Pennsylvania Consolidated & Unconsolidated Statutes
Chapter 59 - Administration, Funds, Accounts, General Provisions
Section 5903 - Duties of the board to advise and report to heads of departments, members and participants


(a) Manual of regulations.--The board shall, with the advice of the Attorney General and the actuary, prepare and provide, within 90 days of the effective date of this part, a manual incorporating rules and regulations consistent with the provisions of this part to the heads of departments who shall make the information contained therein available to the general membership. The board shall thereafter advise the heads of departments within 90 days of any changes in such rules and regulations due to changes in the law or due to changes in administrative policies. As soon as practicable after the commissioner's announcement with respect thereto, the board shall also advise the heads of departments as to any cost-of-living adjustment for the succeeding calendar year in the amount of the limitation under IRC § 401(a)(17) and the dollar amounts of the limitations under IRC § 415.
(b) Member status statements and certifications.--The board shall furnish annually to the head of each department on or before April 1, a statement for each member employed in such department showing the total accumulated deductions standing to his credit as of December 31 of the previous year and requesting the member to make any necessary corrections or revisions regarding his designated beneficiary. In addition, for each member employed in any department and for whom the department has furnished the necessary information, the board shall certify the number of years and fractional part of a year of credited service attributable to each class of service, the number of years and fractional part of a year attributable to social security integration credits in each class of service and, in the case of a member eligible to receive an annuity, the benefit to which he is entitled upon the attainment of superannuation age.
(b.1) Participant status statements.--The board shall furnish annually to each participant, on or before April 1 and more frequently as the board may agree or as required by law, a statement showing the accumulated total defined contributions credited to the participant's individual investment account, the nature and type of investments and the investment allocation of future contributions as of December 31 of the previous year, and shall request the participant to make any necessary correction or revision regarding the designated beneficiary.
(c) Purchase of credit and full coverage membership certifications.--Upon receipt of an application from an active member or eligible school employee to purchase credit for previous State or creditable nonstate service, an election for membership in a specific class of service, or an election to become a full coverage member, the board shall determine and certify to the member the amount required to be paid by the member. When necessary, the board shall certify to the previous employer the amount due in accordance with sections 5504 (relating to member contributions for the purchase of credit for previous State service or to become a full coverage member) and 5505 (relating to contributions for the purchase of credit for creditable nonstate service).
(d) Transfer from joint coverage membership certifications.--Upon receipt of an application from a joint coverage member who elects to become a full coverage member, the board shall certify to the member the effective date of such transfer and the prospective rate for regular and additional member contributions.
(e) Former county employees.--Upon receipt of an election by a county employee transferred to State employment pursuant to 42 Pa.C.S. § 1905 (relating to county-level court administrators) to convert county service to State service, the board shall certify to the member the amount of service so converted and the class at which such service is credited.
(f) Former school employees.--Upon receipt of an election by a former employee of the Department of Education transferred to the Department of Corrections pursuant to section 908-B of the act of April 9, 1929 (P.L.177, No.175), known as The Administrative Code of 1929, to convert school service to State service, the board shall certify to the member the amount of service so converted and the class at which such service is credited.
(July 22, 1983, P.L.104, No.31, eff. imd.; Aug. 5, 1991, P.L.183, No.23; Dec. 20, 1995, P.L.689, No.77, eff. Jan. 1, 1996; June 22, 1999, P.L.75, No.12, eff. imd.; May 17, 2001, P.L.26, No.9, eff. imd.; Apr. 23, 2002, P.L.272, No.38, eff. imd.; Nov. 23, 2010, P.L.1269, No.120, eff. imd.; Dec. 28, 2015, P.L.529, No.93, eff. imd.; June 12, 2017, P.L.11, No.5, eff. imd.)

2017 Amendment. Act 5 amended the section heading and added subsec. (b.1). See section 414 of Act 5 in the appendix to this title for special provisions relating to member statements.
2015 Amendment. Act 93 amended subsec. (a).
2010 Amendment. Act 120 amended subsec. (c).
2002 Amendment. Act 38 added subsec. (f). See section 23 of Act 38 in the appendix to this title for special provisions relating to statements or estimates of benefits.
2001 Amendment. See section 27(b) of Act 9 in the appendix to this title for special provisions relating to statements or estimates of benefits.
1999 Amendment. Act 12 added subsec. (e).
1991 Amendment. Act 23 amended subsecs. (a) and (b), effective on the date of publication in the Pennsylvania Bulletin of a certification by the State Employees' Retirement Board that the seven-office Statewide retirement counseling field office network is fully implemented.
1983 Amendment. Act 31 amended subsec. (d).
Cross References. Section 5903 is referred to in section 5906 of this title.

Structure Pennsylvania Consolidated & Unconsolidated Statutes

Pennsylvania Consolidated & Unconsolidated Statutes

Title 71 - STATE GOVERNMENT

Chapter 59 - Administration, Funds, Accounts, General Provisions

Extra - Chapter Notes

Section 5901 - The State Employees' Retirement Board

Section 5902 - Administrative duties of the board

Section 5903 - Duties of the board to advise and report to heads of departments, members and participants

Section 5904 - Duties of the board to report to the Public School Employees' Retirement Board

Section 5905 - Duties of the board regarding applications and elections of members and participants

Section 5905.1 - Installment payments of accumulated deductions

Section 5906 - Duties of heads of departments

Section 5907 - Rights and duties of State employees, members and participants

Section 5908 - Rights and duties of annuitants

Section 5909 - Stress test of system

Section 5931 - Management of fund and accounts

Section 5932 - State Employees' Retirement Fund

Section 5933 - Members' savings account

Section 5934 - State accumulation account

Section 5935 - Annuity reserve account

Section 5936 - State Police benefit account

Section 5937 - Enforcement officers' benefit account

Section 5938 - Supplemental annuity account

Section 5939 - Interest reserve account

Section 5940 - Northern Ireland-related investments

Section 5941 - Benefits completion plan

Section 5951 - State guarantee regarding the system

Section 5952 - State supervision

Section 5953 - Taxation, attachment and assignment of funds

Section 5953.1 - Approval of domestic relations orders

Section 5953.2 - Irrevocable beneficiary

Section 5953.3 - Irrevocable survivor annuitant

Section 5953.4 - Amendment of approved domestic relations orders

Section 5953.5 - Transfer of domestic relations orders against county pension plans

Section 5953.6 - Irrevocable successor payee

Section 5954 - Fraud and adjustment of errors

Section 5955 - Construction of part

Section 5955.1 - Construction of part with respect to older workers protection

Section 5955.2 - Construction of part with respect to the Internal Revenue Code

Section 5956 - Provisions severable

Section 5957 - Independent Fiscal Office study

Section 5958 - Public Pension Management and Asset Investment Review Commission