Forms and Publications

Early Retirement Incentive Guide Electronic ARP Reporting File Definition Electronic Contribution File Definition Employer Checklist for Onboarding New Employees Employer Compensation Chart: What's New and What's Not Changing Employer Handbook eSERS Guide (Full Version) eSERS Guide (View by Section) eSERS Member Enrollment Upload and File Specifications Guide

Joint Membership: Common Positions for SERS and STRS New Member What is SERS?

Alternative Retirement Plan (ARP) Compensation Disability Tips Employer Checklist Employer Life Cycle Membership Penalties Pick-up Plan Reemployment and Health Care Eligibility School Board Member Service Credit Surcharge

Annual Comprehensive Financial Report – 2015 Annual Comprehensive Financial Report – 2016 Annual Comprehensive Financial Report – 2017 Annual Comprehensive Financial Report – 2018 Annual Comprehensive Financial Report – 2019 Annual Comprehensive Financial Report – 2020 Annual Comprehensive Financial Report – 2021 Annual Comprehensive Financial Report – 2022 Annual Comprehensive Financial Report – 2023 Annual Comprehensive Financial Report – 2024 Annual Comprehensive Financial Report – 2025 GASB Statements Summary Annual Financial Report – 2015 Summary Annual Financial Report – 2016 Summary Annual Financial Report – 2017 Summary Annual Financial Report – 2018 Summary Annual Financial Report – 2019 Summary Annual Financial Report – 2020 Summary Annual Financial Report – 2021 Summary Annual Financial Report – 2022 Summary Annual Financial Report – 2023 Summary Annual Financial Report – 2024 Summary Annual Financial Report – 2025

Employer Bulletin – 10/1/24 Employer Bulletin – 10/30/25 Employer Bulletin – 11/6/23 Employer Bulletin – 2/21/24 Employer Bulletin – 2/27/23 Employer Bulletin – 6/12/25

Employer Hotline – Compensation Definition Change Coming – 1/16/25 Employer Hotline – Compensation Determination Required Documentation – 4/3/25 Employer Hotline – Compensation Rule Change – 12/3/24 Employer Hotline – Compensation Rule Change: Recap – 6/26/25 Employer Hotline – Compensation Rule Updates – 5/15/25

Employer Special Notice – 1/29/26 Employer Special Notice – 2/14/23 Employer Special Notice – 3/18/25 Employer Special Notice – 4/15/26 Employer Special Notice – 4/16/25 Employer Special Notice – 4/17/24 Employer Special Notice – 4/19/23 Employer Special Notice – 6/1/23 Employer Special Notice – 6/1/26 Employer Special Notice – 6/2/25 Employer Special Notice – 6/3/24 Employer Special Notice – 7/28/25 Employer Special Notice – 7/29/24 Employer Special Notice – 7/31/23

eSERS Hotline – 10/24/23 eSERS Hotline – 2/9/26 eSERS Hotline – 3/25/26 eSERS Hotline – 5/20/24 eSERS Hotline – 6/22/23 eSERS Hotline – 7/20/23 eSERS Hotline – 8/4/23

How to: Adjust Days and Hours How to: Apply Credit Memos How to: Contribution Copy Forward How to: Create Adjustments How to: Create Special Pay How to: Earning Codes for Contribution Reporting How to: Employer Statement How to: eSERS Registration and Login How to: Extend a Payroll Schedule How to: Manage Payroll Schedules for a Three-Week Pay Period How to: Pick-up Plan Submission How to: Pull Reports from eSERS How to: Resolve Common Contribution File Errors How to: Submit a Zero File for a Contribution

Certification of Salary for Non-Contributing Service (SCP-0017) Employee Statement Concerning Employment in a Job Not Covered by Social Security (SSA-1945) ERI – Intent to Participate (BEN-0032) ERI – Notice of Adoption (EMP-7028) eSERS – Employer Web Administrator Registration (EMP-7014) Membership Determination Form (EMP-7010) Membership Exemption Form (EMP-7012) New School or Governing Board Member Election for Membership to SERS (EMP-7013) Notice of Employment or Reclassification of Employee Eligible for ARP (EMP-7023) Reemployed Retiree Notification Form (EMP-7011) Retirement Plan Election Form (For Employees Eligible for ARP) (20-487b, ARP-3)

Onboarding New Employees – August 2023 Onboarding New Employees – August 2024 Onboarding New Employees – August 2025 Partnering with SERS to Help Your Staff – April 2026 Preparing Your Employees for Retirement – April 2025