1. (1) PERS may not provide member information or alternate payee information to anyone other then the member or alternate payee respectively, including representatives of the member or alternate payee, unless PERS receives:

   1. (a) A member release.
   2. (b) An alternate payee release.
   3. (c) A judicial order, subpoena, or administrative order pursuant to OAR 459-060-0030.

2. (2) A subpoena must be made out to the Oregon Public Employees Retirement System and served at PERS Tigard Headquarters. Faxed subpoenas will not be accepted. PERS reserves the right to object to any subpoena for reasons that include but are not limited to:

   1. (a) The subpoena fails to provide a reasonable time for preparation and travel.
   2. (b) The subpoena is otherwise unreasonable or oppressive.
   3. (c) That service was improper.
3. (3) An alternate payee with a final court order that has been received and approved as administrable by PERS may submit a written request for an estimate under the provisions of OAR 459-005-0250(1).

Statutory/Other Authority

ORS 238.465, 238.650 & 238A.450

Statutes/Other Implemented

ORS 238.465

History

PERS 4-2010, f. & cert. ef. 5-28-10
PERS 10-2003, f. & cert. ef. 8-4-03
PERS 5-1996, f. & cert. ef. 6-11-96