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An act relating to the Teachers' Retirement System of 7 Oklahoma, the official text

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RBS No. 3031

1                           STATE OF OKLAHOMA

1

2                  2nd Session of the 60th Legislature (2026)

2

3 SENATE BILL 2039              By: Goodwin
3

4
4

5
5

6                           AS INTRODUCED

6

7   An Act relating to the Teachers' Retirement System of

7   Oklahoma; amending 62 O.S. 2021, Section 3103, as

8   last amended by Section 1, Chapter 357, O.S.L. 2024

8   (62 O.S. Supp. 2025, Section 3103), which relates to

9   the Oklahoma Pension Legislation Actuarial Analysis

9   Act; modifying term; amending 70 O.S. 2021, Section

10  17-116.2, which relates to retirement allowance;

10  defining certain term for purpose of purchasing

11  service credits; allowing for retired members to

11  purchase service credits at certain rate; updating

12  statutory language; updating statutory reference;

12  providing effective dates; and declaring an

13  emergency.

13

14
14

15 BE IT ENACTED BY THE PEOPLE OF THE STATE OF OKLAHOMA:
15

16  SECTION 1.      AMENDATORY  62 O.S. 2021, Section 3103, as

16

17 last amended by Section 1, Chapter 357, O.S.L. 2024 (62 O.S. Supp.
17

18 2025, Section 3103), is amended to read as follows:
18

19  Section 3103. As used in the Oklahoma Pension Legislation

19

20 Actuarial Analysis Act:
20

21  1. "Amendment" means any amendment, including a substitute

21

22 bill, made to a retirement bill by any committee of the Oklahoma
22

23 House of Representatives or Oklahoma State Senate, any conference
23

24
24

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1 committee of the House of Representatives or Senate, or by the House
1
2 of Representatives or Senate;
2

3   2. "RB number" means that number preceded by the letters "RB"

3

4 assigned to a retirement bill by the respective staffs of the
4

5 Oklahoma State Senate and the Oklahoma House of Representatives when
5

6 the respective staff office prepares a retirement bill for a member
6

7 of the Legislature;
7

8   3. "Legislative Actuary" means the firm or entity that enters

8

9 into a contract with the Legislative Service Bureau pursuant to
9

10 Section 452.15 of Title 74 of the Oklahoma Statutes to provide the
10

11 actuarial services and other duties provided for in the Oklahoma
11

12 Pension Legislation Actuarial Analysis Act;
12

13  4. "Nonfiscal amendment" means an amendment to a retirement

13

14 bill having a fiscal impact, which amendment does not change any
14

15 factor of an actuarial investigation specified in subsection A of
15

16 Section 3109 of this title;
16

17  5. "Nonfiscal retirement bill" means a retirement bill:

17

18  a. which does not affect the cost or funding factors of a

18

19                 retirement system,

19

20  b. which affects such factors only in a manner which does

20

21                 not:

21

22                 (1) grant a benefit increase under the retirement

22

23                       system affected by the bill,

23

24
24

    Req. No. 3031                                      Page 2
                                          RBS No. 3031

1                  (2) create an actuarial accrued liability for or

1

2                  increase the actuarial accrued liability of the

2

3                  retirement system affected by the bill, or

3

4                  (3) increase the normal cost of the retirement system

4

5                  affected by the bill,

5

6   c. which authorizes the purchase by an active member of

6

7                  the retirement system, at the actuarial cost for the

7

8                  purchase as computed pursuant to the statute in effect

8

9                  on the effective date of the measure allowing such

9

10                 purchase, of years of service for purposes of reaching

10

11                 a normal retirement date in the applicable retirement

11

12                 system, but which cannot be used in order to compute

12

13                 the number of years of service for purposes of

13

14                 computing the retirement benefit for the member,

14

15  d. which provides for the computation of a service-

15

16                 connected disability retirement benefit for members of

16

17                 the Oklahoma Law Enforcement Retirement System

17

18                 pursuant to Section 2-305 of Title 47 of the Oklahoma

18

19                 Statutes if the members were unable to complete twenty

19

20                 (20) years of service as a result of the disability,

20

21  e. which requires membership in the defined benefit plan

21

22                 authorized by Section 901 et seq. of Title 74 of the

22

23                 Oklahoma Statutes for persons whose first elected or

23

24                 appointed service occurs on or after November 1, 2018,

24

    Req. No. 3031                         Page 3
                                                             RBS No. 3031

1                  if such persons had any prior service in the Oklahoma

1

2                  Public Employees Retirement System prior to November

2

3                  1, 2015,

3

4   f. which provides for a one-time increase in retirement

4

5                  benefits if the increase in retirement benefits is not

5

6                  a permanent increase in the gross annual retirement

6

7                  benefit payable to a member or beneficiary, occurs

7

8                  only once pursuant to a single statutory

8

9                  authorization, and does not exceed:

9

10                 (1) the lesser of two percent (2%) of the gross

10

11                 annual retirement benefit of the member or One

11

12                 Thousand Dollars ($1,000.00) and requires that

12

13                 the benefit may only be provided if the funded

13

14                 ratio of the affected retirement system would not

14

15                 be less than sixty percent (60%) but not greater

15

16                 than eighty percent (80%) after the benefit

16

17                 increase is paid,

17

18                 (2) the lesser of two percent (2%) of the gross

18

19                 annual retirement benefit of the member or One

19

20                 Thousand Two Hundred Dollars ($1,200.00) and

20

21                 requires that the benefit may only be provided if

21

22                 the funded ratio of the affected retirement

22

23                 system would be greater than eighty percent (80%)

23

24
24

    Req. No. 3031                                            Page 4
                                                          RBS No. 3031

1                  but not greater than one hundred percent (100%)

1

2                  after the benefit increase is paid,

2

3                  (3) the lesser of two percent (2%) of the gross

3

4                  annual retirement benefit of the member or One

4

5                  Thousand Four Hundred Dollars ($1,400.00) and

5

6                  requires that the benefit may only be provided if

6

7                  the funded ratio of the affected retirement

7

8                  system would be greater than one hundred percent

8

9                  (100%) after the benefit increase is paid, or

9

10                 (4) the greater of two percent (2%) of the gross

10

11                 annual retirement benefit of the volunteer

11

12                 firefighter or One Hundred Dollars ($100.00) for

12

13                 persons who retired from the Oklahoma

13

14                 Firefighters Pension and Retirement System as

14

15                 volunteer firefighters and who did not retire

15

16                 from the Oklahoma Firefighters Pension and

16

17                 Retirement System as a paid firefighter.

17

18                 As used in this subparagraph, "funded ratio" means the

18

19                 figure derived by dividing the actuarial value of

19

20                 assets of the applicable retirement system by the

20

21                 actuarial accrued liability of the applicable

21

22                 retirement system,

22

23  g. which modifies the disability pension standard for

23

24                 police officers who are members of the Oklahoma Police

24

    Req. No. 3031                                                 Page 5
                                                              RBS No. 3031

1                  Pension and Retirement System as provided by Section

1

2                  50-115 of Title 11 of the Oklahoma Statutes,

2

3   h. which provides a cost-of-living benefit increase

3

4                  pursuant to the provisions of:

4

5                  (1) Section 49-143.7 of Title 11 of the Oklahoma

5

6                  Statutes,

6

7                  (2) Section 50-136.9 of Title 11 of the Oklahoma

7

8                  Statutes,

8

9                  (3) Section 1104K of Title 20 of the Oklahoma

9

10                 Statutes,

10

11                 (4) Section 2-305.12 of Title 47 of the Oklahoma

11

12                 Statutes,

12

13                 (5) Section 17-116.22 of Title 70 of the Oklahoma

13

14                 Statutes, or

14

15                 (6) Section 930.11 of Title 74 of the Oklahoma

15

16                 Statutes,

16

17  i. which modifies the computation of the line-of-duty

17

18                 disability benefit pursuant to Sections 50-101 and 50-

18

19                 115 of Title 11 of the Oklahoma Statutes,

19

20  j. which allows the purchase of military prior service

20

21                 credit pursuant to the provisions of this act section

21

22                 and Section 49-138 of Title 11 of the Oklahoma

22

23                 Statutes,

23

24
24

    Req. No. 3031                                                Page 6
                                                 RBS No. 3031

1   k. which increases the computation factor used to

1

2                  calculate the accrued retirement benefit and normal

2

3                  disability benefit pursuant to Section 50-101 of Title

3

4                  11 of the Oklahoma Statutes,

4

5   l. which increases the municipal contribution, employee

5

6                  contribution, or both for members of the Oklahoma

6

7                  Police Pension and Retirement System pursuant to

7

8                  Sections 50-109 and 50-110 of Title 11 of the Oklahoma

8

9                  Statutes, or

9

10  m. which modifies the computation of a retirement annuity

10

11                 pursuant to Section 50-111.1 of Title 11 of the

11

12                 Oklahoma Statutes, or

12

13  n. which relates to the purchase of service credits, as

13

14                 provided for in Section 17-116.2 of Title 70 of the

14

15                 Oklahoma Statutes.

15

16 A nonfiscal retirement bill shall include any retirement bill that
16

17 has as its sole purpose the appropriation or distribution or
17

18 redistribution of monies in some manner to a retirement system for
18

19 purposes of reducing the unfunded liability of such system or the
19

20 earmarking of a portion of the revenue from a tax to a retirement
20

21 system or increasing the percentage of the revenue earmarked from a
21

22 tax to a retirement system;
22

23  6. "Reduction-in-cost amendment" means an amendment to a

23

24 retirement bill having a fiscal impact which reduces the cost of the
24

    Req. No. 3031                                Page 7
                                   RBS No. 3031

1 bill as such cost is determined by the actuarial investigation for
1
2 the bill prepared pursuant to Section 3109 of this title;
2

3   7. "Retirement bill" means any bill or joint resolution

3

4 introduced or any bill or joint resolution amended by a member of
4

5 the Legislature which creates or amends any law directly affecting a
5

6 retirement system. A retirement bill shall not mean a bill or
6

7 resolution that impacts the revenue of any state tax in which a
7

8 portion of the revenue generated from such tax is earmarked for the
8

9 benefit of a retirement system;
9

10  8. "Retirement bill having a fiscal impact" means any

10

11 retirement bill creating or establishing a retirement system and any
11

12 other retirement bill other than a nonfiscal retirement bill; and
12

13  9. "Retirement system" means the Teachers' Retirement System of

13

14 Oklahoma, the Oklahoma Public Employees Retirement System, the
14

15 Uniform Retirement System for Justices and Judges, the Oklahoma
15

16 Firefighters Pension and Retirement System, the Oklahoma Police
16

17 Pension and Retirement System, the Oklahoma Law Enforcement
17

18 Retirement System, or a retirement system established after January
18

19 1, 2006.
19

20  SECTION 2.     AMENDATORY      70 O.S. 2021, Section 17-116.2, is

20

21 amended to read as follows:
21

22  Section 17-116.2. A. 1. Beginning July 1, 1987, and prior to

22

23 July 1, 1995, a member who retires on or after the member's normal
23

24 retirement age or whose retirement is because of disability shall
24

    Req. No. 3031                                               Page 8
                                                       RBS No. 3031

1 receive an annual allowance for life, payable monthly, in an amount
1
2 equal to two percent (2%) of the member's highest three-year average
2

3 salary upon which member contributions were made, multiplied by the
3

4 number of the member's years of creditable service.
4

5   A classified member who retired prior to July 1, 1986, shall

5

6 have the member's retirement allowance calculated on a minimum
6

7 average salary of Eleven Thousand Five Hundred Dollars ($11,500.00)
7

8 or on the member's current minimum average salary plus Two Thousand
8

9 Dollars ($2,000.00), whichever is greater. Beginning July 1, 1994,
9

10 a classified member who retired prior to July 1, 1993, shall have
10

11 the member's retirement allowance calculated on the member's current
11

12 minimum average salary plus Five Hundred Fifty Dollars ($550.00).
12

13 An unclassified member who retired prior to July 1, 1986, shall have
13

14 the member's retirement allowance calculated on a minimum average
14

15 salary of Nine Thousand Five Hundred Dollars ($9,500.00) or on the
15

16 member's current minimum average salary plus One Thousand Dollars
16

17 ($1,000.00), whichever is greater. Beginning July 1, 1994, an
17

18 unclassified member who retired prior to July 1, 1993, shall have
18

19 the member's retirement allowance calculated on the member's current
19

20 minimum average salary plus Two Hundred Seventy-five Dollars
20

21 ($275.00). Those individuals receiving benefits pursuant to
21

22 subsection (3) of Section 17-105 of this title whose benefits
22

23 commenced prior to July 1, 1993, shall receive an increase in
23

24
24

    Req. No. 3031                                      Page 9
                                                              RBS No. 3031

1 benefits of two and one-half percent (2 1/2%). No retirement
1
2 benefit payments shall be made retroactively.
2

3   For those members retiring before normal retirement age, except

3

4 for those members retiring because of a disability, the retirement
4

5 allowance shall be subject to adjustment in accordance with the
5

6 actuarial equivalent factors adopted by the Board of Trustees.
6

7   2. Beginning July 1, 1995, a member, who has no service

7

8 performed on or after July 1, 1995, for an entity or institution
8

9 within The Oklahoma State System of Higher Education, who retires on
9

10 or after the member's normal retirement age or whose retirement is
10

11 because of disability shall receive an annual allowance for life,
11

12 payable monthly as follows:
12

13  a. if the member becomes a member after June 30, 1995,

13

14                 and was not eligible to become a member prior to July

14

15                 1, 1995, in an amount equal to two percent (2%) of the

15

16                 member's average salary upon which member

16

17                 contributions were made, multiplied by the number of

17

18                 the member's years of creditable service, or

18

19  b. if the member became a member or is eligible to become

19

20                 a member prior to July 1, 1995, and elected to have a

20

21                 maximum compensation level in excess of Twenty-five

21

22                 Thousand Dollars ($25,000.00) pursuant to paragraph 1

22

23                 of subsection C of this section or pursuant to

23

24                 subsection E of this section, or if the member's

24

    Req. No. 3031                                                Page 10
                                                               RBS No. 3031

1                  salary has never exceeded Twenty-five Thousand Dollars

1

2                  ($25,000.00) prior to July 1, 1995, in an amount equal

2

3                  to:

3

4                  (1) two percent (2%) of the member's average salary

4

5                       upon which member contributions were made not to

5

6                       exceed Forty Thousand Dollars ($40,000.00),

6

7                       multiplied by the number of the member's years of

7

8                       credited service authorized and performed prior

8

9                       to July 1, 1995, plus any years of prior service

9

10                      authorized under this title, plus

10

11                 (2) two percent (2%) of the member's average salary

11

12                      upon which member contributions were made,

12

13                      multiplied by the number of the member's years of

13

14                      credited service authorized and performed after

14

15                      June 30, 1995, or

15

16  c. if the member became a member or is eligible to become

16

17                 a member prior to July 1, 1995, and was eligible to

17

18                 elect to have a maximum compensation level in excess

18

19                 of Twenty-five Thousand Dollars ($25,000.00) and did

19

20                 not elect or elected not to have a maximum

20

21                 compensation level of Forty Thousand Dollars

21

22                 ($40,000.00) pursuant to paragraph 1 of subsection C

22

23                 of this section or pursuant to subsection E of this

23

24                 section, in an amount equal to:

24

    Req. No. 3031                                                Page 11
                                                           RBS No. 3031

1                  (1) two percent (2%) of the member's average salary

1

2                       upon which member contributions were made not to

2

3                       exceed Twenty-five Thousand Dollars ($25,000.00),

3

4                       multiplied by the number of the member's years of

4

5                       credited service authorized and performed prior

5

6                       to July 1, 1995, plus any years of prior service

6

7                       authorized under this title, plus

7

8                  (2) two percent (2%) of the member's average salary

8

9                       upon which member contributions were made,

9

10                      multiplied by the number of the member's years of

10

11                      credited service authorized and performed after

11

12                      June 30, 1995.

12

13  B. Except as otherwise provided for in this section, the amount

13

14 contributed by each member to the retirement system shall be:
14

15  1. Beginning July 1, 1992, through June 30, 1996, six percent

15

16 (6%) of the regular annual compensation of such member not in excess
16

17 of Twenty-five Thousand Dollars ($25,000.00) and beginning July 1,
17

18 1995, through June 30, 1996, six percent (6%) of the maximum
18

19 compensation level;
19

20  2. Beginning July 1, 1996, through June 30, 1997, six and one-

20

21 half percent (6 1/2%) of the regular annual compensation of members,
21

22 who are not employed by an entity or institution within The Oklahoma
22

23 State System of Higher Education not in excess of Twenty-five
23

24 Thousand Dollars ($25,000.00) and beginning July 1, 1996, through
24

    Req. No. 3031                                          Page 12
                                                 RBS No. 3031

1 June 30, 1997, six and one-half percent (6 1/2%) of the regular
1
2 annual compensation of members, who are employed by an entity or
2

3 institution within The Oklahoma State System of Higher Education,
3

4 not in excess of Twenty-five Thousand Dollars ($25,000.00);
4

5   3. Beginning July 1, 1997, seven percent (7%) of the regular

5

6 annual compensation of the member not in excess of any applicable
6

7 maximum compensation level of the member; and
7

8   4. All public schools in this state shall treat the employee

8

9 contributions as being picked up under the provisions of Section 414
9

10 (h)(2) of the Internal Revenue Code of 1986 in determining tax
10

11 treatment.
11

12 Subject to Internal Revenue Service approval, paragraph 4 of this
12

13 subsection shall not apply to a comprehensive university group
13

14 established on or before July 1, 1998, whose employee contributions
14

15 were consistently treated as not picked up as of July 1, 1998, and
15

16 at all times thereafter.
16

17  C. 1. Prior to July 1, 1995, an active member of the System

17

18 may elect to have a maximum compensation level of Forty Thousand
18

19 Dollars ($40,000.00). Such an election shall be made in writing and
19

20 filed with the System. Members whose salaries are in excess of
20

21 Twenty-five Thousand Dollars ($25,000.00) on July 20, 1987, shall
21

22 file the election with the System prior to January 1, 1988. Members
22

23 whose salaries exceed Twenty-five Thousand Dollars ($25,000.00)
23

24 after July 20, 1987, shall file the election when the salary exceeds
24

    Req. No. 3031                                Page 13
                                                       RBS No. 3031

1 Twenty-five Thousand Dollars ($25,000.00). If a member makes such
1
2 an election, the member shall contribute the following amounts:
2

3   a. beginning July 1, 1992, through June 30, 1993, eleven

3

4                  percent (11%) of the regular annual compensation of

4

5                  such member that is in excess of Twenty-five Thousand

5

6                  Dollars ($25,000.00) and is not in excess of Forty

6

7                  Thousand Dollars ($40,000.00),

7

8   b. beginning July 1, 1993, through June 30, 1994, nine

8

9                  percent (9%) of the regular annual compensation of

9

10                 such member that is in excess of Twenty-five Thousand

10

11                 Dollars ($25,000.00) and is not in excess of Forty

11

12                 Thousand Dollars ($40,000.00), and

12

13  c. beginning July 1, 1994, through June 30, 1995, eight

13

14                 percent (8%) of the regular annual compensation of

14

15                 such member that is in excess of Twenty-five Thousand

15

16                 Dollars ($25,000.00) and is not in excess of Forty

16

17                 Thousand Dollars ($40,000.00). Except as provided in

17

18                 subsection E of this section, any such election shall

18

19                 be irrevocable.

19

20  2. After June 30, 1995, in addition to the amount contributed

20

21 by each member to the retirement system pursuant to subsection B of
21

22 this section, the total amount contributed by each member to the
22

23 retirement system shall include, beginning July 1, 1995, through
23

24 June 30, 1997, seven percent (7%) of the regular annual compensation
24

    Req. No. 3031                                      Page 14
                   RBS No. 3031

1 of each member, who is not employed by an entity or institution
1
2 within The Oklahoma State System of Higher Education, that is in
2

3 excess of Twenty-five Thousand Dollars ($25,000.00) and beginning
3

4 July 1, 1996, through June 30, 1997, seven percent (7%) of the
4

5 regular annual compensation of each member who is employed by an
5

6 entity or institution within The Oklahoma State System of Higher
6

7 Education in excess of Twenty-five Thousand Dollars ($25,000.00),
7

8 but not in excess of any applicable maximum compensation level of
8

9 the member.
9

10  D. 1. Any member who was a contributing member of the

10

11 Retirement System between July 1, 1987, and June 30, 1995, who at
11

12 the time the member was eligible to make an election to increase the
12

13 maximum compensation level of the member, failed to make an election
13

14 or chose not to increase the maximum compensation level of the
14

15 member to Forty Thousand Dollars ($40,000.00), may elect to make
15

16 back contributions to the Retirement System. The member shall
16

17 complete a new election form and file with the Board of Trustees,
17

18 the form and a payment equaling the difference between the amount
18

19 contributed at the twenty-five-thousand-dollar level and the
19

20 appropriate contribution on compensation in excess of Twenty-five
20

21 Thousand Dollars ($25,000.00) up to a maximum of Forty Thousand
21

22 Dollars ($40,000.00) shall be made prior to the official retirement
22

23 date of the member. The required payment shall include any
23

24 contribution required by the employing school district, and shall
24

    Req. No. 3031  Page 15
                                                              RBS No. 3031

1 include interest compounded annually at ten percent (10%) per annum
1
2 of both employer and employee contributions.
2

3   2. Any changes made pursuant to this subsection shall be

3

4 irrevocable.
4

5   E. 1. An individual who withdrew from the Teachers' Retirement

5

6 System and whose salary was in excess of Seven Thousand Eight
6

7 Hundred Dollars ($7,800.00) and had elected to contribute only on
7

8 Seven Thousand Eight Hundred Dollars ($7,800.00) before his or her
8

9 withdrawal shall contribute on the earning ceiling as provided for
9

10 in this section on his or her reentry into membership in the
10

11 Teachers' Retirement System.
11

12  2. An individual who elected to contribute on a maximum of

12

13 Seven Thousand Eight Hundred Dollars ($7,800.00) per annum shall,
13

14 beginning July 1, 1979, contribute on his or her earning ceiling as
14

15 provided for in this section.
15

16  3. Any member who elected to contribute on Seven Thousand Eight

16

17 Hundred Dollars ($7,800.00) prior to January 1, 1978, and whose
17

18 salary was more than Seven Thousand Eight Hundred Dollars
18

19 ($7,800.00) during the school years 1974-75 through 1978-79 may
19

20 elect to make back contributions to the retirement system by paying
20

21 the five percent (5%) contributions on the difference between Seven
21

22 Thousand Eight Hundred Dollars ($7,800.00) and the actual salary of
22

23 the member, not to exceed Ten Thousand Dollars ($10,000.00) for each
23

24 applicable school year, plus interest compounded annually at ten
24

    Req. No. 3031                                             Page 16
                  RBS No. 3031

1 percent (10%) per annum. Such payment shall be made prior to the
1
2 official retirement date of the member.
2

3  F. Each employer shall cause to be deducted from the salary of

3

4 each member on each and every payroll of such employer for each and
4

5 every payroll period, the proper percentage of his or her earnable
5

6 compensation as provided for in subsection B or subsection C of this
6

7 section.
7

8  1. Deductions shall begin with the first payroll period of the

8

9 school year. In determining the amount earnable by a member in a
9

10 payroll period, the Board of Trustees shall consider the rate of
10

11 annual compensation payable to such member on the first day of the
11

12 payroll period as continuing throughout such payroll period, and it
12

13 may omit deductions from compensation for any period less than a
13

14 full period, and to facilitate the making of deductions, it may
14

15 modify the deduction required of any member by such an amount as
15

16 shall not exceed one-tenth of one percent (1/10 of 1%) of the annual
16

17 compensation upon the basis of which such deduction is to be made.
17

18 Prior to January 1, 1991, any active contributing member who joined
18

19 the System subsequent to July 1, 1943, may pay the normal cost,
19

20 which shall mean the single sum which would have been paid under
20

21 existing statutes at the time the service was performed, plus
21

22 interest, for years of teaching service in Oklahoma from the date of
22

23 establishment of the System in 1943 to date of membership, in a lump
23

24 sum, or in installments equal to establishing one (1) year of
24

   Req. No. 3031  Page 17
                   RBS No. 3031

1 creditable service. Effective January 1, 1991, any active
1
2 contributing member who joined the System subsequent to July 1,
2

3 1943, may pay the amount determined by the Board of Trustees
3

4 pursuant to Section 17-116.8 of this title for years of teaching
4

5 service in Oklahoma from the date of establishment of the System in
5

6 1943 to date of membership, in a lump sum, or in installments equal
6

7 to establishing one (1) year of creditable service. For purposes of
7

8 this option, teaching service in Oklahoma shall include the teaching
8

9 of vocational agricultural courses within Oklahoma for the federal
9

10 government. Years for which contributions are paid shall count as
10

11 membership service under this plan. A member may receive credit for
11

12 not more than five (5) years of teaching service rendered while in
12

13 the Peace Corps or in the public schools of a territory of the
13

14 United States or the public schools, American Military Dependent
14

15 Schools or state colleges or state universities outside this state
15

16 by paying his or her contributions, plus interest, and membership
16

17 fees to the retirement system, subject to the regulations of the
17

18 Board of Trustees, providing he or she is not receiving and is not
18

19 eligible to receive retirement credit or benefits from said service
19

20 in any other public retirement system of this state, or any other
20

21 state or territory of the United States subject to the following
21

22 provisions:
22

23  a. the The member is required to have two (2) years of

23

24                 employed service teaching earned in Oklahoma for each

24

    Req. No. 3031  Page 18
                             RBS No. 3031

1                  year of Peace Corps, territorial, out-of-state,

1

2                  noncovered in-state or military membership credit

2

3                  granted.

3

4   b. prior Prior to January 1, 1991, the out-of-state or

4

5                  noncovered in-state payment shall be the normal cost,

5

6                  which means the single sum which would have been paid

6

7                  under existing law at the time the service was

7

8                  performed, plus interest, on the basis of what his or

8

9                  her annual salary would have been in Oklahoma or out

9

10                 of state, whichever is greater, had he or she been

10

11                 employed as a teacher. Effective January 1, 1991, the

11

12                 Peace Corps, territorial, out-of-state or noncovered

12

13                 in-state payment shall be the amount determined by the

13

14                 Board of Trustees pursuant to Section 17-116.8 of this

14

15                 title.

15

16  2. In addition to the deductions hereinabove provided for, any

16

17 member who becomes a member of the Armed Forces of the United States
17

18 of America during any period of national emergency, including World
18

19 War II, the Korean conflict, the Vietnam conflict or others as may
19

20 be determined by the Board of Trustees, or whose entrance into or
20

21 training for the teaching profession was interrupted by his or her
21

22 entrance into the Armed Forces, and who was or shall have become a
22

23 member of the Teachers' Retirement System shall be granted the
23

24 privilege of making up his or her five percent (5%) contributions as
24

    Req. No. 3031            Page 19
                           RBS No. 3031

1 provided for in this section until January 1, 1991, for not to
1
2 exceed five (5) years of service in the Armed Forces by electing to
2

3 pay said contributions on the basis of the rate of pay in his or her
3

4 contract as a teacher at the time his or her service in the Armed
4

5 Forces commenced or in the case of a teacher who was not teaching
5

6 prior to entering the Armed Forces, on the basis of the salary of
6

7 the first year of teaching after being honorably discharged from the
7

8 Armed Forces. Effective January 1, 1991, the member will receive
8

9 such service upon payment of the amount determined by the Board of
9

10 Trustees pursuant to Section 17-116.8 of this title. Such
10

11 contributions shall be credited in the regular manner, and the
11

12 period for which said contributions were paid shall be counted as
12

13 creditable years of service and allocated to the period during which
13

14 the military service was rendered, except that the period for which
14

15 contributions were paid must have been continuous and shall be
15

16 credited in the aggregate, regardless of fiscal year limitations.
16

17 Notwithstanding any provision herein to the contrary, contributions,
17

18 benefits, and service credit with respect to qualified military
18

19 service as defined by Section 414(u) of the Internal Revenue Code of
19

20 1986 shall be provided in accordance with Section 414(u) of the
20

21 Internal Revenue Code.
21

22  3. Retirement benefits for all service credits purchased

22

23 pursuant to this subsection shall be determined in accordance with
23

24 the provisions of paragraph 2 of this subsection. For the purposes
24

    Req. No. 3031                                             Page 20
                                      RBS No. 3031

1 of purchasing service credits for prior military service, the term
1
2 "salary" shall solely mean the member's verified compensation during
2

3 the period of active military service, as provided in paragraph 2 of
3

4 this subsection.
4

5   G. Effective July 1, 2004, the total creditable service of a

5

6 member who retires or terminates employment and elects a vested
6

7 benefit shall include not to exceed one hundred twenty (120) days of
7

8 unused sick leave accumulated subsequent to August 1, 1959. Twenty
8

9 (20) days of unused sick leave shall equal one (1) month for
9

10 purposes of creditable service credit. If the member becomes a
10

11 member or was eligible to become a member prior to July 1, 1995, the
11

12 year of credit received in this section shall be treated as service
12

13 earned prior to July 1, 1995. This subsection shall apply to
13

14 members retiring or vesting on or after the effective date of this
14

15 act and shall not be retroactive.
15

16  H. Any member who:

16

17  1. Shall be absent from the teaching service because of

17

18 election to the State Legislature or appointment to the executive
18

19 branch in an education-related capacity shall be allowed thirty (30)
19

20 days from the date as of which the person is officially elected or
20

21 appointed to file an election with the Teachers' Retirement System
21

22 to retain his or her membership in the Teachers' Retirement System
22

23 upon payment of the contribution required of other members and
23

24 employers of said members as provided for in this section and his or
24

    Req. No. 3031                     Page 21
                                 RBS No. 3031

1 her service credits shall continue to be accumulated during such
1
2 absence, provided he or she is not receiving retirement credits or
2

3 benefits from said service beginning after July 1, 1992, in other
3

4 public retirement systems; or
4

5  2. Became an employee of the Oklahoma Commission for Teacher

5

6 Preparation on or subsequent to June 1, 2001, but prior to July 1,
6

7 2002, who was previously employed by a participating employer within
7

8 the Teachers' Retirement System of Oklahoma, may elect to cancel any
8

9 accumulated service credit accrued within the Oklahoma Public
9

10 Employees Retirement System on or after June 1, 2001, but prior to
10

11 July 1, 2002, by filing an election with the Oklahoma Public
11

12 Employees Retirement System for the cancellation of such service
12

13 credit. The election shall be irrevocable and shall require the
13

14 Oklahoma Public Employees Retirement System to transfer all
14

15 accumulated employer and employee contributions made on behalf of or
15

16 by the person making such election to the Teachers' Retirement
16

17 System for such period of time. The Teachers' Retirement System
17

18 shall compute the employee contributions that would have been made
18

19 to the System by such employee if the contributions had been
19

20 computed pursuant to this section. In order to receive the full
20

21 amount of creditable service for the period of time on or after June
21

22 1, 2001, but not later than June 30, 2002, the employee shall be
22

23 required to pay any difference between the transferred employee
23

24 contributions and the amount computed by the Teachers' Retirement
24

   Req. No. 3031                 Page 22
                                                        RBS No. 3031

1 System. The employee may make payment of any required amount in the
1
2 manner provided by and subject to the requirements of Section 17-
2

3 116.8 of this title. After payment of all required employee
3

4 contributions, the Teachers' Retirement System shall credit the
4

5 period of time represented by the transferred employee contributions
5

6 as creditable service within the meaning of Section 17-101 of this
6

7 title. After the transfer of the employee contributions, the
7

8 Oklahoma Public Employees Retirement System shall cancel any service
8

9 credit previously accumulated for the period of time represented by
9

10 such transferred employee contributions. Any person who makes the
10

11 election provided for by this paragraph, and who continues
11

12 employment with the Oklahoma Commission for Teacher Preparation on
12

13 or after July 1, 2002, shall continue to accrue service credit in
13

14 the Teachers' Retirement System of Oklahoma. The employer shall
14

15 make employer contributions according to the requirements of Section
15

16 17-108.1 of this title and shall provide for the deduction of
16

17 employee contributions as required by this section.
17

18  I. Any member who shall be absent from the teaching service

18

19 because of election or appointment as a local, state or national
19

20 education association officer, prior to January 1, 2011, shall be
20

21 allowed to retain his or her membership in the Teachers' Retirement
21

22 System upon payment of the contribution required of other members
22

23 and employers of said members as provided for in this section and
23

24 his or her service credits shall continue to be accumulated during
24

    Req. No. 3031                                              Page 23
                  RBS No. 3031

1 such absence. Provided, however, any one such absence shall not
1
2 exceed twelve (12) continuous years. No member who has less than
2

3 ten (10) years of contributory service on July 1, 1994, may make
3

4 this election after June 30, 1994. Members contributing to the
4

5 System on July 1, 1994, may continue to contribute under this
5

6 subsection until they have completed eight (8) years allowed by this
6

7 subsection. The member may file for retirement when otherwise
7

8 eligible for retirement as provided by Section 17-105 of this title.
8

9  J. A member may receive credit for those years of service

9

10 accumulated by the member while employed by an entity which is a
10

11 participating employer in the Oklahoma Firefighters Pension and
11

12 Retirement System, the Oklahoma Police Pension and Retirement
12

13 System, the Uniform Retirement System for Justices and Judges, the
13

14 Oklahoma Law Enforcement Retirement System, or the Oklahoma Public
14

15 Employees Retirement System, if the member is not receiving or
15

16 eligible to receive retirement credit or benefits from said service
16

17 in any other public retirement system. A member also may receive
17

18 credit for those years of service with the Department of Wildlife
18

19 Conservation or with an employer that is a participating employer
19

20 within one of the state retirement systems specifically referred to
20

21 in this section when at the time of such service by the member the
21

22 employer was not such a participating employer, if the member is not
22

23 receiving or eligible to receive retirement credit or benefits from
23

24 said service in any other public retirement system. To receive the
24

   Req. No. 3031  Page 24
                                                       RBS No. 3031

1 service credit provided in this subsection, the member shall pay the
1
2 amount determined by the Board of Trustees pursuant to Section 17-
2

3 116.8 of this title. For purposes of this subsection, creditable
3

4 service transferred from the Oklahoma Public Employees Retirement
4

5 System shall include service authorized under paragraph (f) of
5

6 subsection (2) of Section 913 of Title 74 of the Oklahoma Statutes
6

7 as amended from time to time. Members who retire prior to July 1,
7

8 1993, shall have their monthly benefit adjusted to include all
8

9 services accrued under paragraph (f) of subsection (2) of Section
9

10 913 of Title 74 of the Oklahoma Statutes. Provided however, any
10

11 adjustment of existing retirement benefits caused by reason of
11

12 inclusion of such service authorized under paragraph (f) of
12

13 subsection (2) of Section 913 of Title 74 of the Oklahoma Statutes
13

14 shall not affect any retirement benefit paid prior to July 1, 1993.
14

15  K. 1. An active member of the Teachers' Retirement System of

15

16 Oklahoma may receive credit for those years of service accumulated
16

17 by the member while a member of the Oklahoma Public Employees
17

18 Retirement System if:
18

19  a. the member is an active member of the Teachers'

19

20                 Retirement System of Oklahoma, and

20

21  b. the member provides notice to the Oklahoma Public

21

22                 Employees Retirement System and the Teachers'

22

23                 Retirement System of Oklahoma of the member's election

23

24
24

    Req. No. 3031                                      Page 25
                                                     RBS No. 3031

1                  to transfer said service credit. The notice shall

1

2                  include a list of the years to be transferred, and

2

3   c. the member is not receiving or eligible to receive

3

4                  retirement credit or benefits from said service in any

4

5                  other public retirement system, notwithstanding the

5

6                  years of service sought to be transferred under this

6

7                  subsection.

7

8   Members electing to take advantage of the transfer authorized by

8

9 this subsection who are receiving or eligible to receive retirement
9

10 credit or benefits from said service in any other public retirement
10

11 system shall have all service credit with the Oklahoma Public
11

12 Employees Retirement System canceled which is not transferred to the
12

13 Teachers' Retirement System of Oklahoma or used as a cash offset in
13

14 such a transfer pursuant to subparagraph d of paragraph 2 of this
14

15 subsection. Service credit transferred to the Teachers' Retirement
15

16 System of Oklahoma under this subsection shall also be canceled with
16

17 the Oklahoma Public Employees Retirement System.
17

18  2. For purposes of this subsection, the "sending system" shall

18

19 mean the Oklahoma Public Employees Retirement System. The
19

20 "receiving system" shall mean the Teachers' Retirement System of
20

21 Oklahoma.
21

22  a. Within thirty (30) days notification of an intent to

22

23                 transfer is received by the sending system, the

23

24
24

    Req. No. 3031                                             Page 26
                                 RBS No. 3031

1                  sending system shall, according to its own rules and

1

2                  regulations:

2

3                  (1) for members who have accrued at least eight (8)

3

4                  years of credited service with the sending

4

5                  system, determine the present value of the

5

6                  member's earned benefits attributable to the

6

7                  years of service sought to be transferred,

7

8                  discounted according to the member's age at the

8

9                  time of transfer and computed as of the earliest

9

10                 age at which the member would be able to retire.

10

11                 Said computation shall assume an unreduced

11

12                 benefit and be computed using interest and

12

13                 mortality assumptions consistent with the

13

14                 actuarial assumptions adopted by the Board of

14

15                 Trustees for purposes of preparing the annual

15

16                 actuarial evaluation, but shall not make any

16

17                 projections regarding future salary. For

17

18                 employees who have accrued at least eight (8)

18

19                 years of credited service, the sending system

19

20                 shall use the product of this calculation for

20

21                 purposes of determining the transfer fee to be

21

22                 paid by the employee under subparagraph c of this

22

23                 paragraph so long as it is greater than the

23

24
24

    Req. No. 3031                Page 27
                                           RBS No. 3031

1                  product of the calculation in division (2) of

1

2                  this subparagraph, and

2

3                  (2) determine the sum of the employee and employer

3

4                  contributions applicable to the years of service

4

5                  sought to be transferred plus interest consistent

5

6                  with the actuarial assumptions adopted by the

6

7                  Board of Trustees for purposes of preparing the

7

8                  annual actuarial evaluation. For all nonvested

8

9                  members, and for members who have accrued at

9

10                 least eight (8) years of credited service, if the

10

11                 product of this calculation is greater than the

11

12                 product of the calculation in division (1) of

12

13                 this subparagraph, the sending system shall use

13

14                 the product of this calculation for purposes of

14

15                 determining the amount to be transferred by the

15

16                 sending system under subparagraph c of this

16

17                 paragraph and any transfer fee to be paid by the

17

18                 member under subparagraph d of this paragraph.

18

19  b. Within thirty (30) days notification of an intent to

19

20                 transfer is received by the receiving system, the

20

21                 receiving system shall determine, according to the

21

22                 system's own rules and regulations, the present value

22

23                 of the member's incremental projected benefits

23

24                 discounted according to the member's age at the time

24

    Req. No. 3031                          Page 28
                                      RBS No. 3031

1                  of the transfer. Incremental projected benefits shall

1

2                  be the difference between the projected benefit said

2

3                  member would receive without transferring the service

3

4                  credit and the projected benefit after transfer of

4

5                  service credit computed as of the earliest age at

5

6                  which the member would be able to retire. Said

6

7                  computation shall assume an unreduced benefit and be

7

8                  computed using interest, salary projections and

8

9                  mortality assumptions consistent with the actuarial

9

10                 assumptions adopted by the Board of Trustees for

10

11                 purposes of preparing the annual actuarial evaluation.

11

12  c. The sending system shall, within sixty (60) days from

12

13                 the date notification of an intent to transfer is

13

14                 received by the sending system, transfer to the

14

15                 receiving system the amount determined in subparagraph

15

16                 a of this paragraph. Except if the cost as calculated

16

17                 under subparagraph a of this paragraph is greater than

17

18                 the actuarial value of the incremental benefit in the

18

19                 receiving system, as established in subparagraph b of

19

20                 this paragraph, the sending system shall send the

20

21                 receiving system an amount equal to the actuarial

21

22                 value of the incremental projected benefit in the

22

23                 receiving system.

23

24
24

    Req. No. 3031                     Page 29
                                                            RBS No. 3031

1   d. In order to receive the credit provided for in

1

2                  paragraph 1 of this subsection, if the cost of the

2

3                  actuarial value of the incremental benefit to the

3

4                  receiving system is greater than the cost as

4

5                  calculated under subparagraph a of this paragraph for

5

6                  the same years of service to the sending system as

6

7                  established in subparagraphs a and b of this

7

8                  paragraph, the employee shall elect to:

8

9                  (1) pay any difference to receive full credit for the

9

10                 years sought to be transferred, or

10

11                 (2) receive prorated service credit for only the

11

12                 amount received from the Oklahoma Public

12

13                 Employees Retirement System pursuant to this

13

14                 subsection.

14

15                 Such an election shall be made in writing, filed with

15

16                 the System prior to receiving the credit provided for

16

17                 in paragraph 1 of this subsection, and shall be

17

18                 irrevocable.

18

19  3. Within sixty (60) days of successfully completing all of the

19

20 requirements for transfer under this subsection, the sending system
20

21 shall pay the receiving system any amount due under this subsection.
21

22 Within sixty (60) days of successfully completing all of the
22

23 requirements for transfer under this subsection, the member shall
23

24 pay the receiving system any amount due under this subsection. In
24

    Req. No. 3031                                                Page 30
                   RBS No. 3031

1 the event that the member is unable to pay the transfer fee provided
1
2 for in this subsection by the due date, the Board of Trustees of the
2

3 receiving system shall permit the member to amortize the transfer
3

4 fee over a period not to exceed sixty (60) months. Said payments
4

5 shall be made by payroll deductions unless the Board of Trustees
5

6 permits an alternate payment source. The amortization shall include
6

7 interest in an amount not to exceed the actuarially assumed interest
7

8 rate adopted by the Board of Trustees for investment earnings each
8

9 year. Any member who ceases to make payment, terminates, retires or
9

10 dies before completing the payments provided for in this section
10

11 shall receive prorated service credit for only those payments made,
11

12 unless the unpaid balance is paid by said member, his or her estate
12

13 or successor in interest within six (6) months after said member's
13

14 death, termination of employment or retirement, provided no
14

15 retirement benefits shall be payable until the unpaid balance is
15

16 paid, unless said member or beneficiary affirmatively waives the
16

17 additional six-month period in which to pay the unpaid balance.
17

18  4. Years of service transferred pursuant to this subsection

18

19 shall be used both in determining the member's retirement benefit
19

20 and in determining the years of service for retirement and/or
20

21 vesting purposes. Years of service rendered as a member of the
21

22 Oklahoma Public Employees Retirement System prior to July 1, 1992,
22

23 if any, shall be deemed to be years of service rendered as a member
23

24 of the Teachers' Retirement System of Oklahoma prior to July 1,
24

    Req. No. 3031  Page 31
                                                              RBS No. 3031

1 1992, and shall qualify such person as a member of the Teachers'
1
2 Retirement System of Oklahoma before July 1, 1992.
2

3   5. Notwithstanding the requirements of subsection (5) of

3

4 Section 917 of Title 74 of the Oklahoma Statutes, members electing
4

5 to take advantage of the transfer authorized by this subsection who
5

6 have withdrawn their contributions from the sending system shall
6

7 remit to the sending system the amount of the accumulated
7

8 contributions the member has withdrawn plus simple interest of ten
8

9 percent (10%) per annum prior to making said election or the
9

10 election shall be deemed invalid and the transfer shall be canceled.
10

11 If such an election is deemed invalid and the transfer is canceled,
11

12 the accumulated contribution remitted to the sending system by the
12

13 member who originally withdrew their contributions shall be returned
13

14 to the member. The member's rights and obligations regarding any
14

15 service credit reestablished in the sending system due to a failure
15

16 to satisfy the requirements of this subsection shall be determined
16

17 by the sending system in accordance with Section 901 et seq. of
17

18 Title 74 of the Oklahoma Statutes.
18

19  6. If any member fails for any reason to satisfy the

19

20 requirements of this subsection, the election to transfer service
20

21 credit shall be void and of no effect, and any service credited as a
21

22 result of this transfer shall be canceled. If such service is
22

23 canceled, the years of canceled service credit which were
23

24 unsuccessfully transferred to the receiving system from the sending
24

    Req. No. 3031                                             Page 32
                                                             RBS No. 3031

1 system shall be reestablished in the sending system. The member's
1
2 rights and obligations regarding any service credit reestablished in
2

3 the sending system due to a failure to satisfy the requirements of
3

4 this subsection shall be determined by the sending system in
4

5 accordance with Section 901 et seq. of Title 74 of the Oklahoma
5

6 Statutes.
6

7   7. The Board of Trustees shall promulgate such rules as are

7

8 necessary to implement the provisions of this subsection.
8

9   L. Any member whose regular annual compensation was not

9

10 determined as provided for by law may pay the member contribution
10

11 required pursuant to subsection B of this section on such amount not
11

12 included in the member's regular annual compensation and receive
12

13 credit for such amount in the calculation of the member's benefit.
13

14 The employees must pay the employer contributions required pursuant
14

15 to Section 17-108.1 of this title. Interest at the rate of ten
15

16 percent (10%) per annum shall be charged to both employee and
16

17 employer contributions. Provided that the employing district may
17

18 pay all or any portion of the contributions and interest the member
18

19 is required to pay. Any payment by the employing district for a
19

20 prior year obligation shall be considered a current obligation of
20

21 the employer.
21

22  M. Any active member who elected during the 1978-79 school year

22

23 to pay the difference between five percent (5%) on actual salary not
23

24 exceeding Ten Thousand Dollars ($10,000.00) and six percent (6%) on
24

    Req. No. 3031                                            Page 33
                            RBS No. 3031

1 actual salary not exceeding Fifteen Thousand Dollars ($15,000.00)
1
2 shall receive credit for one (1) year of credited service upon
2

3 receipt and approval of a proper request by the Board of Trustees.
3

4   N. Effective July 1, 1988, any member who is employed by the

4

5 Governor, the State Senate, the House of Representatives or the
5

6 Legislative Service Bureau shall be allowed to elect to retain
6

7 membership in the Retirement System upon payment of the accrued and
7

8 current member contributions and employer contributions as provided
8

9 in subsection B of this section and Section 17-108.1 of this title.
9

10 Such contributions may be paid on behalf of the member by the
10

11 employing entity. Upon payment of such contributions, service
11

12 credits shall continue to be accumulated during such employment.
12

13 Accrued contributions shall be paid to the Retirement System by
13

14 August 1, 1989. Current contributions shall be paid to the
14

15 Retirement System by the tenth of the following month beginning with
15

16 the month of July 1989.
16

17  O. Notwithstanding any requirements of this title to restrict

17

18 the payment of service purchases, the Board of Trustees shall
18

19 promulgate such rules as necessary to allow active members of the
19

20 System to make installment payments for the redeposit of withdrawn
20

21 accounts or other payments due under the provisions of this title.
21

22 The rules shall permit the member to amortize the balance due over a
22

23 period not to exceed sixty (60) months, and shall include interest
23

24 consistent with the actuarial assumptions adopted by the Board of
24

    Req. No. 3031           Page 34
                                                         RBS No. 3031

1 Trustees for purposes of preparing the annual actuarial evaluation.
1
2 Further, the rules shall provide that all payments must be completed
2

3 prior to the effective retirement date of the member.
3

4   P. 1. A member of the Oklahoma Public Employees Retirement

4

5 System who becomes a member of the Teachers' Retirement System of
5

6 Oklahoma because the member has become employed by an entity or
6

7 institution within The Oklahoma State System of Higher Education,
7

8 State Board of Education, State Board of Career and Technology
8

9 Education, Oklahoma Department of Career and Technology Education,
9

10 Oklahoma School of Science and Mathematics, Oklahoma Center for the
10

11 Advancement of Science and Technology, State Department of
11

12 Rehabilitation Services, Oklahoma State Regents for Higher
12

13 Education, Department of Corrections, State Department of Education,
13

14 Oklahoma Board of Private Vocational Schools, Board of Regents of
14

15 Oklahoma Colleges, Oklahoma Student Loan Authority, or the Teachers'
15

16 Retirement System of Oklahoma, may elect to receive credit in the
16

17 Teachers' Retirement System of Oklahoma for those years of service
17

18 accumulated by the member in the Oklahoma Public Employees
18

19 Retirement System pursuant to this subsection. A member shall be
19

20 eligible to elect to receive credit for such years of service if:
20

21  a. the member is an active member of the Teachers'

21

22                 Retirement System of Oklahoma,

22

23  b. the member provides notice to the Teachers' Retirement

23

24                 System of Oklahoma and the Oklahoma Public Employees

24

    Req. No. 3031                                              Page 35
                                                             RBS No. 3031

1                  Retirement System of the member's election to transfer

1

2                  such retirement credit. The notice shall include a

2

3                  list of the years to be transferred, and

3

4   c. the member is not receiving or eligible to receive

4

5                  retirement credit or benefits from such service in any

5

6                  other public retirement system, notwithstanding the

6

7                  years of service sought to be transferred under this

7

8                  subsection.

8

9 Members electing to take advantage of the transfer authorized by
9

10 this subsection shall have all service credit with the Oklahoma
10

11 Public Employees Retirement System canceled which is transferred to
11

12 the Teachers' Retirement System of Oklahoma.
12

13  2. For purposes of this subsection, the "sending system" shall

13

14 mean the Oklahoma Public Employees Retirement System. The
14

15 "receiving system" shall mean the Teachers' Retirement System of
15

16 Oklahoma. Within thirty (30) days after notification of an intent
16

17 to transfer is received by the sending system, the sending system
17

18 shall, according to its own rules, send to the receiving system all
18

19 employer and employee contributions made on behalf of the member
19

20 which were made to the sending system plus an additional amount of
20

21 earnings based on the actuarial assumed rate of the sending system.
21

22 Upon receipt of these contributions by the receiving system, the
22

23 receiving system shall give credit to the transferring member in an
23

24 amount equal to the years of service accrued in the sending system.
24

    Req. No. 3031                                             Page 36
                                                             RBS No. 3031

1   3. If the transferring member's normal retirement date

1

2 calculation is based upon the sum of the member's age and number of
2

3 years of credited service totaling eighty (80) in the sending
3

4 system, then the member shall retain such calculation in the
4

5 receiving system.
5

6   4. The Board of Trustees shall promulgate such rules as are

6

7 necessary to implement the provisions of this subsection.
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8   Q. A former member of the Teachers' Retirement System of

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9 Oklahoma who withdrew his or her contributions from the System prior
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10 to January 1, 1983, and who had at least ten (10) years of service
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11 in the System and purchased that service in the Oklahoma Public
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12 Employees Retirement System, may elect to revoke that purchase from
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13 the Oklahoma Public Employees Retirement System and to repay the
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14 withdrawn contributions to the System in order to be eligible, once
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15 such member reaches the normal retirement age, to receive a
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16 retirement benefit that is based upon years of service and
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17 compensation at the time such member terminated employment. In
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18 addition, such former member may elect to transfer service credit
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19 accrued in the Oklahoma Public Employees Retirement System to the
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20 Teachers' Retirement System of Oklahoma pursuant to subsection K of
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21 this section. The election, pursuant to this subsection, shall be
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22 made prior to September 1, 2000. The election and the repayment
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23 shall be made according to rules promulgated by the Board.
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    Req. No. 3031                                              Page 37
                                                              RBS No. 3031

1   R. A member who retires and subsequently reenters service shall

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2 be allowed to purchase service credits based on the verified
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3 compensation of the year preceding the retirement of such member.
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4   SECTION 3. Section 1 of this act shall become effective June 1,

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5 2026.
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6   SECTION 4. Section 2 of this act shall become effective July 1,

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7 2026.
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8   SECTION 5. It being immediately necessary for the preservation

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9 of the public peace, health or safety, an emergency is hereby
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10 declared to exist, by reason whereof this act shall take effect and
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11 be in full force from and after its passage and approval.
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    Req. No. 3031                                             Page 38
Every fact on this page links to its source, starting with the official bill record.