Ariz. Admin. Code § R2-8-1002 - Employee Membership

A. For purposes of active member eligibility, an employee of an Employer becomes a member of the ASRS pursuant to A.R.S. § 38-711(23) when the employee is Engaged To Work for the Employer.

B. If the Employer does not provide an accurate date for which an employee was Engaged To Work pursuant to subsection (A), the ASRS shall determine that an employee's membership effective date will be the member's hire date, if provided by the Employer and within 30 days of the first pay period end date after the hire date, for which the Employer was required to submit contributions.

C. If the Employer does not provide a hire date pursuant to subsection (B), the effective date is the first pay period end date of contributions received for that member.

D. Unless a member terminates employment or retires from the ASRS, for purposes of determining active member eligibility, a member will continue to be an active member for the remainder of a fiscal year in which the employee met the requirements to be an active member in the ASRS with that Employer pursuant to A.R.S. § 38-711.

E. Within 30 days of employment, an employee who is eligible for ASRS membership pursuant to A.R.S. § 38-711(23) shall create a secure ASRS account and submit to the ASRS through the employee's secure ASRS account the following information:

1. The Employee's full name;

2. The Employee's Social Security number;

3. The Employee's date of birth;

4. The Employee's gender;

5. The Employee's marital status;

6. The Employee's primary phone number;

7. The Employee's personal email address;

8. The Employee's current mailing address; and

9. The Employee's designated beneficiary.

F. Within 30 days of a change in the member's name, the member shall submit to the ASRS through the member's secure ASRS account a Change of Name form that contains:

1. The member's full name that is on file with the ASRS;

2. The member's Social Security number;

3. The member's current mailing address;

4. The member's date of birth;

5. The member's personal email address;

6. The member's primary phone number;

7. The member's gender;

8. The member's marital status;

9. The member's retired, active, inactive, or LTD status with the ASRS;

10. The member's new full name;

11. The type of legal document establishing the member's new name;

12. A copy of the legal document establishing the member's new name; and

13. The member's dated signature.

G. Within 30 days of a change in the member's contact information, the member shall notify the ASRS of the change.

H. If an employee of an Employer meets the requirements of A.R.S. § 38-727(A)(8), the employee may elect to not participate in the ASRS.

I. Within 30 days after employment, an Employer whose employee is 65 years of age or older as of the date of employment and who has elected not to participate in the ASRS pursuant to subsection (H), shall submit to the ASRS through the Employer's secure ASRS account a 65+ Membership Waiver form that contains:

1. The employee's full name;

2. The employee's Social Security number;

3. The employee's current mailing address;

4. The employee's date of birth;

5. The employee's dated signature acknowledging the following statements:

a. The employee is electing to waive any rights to ASRS membership and the employee will not be eligible for any retirement, disability, or health insurance benefits offered by the ASRS;

b. The employee is not a member of the ASRS as of the date of employment; and

c. The employee understands that this election is irrevocable for the remainder of the employee's employment with that Employer and the time the employee works under this election is not eligible for purchase in the ASRS;

6. The Employer's name;

7. The date employee's employment began; and

8. The name and dated signature of the Employer's representative.

J. A corrected and completed 65+ Membership Waiver form must be resubmitted to the ASRS pursuant to subsection (I) within 14 days of the date the ASRS notifies the employee that the 65+ Membership Waiver form is incorrect or incomplete.

Notes

Ariz. Admin. Code § R2-8-1002

Adopted by final rulemaking at 24 A.A.R. 3407, effective 2/4/2019.