1. (1) For PERS to process a service retirement application, a person must provide the following necessary information within 85 days of the effective retirement date requested on the application:

   1. (a) Member’s date of birth, including documentary evidence pursuant to OAR 459-013-0040.
   2. (b) Member’s Social Security Number or Individual Taxpayer Identification Number.
   3. (c) Member’s current address.
   4. (d) Signed certification of marital status. If the member is:

   5. (i) Married, the member’s spouse must also sign the certification.

      1. (ii) Married and selects a non-survivorship option or designates someone other than the member’s spouse as the beneficiary:
      2. (A) The member’s spouse must consent to the benefit option and designated beneficiary; and
      3. (B) The member’s spouse’s signature must be notarized.
   6. (e) When member has elected a survivorship benefit, beneficiary’s date of birth and documentary evidence required pursuant to OAR 459-013-0040.
2. (2) If PERS does not receive the information listed in (1) within the designated time frame, or the person has received the maximum number of extensions under (3), PERS will discontinue processing the incomplete application and the person must submit a new application.

3. (3) If a person is unable to provide the information required in (1) within the established time frame, the person may request an extension of time to provide the information.

   1. (a) The request must be in writing.
   2. (b) The request must be received by PERS by the 85th day after the effective date of retirement date requested on the application, or the current anticipated effective retirement date.
   3. (c) The member’s requested or anticipated effective retirement date will be adjusted to the first of the next month following the original requested or current anticipated effective retirement date.
   4. (d) The new effective retirement date established in (3)(c) will be the member’s current anticipated effective retirement date; and
   5. (e) The member may request up to three extensions per service retirement application.

Statutory/Other Authority

ORS 238A.450

Statutes/Other Implemented

ORS 238A.025, ORS 238A.100 & IRC 401(a)(9)

History

PERS 2-2025, adopt filed 03/31/2025, effective 03/31/2025