TITLE 80: PUBLIC OFFICIALS AND EMPLOYEES SUBTITLE D: RETIREMENT SYSTEMS CHAPTER III: TEACHERS' RETIREMENT SYSTEM OF THE STATE OF ILLINOIS PART 1650 THE ADMINISTRATION AND OPERATION OF THE TEACHERS' RETIREMENT SYSTEM The General Assembly's Illinois Administrative Code database includes only those rulemakings that have been permanently adopted. This menu will point out the Sections on which an emergency rule (valid for a maximum of 150 days, usually until replaced by a permanent rulemaking) exists. The emergency rulemaking is linked through the notation that follows the Section heading in the menu. View Entire Part SUBPART A: REPORTS BY BOARD OF TRUSTEES Section 1650.10 Annual Financial Report (Repealed) SUBPART B: BASIC RECORDS AND ACCOUNTS Section 1650.110 Membership Records Section 1650.120 Claims Records (Repealed) Section 1650.130 Individual Accounts (Repealed) Section 1650.140 Ledger and Account Books (Repealed) Section 1650.150 Statistics (Repealed) Section 1650.160 Confidentiality of Records Section 1650.180 Filing and Payment Requirements Section 1650.181 Early Retirement Incentive Payment Requirements (Repealed) Section 1650.182 Waiver of Additional Amounts Due Section 1650.183 Definition of Employer's Normal Cost SUBPART C: FILING OF CLAIMS Section 1650.201 Disability Benefits - Application Procedure; Effective Date Section 1650.202 Disability Benefits - Definitions Section 1650.203 Disability Retirement Annuity – Definitions Section 1650.204 Gainful Employment - Consequences Section 1650.205 Medical Examinations and Investigation of Disability Claims Section 1650.206 Physician Certificates Section 1650.207 Disability Due to Pregnancy Section 1650.208 Disability Payments Section 1650.209 Computation of Annual Salary When Member Has Different Semester Salary Rates (Repealed) Section 1650.210 Claim Applications Section 1650.211 Disability Recipient Eligible to Receive an Age or Disability Retirement Annuity Section 1650.220 Reclassification of Disability Claim (Repealed) Section 1650.221 When Member Becomes Annuitant Section 1650.222 Death Out of Service Section 1650.230 Medical Examinations and Investigations of Claims (Repealed) Section 1650.240 Refunds; Canceled Service; Repayment Section 1650.250 Death Benefits Section 1650.260 Evidence of Age Section 1650.270 Reversionary Annuity - Evidence of Dependency Section 1650.271 Evidence of Parentage Section 1650.272 Eligible Child Dependent By Reason of a Physical or Mental Disability Section 1650.280 Evidence of Marriage Section 1650.290 Offsets SUBPART D: MEMBERSHIP AND SERVICE CREDITS Section 1650.301 Early Retirement Without Discount – Return to Teaching from a Break in Service Section 1650.310 Effective Date of Membership Section 1650.315 Establishing Salary and Assessing Contributions for Optional Service Credit Section 1650.320 Method of Calculating Service Credits Section 1650.325 Method of Calculating Service Credit for Recipients of a Disability Benefits or Occupational Disability Benefit Section 1650.330 Duplicate Service Credit Section 1650.335 Unreported Regular Service Credit and Earnings Section 1650.340 Service Credit for Out-of-System Service and Leaves of Absence Section 1650.341 Service Credit for Involuntary Layoffs Section 1650.342 Service Credit for Paid Student Teaching Service Section 1650.345 Service Credit for Periods Away From Teaching Due to Pregnancy Section 1650.346 Service Credit for Periods Away From Teaching Due to Adoption Section 1650.350 Service Credit for Unused Accumulated Sick Leave Upon Retirement Section 1650.351 Employer Contribution for Excess Sick Leave Section 1650.355 Purchase of Optional Service - Required Minimum Payment Section 1650.356 Payroll Deduction Program (Repealed) Section 1650.357 Employer Payment of Member's Optional Service and/or Upgrade Contribution Balance (Repealed) Section 1650.360 Settlement Agreements and Judgments Section 1650.370 Calculation of Average Salary (Renumbered) Section 1650.380 Definition of Actuarial Equivalent (Repealed) Section 1650.390 Independent Contractors Section 1650.391 Optional 2.2 Upgrade of Earned and Credited Service Section 1650.392 2.2 Upgrade of Optional Service Not Credited at Initial Upgrade SUBPART E: CONTRIBUTION CREDITS AND PAYMENTS Section 1650.410 Return of Contributions for Duplicate or Excess Service Section 1650.415 Return of Optional Increase in Retirement Annuity Contributions Section 1650.416 Optional Increase in Retirement Annuity – 1% Contribution Reduction Section 1650.417 Mandatory Distributions Pursuant to Section 401(a)(9) of the Internal Revenue Code Section 1650.420 Interest on Deficiencies (Repealed) Section 1650.430 Installment Payments (Repealed) Section 1650.440 Small Deficiencies, Credits or Death Benefit Payments (Repealed) Section 1650.450 Compensation Recognized As "Salary" Section 1650.451 Reporting of Conditional Payments Section 1650.460 Calculation of Average Salary Section 1650.470 Rollover Distributions Section 1650.480 Rollovers to the System Section 1650.481 Employer Contribution Required for Salary Increases in Excess of 6% or 3% Section 1650.482 Contracts and Collective Bargaining Agreements – Loss of Exemption from Employer Contributions Section 1650.483 Employer Contributions for Salary Increases in Excess of 6% or 3% and Excess Sick Leave – Exemption from Contributions Section 1650.484 Members Not Covered by Collective Bargaining Agreements or Employment Contracts Section 1650.485 Employer Contributions for Salary Increases in Excess of 6% or 3% - Receipt of Bill Section 1650.486 Employer Payment of Member's Optional Service, Refund and/or Upgrade Contribution Balance SUBPART F: ANNUITANTS AND BENEFICIARIES Section 1650.505 Beneficiary (Repealed) Section 1650.510 Re-entry Into Service (Repealed) Section 1650.511 Separation from Service Section 1650.512 Verification of Compliance with Post-Retirement Employment Limitations Section 1650.520 Suspension of Benefits Section 1650.530 Power of Attorney Section 1650.540 Conservators/Guardians Section 1650.550 Presumption of Death Section 1650.560 Benefits Payable on Death Section 1650.561 Valid Beneficiary Designations Section 1650.570 Survivors' Benefits Section 1650.571 Payment of Monthly Survivor Benefits to a Trust Section 1650.575 Full-time Student - Receipt of Survivors Benefits Until Age 22 Section 1650.580 Evidence of Eligibility Section 1650.590 Comptroller Offset Section 1650.595 Overpayments SUBPART G: ATTORNEY GENERALS' OPINION Section 1650.605 Policy of the Board Concerning Attorney Generals' Opinion (Repealed) SUBPART H: ADMINISTRATIVE REVIEW Section 1650.610 Staff Responsibility Section 1650.620 Right of Appeal Section 1650.630 Form of Written Request Section 1650.635 Presiding Hearing Officer - Duties and Responsibilities Section 1650.640 Prehearing Procedure Section 1650.641 Claims Hearing Committee Hearing Packet Section 1650.650 Hearing Procedure Section 1650.660 Rules of Evidence (Repealed) SUBPART I: AMENDMENT TO BYLAWS AND RULES Section 1650.710 Amendments SUBPART J: RULES OF ORDER Section 1650.810 Parliamentary Procedure SUBPART K: PUBLIC RECORD REQUESTS Section 1650.910 Summary and Purpose (Repealed) Section 1650.920 Definitions (Repealed) Section 1650.930 Submission of Requests Section 1650.940 Form and Content of FOIA Requests (Repealed) Section 1650.950 Appeal of a Denial (Repealed) Section 1650.960 Executive Director's Response to Appeal (Repealed) Section 1650.970 Response to FOIA Requests (Repealed) Section 1650.980 Inspection of Records at System Office Section 1650.990 Copies of Public Records Section 1650.995 Materials Immediately Available SUBPART L: BOARD ELECTION PROCEDURES Section 1650.1000 Nomination of Candidates Section 1650.1001 Election Date/Election Day – Defined Section 1650.1010 Petitions Section 1650.1020 Eligible Voters Section 1650.1030 Election Materials Section 1650.1040 Marking of Ballots Section 1650.1050 Return of Ballots Section 1650.1060 Observation of Ballot Counting Section 1650.1070 Certification of Ballot Counting Section 1650.1080 Challenges to Ballot Counting Section 1650.1090 Special Election to Fill Un-Expired Term of Elected Trustee SUBPART M: QUALIFIED ILLINOIS DOMESTIC RELATIONS ORDERS Section 1650.1110 Definitions Section 1650.1111 Requirements for a Valid Qualified Illinois Domestic Relations Order Section 1650.1112 Requirements for a Valid QILDRO Calculation Order Section 1650.1113 Required Forms Section 1650.1114 Filing a QILDRO or a Calculation Order with the System Section 1650.1115 Benefits Affected by a QILDRO Section 1650.1116 Effect of a Valid QILDRO Section 1650.1117 QILDROs Against Persons Who Became Members Prior to July 1, 1999 Section 1650.1118 Alternate Payee's Address Section 1650.1119 Electing Form of Payment Section 1650.1120 Automatic Annual Increases Section 1650.1121 Reciprocal Systems QILDRO Policy Statement (Repealed) Section 1650.1122 Providing Benefit Information for Divorce Purposes Section 1650.1123 Suspension and Expiration of a QILDRO Section 1650.1124 Income Tax Reporting Section 1650.1125 Lump-Sum Death Benefit Allocation to Alternate Payee SUBPART N: PAYROLL DEDUCTION PROGRAM Section 1650.1200 Payroll Deduction Program Guidelines (Repealed) Section 1650.1201 Employer Responsibility Under the Payroll Deduction Program (Repealed) Section 1650.1202 Payroll Deduction Agreements – Suspensions and Terminations (Repealed) Section 1650.1203 Payroll Deduction Program – Full-Time Employment Defined (Repealed) Section 1650.1204 Payroll Deduction Program – Disability Defined (Repealed) Section 1650.1205 Employer Payment of Member's Optional Service, Refund and/or Upgrade Contribution Balance (Repealed) SUBPART O: RETIREMENT BENEFITS Section 1650.2900 Excess Benefit Arrangement SUBPART P: COMPETITIVE SELECTION PROCEDURES FOR INVESTMENT SERVICES Section 1650.3000 Summary and Purpose Section 1650.3005 Definitions Section 1650.3010 Public Markets Manager Database Section 1650.3015 Emerging Investment Managers Section 1650.3017 Candidate Profile for Investment Manager Searches Section 1650.3020 Public Market Searches Section 1650.3025 Small and Mid Cap Equity Searches Section 1650.3030 Private Market and Commingled Fund Searches Section 1650.3032 Co-Investment Opportunities Section 1650.3035 Private Market Real Estate Separate Account Searches Section 1650.3040 Consultant Searches Section 1650.3045 Evaluation by Investment Committee SUBPART Q: PLAN QUALIFICATION Section 1650.3100 Summary and Purpose Section 1650.3105 Exclusive Benefit Rule Section 1650.3110 USERRA (Uniformed Services Employment and Reemployment Rights Act (38 USC 4301-4335)) Compliance Section 1650.3115 Required Minimum Distributions Section 1650.3120 Federal Contribution and Benefit Limitations Section 1650.3125 Mortality Tables and Interest Rates SUBPART R: TIER II MEMBERS AND ANNUITANTS Section 1650.3200 Definitions Section 1650.3220 Automatic Increase in Tier II Disability Benefits Section 1650.3221 Tier II Disability Retirement Annuity Final Average Salary Section 1650.3222 Tier II Disability Retirement Annuity Calculation Section 1650.3230 Contributions for Tier II Members with Reciprocal Earnings SUBPART S: BUYOUT PROGRAMS Section 1650.3300 General Provisions Section 1650.3310 Accelerated Annual Increase Buyout Program Section 1650.3320 Accelerated Pension Benefit Buyout Program Section 1650.3330 QILDRO Administration with Buyout Programs

AUTHORITY: Implementing and authorized by Articles 1 and 16 of the Illinois Pension Code [40 ILCS 5]; Freedom of Information Act [5 ILCS 140]; Internal Revenue Code (26 U.S.C. 1 et seq.); Section 5-15 of the Illinois Administrative Procedure Act [5 ILCS 100].

SOURCE: Filed June 20, 1958; emergency rules adopted at 2 Ill. Reg. 49, p. 249, effective November 29, 1978, for a maximum of 150 days; adopted at 3 Ill. Reg. 9, p. 1, effective March 3, 1979; codified at 8 Ill. Reg. 16350; amended at 9 Ill. Reg. 20885, effective December 17, 1985; amended at 12 Ill. Reg. 16896, effective October 3, 1988; amended at 14 Ill. Reg. 18305, effective October 29, 1990; amended at 15 Ill. Reg. 16731, effective November 5, 1991; amended at 17 Ill. Reg. 1631, effective January 22, 1993; amended at 18 Ill. Reg. 6349, effective April 15, 1994; emergency amendment at 18 Ill. Reg. 8949, effective May 24, 1994, for a maximum of 150 days; emergency modified at 18 Ill. Reg. 12880; amended at 18 Ill. Reg. 15154, effective September 27, 1994; amended at 20 Ill. Reg. 3118, effective February 5, 1996; emergency amendment at 21 Ill. Reg. 483, effective January 1, 1997, for a maximum of 150 days; amended at 21 Ill. Reg. 2422, effective January 31, 1997; amended at 21 Ill. Reg. 4844, effective March 27, 1997; emergency amendment at 21 Ill. Reg. 17159, effective December 9, 1997, for a maximum of 150 days; amended at 22 Ill. Reg. 7243, effective April 9, 1998; emergency amendment at 22 Ill. Reg. 7314, effective April 9, 1998, for a maximum of 150 days; emergency amendment at 22 Ill. Reg. 9374, effective May 14, 1998, for a maximum of 150 days; emergency rule modified in response to JCAR Objection at 22 Ill. Reg. 11640; emergency amendment at 22 Ill. Reg. 13151, effective June 29, 1998, for a maximum of 150 days; amended at 22 Ill. Reg. 15620, effective August 17, 1998; amended at 22 Ill. Reg. 19079, effective October 1, 1998; amended at 22 Ill. Reg. 22090, effective December 1, 1998; amended at 23 Ill. Reg. 3079, effective February 23, 1999; amended at 24 Ill. Reg. 2440, effective January 27, 2000; amended at 24 Ill. Reg. 10300, effective June 26, 2000; amended at 25 Ill. Reg. 203, effective December 22, 2000; amended at 26 Ill. Reg. 2758, effective February 11, 2002; amended at 26 Ill. Reg. 11476, effective July 11, 2002; amended at 27 Ill. Reg. 1668, effective January 17, 2003; amended at 27 Ill. Reg. 9209, effective May 28, 2003; amended at 28 Ill. Reg. 10055, effective June 29, 2004; amended at 29 Ill. Reg. 1546, effective January 14, 2005; amended at 29 Ill. Reg. 13244, effective August 9, 2005; amended at 30 Ill. Reg. 194, effective December 23, 2005; amended at 30 Ill. Reg. 472, effective December 21, 2005; amended at 30 Ill. Reg. 11728, effective June 23, 2006; amended at 30 Ill. Reg. 17525, effective October 18, 2006; amended at 31 Ill. Reg. 10688, effective July 13, 2007; amended at 32 Ill. Reg. 4073, effective February 28, 2008; amended at 32 Ill. Reg. 7979, effective May 6, 2008; amended at 32 Ill. Reg. 13534, effective August 6, 2008; amended at 33 Ill. Reg. 4401, effective March 3, 2009; amended at 33 Ill. Reg. 15863, effective November 2, 2009; amended at 34 Ill. Reg. 4900, effective March 22, 2010; amended at 34 Ill. Reg. 7787, effective May 21, 2010; amended at 35 Ill. Reg. 2413, effective January 21, 2011; amended at 35 Ill. Reg. 2788, effective January 25, 2011; amended at 35 Ill. Reg. 3781, effective February 18, 2011; amended at 35 Ill. Reg. 19541, effective November 18, 2011; amended at 36 Ill. Reg. 7688, effective May 4, 2012; amended at 36 Ill. Reg. 18914, effective December 14, 2012; amended at 37 Ill. Reg. 5150, effective April 4, 2013; amended at 38 Ill. Reg. 21239, effective October 21, 2014; amended at 39 Ill. Reg. 5259, effective March 20, 2015; amended at 39 Ill. Reg. 14989, effective October 30, 2015; amended at 40 Ill. Reg. 14099, effective September 28, 2016; amended at 41 Ill. Reg. 718, effective January 11, 2017; amended at 41 Ill. Reg. 14256, effective November 8, 2017; amended at 42 Ill. Reg. 13666, effective June 29, 2018; amended at 42 Ill. Reg. 22238, effective November 20, 2018; amended at 43 Ill. Reg. 5115, effective April 22, 2019; amended at 43 Ill. Reg. 10791, effective September 23, 2019; amended at 44 Ill. Reg. 7905, effective April 24, 2020; amended at 47 Ill. Reg. 9473, effective June 22, 2023; amended at 48 Ill. Reg. 6116, effective April 5, 2024.