 |
Illinois Administrative Code (Last Updated: March 27, 2024) |
 |
TITLE80. PUBLIC OFFICIALS AND EMPLOYEES |
|
|
PART1650. THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM |
| SUBPART A. REPORTS BY BOARD OF TRUSTEES |
| § 1650.10. Annual Financial Report [Repealed] |
| SUBPART B. BASIC RECORDS AND ACCOUNTS |
| § 1650.110. Membership Records |
| § 1650.120. Claims Records [Repealed] |
| § 1650.130. Individual Accounts [Repealed] |
| § 1650.140. Ledger and Account Books [Repealed] |
| § 1650.150. Statistics [Repealed] |
| § 1650.160. Confidentiality of Records |
| § 1650.180. Filing and Payment Requirements |
| § 1650.181. Early Retirement Incentive Payment Requirements [Repealed] |
| § 1650.182. Waiver of Additional Amounts Due |
| § 1650.183. Definition of Employer's Normal Cost |
| SUBPART C. FILING OF CLAIMS |
| § 1650.201. Disability Benefits - Application Procedure; Effective Date |
| § 1650.202. Disability Benefits - Definitions |
| § 1650.203. Disability Retirement Annuity – Definitions |
| § 1650.204. Gainful Employment - Consequences |
| § 1650.205. Medical Examinations and Investigation of Disability Claims |
| § 1650.206. Physician Certificates |
| § 1650.207. Disability Due to Pregnancy |
| § 1650.208. Disability Payments |
| § 1650.209. Computation of Annual Salary When Member Has Different Semester Salary Rates [Repealed] |
| § 1650.210. Claim Applications |
| § 1650.211. Disability Recipient Eligible to Receive an Age or Disability Retirement Annuity |
| § 1650.220. Reclassification of Disability Claim [Repealed] |
| § 1650.221. When Member Becomes Annuitant |
| § 1650.222. Death Out of Service |
| § 1650.230. Medical Examinations and Investigations of Claims [Repealed] |
| § 1650.240. Refunds; Canceled Service; Repayment |
| § 1650.250. Death Benefits |
| § 1650.260. Evidence of Age |
| § 1650.270. Reversionary Annuity - Evidence of Dependency |
| § 1650.271. Evidence of Parentage |
| § 1650.272. Eligible Child Dependent By Reason of a Physical or Mental Disability |
| § 1650.280. Evidence of Marriage |
| § 1650.290. Offsets |
| SUBPART D. MEMBERSHIP AND SERVICE CREDITS |
| § 1650.301. Early Retirement Without Discount – Return to Teaching from a Break in Service |
| § 1650.310. Effective Date of Membership |
| § 1650.315. Establishing Salary and Assessing Contributions for Optional Service Credit |
| § 1650.320. Method of Calculating Service Credits |
| § 1650.325. Method of Calculating Service Credit for Recipients of a Disability Benefits or Occupational Disability Benefit |
| § 1650.330. Duplicate Service Credit |
| § 1650.335. Unreported Regular Service Credit and Earnings |
| § 1650.340. Service Credit for Out-of-System Service and Leaves of Absence |
| § 1650.341. Service Credit for Involuntary Layoffs |
| § 1650.345. Service Credit for Periods Away From Teaching Due to Pregnancy |
| § 1650.346. Service Credit for Periods Away From Teaching Due to Adoption |
| § 1650.350. Service Credit for Unused Accumulated Sick Leave Upon Retirement |
| § 1650.351. Employer Contribution for Excess Sick Leave |
| § 1650.355. Purchase of Optional Service - Required Minimum Payment |
| § 1650.356. Payroll Deduction Program [Repealed] |
| § 1650.357. Employer Payment of Member's Optional Service and/or Upgrade Contribution Balance [Repealed] |
| § 1650.360. Settlement Agreements and Judgments |
| § 1650.370. Calculation of Average Salary [Renumbered] |
| § 1650.380. Definition of Actuarial Equivalent [Repealed] |
| § 1650.390. Independent Contractors |
| § 1650.391. Optional 2.2 Upgrade of Earned and Credited Service |
| § 1650.392. 2.2 Upgrade of Optional Service Not Credited at Initial Upgrade |
| SUBPART E. CONTRIBUTION CREDITS AND PAYMENTS |
| § 1650.410. Return of Contributions for Duplicate or Excess Service |
| § 1650.415. Return of Optional Increase in Retirement Annuity Contributions |
| § 1650.416. Optional Increase in Retirement Annuity – 1% Contribution Reduction |
| § 1650.417. Mandatory Distributions Pursuant to Section 401(a)(9) of the Internal Revenue Code |
| § 1650.420. Interest on Deficiencies [Repealed] |
| § 1650.430. Installment Payments [Repealed] |
| § 1650.440. Small Deficiencies, Credits or Death Benefit Payments [Repealed] |
| § 1650.450. Compensation Recognized As "Salary" |
| § 1650.451. Reporting of Conditional Payments |
| § 1650.460. Calculation of Average Salary |
| § 1650.470. Rollover Distributions |
| § 1650.480. Rollovers to the System |
| § 1650.481. Employer Contribution Required for Salary Increases in Excess of 6% or 3% |
| § 1650.482. Contracts and Collective Bargaining Agreements – Loss of Exemption from Employer Contributions |
| § 1650.483. Employer Contributions for Salary Increases in Excess of 6% or 3% and Excess Sick Leave – Exemption from Contributions |
| § 1650.484. Members Not Covered by Collective Bargaining Agreements or Employment Contracts |
| § 1650.485. Employer Contributions for Salary Increases in Excess of 6% or 3% - Receipt of Bill |
| § 1650.486. Employer Payment of Member's Optional Service, Refund and/or Upgrade Contribution Balance |
| SUBPART F. ANNUITANTS AND BENEFICIARIES |
| § 1650.505. Beneficiary [Repealed] |
| § 1650.510. Re-entry Into Service [Repealed] |
| § 1650.511. Separation from Service |
| § 1650.512. Verification of Compliance with Post-Retirement Employment Limitations |
| § 1650.520. Suspension of Benefits |
| § 1650.530. Power of Attorney |
| § 1650.540. Conservators/Guardians |
| § 1650.550. Presumption of Death |
| § 1650.560. Benefits Payable on Death |
| § 1650.561. Valid Beneficiary Designations |
| § 1650.570. Survivors' Benefits |
| § 1650.571. Payment of Monthly Survivor Benefits to a Trust |
| § 1650.575. Full-time Student - Receipt of Survivors Benefits Until Age 22 |
| § 1650.580. Evidence of Eligibility |
| § 1650.590. Comptroller Offset |
| § 1650.595. Overpayments |
| SUBPART G. ATTORNEY GENERALS' OPINION |
| § 1650.605. Policy of the Board Concerning Attorney Generals' Opinion [Repealed] |
| SUBPART H. ADMINISTRATIVE REVIEW |
| § 1650.610. Staff Responsibility |
| § 1650.620. Right of Appeal |
| § 1650.630. Form of Written Request |
| § 1650.635. Presiding Hearing Officer - Duties and Responsibilities |
| § 1650.640. Prehearing Procedure |
| § 1650.641. Claims Hearing Committee Hearing Packet |
| § 1650.650. Hearing Procedure |
| § 1650.660. Rules of Evidence [Repealed] |
| SUBPART I. AMENDMENT TO BYLAWS AND RULES |
| § 1650.710. Amendments |
| SUBPART J. RULES OF ORDER |
| § 1650.810. Parliamentary Procedure |
| SUBPART K. PUBLIC RECORD REQUESTS |
| § 1650.910. Summary and Purpose [Repealed] |
| § 1650.920. Definitions [Repealed] |
| § 1650.930. Submission of Requests |
| § 1650.940. Form and Content of FOIA Requests [Repealed] |
| § 1650.950. Appeal of a Denial [Repealed] |
| § 1650.960. Executive Director's Response to Appeal [Repealed] |
| § 1650.970. Response to FOIA Requests [Repealed] |
| § 1650.980. Inspection of Records at System Office |
| § 1650.990. Copies of Public Records |
| § 1650.995. Materials Immediately Available |
| SUBPART L. BOARD ELECTION PROCEDURES |
| § 1650.1000. Nomination of Candidates |
| § 1650.1001. Election Date/Election Day – Defined |
| § 1650.1010. Petitions |
| § 1650.1020. Eligible Voters |
| § 1650.1030. Election Materials |
| § 1650.1040. Marking of Ballots |
| § 1650.1050. Return of Ballots |
| § 1650.1060. Observation of Ballot Counting |
| § 1650.1070. Certification of Ballot Counting |
| § 1650.1080. Challenges to Ballot Counting |
| § 1650.1090. Special Election to Fill Un-Expired Term of Elected Trustee |
| SUBPART M. QUALIFIED ILLINOIS DOMESTIC RELATIONS ORDERS |
| § 1650.1110. Definitions |
| § 1650.1111. Requirements for a Valid Qualified Illinois Domestic Relations Order |
| § 1650.1112. Requirements for a Valid QILDRO Calculation Order |
| § 1650.1113. Required Forms |
| § 1650.1114. Filing a QILDRO or a Calculation Order with the System |
| § 1650.1115. Benefits Affected by a QILDRO |
| § 1650.1116. Effect of a Valid QILDRO |
| § 1650.1117. QILDROs Against Persons Who Became Members Prior to July 1, 1999 |
| § 1650.1118. Alternate Payee's Address |
| § 1650.1119. Electing Form of Payment |
| § 1650.1120. Automatic Annual Increases |
| § 1650.1121. Reciprocal Systems QILDRO Policy Statement [Repealed] |
| § 1650.1122. Providing Benefit Information for Divorce Purposes |
| § 1650.1123. Suspension and Expiration of a QILDRO |
| § 1650.1124. Income Tax Reporting |
| § 1650.1125. Lump-Sum Death Benefit Allocation to Alternate Payee |
| SUBPART N. PAYROLL DEDUCTION PROGRAM |
| § 1650.1200. Payroll Deduction Program Guidelines [Repealed] |
| § 1650.1201. Employer Responsibility Under the Payroll Deduction Program [Repealed] |
| § 1650.1202. Payroll Deduction Agreements – Suspensions and Terminations [Repealed] |
| § 1650.1203. Payroll Deduction Program – Full-Time Employment Defined [Repealed] |
| § 1650.1204. Payroll Deduction Program – Disability Defined [Repealed] |
| § 1650.1205. Employer Payment of Member's Optional Service, Refund and/or Upgrade Contribution Balance [Repealed] |
| SUBPART O. RETIREMENT BENEFITS |
| § 1650.2900. Excess Benefit Arrangement |
| SUBPART P. COMPETITIVE SELECTION PROCEDURES FOR INVESTMENT SERVICES |
| § 1650.3000. Summary and Purpose |
| § 1650.3005. Definitions |
| § 1650.3010. Public Markets Manager Database |
| § 1650.3015. Emerging Investment Managers |
| § 1650.3017. Candidate Profile for Investment Manager Searches |
| § 1650.3020. Public Market Searches |
| § 1650.3025. Small and Mid Cap Equity Searches |
| § 1650.3030. Private Market and Commingled Fund Searches |
| § 1650.3032. Co-Investment Opportunities |
| § 1650.3035. Private Market Real Estate Separate Account Searches |
| § 1650.3040. Consultant Searches |
| § 1650.3045. Evaluation by Investment Committee |
| SUBPART Q. PLAN QUALIFICATION |
| § 1650.3100. Summary and Purpose |
| § 1650.3105. Exclusive Benefit Rule |
| § 1650.3110. USERRA (Uniformed Services Employment and Reemployment Rights Act (38 USC 4301-4335)) Compliance |
| § 1650.3115. Required Minimum Distributions |
| § 1650.3120. Federal Contribution and Benefit Limitations |
| § 1650.3125. Mortality Tables and Interest Rates |
| SUBPART R. TIER II MEMBERS AND ANNUITANTS |
| § 1650.3200. Definitions |
| § 1650.3220. Automatic Increase in Tier II Disability Benefits |
| § 1650.3221. Tier II Disability Retirement Annuity Final Average Salary |
| § 1650.3222. Tier II Disability Retirement Annuity Calculation |
| § 1650.3230. Contributions for Tier II Members with Reciprocal Earnings |
| SUBPART S. BUYOUT PROGRAMS |
| § 1650.3300. General Provisions |
| § 1650.3310. Accelerated Annual Increase Buyout Program |
| § 1650.3320. Accelerated Pension Benefit Buyout Program |
| § 1650.3330. QILDRO Administration with Buyout Programs |
|
SOURCE: Filed June 20, 1958; emergency rules adopted at 2 Ill. Reg. 49, p. 249, effective November 29, 1978, for a maximum of 150 days; adopted at 3 Ill. Reg. 9, p. 1, effective March 3, 1979; codified at 8 Ill. Reg. 16350; amended at 9 Ill. Reg. 20885, effective December 17, 1985; amended at 12 Ill. Reg. 16896, effective October 3, 1988; amended at 14 Ill. Reg. 18305, effective October 29, 1990; amended at 15 Ill. Reg. 16731, effective November 5, 1991; amended at 17 Ill. Reg. 1631, effective January 22, 1993; amended at 18 Ill. Reg. 6349, effective April 15, 1994; emergency amendment at 18 Ill. Reg. 8949, effective May 24, 1994, for a maximum of 150 days; emergency modified at 18 Ill. Reg. 12880; amended at 18 Ill. Reg. 15154, effective September 27, 1994; amended at 20 Ill. Reg. 3118, effective February 5, 1996; emergency amendment at 21 Ill. Reg. 483, effective January 1, 1997, for a maximum of 150 days; amended at 21 Ill. Reg. 2422, effective January 31, 1997; amended at 21 Ill. Reg. 4844, effective March 27, 1997; emergency amendment at 21 Ill. Reg. 17159, effective December 9, 1997, for a maximum of 150 days; amended at 22 Ill. Reg. 7243, effective April 9, 1998; emergency amendment at 22 Ill. Reg. 7314, effective April 9, 1998, for a maximum of 150 days; emergency amendment at 22 Ill. Reg. 9374, effective May 14, 1998, for a maximum of 150 days; emergency rule modified in response to JCAR Objection at 22 Ill. Reg. 11640; emergency amendment at 22 Ill. Reg. 13151, effective June 29, 1998, for a maximum of 150 days; amended at 22 Ill. Reg. 15620, effective August 17, 1998; amended at 22 Ill. Reg. 19079, effective October 1, 1998; amended at 22 Ill. Reg. 22090, effective December 1, 1998; amended at 23 Ill. Reg. 3079, effective February 23, 1999; amended at 24 Ill. Reg. 2440, effective January 27, 2000; amended at 24 Ill. Reg. 10300, effective June 26, 2000; amended at 25 Ill. Reg. 203, effective December 22, 2000; amended at 26 Ill. Reg. 2758, effective February 11, 2002; amended at 26 Ill. Reg. 11476, effective July 11, 2002; amended at 27 Ill. Reg. 1668, effective January 17, 2003; amended at 27 Ill. Reg. 9209, effective May 28, 2003; amended at 28 Ill. Reg. 10055, effective June 29, 2004; amended at 29 Ill. Reg. 1546, effective January 14, 2005; amended at 29 Ill. Reg. 13244, effective August 9, 2005; amended at 30 Ill. Reg. 194, effective December 23, 2005; amended at 30 Ill. Reg. 472, effective December 21, 2005; amended at 30 Ill. Reg. 11728, effective June 23, 2006; amended at 30 Ill. Reg. 17525, effective October 18, 2006; amended at 31 Ill. Reg. 10688, effective July 13, 2007; amended at 32 Ill. Reg. 4073, effective February 28, 2008; amended at 32 Ill. Reg. 7979, effective May 6, 2008; amended at 32 Ill. Reg. 13534, effective August 6, 2008; amended at 33 Ill. Reg. 4401, effective March 3, 2009; amended at 33 Ill. Reg. 15863, effective November 2, 2009; amended at 34 Ill. Reg. 4900, effective March 22, 2010; amended at 34 Ill. Reg. 7787, effective May 21, 2010; amended at 35 Ill. Reg. 2413, effective January 21, 2011; amended at 35 Ill. Reg. 2788, effective January 25, 2011; amended at 35 Ill. Reg. 3781, effective February 18, 2011; amended at 35 Ill. Reg. 19541, effective November 18, 2011; amended at 36 Ill. Reg. 7688, effective May 4, 2012; amended at 36 Ill. Reg. 18914, effective December 14, 2012; amended at 37 Ill. Reg. 5150, effective April 4, 2013; amended at 38 Ill. Reg. 21239, effective October 21, 2014; amended at 39 Ill. Reg. 5259, effective March 20, 2015; amended at 39 Ill. Reg. 14989, effective October 30, 2015; amended at 40 Ill. Reg. 14099, effective September 28, 2016; amended at 41 Ill. Reg. 718, effective January 11, 2017; amended at 41 Ill. Reg. 14256, effective November 8, 2017; amended at 42 Ill. Reg. 13666, effective June 29, 2018; amended at 42 Ill. Reg. 22238, effective November 20, 2018; amended at 43 Ill. Reg. 5115, effective April 22, 2019; amended at 43 Ill. Reg. 10791, effective September 23, 2019; amended at 44 Ill. Reg. 7905, effective April 24, 2020; amended at 47 Ill. Reg. 9473, effective June 22, 2023.
|
Notation
AUTHORITY: Implementing and authorized by Articles 1 and 16 of the Illinois Pension Code [40 ILCS 5/Arts. 1 and 16]; Freedom of Information Act [5 ILCS 140]; Internal Revenue Code (26 USC 1 et seq.); Section 5-15 of the Illinois Administrative Procedure Act [5 ILCS 100/5-15].