupon it shall begin to participate therein and its eligible employees other than volunteer firefighters shall become members of the system. If the employer is an agency created by two or more political subdivisions to provide themselves governmental services and ceases thereafter to transmit to the board contributions for any of its eligible employees, the benefits based upon employer contributions to which such employees would otherwise be entitled shall be reduced accordingly.
(4) No adult in custody in a state institution or an alien on a training or educational visa working for any participating employer, even though the adult in custody or alien received compensation from a participating employer, shall be eligible to become a member of the system. No person employed by a participating employer and defined by such employer as a student employee is eligible to become a member of the system for such student employment.
(5) A person holding an elective office or an appointive office with a fixed term or an office as head of a department to which the person is appointed by the Governor may become a member of the system by giving the board written notice of desire to do so within 30 days after taking the office or, in the event that the officer is not eligible to become a member of the system at the time of taking the office, within 30 days after becoming so eligible. Membership so established shall not be discontinued during the appointive or elective term of the officer except upon separation of the officer from service.
(6) A public employer employing volunteer firefighters may apply to the board at any time for them to become members of the system. Upon receiving the application the board shall fix a wage at which, for purposes of this chapter only, they shall be considered to be employed and which shall be the basis for computing the amounts of the contributions, if any, which they pay into, and of the benefits which they and their beneficiaries receive from, the fund; and if the wage so fixed is satisfactory to the employer, shall include the firefighters in the system.
(7)(a) In the event that an employee enters the service of a public employer which is participating in or later begins to participate in the system and in the event that at the time of entering that service or at the time that the employer begins to participate in the system the employee has commenced to purchase and is continuing to purchase a retirement annuity, if the employer deems the annuity adequate for the purposes of this chapter, it may enter into an agreement with the employee and the board pursuant to which the employee may be exempted from contributing to the Public Employees Retirement Fund, and, if no public funds are being used to purchase the annuity or a corresponding pension, the employer, in lieu of the contributions which it otherwise would make to the fund on account of the employee, may make contributions toward the cost of purchasing the annuity. Such employee otherwise shall be subject to the provisions of this chapter, except that neither the employee nor any person claiming under the employee shall receive any payments from the retirement fund as service or disability allowance.
(b) An employee who enters into an agreement under paragraph (a) of this subsection may elect at any time thereafter to start to participate in the system by giving written notice of desire to participate to the board and to the employer. The employee shall receive no retirement credit for the period during which the employee was exempted from contributing to the fund under the agreement, but the employee shall be considered to have completed the six months’ service required for membership in the system. When the employee starts to participate in the system the employer shall start to contribute to the fund on account of the employee in the same manner as the employer contributes on account of other employees who are active members of the system and the employer shall stop making contributions toward the cost of purchasing the retirement annuity.
(8)(a) All new appointees in the Federal Cooperative Extension Service or in any other service in which participation in the Federal Civil Service retirement program is mandatory, who receive a federal appointment on or after July 1, 1955, may participate in the Public Employees Retirement System only by giving written notice of their election to so participate to the Public Employees Retirement Board within six months after the effective date of their appointment.
(b) All persons employed by the Federal Cooperative Extension Service or by any other service in which participation in the Federal Civil Service retirement program is mandatory, who are under federal appointment as of July 1, 1955, and who are members of the state retirement system, shall continue such membership unless, prior to February 1, 1956, they give written notice to the Public Employees Retirement Board of their desire to cancel their membership.
(c) Any person who is an active member of the Public Employees Retirement System, who, on or after July 1, 1955, is employed by the Federal Cooperative Extension Service or by any other service in which participation in the Federal Civil Service retirement program is mandatory, and who is given a federal appointment, shall continue such membership in the Public Employees Retirement System unless, within six months after the effective date of the appointment, the person gives written notice to the Public Employees Retirement Board of the desire to cancel membership.
(d) A cancellation of membership under paragraph (b) or (c) of this subsection terminates membership in the Public Employees Retirement System and cancels the right to any benefits from, or claims against, that system. Such cancellation prevents the withdrawing member from claiming thereafter any retirement credit for any period of employment before the cancellation. Upon receipt of a notice of cancellation, the Public Employees Retirement Board shall refund the member account of the withdrawing member, regardless of the age of the withdrawing member.
(9) Employees, including managers, of foreign trade offices of the Oregon Business Development Department who live and perform services in foreign countries under the provisions of ORS 285A.075 (1)(g) shall not be members of the system. However, any person who is an active member of the system immediately before becoming an employee of a foreign trade office shall continue to be a member of the system during the period of time the person serves as an employee of the foreign trade office.
(10) An employee who is participating in an alternative retirement program established pursuant to ORS 353.250 or an optional retirement plan established pursuant to ORS 341.551 may not be an active member of the Public Employees Retirement System. [Formerly 237.011; 1997 c.249 §65; 1999 c.130 §4; 1999 c.509 §23; 2001 c.192 §1; 2001 c.883 §41; 2001 c.945 §30; 2003 c.67 §17; 2005 c.152 §6; 2005 c.728 §3; 2007 c.804 §76; 2019 c.213 §57]

Structure 2021 Oregon Revised Statutes

2021 Oregon Revised Statutes

Volume : 06 - Local Government, Public Employees, Elections

Chapter 238 - Public Employees Retirement System

Section 238.005 - Definitions.

Section 238.008 - Computation of salary.

Section 238.015 - Membership generally.

Section 238.035 - Membership of part but not all employees of a public employer.

Section 238.055 - Membership of judges previously receiving retirement pay from Judges’ Retirement Fund.

Section 238.068 - Membership of legislators.

Section 238.078 - Reemployment of retired members.

Section 238.082 - Limits on hours worked by retired members.

Section 238.088 - Appointment or election of retired member to public office.

Section 238.092 - Option of legislators to receive certain benefits; employment of persons as legislative employees or state police officers.

Section 238.095 - Termination of membership.

Section 238.105 - Restoration of credit forfeited by reason of termination of membership.

Section 238.115 - Alternate method of restoring credit forfeited by reason of termination of membership.

Section 238.125 - Credit for probationary period of employment.

Section 238.135 - Credit for probationary periods in seasonal positions.

Section 238.145 - Credit for service as police officer or firefighter with nonparticipating employer.

Section 238.148 - Credit for service as public safety officer in another state.

Section 238.156 - Contributions, benefits and retirement credit for periods of service in uniformed services or Armed Forces; rules.

Section 238.157 - Alternative provision for retirement credit for periods of service in uniformed services.

Section 238.160 - Retirement credit for service while on loan to federal government.

Section 238.162 - Retirement credit for service as teacher in public schools of another state.

Section 238.165 - Credit for certain periods of employment by Legislative Assembly.

Section 238.175 - Retirement credit for periods of disability.

Section 238.200 - Employee contributions generally.

Section 238.205 - Payment of employee contribution by employer.

Section 238.215 - Contributions by certain higher education employees.

Section 238.220 - Employee rollover contributions; rules.

Section 238.222 - Trustee-to-trustee transfers to fund restoration of forfeited service or purchase of retirement credit; rules.

Section 238.227 - Pooling of employers for purpose of computing employer contributions.

Section 238.229 - Effect of lump sum payment to side account on contributions of pooled employer; application of excess amounts to offset contributions to individual account program; rules.

Section 238.232 - Choice of amortization period for certain lump sum payments to side accounts.

Section 238.235 - Unfunded liability or surplus after employee transfer or employer merger, consolidation or split.

Section 238.255 - Credits to regular accounts when earnings less than assumed interest rate.

Section 238.260 - Variable Annuity Account; rules.

Section 238.265 - Withdrawal of member account.

Section 238.280 - Eligibility for retirement.

Section 238.285 - Verification of retirement data.

Section 238.300 - Service retirement allowance.

Section 238.305 - Optional service retirement allowance calculations.

Section 238.310 - Minimum service retirement allowance.

Section 238.320 - Disability retirement allowance.

Section 238.325 - Optional disability retirement allowance calculations.

Section 238.330 - Minimum disability retirement allowance.

Section 238.345 - Optional service-connected disability retirement allowance for police officers and firefighters.

Section 238.350 - Use of unused leave to increase retirement allowance; rules.

Section 238.360 - Cost-of-living adjustments.

Section 238.362 - Increased benefits payable in compensation for certain damages attributable to taxation of benefits.

Section 238.364 - Calculation of increased benefit payable under ORS 238.362.

Section 238.366 - Retirement allowance increase based on years of service.

Section 238.368 - Retirement allowance increases for members who retired before January 1, 1991.

Section 238.372 - Increased benefits not payable to nonresidents.

Section 238.374 - Applicant’s statement; resumption of residency.

Section 238.376 - Nonresidency after benefits commenced; required statement; subsequent residency.

Section 238.378 - Information from Department of Revenue.

Section 238.390 - Death benefit.

Section 238.395 - Additional death benefit.

Section 238.405 - Death benefit payable to survivors of certain police officers or firefighters.

Section 238.407 - Distribution of death benefit as rollover distribution.

Section 238.410 - Board may contract for insurance for retirees; rules.

Section 238.415 - Payment toward cost of pre-Medicare insurance; rules.

Section 238.420 - Payment toward cost of Medicare supplemental insurance.

Section 238.430 - Limitation on benefits payable to persons establishing membership on or after January 1, 1996.

Section 238.435 - Provisions applicable to persons establishing membership on or after January 1, 1996.

Section 238.440 - Optional purchase of benefit units by police and firefighters.

Section 238.442 - Prior service credit.

Section 238.445 - Benefits exempt from execution, bankruptcy and certain taxes; exceptions.

Section 238.447 - Execution or assignment of benefits to collect restitution or compensatory fine for felony.

Section 238.450 - Computation of retirement allowance or benefit; notice of dispute.

Section 238.455 - Estimated benefit payments.

Section 238.458 - Unclaimed benefits.

Section 238.460 - Waiver of retirement allowance.

Section 238.462 - Spousal consent required for certain optional forms of retirement allowance.

Section 238.465 - Benefits payable to others under certain judgments; rules.

Section 238.485 - Fund established.

Section 238.488 - Payment of benefits; employer contributions.

Section 238.490 - Administrative expenses.

Section 238.492 - Rules for administration of fund.

Section 238.500 - Definitions for ORS 238.500 to 238.585.

Section 238.505 - Judges as PERS members.

Section 238.515 - Contributions.

Section 238.535 - Service retirement allowance.

Section 238.538 - Health benefit plans for certain retired judge members.

Section 238.545 - Withdrawal of member account; retirement allowance of inactive judge member.

Section 238.555 - Disability retirement allowance.

Section 238.565 - Judge’s beneficiaries; spouse’s pension.

Section 238.575 - Cost-of-living adjustments; ad hoc increase.

Section 238.580 - Application of PERS laws to judges.

Section 238.585 - Use of creditable service by person who serves as both member and judge member; restoration of forfeited rights upon becoming judge member.

Section 238.600 - System established; legislative intent.

Section 238.605 - Actuarial report on system; determination of unfunded actuarial liability.

Section 238.606 - Independent review of actuarial report on system; reports.

Section 238.607 - Actuarial equivalency factor tables.

Section 238.608 - Separate actuarial equivalency factor tables for certain police officers and firefighters.

Section 238.610 - Administrative expenses of system; rules.

Section 238.615 - Revolving fund for payment of administrative expenses.

Section 238.630 - Board generally; rules.

Section 238.640 - Qualifications of board members.

Section 238.646 - Authority of Director of Public Employees Retirement System to require fingerprints.

Section 238.650 - Rules of board; written plan document.

Section 238.657 - Board counsel.

Section 238.660 - Fund generally; board review of legislative proposals.

Section 238.670 - Reserve accounts in fund.

Section 238.675 - Transfer of unclaimed death benefit or account balance to other account or reserve.

Section 238.680 - Integration of other retirement systems.

Section 238.685 - Method of payment of unfunded obligation under integration contract.

Section 238.690 - Integration of retirement plan of mass transit district.

Section 238.692 - Definitions for ORS 238.692 to 238.698.

Section 238.694 - Certain public bodies authorized to issue bonds to finance pension liabilities; revenue bonds.

Section 238.695 - Intergovernmental agreements for collective issuance, administration or payment of bonds.

Section 238.696 - Debt service trust fund.

Section 238.697 - Requirements for issuance of bonds.

Section 238.698 - Funds diversion agreement.

Section 238.705 - State departments to remit contributions and furnish reports.

Section 238.715 - Recovery of overpayments; rules.

Section 238.720 - Rollover contributions; application against payments improperly made to retirees; rules.

Section 238.730 - Unfunded Actuarial Liability Resolution Program.