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USA Statutes : maine
Title : Title 05. ADMINISTRATIVE PROCEDURES AND SERVICES
Chapter : Chapter 425. PARTICIPATING LOCAL DISTRICTS (HEADING. PL 1985, c. 801, @5 (new))
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Title 5 - §18201. Local district participation (CONTAINS TEXT WITH VARYING EFFECTIVE DATES)
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 1: GENERAL PROVISIONS (HEADING: PL 1985, c. 801, @5 (new)) §18201. Local district participation (CONTAINS TEXT WITH VARYING EFFECTIVE DATES)
A local district may contract for the participation of its employees in the retirement system under this chapter any time
before the date the board puts into operation the consolidated retirement plan for participating local districts under chapter
427. After the date on which the consolidated plan described in chapter 427 is put into operation, a local district may contract
for participation only in a program provided by the consolidated plan under chapter 427.
[1993, c. 250, §2 (amd).]
1. Local districts that are not municipalities. For a local district that is not a municipality, as that term is defined in Title 1, section 72, subsection 13, the executive
body of the district must approve participation and must file with the board a duly certified copy of the resolution approving
the participation and the extent of the benefits which are to apply and setting the date of establishment as provided under
subsection 4.
[1985, c. 801, §§5, 7 (new).]
2. Local districts that are municipalities. For a local district that is a municipality, as that term is defined in Title 1, section 72, subsection 13, the legislative
body of the municipality must approve participation and must file with the board a record of the vote of the legislative body,
certified by the clerk of the municipality, approving the participation and the extent of the benefits which are to apply
and setting the date of establishment as provided under subsection 4.
[1985, c. 801, §§5, 7 (new).]
3. (TEXT EFFECTIVE UNTIL CONTINGENCY: See PL 1991, c. 619, §18) Exempt employees. The local district shall designate in its approval any class of employees that the district determines to be exempt from
this Part.
[1991, c. 619, §11 (amd); §18 (aff).]
3. (TEXT EFFECTIVE ON CONTINGENCY: See PL 1991, c. 619, §18) Exempt employees. The local district shall designate in its approval any class of employees, otherwise provided for by local pension provisions,
who are exempt from this Part.
[1985, c. 801, §§5, 7 (new).]
3-A. Compliance with federal law. The local district is responsible for compliance with 26 Code of Federal Regulations, Part 31, with Section 401 of the United
States Internal Revenue Code and with other relevant federal law and rules with respect to its employees, including employees
to whom section 18252-A applies.
[1997, c. 709, §1 (new).]
4. Date of establishment. The date when the participation of the employees of a participating local district begins shall be set by the district. This
date, which shall be no later than 6 months after the date of approval, shall be considered as the date of establishment for
a participating local district under section 17101, subsection 3.
[1985, c. 801, §§5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18202. Adoption of amendments to laws
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 1: GENERAL PROVISIONS (HEADING: PL 1985, c. 801, @5 (new)) §18202. Adoption of amendments to laws
1. Adoption optional. A participating local district may adopt any or all of the amendments to this Part by filing with the board a duly certified
copy of the vote of the body which would be entitled to approve participation under section 18201, setting forth the amendments
to this Part which are to be adopted by that district.
A. A participating local district may elect to retain any or all of the provisions of the retirement law that the district
adopted at the time of the original contract and including any changes adopted or selected by the district after that time.
[1985, c. 801, §§5, 7 (new).]
B. The participating local district may request a valuation to determine the cost of any amendments. The cost of the valuation
shall be assessed to and paid by the participating local district.
[1985, c. 801, §§5, 7 (new).]
[1985, c. 801, §§5, 7 (new).]
2. Effectiveness of amendments. Any amendments to this Part enacted by the Legislature, which could grant benefits to employees of participating local districts,
shall be effective only if the district elects to adopt the benefits and agrees to pay into the retirement system required
costs as developed by the actuary.
[1985, c. 801, §§5, 7 (new).]
3. Application. Notwithstanding the provisions of subsections 1 and 2, the amendments made to retirement system disability plans to meet
the requirements of the federal Older Workers Benefit Protection Act apply to each participating local district without adoption
by the district.
[1991, c. 887, §11 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18203-A. Resumption of participation after withdrawal
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 1: GENERAL PROVISIONS (HEADING: PL 1985, c. 801, @5 (new)) §18203-A. Resumption of participation after withdrawal
The board may establish by rule the conditions under which a local district that has withdrawn from participation in the retirement
system may again contract for participation of its employees in the retirement system under this chapter or under chapter
427.
[1991, c. 580, §11 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18203. Withdrawal of district from participation
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 1: GENERAL PROVISIONS (HEADING: PL 1985, c. 801, @5 (new)) §18203. Withdrawal of district from participation
A participating local district may withdraw from further participation in the retirement system under the terms and conditions
of this section.
[1987, c. 256, §22 (new).]
1. Procedure. Withdrawal from participation is accomplished by filing with the board a duly certified copy of the vote of the body which
would be entitled to approve participation under section 18201.
[1985, c. 801, §§5, 7 (new).]
2. Effective date. The withdrawal shall become effective on the last day of the month following the month in which the certified notice is received
by the board.
[1985, c. 801, §§5, 7 (new).]
3. Amendments. A participating local district that has withdrawn from participation in the retirement system may adopt any provision of
this Part and amend its plan to reflect adoption of that provision, whether the provision took effect before or after the
effective date of the district's withdrawal. A participating local district withdrawing under this section may not amend
its retirement plan except in accordance with this subsection, and any such amendment is effective only with respect to employees
of the district who remained in the retirement system at the time of the district's withdrawal.
[2003, c. 273, §1 (rpr).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18204. Chief fiscal officer
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 1: GENERAL PROVISIONS (HEADING: PL 1985, c. 801, @5 (new)) §18204. Chief fiscal officer
The chief fiscal officer of a participating local district shall, in order to assist in the administration of the retirement
system:
[1985, c. 801, § § 5, 7 (new).]
1. Information. Submit to the board whatever information about the employees of the participating local district the board prescribes; and
[1985, c. 801, § § 5, 7 (new).]
2. Duties. Cause to be performed whatever duties, with respect to the employees of the participating local district, that the board
prescribes.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18251. Compulsory and optional membership (CONTAINS TEXT WITH VARYING EFFECTIVE DATES)
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 2: MEMBERSHIP (HEADING: PL 1985, c. 801, @5 (new)) §18251. Compulsory and optional membership (CONTAINS TEXT WITH VARYING EFFECTIVE DATES)
1. (TEXT EFFECTIVE UNTIL CONTINGENCY: See PL 1991, c. 619, §18) Compulsory membership. Membership is compulsory for all persons entering the service of a participating local district after the date of establishment
for the participating local district, except as otherwise provided by subsection 3; section 18201, subsection 3; or section
18256.
[2003, c. 630, Pt. A, §1 (amd).]
1. (TEXT EFFECTIVE ON CONTINGENCY: See PL 1991, c. 619, §18) Compulsory membership. Membership is compulsory for all employees entering the service of a participating local district after the date of establishment
for the participating local district, but not for employees exempted under subsection 2; under section 18201, subsection 3;
or under section 18252.
[1985, c. 801, §§5, 7 (new).]
2. Optional membership.
[2003, c. 630, Pt. A, §2 (rp).]
3. Optional membership. Membership in the retirement system is optional for the following employees of a participating local district:
A. A person in the service of a participating local district on the date of establishment for that participating local district.
Once such a person joins the retirement system, membership ceases to be optional for that person under this paragraph;
[2003, c. 630, Pt. A, §3 (new).]
B. An elected official or an official appointed for a fixed term. Special provisions apply to certain officials as follows:
(1) Membership of trustees of a water district is governed by Title 35-A, section 6410, subsection 8;
(2) Membership of trustees of a sanitary district is governed by Title 38, section 1104; and
(3) Membership of trustees of a sewer district is governed by Title 38, section 1252;
[2003, c. 630, Pt. A, §3 (new).]
C. A chief administrative officer of a participating local district, whether appointed for a fixed term or appointed with tenure;
and
[2003, c. 630, Pt. A, §3 (new).]
D. A person whose membership is optional under section 18252, 18252-A or 18801.
[2003, c. 630, Pt. A, §3 (new).]
[2003, c. 630, Pt. A, §3 (new).]
4. Delayed election of membership. A person whose membership is optional and who elects not to join the retirement system when first eligible to do so may
at any time apply for and be admitted to membership, except as provided in section 18252.
A. For an optional member described in subsection 3, paragraph B or C who began membership before January 1, 1986, purchase
of service credit for the period during which the person was eligible for membership but was not a member of the retirement
system is governed by section 18305.
[2003, c. 630, Pt. A, §3 (new).]
B. For other optional members, purchase of service credit for the period during which the person was eligible for membership
but was not a member of the retirement system is governed by section 18305-A.
[2003, c. 630, Pt. A, §3 (new).]
[2003, c. 630, Pt. A, §3 (new).]
5. Reentry. A person whose membership is optional may reenter the retirement system at any time, subject to sections 18252 and 18252-A,
if applicable. A person who reenters the system may purchase service credit for the time served in eligible service as follows.
A. If the person withdrew accumulated contributions at the time of withdrawal, the person, subject to any limitations set forth
in section 18252-A, may repurchase that prior service credit by repaying those contributions pursuant to section 18304.
[2003, c. 630, Pt. A, §3 (new).]
B. For the purchase of time for which the person was not a member:
(1) For an optional member described in subsection 3, paragraph B or C who began membership before January 1, 1986, purchase
of service credit for the period during which the person was eligible for membership but was not a member of the retirement
system is governed by section 18305; and
(2) For other optional members, purchase of service credit for the period during which the person was eligible for membership
but was not a member of the retirement system is governed by section 18305-A.
[2003, c. 630, Pt. A, §3 (new).]
[2003, c. 630, Pt. A, §3 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18252-A. Membership in district without Social Security Section 218 agreement coverage and with plan provided by the employer under
section 18252-B
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 2: MEMBERSHIP (HEADING: PL 1985, c. 801, @5 (new)) §18252-A. Membership in district without Social Security Section 218 agreement coverage and with plan provided by the employer under
section 18252-B
1. Membership. An employee of a participating local district that does not have a so-called "Social Security Section 218 agreement" and
that has a plan provided by the employer under section 18252-B may elect to be a member under the retirement system or to
be covered under the plan provided by the employer in accordance with the following.
A. A person hired by a participating local district, or rehired following a break in service, after the date on which the employer
provides a plan under section 18252-B must elect at the time of hiring or rehiring whether to be a member under the retirement
system or to be covered under a plan provided by the employer under section 18252-B.
(1) If the person elects to be a member under the retirement system, the election is effective as of the date of hire or
rehire.
(a) A person who elects to be a member of the retirement system may later elect to be covered under a plan provided by the
employer under section 18252-B. The person who so elects may, at that person's discretion, withdraw accumulated contributions
in accordance with section 18306.
(b) A person who elects under division (a) to be covered under a plan provided by the employer under section 18252-B may
later elect to again become a member under the retirement system, unless to so elect would have the effect of requiring the
employer, without the employer's agreement, to make an employer contribution to both the retirement system and the plan provided
by the employer under section 18252-B.
(c) A person who elects under division (b) to again become a member of the retirement system may, in accordance with section
18305-A, purchase service credit for the period during which the person elected not to be a member of the retirement system.
The person may, in accordance with section 18304, repay contributions withdrawn under division (a) and may, as permitted
under other relevant retirement system law, rule and policy, repay other refunded contributions.
(d) A person who, having elected to again become a member under the retirement system under division (c), later elects again
not to be a member may not thereafter become a member under the retirement system while employed by the same participating
local district.
(2) A person who elects to be covered under a plan provided by the employer under section 18252-B may later elect to become
a member under the retirement system.
(a) Membership service credit for a person joining the retirement system under this subparagraph begins as of the effective
date of first contributions or pick-up contributions to the retirement system following that person's election under this
subparagraph.
(b) A person who joins the retirement system under this subparagraph may, in accordance with section 18305-A, purchase service
credit for the period during which the person elected not to be a member of the retirement system.
(c) A person who, having elected to become a member under the retirement system under this subparagraph, later elects again
not to be a member may, at the employee's discretion, withdraw accumulated contributions in accordance with applicable requirements
of law and rule and retirement system procedures and may not thereafter become a member under the retirement system while
employed by the same participating local district.
[2003, c. 630, Pt. A, §5 (amd).]
B. An employee of the participating local district who is a member under the retirement system on the date on which the employer
provides a plan under section 18252-B may elect to remain a member under the retirement system or to become covered under
a plan provided by the employer under section 18252-B.
(1) If that person elects not to remain a member, the election is effective as of the first day of the month in which no
contributions or pick-up contributions are made to the retirement system by that person. A person who elects not to remain
a member may, at that person's discretion, withdraw accumulated contributions in accordance with section 18306.
(2) A person who elects not to remain a member under the retirement system may later elect to again become a member.
(a) Membership service credit for a person who elects to again become a member under the retirement system under this subparagraph
begins as of the effective date of the first contributions or pick-up contributions to the retirement system following that
person's election under this subparagraph.
(b) A person who rejoins the retirement system under this subparagraph may, in accordance with section 18305-A, purchase
service credit for the period during which that person elected not be a member of the retirement system. The person may,
in accordance with section 18304, repay contributions refunded under subparagraph (1), unless to so elect would have the effect
of requiring the employer, without the employer's agreement, to make an employer contribution to both the retirement system
and the plan provided by the employer under section 18252-B.
(c) A person who, having elected to again become a member under the retirement system under this subparagraph, later elects
again not to be a member may, at that person's discretion, withdraw accumulated contributions in accordance with section 18306
and may not thereafter become a member under the retirement system while employed by the same participating local district.
[2003, c. 630, Pt. A, §5 (amd).]
C.
[2003, c. 630, Pt. A, §5 (rp).]
D. If the participating local district does not have a plan provided under section 18252-B, the employees do not have the elections
provided under paragraphs A and B.
[1997, c. 709, §4 (new).]
[2003, c. 630, Pt. A, §5 (amd).]
2. District employer responsibilities. Responsibilities of the participating local district employer are as follows.
A. The participating local district employer is responsible for ensuring that the plan provided by the employer under section
18252-B meets the requirements of that section.
[1997, c. 709, §4 (new).]
B. The participating local district employer is responsible for providing employees with information as to membership under
the retirement system and as to coverage under the plan provided by the employer under section 18252-B to assist the employee
in making election decisions. The retirement system shall provide the employer with information as to the retirement system.
[1997, c. 709, §4 (new).]
C. The participating local district employer is responsible for providing procedures by which employees make elections under
this section, for maintaining all records relevant to the election process and each employee's elections, for informing the
retirement system as to employee elections in accordance with procedures established by the executive director and for making
all administrative decisions, including the final administrative decision, in any dispute related to an employee's elections
or administrative decision, in any dispute related to an employee's elections or to any issue as to the plan provided by the
employer under section 18252-B. Neither the retirement system nor the system's board of trustees has responsibility or jurisdiction
to make the final administrative decision with respect to any of these matters. The retirement system is responsible only
to ensure that its records accurately reflect the information provided by the employer, the employer's decision as to any
of these matters, and the legally cognizable outcome of any dispute related to any of these matters.
[1997, c. 709, §4 (new).]
D. With respect to matters related to participation and membership other than those specified in paragraph C, the retirement
system and the board retain responsibility and authority according to applicable retirement system law and rules as to the
participating local districts and their employees to whom this section applies, including the authority to make final administrative
decisions.
[1997, c. 709, §4 (new).]
[1997, c. 709, §4 (new).]
3. Exclusions. This section does not apply to employees of participating local districts:
A. Who are employed in part-time, seasonal or temporary positions;
[2003, c. 630, Pt. A, §6 (new).]
B. Whose membership in the retirement system is optional under section 18252, section 18801, subsection 1 or section 18251,
subsection 3, paragraph A, B or C;
[2003, c. 630, Pt. A, §6 (new).]
C. For whom membership in the retirement system is denied under section 18256; or
[2003, c. 630, Pt. A, §6 (new).]
D. Who are excluded from membership under section 18201, subsection 3.
[2003, c. 630, Pt. A, §6 (new).]
[2003, c. 630, Pt. A, §6 (rpr).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18252-B. Requirements for plan provided by district employer for employees to whom section 18252-A applies
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 2: MEMBERSHIP (HEADING: PL 1985, c. 801, @5 (new)) §18252-B. Requirements for plan provided by district employer for employees to whom section 18252-A applies
The plan provided by the participating local district employer for employees to whom section 18252-A applies must meet the
following requirements.
[1997, c. 709, §4 (new).]
1. Internal Revenue Code. The plan must meet the requirements of United States Internal Revenue Code, Section 401(a) for defined contribution plans
or United States Internal Revenue Code, Section 457 for deferred compensation plans, or both.
[1997, c. 709, §4 (new).]
2. Employer contribution. The employer must contribute as a percentage of compensation on behalf of each employee in each pay period an amount not
less than the employer would be required to pay if the employee were covered under the United State Social Security Act, not
including the Medicare portion of the payment, consistent with applicable contribution limits of federal law.
[1997, c. 709, §4 (new).]
3. Employee contribution. The employee must contribute as a percentage of compensation in each pay period an amount not less than the employee would
have been required to contribute had the employee been a member under the retirement system under the so-called "Regular Plan
A" of the consolidated plan for participating local districts, consistent with applicable contribution limits of federal law.
[1997, c. 709, §4 (new).]
4. Education. The employer must provide for employees to whom section 18252-A applies an education program that meets the requirements
of federal law for such programs for the plan that the employer provides.
[1997, c. 709, §4 (new).]
5. Disability benefits. For employees who become covered under the plan, the employer must provide a disability benefit program, the cost of which
must be paid by the employer. At a minimum, that program must establish eligibility criteria, provide coverage for physical
and mental disabilities and provide a level of benefits at least equal to 60% of the employee's annual compensation.
[1997, c. 709, §4 (new).]
6. Change or termination of plan. Except with respect to current employees covered under the plan and with respect to persons receiving benefits under the
plan, the employer may change or terminate the plan at any time, to the extent that change or termination is not prohibited
by other law. The employer may allow current employees covered under the plan the choice to instead be covered under the
changed plan.
A. Section 18252-A, subsection 1, paragraph A applies to an employee hired or rehired by the employer after the employer changes
the plan.
[1997, c. 709, §4 (new).]
B. If, after plan termination, the employer no longer provides a plan under this section, an employee hired or rehired after
termination of the plan must be a member under the retirement system.
[1997, c. 709, §4 (new).]
C. Section 18252-A, subsection 1, paragraph B applies to an employee who is a member under the retirement system at the time
of the change, except that an employee who has previously exhausted the elections available under section 18252-A, subsection
1, paragraph B and who elects to be covered under the plan provided by the employer under this subsection may not later become
a member under the retirement system while employed by the same participating local district.
[1997, c. 709, §4 (new).]
[1997, c. 709, §4 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18252. Membership in districts with Social Security coverage under Social Security Section 218 agreement
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 2: MEMBERSHIP (HEADING: PL 1985, c. 801, @5 (new)) §18252. Membership in districts with Social Security coverage under Social Security Section 218 agreement
A person who is or would be covered by the United States Social Security Act as a result of employment by a participating
local district having a so-called "Social Security Section 218 agreement" may elect to join, not to join, to cease contributions
to or to withdraw from the retirement system under the following conditions.
[2003, c. 630, Pt. A, §4 (amd).]
1. New employees. A new employee may join the retirement system at the beginning of employment or on any anniversary of the beginning of employment,
so long as that person is still an employee of the participating local district and the district continues to be a participating
local district.
A. Purchase of service credit for the period during which the person was not a member of the retirement system is governed
by section 18305-A.
[2003, c. 630, Pt. A, §4 (new).]
[2003, c. 630, Pt. A, §4 (amd).]
2. Employee who is participating member. A person who is a participating member of the retirement system may elect to cease contributions to the system and, at that
person's discretion, may withdraw accumulated contributions in accordance with section 18306.
[2003, c. 630, Pt. A, §4 (amd).]
3. Person who has previously ceased contributions. A person who has previously elected to cease contributions to the retirement system, whether or not accumulated contributions
have been withdrawn, may choose to rejoin the system at any time under the following conditions.
A.
[2003, c. 630, Pt. A, §4 (rp).]
A-1.
[2003, c. 630, Pt. A, §4 (rp).]
B. The employer must still be a participating local district allowing new membership in the retirement system.
[1985, c. 801, §§5, 7 (new).]
C. Purchase of service credit for the period during which the person was not a member of the retirement system is governed
by section 18305-A. Repayment of withdrawn accumulated contributions is governed by section 18304.
[2003, c. 630, Pt. A, §4 (new).]
[2003, c. 630, Pt. A, §4 (amd).]
4. Employee who has previously withdrawn rejoins after 3 years.
[2003, c. 387, §6 (rp).]
5. Limit on right to rejoin. The right of a person to rejoin under subsection 3 is limited to 2 occurrences.
[2005, c. 76, §1 (amd).]
6. Restoration to service. If any person who is the recipient of a service retirement benefit is covered by the United States Social Security Act upon
being restored to service, continuation of that person's benefit is governed by the following.
A. The person may elect to have the service retirement benefit continued during the period of time the person is restored to
service and the person may not accumulate any additional service credits.
[1989, c. 677, §§2, 3 (new).]
B. The person may elect to have the service retirement benefit terminated, again become a member of the retirement system and
begin contributing at the current rate.
(1) The person is entitled to accumulate additional service credits during the period of time the person is restored to
service.
(2) When the person again retires, the person is entitled to receive benefits computed on the person's entire creditable
service and in accordance with the law in effect at the time.
[1989, c. 677, §§2, 3 (new).]
C. Upon being restored to service, the person must elect to have benefits either continued or terminated. If written notification
of the person's election is not received by the executive director within 60 days of restoration to service, the person is
deemed to have elected the provisions of paragraph A. The election, regardless of how it is made, is irrevocable during the
period of restoration to services.
[2003, c. 387, §6 (amd).]
[2003, c. 387, §6 (amd).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18253. Employment changes affecting membership
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 2: MEMBERSHIP (HEADING: PL 1985, c. 801, @5 (new)) §18253. Employment changes affecting membership
1. Reemployment with new employer. Membership of a member who is reemployed with a new employer is governed as follows.
A. Any member of the retirement system whose service is terminated as a state employee, teacher or participating local district
employee and who becomes employed as a state employee, teacher or participating local district employee with a new employer
shall, if he has not previously withdrawn his accumulated contributions:
(1) Have his membership transferred to his account with the new employer; and
(2) Be entitled to all benefits which:
(a) Are based on creditable service and earnable compensation with the previous employer and the provisions of this Part
in effect with respect to the previous employer at the date of termination of service by the member; and
(b) Do not require additional contributions by the new employer.
[1985, c. 801, §§5, 7 (new).]
B. The new employer may elect to include the creditable service and earnable compensation of the member with the previous employer
with the creditable service and earnable compensation with the new employer. If that election is made, the new employer shall
make, from time to time, whatever contributions are necessary to provide the benefits under the retirement system for the
member as have accrued to the member by reason of his previous employment and as may accrue to the member by reason of his
new employment.
[1985, c. 801, §§5, 7 (new).]
C. If the new employer makes the election provided under paragraph B, all funds in the retirement system contributed by the
member's former employer on account of the member's previous employment must be transferred to the account of the new employer
and must be used to liquidate the liability incurred by reason of the previous employment.
[1991, c. 580, §12 (amd).]
D. For the purposes of this subsection, an employee of the Maine State Retirement System who is a member on January 1, 1994
is considered to be reemployed with a new employer. If an employee returns to state service during the period that begins
on July 1, 1995 and ends 180 days after the date upon which the initial collective bargaining agreement between the Maine
State Retirement System and the collective bargaining agent that represents the employees of the system becomes effective,
all funds transferred to the account of the Maine State Retirement System as the new employer on behalf of the employee from
the State's account must be returned to the State's account. For the purpose of service, breaks in service and benefit accruals,
the employee must be treated as if the employee had remained in state service throughout the period in question. For purposes
of this paragraph, "becomes effective" means that the collective bargaining agreement has been signed and ratified by both
parties and approved by the Legislature as provided by section 17103, subsection 14.
[1995, c. 363, §1 (amd).]
[1995, c. 363, §1 (amd).]
2. Purchase of previously rendered creditable service. A member of a participating local district who has served in any participating local district or in any local district may
purchase, by mutual agreement between the participating local district and the person concerned, service credit for the service
previously rendered, upon proper certification that:
A. The service had been rendered; and
[1985, c. 801, §§5, 7 (new).]
B. The current employer will assume the liability incurred by the granting of the service credit for the previous time served.
[1985, c. 801, §§5, 7 (new).]
[1985, c. 801, §§5, 7 (new).]
3. Former employee. Notwithstanding anything to the contrary, a participating local district may grant service credit for creditable service
to any former employee who is currently a member of the retirement system. The entire actuarial cost of granting the service
credit shall be fully funded by the district granting the service credit.
[1985, c. 801, §§5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18254-A. Effect of district's resumption of participation after withdrawal
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 2: MEMBERSHIP (HEADING: PL 1985, c. 801, @5 (new)) §18254-A. Effect of district's resumption of participation after withdrawal
The board may establish by rule the effect on employees of a local district that resumes participation in the retirement system
after having withdrawn from participation.
[1991, c. 580, §13 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18254. Effect of district's withdrawal
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 2: MEMBERSHIP (HEADING: PL 1985, c. 801, @5 (new)) §18254. Effect of district's withdrawal
The withdrawal of a participating local district from the retirement system has the following effects on an employee of the
district and on the district itself.
[2001, c. 181, §8 (amd).]
1. Employee who withdraws accumulated contributions. An employee of the district who withdraws accumulated contributions may not be a member of the retirement system as an employee
of that district.
[1987, c. 739, §§30,48 (amd).]
2. Person employed after district withdrawal. A person who begins employment with the district after the effective date of withdrawal of the district from the retirement
system may not be a member of the retirement system as an employee of that district.
[1985, c. 801, §§5, 7 (new).]
3. Former employee receiving or eligible for retirement benefits. Except as provided in subsection 5, for a former employee who is receiving retirement benefits or is eligible for retirement
benefits, the district continues to be a participating local district and that person is subject to this Part.
[2001, c. 181, §9 (amd).]
4. Former employee who has not withdrawn accumulated contributions. For a former employee who has not withdrawn accumulated contributions from the retirement system, the district shall continue
to be a participating local district and that person shall be subject to this Part.
[1987, c. 739, §§30, 48 (amd).]
5. Conditions under which withdrawn participating local district is no longer participating local district. A participating local district that has no former employees eligible for retirement benefits under subsection 3 and no former
employees covered under subsection 4 is no longer a participating local district when:
A. The participating local district's status as a participating local district is based solely on the existence of a former
employee or employees who are retirees receiving retirement benefits or on the existence of current or potential beneficiaries
of such retirees who are receiving or potentially entitled to receive benefits; and
[2001, c. 181, §10 (new).]
B. The district satisfies fully all liabilities as measured by the retirement system for those to whom paragraph A applies:
(1) In accordance with state and federal law; and
(2) According to standards and procedures approved by the board as determined by the board to protect the interests of current
and potential benefit recipients and any other affected or potentially affected person or entity. Such procedures may include,
but are not limited to, the establishment by purchase or otherwise of an annuity or annuities as a means of satisfying the
district's liabilities.
[2001, c. 181, §10 (new).]
Having satisfied its liabilities in compliance with this subsection, a district is no longer a participating local district,
and the retirement system must return to it any assets in the district's retirement system account exceeding the amount necessary
to comply. Satisfaction of district liabilities pursuant to this subsection bars any future claim by any person against the
retirement system for liability to or responsibility for any retiree, beneficiary or the district, and a retiree, beneficiary
or the district is not thereafter subject to this Part.
[2001, c. 181, §10 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18255. Disbanded or dissolved local district
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 2: MEMBERSHIP (HEADING: PL 1985, c. 801, @5 (new)) §18255. Disbanded or dissolved local district
If, for any reason, any participating local district ceases to be an employing unit eligible for inclusion in the retirement
system, the membership of its employees shall cease except to the extent of any benefits that may be provided by the funds
that have been established under the retirement system for that district.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18256. Denial of membership rights (CONTAINS TEXT WITH VARYING EFFECTIVE DATES)
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 2: MEMBERSHIP (HEADING: PL 1985, c. 801, @5 (new)) §18256. Denial of membership rights (CONTAINS TEXT WITH VARYING EFFECTIVE DATES)
p align="center">(WHOLE SECTION TEXT EFFECTIVE UNTIL CONTINGENCY: See PL 1991, c. 619, §18)
1. Board of trustees. The board may deny membership to any class of employees whose compensation is set on any basis other than a per annum basis
and that is not required by 26 CFR Part 31 to be covered by a public employee retirement system or United States Social Security
System.
[1991, c. 619, §13 (new); §18 (aff).]
2. Local district. A participating local district may deny membership to part-time, seasonal and temporary employees to the extent and in the
manner provided by board rules.
[1991, c. 619, §13 (new); §18 (aff).]
05 §18256
Denial of membership rights
(WHOLE SECTION TEXT EFFECTIVE ON CONTINGENCY: See PL 1991, c. 619, §18)
div> The board may, in its discretion, deny the right to become a member to any class of employees who are serving on a temporary
basis or whose compensation is set on any basis other than a per annum basis.
[1985, c. 801, §§5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18257. Cessation of membership
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 2: MEMBERSHIP (HEADING: PL 1985, c. 801, @5 (new)) §18257. Cessation of membership
A member ceases to be a member of the retirement system if the member:
[1985, c. 801, § § 5, 7 (new).]
1. Withdrawal. Withdraws accumulated contributions;
[1987, c. 739, §§31, 48 (amd).]
2. Beneficiary. Becomes a beneficiary as a result of the member's own retirement; or
[1985, c. 801, § § 5, 7 (new).]
3. Death. Dies.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18258. Service in the armed forces
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 2: MEMBERSHIP (HEADING: PL 1985, c. 801, @5 (new)) §18258. Service in the armed forces
1. Membership continued. The membership of the following employees is considered to have continued during the period of the employee's service in
the Armed Forces of the United States:
A. Any employee entering a class of service in the Armed Forces of the United States approved by resolution of the board, if
the employee does not withdraw accumulated contributions;
[1991, c. 479, §4 (amd).]
B. Any employee who enlists in or is inducted or drafted into the service of the Armed Forces of the United States;
[2001, c. 181, §11 (amd).]
C. Any employee who enlists in or is inducted or drafted into the service of the Armed Forces of the United States while the
United States Selective Service Act of 1948, Public Law 759, or any of its amendments or extensions is in effect.
[1991, c. 479, §4 (new).]
[2001, c. 181, §11 (amd).]
2. Other military benefits. Any employee who satisfies the criteria of subsection 1, paragraph B, is entitled to all the benefits of Title 26, section
811.
[2001, c. 662, §6 (amd).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18301. Member contribution
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 3: CONTRIBUTIONS (HEADING: PL 1985, c. 801, @5 (new)) §18301. Member contribution
Each member shall contribute to the retirement system or have pick-up contributions made by the employer at a rate of 6.5%
of earnable compensation, except as otherwise provided in this Part.
[1987, c. 739, §§33, 48 (amd).]
1. Employer pick-up. The contributions required to be made on behalf of a member under this section shall, after the effective date of this section,
be picked up by the employer in lieu of contributions by the employee with a reduction of the member's salary consistent with
section 17001, subsection 28-A.
[1987, c. 739, §§33, 48 (new).]
2. No employee option. The employee may not choose to receive pick-up contribution amounts directly instead of having them paid by the employer
to the system.
[1987, c. 739, §§33, 48 (new).]
3. Treatment of pick-up contributions. Pick-up contributions shall be treated as follows.
A. Pick-up contributions shall be treated as the employer's contribution in determining tax treatment under the United States
Internal Revenue Code for federal tax purposes, pursuant to the United States Code, Title 26, Section 414(h)(2).
[1987, c. 739, §§33, 48 (new).]
B. For all other purposes, pick-up contributions shall be treated in the same manner and to the same extent as member contributions
were treated before the effective date of this section.
[1987, c. 739, §§33, 48 (new).]
[1987, c. 739, §§33, 48 (new).]
4. Payment of contributions for back time; repayment of refunds; purchase of service credit. Wherever under this chapter provision is made for payment of contributions for back time, repayment of refunds or purchase
of service credit through annual direct payments, those payments may be made either by a single annual payment or by an increased
rate of contribution through payroll deduction. For payments or repayments made by single annual payments, the board shall
designate, by rule, a period of not less than 30 days during which annual direct payments or repayments may be made. Regardless
of whether payment or repayment is made by a single annual payment or by payroll deduction, the payment or deduction must
be sufficient to cover interest costs and effect some reduction in principal.
[1999, c. 537, §2 (rpr); §3 (aff).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18302. Employer contribution
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 3: CONTRIBUTIONS (HEADING: PL 1985, c. 801, @5 (new)) §18302. Employer contribution
1. Computation by actuary. The actuary shall compute employer contributions payable annually by the participating local district on account of employees
who become members under subchapter II in the same manner as if they were state employees in accordance with chapter 421,
subchapter IV.
[1985, c. 801, § § 5, 7 (new).]
2. Expense. The expense of making the initial determination of the contributions under this section shall be assessed against and paid
by the participating local district on whose account it is made.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18303. Certification and payment of contributions
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 3: CONTRIBUTIONS (HEADING: PL 1985, c. 801, @5 (new)) §18303. Certification and payment of contributions
1. Certification. The board shall certify to the chief fiscal officer of the participating local district:
A. The contributions and pick-up contributions computed under sections 18301 and 18302;
[1987, c. 739, §§34, 48 (amd).]
B. A pro rata share of the cost of the administration of the retirement system, based upon the payroll of the employees; and
[1985, c. 801, § § 5, 7 (new).]
C. The cost of each annual valuation.
[1985, c. 801, § § 5, 7 (new).]
[1987, c. 739, §§34, 48 (amd).]
2. Payment and credit. The chief fiscal officer of the participating local district shall make monthly payments to the retirement system in accordance
with the board certification under subsection 1. The amounts paid shall be credited to the appropriate funds and accounts
of the retirement system.
[1985, c. 801, § § 5, 7 (new).]
3. Delinquent payments. Delinquent payments due under this section:
A. May be recovered by action in a court of competent jurisdiction against the participating local district liable for the
payments;
[1991, c. 185, §2 (amd).]
B. May, at the request of the retirement system, be deducted from any other money payable to that participating local district
by any department of the State; or
[1991, c. 185, §2 (amd).]
C. May be subject to a late fee as directed by the board and interest at a rate, to be set by the board and paid by the participating
local district, not to exceed regular interest by 5 or more percentage points.
[1993, c. 387, Pt. A, §16 (amd).]
[1993, c. 387, Pt. A, §16 (amd).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18304. Former members
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 3: CONTRIBUTIONS (HEADING: PL 1985, c. 801, @5 (new)) §18304. Former members
Any former member who withdrew that person's contributions after termination of service or after withdrawing from the retirement
system and who again becomes a member may repay earlier contributions to the Members' Contribution Fund under the following
conditions.
[2003, c. 630, Pt. A, §7 (amd).]
1. Time. The repayment must be made before the date any retirement benefit becomes effective for the member.
[2003, c. 630, Pt. A, §8 (amd).]
2. Manner of repayment. The repayment must be made to the retirement system by a single direct payment or by annual direct payments made in accordance
with section 18301, subsection 4.
[1989, c. 710, §15 (amd).]
3. Amount of repayment. The amount of repayment must be equal to the accumulated contributions withdrawn by the person plus interest on the amount
of those accumulated contributions, beginning on the date of withdrawal to the date the repayment or repayments are made,
at a rate, to be set by the board, not to exceed regular interest by 5 or more percentage points.
[1985, c. 801, §§5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18305-A. Back contributions for optional members
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 3: CONTRIBUTIONS (HEADING: PL 1985, c. 801, @5 (new)) §18305-A. Back contributions for optional members
A person whose membership is optional and who did not become a member on the date of first employment or who reentered the
retirement system after having previously withdrawn may elect as permitted by section 18251, 18252 or 18252-A, whichever is
applicable, to pay into the Members' Contribution Fund under the following conditions:
[2003, c. 630, Pt. A, §10 (new).]
1. Time. The payment must be made before the date any retirement benefit becomes effective for the member;
[2003, c. 630, Pt. A, §10 (new).]
2. Manner of payment. The payment must be made to the retirement system by a single direct payment or by annual direct payments made in accordance
with section 18301, subsection 4; and
[2003, c. 630, Pt. A, §10 (new).]
3. Amount of payment. The amount of payment must be the amount that, together with regular interest on that amount, is the actuarial equivalent,
at the effective date of the retirement benefit, of the portion of the retirement benefit based on the additional creditable
service. Additional amounts paid under this section become part of the member's accumulated contributions.
[2003, c. 630, Pt. A, §10 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18305. Back contributions
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 3: CONTRIBUTIONS (HEADING: PL 1985, c. 801, @5 (new)) §18305. Back contributions
Any member who did not become a member on the date of first employment may elect to pay into the Members' Contribution Fund
under the following conditions.
[1985, c. 801, §§5, 7 (new).]
1. Time. The payment must be made before the date any retirement benefit becomes effective for the member.
[1985, c. 801, §§5, 7 (new).]
2. Manner of payment. The payment must be made to the retirement system by a single direct payment or by annual direct payments made in accordance
with section 18301, subsection 4.
[1989, c. 710, §16 (amd).]
3. Amount of payment. The amount of payment must be equal to the contributions that the member would have paid or had picked up by the employer
had the member been a member during the entire period from the date of first employment to the date of becoming a member plus
interest at a rate, to be set by the board, not to exceed regular interest by 5 or more percentage points. Interest shall
be computed beginning the end of the year when those contributions or pick-up contributions would have been made or beginning
July 1, 1957, whichever is later, to the date of payment.
[1987, c. 739, §§35, 48 (amd).]
4. Exception. This section does not apply to a person whose membership in the retirement system is optional, unless the person is described
in section 18251, subsection 3, paragraph B or C and the person began membership before January 1, 1986.
[2003, c. 630, Pt. A, §9 (amd).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18306. Refund of accumulated contributions (CONTAINS TEXT WITH VARYING EFFECTIVE DATES)
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 3: CONTRIBUTIONS (HEADING: PL 1985, c. 801, @5 (new)) §18306. Refund of accumulated contributions (CONTAINS TEXT WITH VARYING EFFECTIVE DATES)
If the service of any member has terminated, except by death or retirement under this Part, or if an optional member withdraws
from the retirement system or if an employee of a district that withdraws from participation under section 18203 wishes to
have accumulated contributions refunded, the member or employee must be paid the amount of accumulated contributions under
the following conditions.
[2003, c. 630, Pt. A, §11 (amd).]
1. Ten or more years of service. If the member has 10 or more years of creditable service at the time service is terminated, the member must have properly
applied for a refund of accumulated contributions. Refunds of accumulated contributions are governed as follows.
A. Payment must be made after termination of service and not less than 22 days nor more than 60 days after receipt of the application
and receipt of the last payroll upon which the name of the member appears, whichever occurs later.
[1993, c. 387, Pt. A, §17 (amd).]
B. An application for refund is void if the member filing the application returns to service before issuance of the payment.
[1987, c. 256, §25 (new).]
C. Only contributions made by a particular member or picked up by the employer may be refunded to that member under this section.
[1987, c. 739, §§36, 48 (amd).]
[1993, c. 387, Pt. A, §17 (amd).]
2. Less than 10 years of service. If the member has less than 10 years of creditable service at the time service is terminated, refunds of accumulated contributions
are governed as follows.
A. Payment must be made after termination of service and not less than 22 days nor more than 60 days after receipt of the application
and receipt of the last payroll upon which the name of the member appears, whichever occurs later.
[1993, c. 387, Pt. A, §18 (amd).]
B. (TEXT EFFECTIVE UNTIL CONTINGENCY: See PL 1991, c. 619, §18) Interest on accumulated contributions related to a member's
compensation for service rendered as a part-time, seasonal or temporary employee after December 31, 1991 must be added as
required by 26 CFR Part 31.
[1997, c. 651, §6 (amd).]
B. (TEXT EFFECTIVE ON CONTINGENCY: See PL 1991, c. 619, §18) No interest may be added to the member's account for any period
beyond the 5th anniversary of the date of the member's termination of service.
[1987, c. 256, §25 (new).]
C. An application for refund is void if the member filing the application returns to service before issuance of the payment.
[1987, c. 256, §25 (new).]
D. (TEXT EFFECTIVE UNTIL CONTINGENCY: See PL 1991, c. 619, §18) Except when inclusion of a portion of employer contributions
is required by paragraph F, only accumulated contributions made by a particular member or picked up by the employer may be
refunded to that member under this section.
[1991, c. 619, §15 (amd); §18 (aff).]
D. (TEXT EFFECTIVE ON CONTINGENCY: See PL 1991, c. 619, §18) Only contributions made by a particular member or picked up
by the employer may be refunded to that member under this section.
[1987, c. 739, §§36, 48 (amd).]
E. (TEXT EFFECTIVE UNTIL CONTINGENCY: See PL 1991, c. 619, §18) The member must have properly applied for a refund of accumulated
contributions, except that the retirement system may make an automatic refund of contributions if the member has not properly
applied for a refund and the amount of accumulated contributions is less than $650. In the case of a part-time, seasonal
or temporary employee the $650 limitation does not apply.
[1991, c. 619, §15 (amd); §18 (aff).]
E. (TEXT EFFECTIVE ON CONTINGENCY: See PL 1991, c. 619, §18) The member must have properly applied for a refund of accumulated
contributions, provided that rules adopted by the board may provide for an automatic refund of contributions if the member
has not properly applied for a refund and the amount of accumulated contributions is less than $650.
[1987, c. 739, §§36, 48 (amd).]
F. (TEXT EFFECTIVE UNTIL CONTINGENCY: See PL 1991, c. 619, §18) The amount of the refund of accumulated contributions related
to a member's compensation for service rendered as a part-time, seasonal or temporary employee after December 31, 1991 must
be at least equal to 7.5% of the member's compensation for such service plus interest as provided by section 17156. The right
to a refund under this paragraph is nonforfeitable until the member has accrued 10 years of creditable service but does not
constitute a right to a retirement benefit.
[1991, c. 619, §16 (new); §18 (aff).]
F. (TEXT REPEALED ON CONTINGENCY: See PL 1991, c. 619, §18)
[1991, c. 619, §18 (rp).]
[1997, c. 651, §6 (amd).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18307. Inactive accounts
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 3: CONTRIBUTIONS (HEADING: PL 1985, c. 801, @5 (new)) §18307. Inactive accounts
Any member account in the retirement system which has been inactive for 10 or more years and which has a balance of accumulated
contributions under $100 may be transferred by the executive director to the Retirement Allowance Fund.
[1987, c. 739, §§37, 48 (amd).]
1. Restoration to service. Any former member who is restored to service may have any accumulated contributions and interest transferred under this
section restored to that member's credit.
[1987, c. 739, §§37, 48 (amd).]
2. Refunds. Any former member who applies for a refund of accumulated contributions and interest transferred under this section shall
be paid that refund in accordance with section 18306.
[1987, c. 739, §§37, 48 (amd).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18308. CETA service
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 3: CONTRIBUTIONS (HEADING: PL 1985, c. 801, @5 (new)) §18308. CETA service
1. Definitions. As used in this section, unless the context otherwise indicates, the following terms have the following meanings.
A. "CETA employee" means an employee enrolled in a program under the United States Comprehensive Employment and Training Act
of 1973, as amended.
[1985, c. 801, §§5, 7 (new).]
B. "Employer" means the State or the participating local district with which the CETA employee is placed for training and employment.
[1985, c. 801, §§5, 7 (new).]
C. "Prime sponsor" means the CETA prime sponsor, a unit of government responsible for planning and operating all CETA programs
within the geographic jurisdiction encompassed by that unit of government.
[1985, c. 801, §§5, 7 (new).]
[1985, c. 801, §§5, 7 (new).]
2. Eligibility for membership. CETA employees are considered eligible for membership in the retirement system from the date of their enrollment in a CETA
program, whether or not they become members.
[1985, c. 801, §§5, 7 (new).]
3. Employer's contributions. Employer's contributions are governed as follows.
A. Notwithstanding this chapter and chapter 421, subchapter IV, neither the State nor a participating local district is required
to contribute to the retirement system for CETA employees.
[1985, c. 801, §§5, 7 (new).]
B. If an employee elects, under section 18361, to purchase his CETA time for past creditable service, the employee's CETA prime
sponsor shall then pay to the retirement system an amount equal to the employer's contribution, plus regular interest, for
the employee's CETA time, using only CETA funds.
[1985, c. 801, §§5, 7 (new).]
[1985, c. 801, §§5, 7 (new).]
4. Employee's contributions. Employee's contributions are governed as follows.
A. Notwithstanding section 18301, a CETA employee is not required to contribute to the retirement system.
[1985, c. 801, §§5, 7 (new).]
B. A CETA employee may contribute during his period of CETA employment or may defer contributions until his post-CETA employment
status is known.
[1985, c. 801, §§5, 7 (new).]
C. If an employee who has not contributed during his CETA employment or who has withdrawn his contributions later elects, under
section 18361, to purchase his CETA time for past creditable service, the employee shall pay to the retirement system an amount
equal to the employee's contributions, plus interest, as provided under section 18305.
[1985, c. 801, §§5, 7 (new).]
D. If an employee or member who has not contributed during that employee's or member's CETA employment or who has withdrawn
that employee's or member's contributions later elects, under section 18361, subsection 3, to purchase that employee's or
member's CETA time for past creditable service before any retirement benefit becomes effective for that member, that employee
or member must pay into the Members' Contribution Fund, by a single direct payment or annual direct payments to the retirement
system, an amount that, together with regular interest on that amount, is the actuarial equivalent, at the effective date
of the retirement benefit, of the portion of the retirement benefit based on the additional creditable service. Annual payments
must be made in accordance with section 18301, subsection 4. Additional amounts paid under this paragraph become a part of
the employee's or member's accumulated contributions. If any retirement benefit becomes effective before the completion of
the payment under this paragraph, the employee or member is entitled to service credit for a portion of the additional creditable
service in the same proportion that the total amount of payments actually made, plus regular interest on those payments to
the date the retirement benefit becomes effective, bears to the actuarial equivalent of the total portion of the retirement
benefit based on the additional creditable service.
[1999, c. 241, §3 (new).]
[1999, c. 241, §3 (amd).]
5. Return of contributions. Any CETA employee who contributed to the retirement system during his CETA employment and who does not meet the requirements
of section 18361, shall be refunded his employee contributions, plus regular interest, upon request to the retirement system.
[1985, c. 801, §§5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18309. Fire fighters
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 3: CONTRIBUTIONS (HEADING: PL 1985, c. 801, @5 (new)) §18309. Fire fighters
1. Contribution rate. Except as provided in subsection 2, each fire fighter, including the chief of a fire department, employed by a participating
local district which provides a special retirement benefit under section 18453, subsection 4 or 5, shall contribute to the
retirement system or have pick-up contributions made by the employer at a rate of 8% of earnable compensation as long as employed
as a fire fighter.
[1987, c. 739, §§38, 48 (amd).]
Revision: In subsection 1 "fire fighter" should be one word
2. Exception. A participating local district may elect to reduce the rate of contribution set out in subsection 1 to 6.5% of earnable compensation
for all fire fighters who continue employment after attaining eligibility for retirement during the remainder of their employment
as fire fighters.
[1985, c. 801, § § 5, 7 (new).]
Revision: In headnote of section change "Fire fighter" to 'firefighter' In subsection 2 "fire fighter" should be one word.
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18310. Police officers
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 3: CONTRIBUTIONS (HEADING: PL 1985, c. 801, @5 (new)) §18310. Police officers
1. Contribution rate. Except as provided in subsection 2, each police officer, including the chief of a police department, employed by a participating
local district which provides a special retirement benefit under section 18453, subsection 7 or 8, shall contribute to the
retirement system or have pick-up contributions made by the employer at a rate of 8% of earnable compensation as long as employed
as a police officer.
[1987, c. 739, §§39, 48 (amd).]
2. Exception. A participating local district may elect to reduce the rate of contribution set out in subsection 1 to 6.5% of earnable compensation
for all police officers who continue employment after attaining eligibility for retirement during the remainder of their employment
as police officers.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18311. Armed forces
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 3: CONTRIBUTIONS (HEADING: PL 1985, c. 801, @5 (new)) §18311. Armed forces
1. Service after becoming a member. For employees who qualify to have their membership in the retirement system continued under section 18258, subsection 1,
because of service in the Armed Forces of the United States, the participating local district shall contribute to the Members'
Contribution Fund the same amount that the member would have been required to contribute if the member had been serving the
participating local district during the period of service in the armed forces in the same capacity in which the employee was
serving at the time he joined the armed forces. Any member whose contributions to the Members' Contribution Fund are paid
by the participating local district under this subsection, who withdraws or ceases to be a member of the retirement system,
may not withdraw any of the contributions made by the participating local district under this subsection.
[1985, c. 801, § § 5, 7 (new).]
2. Service before becoming a member. A member who qualifies under section 18360, subsection 2, shall contribute to the retirement system for the period after
service in the armed forces under the following terms and conditions.
A. If the member qualifies under section 18360, subsection 2, contributions are calculated at the percentage rate required
of active members during the period of time covered by the service in the armed forces applied to the member's earnable compensation
during the first year as an employee subsequent to service in the armed forces under the following terms and conditions:
(1) If 2 or more percentage rates were in effect during the period of service in the armed forces, the highest percentage
rate is used;
(2) The minimum rate is 5%; and
(3) Interest at a rate set by the board not to exceed regular interest by 2 or more percentage points is paid on the unpaid
balance beginning January 1, 1976, or the date of attaining 15 years of creditable service, if later, to the date payment
is made.
[1991, c. 23, §1 (amd).]
B.
[1991, c. 23, §2 (rp).]
C. The payment must be made to the retirement system by a single direct payment or annual direct payments made in accordance
with section 18301, subsection 4.
[1989, c. 710, §18 (new).]
[1991, c. 23, §§1, 2 (amd).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18351. Determination of one year's service credit
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 4: CREDITABLE SERVICE (HEADING: PL 1985, c. 801, @5 (new)) §18351. Determination of one year's service credit
The determination of one year's service credit shall be governed as follows.
[1985, c. 801, § § 5, 7 (new).]
1. All service in one calendar year. The board may not allow more than one year's service credit for all the service occurring in one calendar year.
[1985, c. 801, § § 5, 7 (new).]
2. Absence without pay. The board may not allow service credit for a period of absence without pay of more than a month's duration for a full-time
position.
[1985, c. 801, § § 5, 7 (new).]
3. Board determination. The board shall determine by appropriate rules how much service in any year qualifies for one year's service credit. Service
rendered for the full normal working time in any year shall be equivalent to one year's service credit.
[1987, c. 256, § 28 (amd).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18352. Service credit for prior service
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 4: CREDITABLE SERVICE (HEADING: PL 1985, c. 801, @5 (new)) §18352. Service credit for prior service
1. Determination. Service credit for prior service may be allowed in accordance with section 18358.
[1985, c. 801, § § 5, 7 (new).]
2. Election by district. A participating local district may elect to include for all employees of the district service credit for prior service in
excess of 25 years.
[1985, c. 801, § § 5, 7 (new).]
3. Verification of prior service. Upon verification of the length of service rendered before the applicable date of establishment of the retirement system
for a particular member, the board shall grant service credit for that service.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18353. Service credit for back contributions
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 4: CREDITABLE SERVICE (HEADING: PL 1985, c. 801, @5 (new)) §18353. Service credit for back contributions
Upon complete payment of the back contributions under section 18305, the member shall be granted service credit for the period
of time for which the contributions have been made. Upon making partial payment of the back contributions under section 18305,
the member shall be granted service credit on a pro rata basis in accordance with rules adopted by the board.
[1989, c. 95, §11 (new).]
1. Entitlement to service credit.
[1989, c. 95, §11 (rp).]
2. Retirement benefit effective before completion of payment.
[1989, c. 95, §11 (rp).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18354. Out-of-state service
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 4: CREDITABLE SERVICE (HEADING: PL 1985, c. 801, @5 (new)) §18354. Out-of-state service
1. Generally. For members who began membership before January 1, 1976, additional service credit shall be allowed for out-of-state service,
subject to the following conditions.
A. The member must have creditable service in the State of at least 20 years in the aggregate;
[1985, c. 801, § § 5, 7 (new).]
B. The member, before any retirement benefit becomes effective, must make contributions into the Members' Contribution Fund
for the years of out-of-state service on the same basis as the member would have made contributions had the service been in
the State, including interest at a rate, to be set by the board, not to exceed regular interest by 5 or more percentage points.
Interest shall be computed from the end of the year when those contributions would have been made, if the service had been
in the State, to the date of payment. The payment must be made to the retirement system by a single direct payment or by
annual direct payments made in accordance with section 18301, subsection 4;
[1989, c. 95, §12 (amd); c. 710, §19 (amd).]
C. The member's last 10 years of creditable service before the date of retirement must be in the State and no more than 10
years of service credit may be allowed for out-of-state service; and
[1989, c. 95, §12 (amd).]
D. Upon complete payment of the back contributions under paragraph B, the member shall be granted service credit for the period
of time for which the contributions have been made. Upon making partial payment of the back contributions under paragraph
B, the member shall be granted service credit on a pro rata basis in accordance with rules adopted by the board.
[1989, c. 95, §13 (new).]
[1989, c. 95, §§12, 13 (amd); c. 710, §19 (amd).]
2. Alternative. If service credit for out-of-state service is not allowed under subsection 1, additional service credit for out-of-state
service shall be allowed for any member in the determination of retirement benefit under this Part if the member, before any
retirement benefit becomes effective for that member, pays into the Members' Contribution Fund, by a single direct payment
or annual direct payments to the retirement system, an amount that, together with regular interest on that amount, is the
actuarial equivalent, at the effective date of the retirement benefit, of the portion of the retirement benefit based on the
additional creditable service. Annual payments must be made in accordance with section 18301, subsection 4.
A. Additional amounts paid under this subsection shall become a part of the member's accumulated contributions.
[1985, c. 801, § § 5, 7 (new).]
B. If any retirement benefit becomes effective before the completion of the payment under this subsection, the member is entitled
to service credit for that portion of the additional creditable service that the total amount of payments actually made, plus
regular interest on those payments to the date the retirement benefit becomes effective, bears to the actuarial equivalent
of the total portion of the retirement benefit based on the additional creditable service.
[1989, c. 710, §20 (amd).]
[1989, c. 710, §20 (amd).]
3. Service credit not to be used in another state. Notwithstanding anything to the contrary, any application for a retirement benefit that becomes effective after May 11, 1966,
and for which out-of-state service credit is to be granted must be accompanied by a certified statement from the appropriate
retirement system that the out-of-state service credit granted has not been or will not be used to obtain benefits in another
state.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18355. Disability retirement service credit
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 4: CREDITABLE SERVICE (HEADING: PL 1985, c. 801, @5 (new)) §18355. Disability retirement service credit
A beneficiary shall receive service credit for the purpose of determining benefits under this Part for the period following
termination of service for which the beneficiary receives disability retirement benefits under subchapter V, articles 3 and
3-A.
[1989, c. 409, §§9, 12 (amd).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18356. Unused accrued or accumulated sick leave or unused vacation leave
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 4: CREDITABLE SERVICE (HEADING: PL 1985, c. 801, @5 (new)) §18356. Unused accrued or accumulated sick leave or unused vacation leave
1. Election. A participating local district may elect to provide service credit for unused accrued or accumulated sick leave or unused
vacation leave or a combination of both, for which a member is credited on termination of service, but for which the member
does not receive payment.
[1985, c. 801, § § 5, 7 (new).]
2. Limitation. Leave qualifying for service credit under subsection 1 may not exceed a total of 90 days, except as provided in subsection
3.
[1985, c. 801, § § 5, 7 (new).]
3. Exceptions. Leave beyond 90 days may qualify as service credit, up to the maximum number of days of leave, set by personnel rules or
by contract, that a person is allowed to accumulate, if the participating local district pays into the retirement system the
actuarial equivalent of the benefit.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18357. Former members
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 4: CREDITABLE SERVICE (HEADING: PL 1985, c. 801, @5 (new)) §18357. Former members
Upon complete payment of the back contributions under section 18304, the member shall be granted service credit for the period
of time for which the contributions have been made. Upon making partial payment of the back contributions under section 18304,
the member shall be granted service credit on a pro rata basis in accordance with rules adopted by the board.
[1989, c. 95, §14 (new).]
1. Service credit reinstated.
[1989, c. 95, §14 (rp).]
2. Retirement benefit effective before completion of repayment.
[1989, c. 95, §14 (rp).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18358. Prior service; service previous to membership
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 4: CREDITABLE SERVICE (HEADING: PL 1985, c. 801, @5 (new)) §18358. Prior service; service previous to membership
1. Employee in service when district participation begins. Any employee who is in service on the date when participation of the local district begins and who elects to join the retirement
system after that date is entitled to:
A. Service credit for prior service for the periods of previous service certified by the participating local district as creditable
prior service rendered to that district for which the participating local district makes contributions; and
[1987, c. 256, §29 (amd).]
B. Service credit for all membership service for which contributions are paid into the retirement system by the member or picked
up by the employer.
[1987, c. 739, §§40, 48 (amd).]
[1987, c. 739, §§40, 48 (amd).]
2. Optional members joining or rejoining system. A person who joins the retirement system under section 18251, 18252 or 18252-A:
A. Receives service credit for the period during which the person elected not to be a member of the retirement system only
if payments are made pursuant to section 18305 or 18305-A; and
[2003, c. 630, Pt. A, §12 (amd).]
B. Begins to accrue membership service credit on the effective date of first contributions or pick-up contributions to the
retirement system.
[1987, c. 739, §§41, 48 (amd).]
[2003, c. 630, Pt. A, §12 (amd).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18359. Employees covered by the Social Security Act (REPEALED)
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 4: CREDITABLE SERVICE (HEADING: PL 1985, c. 801, @5 (new)) §18359. Employees covered by the Social Security Act (REPEALED)
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18360. Service in the armed forces
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 4: CREDITABLE SERVICE (HEADING: PL 1985, c. 801, @5 (new)) §18360. Service in the armed forces
Service credit for service in the Armed Forces of the United States is governed as follows. Except as provided in subsection
1, paragraph B, subparagraph (1), service credit under this section is limited to 5 years.
[2003, c. 387, §8 (amd).]
1. Service after becoming a member. A member is entitled to service credit for the period of time during which the member's membership is continued under section
18258, subsection 1, under the following terms and conditions.
A. A member who is otherwise entitled to service credit for military leave may not be deprived of these credits if the member's
return to membership service is delayed beyond 90 days after the member's separation from the service in the Armed Forces
of the United States, under conditions other than dishonorable, if the delay is caused by an illness or disability incurred
in the service in the armed forces.
[2003, c. 387, §9 (amd).]
B. A member may not receive service credit for military leave beyond the end of the period of first enlistment or induction
or beyond 5 years from the date of original call to active duty in the armed forces, whichever is less, unless:
(1) The member's return to active duty in the armed forces or the extension of the period of service beyond 5 years is required
by some mandatory provision; and
(2) The member presents proof of the return to or extension of service satisfactory to the board.
[2003, c. 387, §9 (amd).]
[2003, c. 387, §9 (amd).]
2. Service before becoming a member. If a participating local district elects to provide service credit for service in the Armed Forces of the United States under
this subsection, a member who served as a full-time active duty member of the Armed Forces of the United States before becoming
a member of the retirement system is entitled to service credit for the period of time he served in the armed forces, under
the following terms and conditions.
A. Except as provided in paragraph I, on the date of retirement, the member must have at least 15 years of creditable service.
[2001, c. 114, §4 (amd).]
B.
[1991, c. 479, §6 (rp).]
C. The member must have separated from the armed forces under conditions other than dishonorable.
[1985, c. 801, §§5, 7 (new).]
D. Except as provided in paragraph E, the member must have begun membership before January 1, 1976.
[1985, c. 801, §§5, 7 (new).]
E. Except as provided in paragraph I, a member who served in the armed forces during any federally recognized period of conflict,
as defined in Title 37-B, section 504, subsection 4, paragraph A-1, subparagraph (3), is entitled to service credit under
this subsection.
[2001, c. 114, §5 (amd).]
F. Except for members qualifying under paragraph E, this subsection:
(1) Applies to all persons, active or retired, but, for those already retired, the effective date of any adjustment shall
be not earlier than the date on which the time or credit is certified to the retirement system; and
(2) Does not apply to any member who begins membership on or after January 1, 1976.
[1985, c. 801, §§5, 7 (new).]
G. Upon complete payment of the back contributions under section 18311, the member shall be granted service credit for the
period of time for which the contributions have been made. Upon making partial payment of the back contributions under section
18311, the member shall be granted service credit on a pro rata basis in accordance with rules adopted by the board.
[1989, c. 95, §15 (rpr).]
H. A participating local district may elect, with regard to special plans under section 18453, subsections 2 to 9, that service
credits under this subsection apply only to additional retirement benefits under section 18453, subsections 10 and 11, and
that the service credits not apply to age or service requirements of retirement. Nothing in this paragraph may be construed
to affect in any way the rights of public employees to collectively bargain for terms and conditions of employment.
[1985, c. 801, §§5, 7 (new).]
I. A member who fails to meet one or more of the terms and conditions required under paragraphs A, D and E may purchase service
credit as provided in this paragraph. The member must have at least 5 years of creditable service and, before any retirement
benefit becomes effective for that member, must pay into the Members' Contribution Fund, by a single direct payment or annual
direct payments to the retirement system, an amount that, together with regular interest on that amount, is the actuarial
equivalent, at the effective date of the retirement benefit, of the portion of the retirement benefit based on the additional
creditable service. Annual direct payments must be made in accordance with section 17701, subsection 4. Any member who purchases
service credit under this paragraph who subsequently, without inclusion of the purchased service credit and prior to retirement,
meets the terms and conditions of paragraphs A, D and E is entitled to purchase the service credit under section 18311, subsection
2 and to receive a refund of the amount paid under this paragraph that exceeds the cost to purchase the service credit under
section 18311.
[2001, c. 114, §6 (new).]
[2001, c. 114, §§4-6 (amd).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18361. CETA service
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 4: CREDITABLE SERVICE (HEADING: PL 1985, c. 801, @5 (new)) §18361. CETA service
1. Service credit allowed. Service credit for the period of CETA employment occurring after June 30, 1979, shall be granted to any person who, after
June 30, 1979, satisfies the following conditions.
A. The person was a CETA employee;
[1985, c. 801, §§5, 7 (new).]
B. The person, within 90 days of termination of CETA employment, became a non-CETA employee of the employer;
[1985, c. 801, §§5, 7 (new).]
C. The person, within 90 days of becoming a non-CETA employee, signified in writing to the retirement system his intention
to purchase time credit under section 18308, subsection 4;
[1985, c. 801, §§5, 7 (new).]
D. The person has not received a return of any contributions made under section 18308, subsection 4 or has deposited his contributions
within 18 months of obtaining non-CETA employment with the employer under section 18308, subsection 4; and
[1985, c. 801, §§5, 7 (new).]
E. The employer contribution required by section 18308, subsection 3, has been paid.
[1985, c. 801, §§5, 7 (new).]
[1985, c. 801, §§5, 7 (new).]
2. Retirement benefit effective before completion of payment. If any retirement benefit becomes effective before the completion of the deposit under section 18308, subsection 4, the person
is entitled to credit for that portion of his CETA time which the amount of the deposit actually made bears to the total amount
which would have been required to purchase the person's entire CETA time.
[1985, c. 801, §§5, 7 (new).]
3. Service credit allowed. Service credit for the period of CETA employment occurring before July 1, 1979 must be granted to any person who satisfies
the following conditions:
A. The person was a CETA employee;
[1999, c. 241, §4 (new).]
B. The person within 90 days of termination of CETA employment became a non-CETA employee of the employer; and
[1999, c. 241, §4 (new).]
C. The employee contribution required by section 18308, subsection 4, paragraph D has been paid.
[1999, c. 241, §4 (new).]
[1999, c. 241, §4 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18362. Teachers in private, parochial and other schools
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 4: CREDITABLE SERVICE (HEADING: PL 1985, c. 801, @5 (new)) §18362. Teachers in private, parochial and other schools
1. Parochial school or public or private academy. A member who taught in a parochial school or in a public or private academy may purchase up to 10 years of service credit
for that service under the following conditions.
A. The member must have taught in a school approved by the Department of Education or the education department of another state
while holding an appropriate teaching certificate.
[1989, c. 78, §4 (new); c. 700, Pt. A, §27 (amd).]
B. The member must have 20 years of creditable service as a member of the participating local district.
[1991, c. 558, §2 (amd).]
C. The member must, before any retirement benefit becomes effective for the member, make contributions into the Members' Contribution
Fund, for the years of private or parochial school teaching on the same basis as the member would have made contributions
had the service been as a state employee or teacher in this State, including interest at a rate to be set by the board not
to exceed regular interest by 5 or more percentage points. The member's earnings for the years of private or parochial school
teaching must be assumed to have been the same as the average salary for teachers in this State as determined by the Department
of Education for each of the years when the private or parochial school teaching took place. Interest must be computed beginning
at the end of the year when those contributions would have been made, if the service had been as a state employee or teacher
in this State, to the date of payment. Payment must be made by a single direct payment or annual direct payments to the retirement
system in accordance with section 18301, subsection 4.
[1991, c. 558, §2 (amd).]
D. The member must have begun membership before January 1, 1976.
[1991, c. 558, §2 (new).]
E. The member's last 10 years of creditable service before the date of retirement must be as a member of the participating
local district.
[1991, c. 558, §2 (new).]
F. Upon complete payment of the contributions under paragraph C, the member must be granted service credit for the period of
time for which the contributions have been made. Upon making partial payment of the contributions under paragraph C, the
member must be granted service credit on a pro rata basis in accordance with rules adopted by the board.
[1991, c. 558, §2 (new).]
[1991, c. 558, §2 (amd).]
1-A. Alternative. In the determination of the retirement benefit under this Part, if service credit for private or parochial school teaching
is not allowed under subsection 1 based upon the member not meeting the requirements of subsection 1, paragraph B or D, additional
service credit for private or parochial school teaching is allowed for any member who meets the requirements of subsection
1, paragraphs A and E, if the member, before any retirement benefit becomes effective for that member, pays into the Members'
Contribution Fund by a single direct payment or annual direct payments to the retirement system an amount that, together with
regular interest on that amount, is the actuarial equivalent at the effective date of the retirement benefit of the portion
of the retirement benefit based on the additional creditable service.
Annual payments must be made in accordance with section 18301, subsection 4.
A. Additional amounts paid under this subsection become a part of the member's accumulated contributions.
[1993, c. 387, Pt. A, §19 (new).]
B. If any retirement benefit becomes effective before the completion of the payment under this subsection, the member is entitled
to service credit for that portion of the additional creditable service that the total amount of payments actually made, plus
regular interest on those payments to the date the retirement benefit becomes effective, bears to the actuarial equivalent
of the total portion of the retirement benefit based on the additional creditable service.
[1993, c. 387, Pt. A, §19 (new).]
[1993, c. 387, Pt. A, §19 (new).]
2. Other schools and programs. A member who terminates service in the State and teaches under the Volunteers in Service to America Program, the Fulbright
Exchange Program or the Peace Corps, foreign or domestic, or teaches children of United States Foreign Corps personnel outside
the continental limits of the United States is entitled to service credit for that service under the following conditions.
A. The service credit may not exceed 2 years.
[1989, c. 78, §4 (new).]
B. The member must return to active service as a member of the retirement system within one year of the completion of the teaching
outside of the State described in this section.
[1989, c. 78, §4 (new).]
C. The member must, before any retirement benefit becomes effective for the member, pay into the Members' Contribution Fund,
by a single direct payment or annual direct payments to the retirement system, an amount that, together with regular interest
on that amount, is the actuarial equivalent, at the effective date of the member's retirement benefit, of the portion of the
member's retirement benefit based on the additional creditable service. Annual payments must be made in accordance with section
18301, subsection 4.
[1989, c. 78, §4 (new); c. 710, §22 (amd).]
[1989, c. 78, §4 (new); c. 710, §22 (amd).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18401. Amendment not to cause reduction in benefit
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 1: GENERAL PROVISIONS (HEADING: PL 1985, c. 801, @5 (new)) §18401. Amendment not to cause reduction in benefit
No amendment to this Part may cause any reduction in the amount of benefits which would be due to a member based on creditable
service, earnable compensation, employee contributions, pick-up contributions and the provisions of this Part on the date
immediately preceding the effective date of the amendment.
[1987, c. 739, §§42, 48 (amd).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18402. Eligibility for benefits
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 1: GENERAL PROVISIONS (HEADING: PL 1985, c. 801, @5 (new)) §18402. Eligibility for benefits
Only members of the retirement system or their spouses, surviving spouses, children, dependent children, parents or beneficiaries
are eligible to receive benefits from the retirement system.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18403. Election of methods of payment
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 1: GENERAL PROVISIONS (HEADING: PL 1985, c. 801, @5 (new)) §18403. Election of methods of payment
1. Definition. As used in this article, unless the context otherwise indicates, the term "qualifying member" means:
A. A member; or
[1985, c. 801, § § 5, 7 (new).]
B. A former member who is receiving a disability retirement benefit.
[1985, c. 801, § § 5, 7 (new).]
[1985, c. 801, § § 5, 7 (new).]
2. Election. In order to receive a benefit, a qualifying member must elect to have his service retirement benefit payable under any of
the methods in section 18404.
[1985, c. 801, § § 5, 7 (new).]
3. Time and manner of election. A qualifying member must elect a method of payment before the beginning of payment of a service retirement benefit. This
election must be by written notice to the executive director stating the date on which he desires to retire.
[1987, c. 256, § 30 (amd).]
4. Change of election. A qualifying member may revoke his election of benefits and may elect another method of payment by giving written notice
to the executive director at any time before the first payment of the service retirement benefit.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18404. Methods of payment
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 1: GENERAL PROVISIONS (HEADING: PL 1985, c. 801, @5 (new)) §18404. Methods of payment
Except as provided in subsection 6, payment of a service retirement benefit shall begin on the first day of the month following
the month in which the qualifying member becomes eligible to receive payment of the member's service retirement benefit under
section 18451 or 18507. A full month's benefit shall be paid to the beneficiary or estate of the recipient for the month
in which the member dies. A qualifying member may select payments in one of the following methods.
[1989, c. 95, §16 (amd).]
1. Full benefits. All retirement benefits shall be payable for life in equal monthly installments with no further payment made after the month
in which the retiree dies. If a participating local district adopts section 18454, the benefits set forth in section 18454
will be considered full benefits for purposes of this section.
[1987, c. 256, §32 (amd).]
2. Option 1. The qualifying member may elect to have a reduced retirement benefit payable to himself while alive and at the qualifying
member's death to have the excess, if any, of his accumulated contributions at the time of retirement over the portion of
the total retirement benefit payments actually made to the qualifying member while alive, which is the actuarial equivalent
amount to the accumulated contributions, paid in a lump sum to the beneficiary he has nominated by written designation duly
acknowledged and filed with the executive director or, if no one has been nominated as beneficiary, to his estate. No contributions
deducted from the compensation of a teacher before July 1, 1947, or required of a teacher for service credit before July 1,
1947, may be included in the accumulated contributions.
[1985, c. 801, §§5, 7 (new).]
3. Option 2. The qualifying member may elect to have a reduced retirement benefit payable to himself while alive and at the qualifying
member's death to have the benefit continued in the same amount for the life of the beneficiary he has nominated by written
designation duly acknowledged and filed with the executive director at the time of retirement, if the beneficiary survives
the qualifying member.
[1985, c. 801, §§5, 7 (new).]
4. Option 3. The qualifying member may elect to have a reduced retirement benefit payable to himself while alive and at the qualifying
member's death to have the benefit continued at 12 the amount for the life of the beneficiary he has nominated by written
designation duly acknowledged and filed with the executive director at the time of retirement, if the beneficiary survives
the qualifying member.
[1985, c. 801, §§5, 7 (new).]
5. Option 4.
[1999, c. 744, §12 (rp); §17 (aff).]
5-A. Option 4. The qualifying member may elect to have a reduced retirement benefit payable to the qualifying member while alive and at
the qualifying member's death to have some benefit other than that available under subsection 3 or 4 payable to the beneficiary
that the qualifying member has designated, if the beneficiary survives the qualifying member. The total value of the benefit
paid to the qualifying member during the qualifying member's life plus the benefit paid after the qualifying member's death
is the actuarial equivalent of the benefit that the qualifying member would have received without optional modification.
The method used to determine the benefit must be approved by the board, and the beneficiary must be designated by written
designation, duly notarized and filed with the executive director on a form provided or specified by the retirement system.
[1999, c. 744, §13 (new); §17 (aff).]
5-B. Option 5. The qualifying member may elect to have a reduced retirement benefit payable in part to the qualifying member and in part
to the beneficiary, who must be the sole beneficiary, while both are alive and, at the death of either, to have the higher
benefit paid to the survivor for the survivor's life. The total value of the benefit paid to the qualifying member and beneficiary,
during the qualifying member's life, plus the benefit to be paid after the death of either is the actuarial equivalent of
the benefit that the qualifying member would have received without optional modification. The method used to determine the
benefit must be approved by the board, and the beneficiary must be designated by written designation, duly notarized and filed
with the executive director on a form provided or specified by the retirement system.
[1999, c. 744, §13 (new); §17 (aff).]
5-C. Option 6. The qualifying member may elect to have a reduced retirement benefit payable to the qualifying member while alive and, at
the qualifying member's death, to have the benefit continued in the same amount for the life of the beneficiary, who must
be the sole beneficiary, that the qualifying member has designated by written designation, duly notarized and filed with the
executive director on a form provided or specified by the retirement system, if the beneficiary survives the qualifying member.
If the qualifying member's beneficiary predeceases the qualifying member, the qualifying member's benefit shall be changed,
effective the first day of the month following the date of the beneficiary's death, to be the actuarial equivalent of the
benefit that the qualifying member would have received without optional modification. The reduced retirement benefit must
be actuarially calculated to reflect the fact that the benefit may be changed to the larger amount should the beneficiary
predecease the member.
[1999, c. 744, §13 (new); §17 (aff).]
5-D. Option 7. The qualifying member may elect to have a reduced retirement benefit payable to the qualifying member while alive and, at
the qualifying member's death, to have the benefit continued at 12 that amount for the life of the beneficiary, who must
be the sole beneficiary, that the qualifying member has designated by written designation, duly notarized and filed with the
executive director on a form provided or specified by the retirement system, if the beneficiary survives the qualifying member.
If the qualifying member's beneficiary predeceases the qualifying member, the qualifying member's benefit must be changed,
effective the first day of the month following the date of the beneficiary's death, to the actuarial equivalent of the benefit
that the qualifying member would have received without optional modification. The reduced retirement benefit must be actuarially
calculated to reflect the fact that the benefit may be changed to the larger amount should the beneficiary predecease the
member.
[1999, c. 744, §13 (new); §17 (aff).]
5-E. Option 8. The qualifying member may elect to have a reduced retirement benefit payable to the qualifying member while alive and at
the qualifying member's death to have some benefit other than that available under subsection 3 or 4 payable to the beneficiary,
who must be the sole beneficiary, that the member has designated, if the beneficiary survives the qualifying member. The
total value of the benefit paid to the qualifying member plus the benefit paid after the qualifying member's death is the
actuarial equivalent of the benefit that the qualifying member would have received without optional modification. If the
qualifying member's beneficiary predeceases the qualifying member, the qualifying member's benefit must be changed, effective
the first day of the month following the date of the beneficiary's death, to be the actuarial equivalent of the benefit that
the qualifying member would have received without optional modification. The reduced retirement benefit must be actuarially
calculated to reflect the fact that the benefit may be changed to the larger amount should the beneficiary predecease the
member.
[2001, c. 118, §8 (amd).]
5-F. One-time change of beneficiary. If the recipient of a service retirement benefit has elected an optional method of payment under subsection 3, 4, 5, 5-A,
5-B, 5-C, 5-D or 5-E, and has designated someone other than a spouse or ex-spouse as sole beneficiary, the recipient is permitted
a one-time change in the designated beneficiary, but not in the already elected payment option or in the amount of the benefits
under that option, by filing a written designation of the new beneficiary, duly notarized, with the executive director on
a form provided or specified by the retirement system. The change of beneficiary permitted by this subsection may only be
made prior to the death of the prior designated beneficiary.
A. The benefit payable to the recipient and the new beneficiary must be paid under the same payment option. The amount of
the recipient's benefit may not change, and the amount of the new beneficiary's benefit must be the same as the amount of
the prior beneficiary's benefit.
[1999, c. 744, §13 (new); §17 (aff).]
B. The effective date of the designation of the new beneficiary is the date the designation is received by the executive director.
As of the first day of the month following the effective date of the designation of the new beneficiary, the prior beneficiary
is no longer entitled to any benefit payment and, if concurrent payment under subsection 5-B has been elected, the new beneficiary's
benefit must become effective on the same date.
[1999, c. 744, §13 (new); §17 (aff).]
C. The new beneficiary's entitlement to benefits ceases on the earlier of:
(1) The date of the new beneficiary's death; or
(2) The date established when the amount of the prior beneficiary's benefit was established, which is the initial commencement
date of benefits to the retiree increased by the life expectancy of the prior beneficiary computed in years and months using
actuarial equivalence assumptions recommended by the system's actuary.
Payment of benefits to the new beneficiary must cease as of the first day of the month following the earlier of subparagraph
(1) or (2).
[1999, c. 744, §13 (new); §17 (aff).]
[1999, c. 790, Pt. K, §2 (amd); §5 (aff).]
6. Monthly payment of $10 or less. If the monthly benefit payable to a qualifying member or the beneficiary of a qualifying member is $10 or less, there shall
be paid, in lieu of those payments, a lump sum which is the actuarial equivalent, on the date the first monthly payment would
otherwise be paid, of the benefit to which the qualifying member or beneficiary is entitled. A beneficiary who receives a
lump sum payment under this subsection shall not forfeit any other benefit to which the beneficiary would be entitled if the
beneficiary were receiving a monthly benefit payment.
[1989, c. 95, §17 (new).]
7. Notice to spouse. A qualifying member who is married on the effective date of retirement, who elects the method of payment under subsection
1, or who elects a method of payment other than that provided under subsection 1 and who designates a beneficiary other than
the qualifying member's spouse must notify the spouse that the spouse is not the beneficiary. Proof that the spouse has been
notified must be provided:
A. By written certification of the spouse, duly notarized, on a form provided or specified by the retirement system indicating
that notice has been received from the qualifying member; or
[1999, c. 744, §14 (new); §17 (aff).]
B. When notice has been given but certification by the spouse has not been provided, by written certification of the qualifying
member, duly notarized, on a form provided or specified by the retirement system indicating that notice has been given to
the spouse.
[1999, c. 744, §14 (new); §17 (aff).]
Payment of the qualifying member's service benefit may not commence until certification has been received by the executive
director.
[1999, c. 744, §14 (new); §17 (aff).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18405-A. Divorce
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 1: GENERAL PROVISIONS (HEADING: PL 1985, c. 801, @5 (new)) §18405-A. Divorce
If the recipient of a reduced service retirement benefit under section 18404, subsection 3, 4, 5-A, 5-B, 5-C, 5-D or 5-E is
granted a divorce either after retirement or before a retirement beneficiary is named, the following provisions apply.
[2001, c. 118, §10 (amd).]
1. Election of benefit for different beneficiary. The recipient may elect to have the reduced retirement benefit paid under the same option to a different beneficiary under
the following conditions:
A. The spouse or former spouse who was originally named as retirement beneficiary must have been the sole beneficiary of the
reduced retirement benefit under section 18404, subsection 3, 4, 5-A, 5-B, 5-C, 5-D or 5-E; and
[2001, c. 118, §11 (amd).]
B. The recipient and the spouse or former spouse who was originally named retirement beneficiary must agree to the change of
beneficiary. Prior to this agreement, the executive director shall ensure that the spouse or former spouse who was originally
named as retirement beneficiary has been counseled by an employee of the retirement system regarding the financial effect
of giving up rights as a beneficiary and has signed a statement that the information has been received and understood.
[1995, c. 604, §6 (amd).]
[2001, c. 118, §11 (amd).]
2. Time and manner of election. The recipient may make the election at any time after the divorce is granted by:
A. Sending a written request to the executive director; and
[1991, c. 302, §2 (new).]
B. Submitting evidence of the divorce.
[1991, c. 302, §2 (new).]
[1991, c. 302, §2 (new).]
3. Amount of benefit. The amount of the benefit payable under the option elected is the actuarial equivalent, at the date of the beginning of
payment of benefits under this section, of the amount of reduced retirement benefit the recipient has been receiving, plus
the amount expected to be paid to the original spouse after the recipient's death.
[1991, c. 320, §2 (new).]
4. Effective date of coverage of new beneficiary. The effective date of the designation of the recipient's new beneficiary is the date the request is received. The recipient's
retirement benefit must be adjusted on the first day of the month following the effective date of the new designation of beneficiary.
[1991, c. 320, §2 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18405. Remarriage after retirement
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 1: GENERAL PROVISIONS (HEADING: PL 1985, c. 801, @5 (new)) §18405. Remarriage after retirement
If the recipient of a reduced service retirement benefit under section 18404, subsection 3, 4, 5-A or 5-B remarries after
the recipient's spouse dies, the following provisions apply.
[1999, c. 744, §15 (amd); §17 (aff).]
1. Election of benefit for new spouse. The recipient may elect to have the reduced retirement benefit paid under the same option to the new spouse after the recipient's
death instead of continuing the original reduced retirement benefit to the recipient during his lifetime, under the following
conditions.
A. The original spouse must have been the sole beneficiary of the reduced retirement benefit under section 18404, subsection
3, 4, 5-A or 5-B; and
[2001, c. 118, §9 (amd).]
B.
[1987, c. 612, §8 (rp).]
C.
[1987, c. 612, §8 (rp).]
D. The recipient shall have been married to the new spouse for at least 6 months.
[1987, c. 612, §9 (new).]
[2001, c. 118, §9 (amd).]
2. Time and manner of election. The recipient may make the election under subsection 1 at any time after the death of the original spouse and remarriage
to the new spouse by:
A. Sending a written request to the executive director; and
[1985, c. 801, §§5, 7 (new).]
B.
[1987, c. 612, §10 (rp).]
C. Submitting evidence of the death of the former spouse and date of marriage to the new spouse.
[1987, c. 612, §10 (new).]
[1987, c. 612, §10 (amd).]
3. Amount of benefit. The amount of the benefit payable under the option elected shall be the actuarial equivalent, at the date of the beginning
of payment of benefits under this section, of the amount of reduced retirement benefits the qualifying member has been receiving.
[1985, c. 801, §§5, 7 (new).]
4. Effective date of coverage of new spouse. The effective date of the designation of the new spouse as the recipient's new beneficiary will be the date the request
is received or 6 months after the date of remarriage, whichever comes later. The recipient's retirement benefit shall be
adjusted on the first day of the month following the effective date of the new designation of beneficiary.
[1987, c. 612, §11 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18406. Liability for payment of benefits
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 1: GENERAL PROVISIONS (HEADING: PL 1985, c. 801, @5 (new)) §18406. Liability for payment of benefits
1. Retirement system. The retirement system's liability for payment of benefits is governed as follows.
A. The retirement system is not liable for the payment of any benefits to employees or retirees of any participating local
district for which reserves have not been previously created from funds contributed by the participating local district or
its employees for those benefits.
[1985, c. 801, § § 5, 7 (new).]
B. The retirement system is liable for payment of survivor benefits to beneficiaries of a participating local district member
if the participating local district has elected survivor benefits.
[1985, c. 801, § § 5, 7 (new).]
[1985, c. 801, § § 5, 7 (new).]
2. Participating local districts. If, when the contributions of a participating local district are computed for any fiscal year in accordance with sections
18302 and 18303, any of the reserve funds of the participating local district are less than the liabilities of the reserve
fund, then the amount of the contributions to be paid shall be increased either:
A. By the amount the liabilities exceed the reserve funds; or
[1985, c. 801, § § 5, 7 (new).]
B. At the option of the participating local district, by the total amount of benefits payable during the fiscal year from the
reserve funds that have a deficit.
[1985, c. 801, § § 5, 7 (new).]
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18407. Cost-of-living adjustment to retirement benefit
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 1: GENERAL PROVISIONS (HEADING: PL 1985, c. 801, @5 (new)) §18407. Cost-of-living adjustment to retirement benefit
Cost-of-living adjustments to the retirement benefits being paid to retired participating local district employees shall be
governed as follows.
[1985, c. 801, § § 5, 7 (new).]
1. Definitions. As used in this section, unless the context otherwise indicates, the following terms have the following meanings.
A. "Covered district" means a participating local district that provides coverage under the United States Social Security Act
for its employees.
[1985, c. 801, § § 5, 7 (new).]
B. "Noncovered district" means a participating local district that does not provide coverage by the United States Social Security
System for its employees.
[1985, c. 801, § § 5, 7 (new).]
[1985, c. 801, § § 5, 7 (new).]
2. Noncovered districts. Notwithstanding section 18202 and except as provided in this subsection, subsections 3 to 5 apply to all retired employees
of noncovered districts and to beneficiaries of those retired employees.
A. A noncovered district which has withdrawn from participation in the retirement system on or before June 30, 1987, under
section 18203 is not required to provide cost-of-living adjustments for its retired employees or their beneficiaries.
[1985, c. 801, § § 5, 7 (new).]
B. A noncovered district which, on or after September 19, 1985, engages in collective bargaining or has in force a collective
bargaining agreement under Title 26, chapter 9-A, with some or all of the district's members is not required by this section
to provide cost-of-living adjustments for its retired employees or their beneficiaries. When the district subsequently agrees
through the collective bargaining process to provide the cost-of-living adjustment under this section, the adjustment shall
apply to all the district's retired employees or their beneficiaries receiving retirement allowances.
[1985, c. 801, § § 5, 7 (new).]
[1985, c. 801, § § 5, 7 (new).]
3. Covered districts. A covered district may provide cost-of-living adjustments for its retired employees or their beneficiaries by application
to the board of trustees supplying the necessary information. Upon acceptance of such a plan, the district shall supply a
certified copy of its action and a statement of agreement of payment and costs.
[1985, c. 801, § § 5, 7 (new).]
4. Determination of adjustment. The cost-of-living adjustment shall be determined as follows.
A. Whenever there is a percentage change in the Consumer Price Index from July 1st to June 30th, the board shall automatically
make an equal percentage increase or decrease in retirement benefits, beginning in September, up to a maximum annual increase
or decrease of 4%.
[1985, c. 801, § § 5, 7 (new).]
B. Whenever the annual percentage change in the Consumer Price Index from July 1st to June 30th exceeds 4%, the board shall
make whatever adjustments in the retirement benefits are necessary to reflect an annual increase or decrease of 4% and shall
report that adjustment and the actual increase or decrease in the Consumer Price Index to the Legislature during the month
of February of the following year.
[1985, c. 801, § § 5, 7 (new).]
C. Notwithstanding any other provision of this section, the amount of annual retirement benefit otherwise payable under this
Part may not be less than the retired member received on the effective date of his retirement or on July 1, 1977, whichever
amount is greater.
[1985, c. 801, § § 5, 7 (new).]
[1985, c. 801, § § 5, 7 (new).]
5. Cost. The board shall determine the costs of the adjustments under this section and shall include those costs in the annual valuation.
[1985, c. 801, § § 5, 7 (new).]
6. Eligibility. Cost-of-living adjustments under this section must be applied to the retirement benefits of all retirees who have been retired
for at least 6 months before the date that the adjustment becomes payable. Beneficiaries of deceased retirees and members
are eligible for the cost-of-living adjustment at the same time the deceased retiree would have become eligible.
[1993, c. 595, §10 (amd).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18408. Payment of benefits when a district disbands or dissolves
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 1: GENERAL PROVISIONS (HEADING: PL 1985, c. 801, @5 (new)) §18408. Payment of benefits when a district disbands or dissolves
If the membership of the employees of a participating local district ceases under section 18255, the funds that have been
established under the retirement system for that district shall be used to provide benefits for members or beneficiaries at
the date of the cessation of membership.
[1985, c. 801, § § 5, 7 (new).]
1. Allocation. The amount of the funds that have been established under the retirement system for the district at the date of the cessation
of membership shall be allocated by the board in an equitable manner to provide benefits for the members or beneficiaries:
A. In accordance with this Part as in effect at the date of the cessation; and
[1985, c. 801, § § 5, 7 (new).]
B. Based upon years of creditable service, average final compensation and accumulated contributions as of the date of the cessation,
in the following order of priority:
(1) For the benefit of members to the extent of the then value of their accumulated contributions in the Members' Contribution
Fund;
(2) If any funds remain after allocation under subparagraph (1), then for the benefit of beneficiaries then receiving payment
of benefits after cessation of payments to those beneficiaries, in proportion to the then actuarial value of their respective
benefits, but not to exceed the amount of those values;
(3) If any funds remain after allocation under subparagraph (2), then for the benefit of members with at least 10 years of
creditable service who are not then receiving benefit payments, to the extent of the actuarial value of their retirement allowances
not provided by their accumulated contributions, allocating the funds on the basis of the oldest ages first; and
(4) If any funds remain after allocation under subparagraph (3), then for the benefit of members in service with the district
on the date of the cessation with less than 10 years of creditable service, who are not then receiving benefit payments, to
the extent of the actuarial value of their retirement allowances not provided by their accumulated contributions, allocating
the funds on the basis of the oldest ages first.
[1985, c. 801, § § 5, 7 (new).]
[1985, c. 801, § § 5, 7 (new).]
2. Manner of payment. The allocation of the funds under subsection 1, as decided by the board, may be carried out through the continuance of the
benefit payments or the funds may be distributed in one lump sum to the persons entitled to the benefits under subsection
1.
[1985, c. 801, § § 5, 7 (new).]
3. Right to benefits. No member may be deprived of his right to any benefits under this section solely because he later terminates employment with
the participating local district before his service retirement date.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18409. Payment from certain funds
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 1: GENERAL PROVISIONS (HEADING: PL 1985, c. 801, @5 (new)) §18409. Payment from certain funds
All benefits payable under this chapter shall be paid from the Retirement Allowance Fund, except those payable from the Members'
Contribution Fund and the Survivors' Benefit Fund or as specifically provided in this chapter.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18410. Incorrect records
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 1: GENERAL PROVISIONS (HEADING: PL 1985, c. 801, @5 (new)) §18410. Incorrect records
If any error in any record of the retirement system results in a member or beneficiary receiving more or less from the system
than he would have been entitled to receive had the record been correct, payments shall, as far as practicable, be adjusted
so that the actuarial equivalent of the benefit to which he was correctly entitled is paid.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18411. Earnable compensation continued
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 1: GENERAL PROVISIONS (HEADING: PL 1985, c. 801, @5 (new)) §18411. Earnable compensation continued
For purposes of determining benefits under this chapter, the earnable compensation of a member retired with a disability retirement
allowance under article 3 is assumed to be continued after his date of termination of service:
[1985, c. 801, § § 5, 7 (new).]
1. Rate. At the same rate as received immediately before the date of termination of service; and
[1985, c. 801, § § 5, 7 (new).]
2. Percentage adjustments. Subject to the same percentage adjustments, if any, that may apply to the amount of retirement allowance of the beneficiary
under section 18407.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18412. Limitation on benefits
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 1: GENERAL PROVISIONS (HEADING: PL 1985, c. 801, @5 (new)) §18412. Limitation on benefits
Benefits are limited as follows:
[1987, c. 256, § 34 (new).]
1. One benefit only. A beneficiary may select only one benefit, regardless of how many benefits he qualifies for; and
[1987, c. 256, § 34 (new).]
2. Election final. Except as provided in section 18403, subsection 4, and section 18553, subsection 8, if a beneficiary elects a benefit after
receiving reasonable notification of available options from the retirement system, the beneficiary's election of a benefit
is final and may not be changed or revoked at a later date.
[1991, c. 548, Pt. A, §3 (amd).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18413. Election to reduce or discontinue benefits
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 1: GENERAL PROVISIONS (HEADING: PL 1985, c. 801, @5 (new)) §18413. Election to reduce or discontinue benefits
Any retiree or member who is retired or will retire may elect to reduce or discontinue receiving any benefit upon written
request, duly certified and acknowledged, to the executive director.
[1993, c. 387, Pt. A, §20 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18451. Qualification for benefits
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 2: SERVICE RETIREMENT BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18451. Qualification for benefits
A member's qualification for service retirement benefits is governed by subsection 1, 2 or 3, unless the requirements of section
18453 are satisfied, in which case, one or more of the subsections of section 18453 governs.
[1987, c. 256, §35 (amd); c. 402, Pt. A, §74 (amd).]
1. Member in service. A member who is in service when reaching 60 years of age, or is in service after reaching 60 years of age, qualifies for
a service retirement benefit if the member:
A. Retires upon or after reaching 60 years of age and has been in service for a minimum of one year immediately before retirement;
[1999, c. 756, §16 (amd).]
B.
[1999, c. 756, §17 (rp).]
C.
[1987, c. 256, §36 (rp).]
D. Except as provided in paragraph E, has at least 10 years of creditable service, which, for the purpose of determining completion
of the 10-year requirement, may include creditable service as a member of the Maine Legislative Retirement System; or
[1999, c. 756, §18 (new).]
E. Has at least 5 years of creditable service, which, for the purposes of determining completion of the 5-year requirement,
may include creditable service as a member of the Maine Legislative Retirement System, and:
(1) Was in service on October 1, 1999;
(2) Had left prior to October 1, 1999 with or without withdrawing contributions and on or after October 1, 1999 returned
to service; or
(3) Was first in service on or after October 1, 1999.
[1999, c. 756, §18 (new).]
[1999, c. 756, §§16-18 (amd).]
2. Member not in service. A member who is not in service when reaching 60 years of age qualifies for a service retirement benefit if the member:
A. Retires upon or after reaching 60 years of age and, except as provided in paragraph D, has at least 10 years of creditable
service, which, for the purpose of determining completion of the 10-year requirement, may include creditable service as a
member of the Maine Legislative Retirement System; or
[1999, c. 756, §19 (amd).]
B.
[1999, c. 756, §20 (rp).]
C.
[1987, c. 256, §37 (rp).]
D. Has at least 5 years of creditable service, which, for the purposes of determining completion of the 5-year requirement,
may include creditable service as a member of the Maine Legislative Retirement System, and:
(1) Was in service on October 1, 1999;
(2) Had left service prior to October 1, 1999 with or without withdrawing contributions and on or after October 1, 1999 returned
to service; or
(3) Was first in service on or after October 1, 1999.
[1999, c. 756, §21 (new).]
[1999, c. 756, §§19-21 (amd).]
3. Member with creditable service of 25 years or more. A member, whether or not in service at retirement, who has completed 25 or more years of creditable service qualifies for
a service retirement benefit if the member retires at any time after completing 25 years of service, which may include, for
the purpose of meeting eligibility requirements, creditable service as a member of the Maine Legislative Retirement System
under Title 3, section 701, subsection 8.
A.
[1987, c. 256, §38 (rp).]
B.
[1987, c. 256, §38 (rp).]
[1999, c. 756, §22 (amd).]
3-A. Five-year minimum creditable service requirement for eligibility to receive service retirement benefit at applicable age;
applicability. The minimum requirement of 5 years of creditable service for eligibility to receive service retirement benefits under subsection
1, paragraph E or subsection 2, paragraph D applies only to:
A. A member who is in service on October 1, 1999;
[1999, c. 756, §23 (new).]
B. Upon return to service, a member who had left service prior to October 1, 1999 with or without withdrawing that member's
contributions and on or after October 1, 1999 returned to service; or
[1999, c. 756, §23 (new).]
C. A member who was first in service on or after October 1, 1999.
[1999, c. 756, §23 (new).]
For those members to whom the 5-year minimum creditable service requirement does not apply, the 10-year minimum creditable
service requirement for eligibility to receive service retirement benefits remains in effect on and after October 1, 1999.
[1999, c. 756, §23 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18452. Computation of benefit
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 2: SERVICE RETIREMENT BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18452. Computation of benefit
1. Member in service. The total amount of the service retirement benefit for members qualified under section 18451, subsection 1, equals:
A. 150 of the member's average final compensation multiplied by the number of years of his membership service; and
[1985, c. 801, § § 5, 7 (new).]
B. If the member has prior service, 150 of his average final compensation multiplied by the number of years of prior service
provided, that the number of years of prior service used in this computation may not exceed 25 years unless the participating
local district has made the election provided under section 18352, subsection 2.
[1985, c. 801, § § 5, 7 (new).]
[1985, c. 801, § § 5, 7 (new).]
2. Member not in service. The amount of the service retirement benefit for members qualified under section 18451, subsection 2, shall be computed in
accordance with subsection 1.
[1985, c. 801, § § 5, 7 (new).]
3. Member with creditable service of 25 years or more. The amount of the service retirement benefit for members qualified under section 18451, subsection 3, shall be computed in
accordance with subsection 1, except that:
A. The amount arrived at under subsection 1 shall be reduced by applying to that amount the percentage that a life annuity
due at age 60 bears to the life annuity due at the age of retirement.
[1985, c. 801, § § 5, 7 (new).]
B. For the purpose of making the computation under paragraph A, the board-approved tables of annuities in effect at the date
of the member's retirement shall be used.
[1985, c. 801, § § 5, 7 (new).]
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18453. Special retirement benefits
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 2: SERVICE RETIREMENT BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18453. Special retirement benefits
A participating local district may, by filing with the board a duly certified copy of its action, provide, in lieu of any
other retirement benefit in this Part, special retirement benefit plans in this section. If a member retires after becoming
qualified to retire under section 18451, his retirement benefit will be computed in accordance with section 18452, if that
amount is greater than the amount computed under this section.
[1985, c. 801, §§5, 7 (new).]
1. Employee Special Plan #1. A retirement benefit equal to 12 average final compensation for members who have reached 60 years of age and who have at
least 30 years of creditable service.
[1985, c. 801, §§5, 7 (new).]
2. Employee Special Plan #2. A retirement benefit to police officers, firefighters, sheriffs, full-time deputy sheriffs, county corrections employees
or any other participating local district employees who have completed 20 to 25 years of creditable service, the number of
years to be selected by the participating local district. For the purposes of this subsection, "county corrections employees"
means employees of the county who are employed at a county jail and whose duties include contact with prisoners or juvenile
detainees. The benefits must be computed as follows:
A. Except as provided in paragraph B, 12 of the member's average final compensation; or
[2001, c. 368, §1 (amd).]
B. If the member's benefit would be greater, the part of the service retirement benefit based upon membership service before
July 1, 1977, is determined, on a pro rata basis, on the member's current annual salary on the date of retirement or current
final compensation, whichever is greater, and the part of the service retirement benefit based upon membership service after
June 30, 1977, is determined in accordance with paragraph A.
[1993, c. 387, Pt. A, §21 (amd).]
[2001, c. 368, §1 (amd).]
3. Firefighter Special Plan #1. A retirement benefit equal to 12 of his average final compensation to a firefighter, including the chief of a fire department,
who has completed at least 25 years of creditable service in that capacity and who retires upon or after reaching age 55.
[1985, c. 801, §§5, 7 (new).]
4. Firefighter Special Plan #2. A retirement benefit to a firefighter, including the chief of a fire department, who has completed at least 25 years of creditable
service in that capacity and who retires upon or after reaching age 55. The benefits shall be computed as follows:
A. Except as provided in paragraph B, 23 of his average final compensation; or
[1985, c. 801, §§5, 7 (new).]
B. If the member's benefit would be greater, the part of the service retirement benefit based upon membership service before
July 1, 1977, is determined, on a pro rata basis, on the member's current final compensation and the part of the service retirement
benefit based upon membership service after June 30, 1977, is determined in accordance with paragraph A.
[1993, c. 387, Pt. A, §22 (amd).]
[1993, c. 387, Pt. A, §22 (amd).]
5. Firefighter Special Plan #3. A retirement benefit to a firefighter, including the chief of a fire department, who has completed 20 to 25 years of creditable
service in that capacity, the number of years to be selected by the participating local district and who retires at any age.
The benefits shall be computed as follows:
A. Except as provided under paragraph B, 23 of his average final compensation; or
[1985, c. 801, §§5, 7 (new).]
B. If the member's benefit would be greater, the part of the service retirement benefit based upon membership service before
July 1, 1977, is determined, on a pro rata basis, on the member's current final compensation and the part of the service retirement
benefit based upon membership service after June 30, 1977, is determined in accordance with paragraph A.
[1993, c. 387, Pt. A, §23 (amd).]
[1993, c. 387, Pt. A, §23 (amd).]
6. Police Officer Special Plan #1. A retirement benefit equal to 12 of his average final compensation to a police officer, including the chief of a police
department, who has completed at least 25 years of creditable service in that capacity and who retires upon or after reaching
age 55.
[1985, c. 801, §§5, 7 (new).]
7. Police Officer Special Plan #2. A retirement benefit to a police officer, including the chief of a police department, who has completed at least 25 years
of creditable service in that capacity and who retires upon or after reaching age 55. The benefits shall be computed as follows:
A. Except as provided under paragraph B, 23 of his average final compensation; or
[1985, c. 801, §§5, 7 (new).]
B. If the member's benefit would be greater, the part of the service retirement benefit based upon membership service before
July 1, 1977, is determined, on a pro rata basis, on the member's current final compensation and the part of the service retirement
benefit based upon membership service after June 30, 1977, is determined in accordance with paragraph A.
[1993, c. 387, Pt. A, §24 (amd).]
[1993, c. 387, Pt. A, §24 (amd).]
8. Police Officer and County Corrections Employee Special Plan #3. A retirement benefit equal to 23 of average final compensation to a police officer, including the chief of a police department,
or county corrections employee who has completed 20 to 25 years of creditable service in that capacity, the number of years
to be selected by the participating local district and who retires at any age. For the purposes of this subsection, "county
corrections employee" means an employee of a county who is employed at a county jail and whose duties include contact with
prisoners or juvenile detainees. The benefits must be computed as follows:
A. Except as provided under paragraph B, 23 of the member's average final compensation; or
[2001, c. 368, §2 (amd).]
B. If the member's benefit would be greater, the part of the service retirement benefit based upon membership service before
July 1, 1977, is determined, on a pro rata basis, on the member's current final compensation and the part of the service retirement
benefit based upon membership service after June 30, 1977, is determined in accordance with paragraph A.
[1993, c. 387, Pt. A, §25 (amd).]
[2001, c. 368, §2 (amd).]
9. Sheriff, Deputy Sheriff and other county corrections employee special plan. A retirement benefit equal to 12 of the average final compensation to a sheriff, deputy sheriff or county corrections employee
who has completed at least 25 years of creditable service in that capacity and who retires upon or after reaching age 55.
For the purposes of this subsection, "county corrections employee" means an employee of a county who is employed at a county
jail and whose duties include contact with prisoners or juvenile detainees.
[2001, c. 368, §3 (amd).]
10. Additional Benefits #1. An additional retirement benefit for all employees qualifying under subsections 1 to 9 of 2% of average final compensation
for each year of membership service not included in the age and service conditions for retirement under those subsections.
[1987, c. 256, § 39 (amd).]
11. Additional Benefits #2. An additional retirement benefit for any class of employees qualifying under subsections 1 to 9 of 2% of average final compensation
for each year of membership service in the qualifying employment served after completion of the age and service conditions
under those subsections and after the effective date of the action by the participating local district.
[1985, c. 801, §§5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18454. Spouse option; no reduction
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 2: SERVICE RETIREMENT BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18454. Spouse option; no reduction
A participating local district may, by filing with the board a duly certified copy of its action, provide for all of its employees,
in lieu of the benefit provided by section 18404, subsection 1, a benefit in accordance with the following terms and conditions.
[1989, c. 78, §7 (rpr).]
1. Limitation on beneficiary. Beneficiaries eligible to receive the benefit under this section are limited to a surviving spouse or a dependent child
or children.
A.
[1989, c. 78, §7 (rp).]
B.
[1989, c. 78, §7 (rp).]
C.
[1989, c. 78, §7 (rp).]
[1989, c. 78, §7 (rpr).]
2. Payment to retiree. A retirement benefit based upon section 18404, subsection 1, shall be paid to the retiree during the retiree's lifetime.
Upon the death of the retiree, 12 of the amount being paid to the retiree shall be paid to the beneficiary the retiree has
nominated by written designation duly acknowledged and filed with the executive director at the time of retirement, if the
beneficiary survives the retiree.
[1989, c. 78, §7 (rpr).]
3. Surviving spouse. If the designated beneficiary is a surviving spouse, the benefit shall continue during the lifetime of the beneficiary.
[1989, c. 78, §7 (rpr).]
4. Dependent child or children. If the designated beneficiary is a dependent child or dependent children, the benefit shall be paid to the dependent child,
or if 2 or more dependent children are designated beneficiaries, the benefit shall be divided equally among them. When a
dependent child ceases to meet the definition of dependent child, the benefit shall be divided among the remaining dependent
children or paid to the remaining dependent child. Payment of the benefit shall continue until the remaining dependent child
dies or ceases to meet the definition of "dependent child" under section 17001, subsection 12.
[1989, c. 78, §7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18455. Law governing benefit determination
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 2: SERVICE RETIREMENT BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18455. Law governing benefit determination
1. Termination on or after January 1, 1976. If a member's final termination of service occurred on or after January 1, 1976, the retirement system law in effect on the
date of termination shall govern the member's service retirement benefit.
[1985, c. 801, § § 5, 7 (new).]
2. Termination before January 1, 1976. If a member's final termination of service occurred before January 1, 1976, the retirement system law in effect on January
1, 1976, shall govern the member's service retirement benefit.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18456. Minimum benefit
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 2: SERVICE RETIREMENT BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18456. Minimum benefit
Any member who has 10 or more years of creditable service at retirement is entitled to a minimum service retirement benefit
of $100 a month. Any former participating local district employee who had 10 or more years of creditable service and who is
receiving a retirement allowance, including adjustments provided by section 18407, which is less than $100 a month, shall
have his retirement benefit increased to $100 a month the first day of the month following adoption of this section by the
participating local district.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18457. Restoration to service (REPEALED)
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 2: SERVICE RETIREMENT BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18457. Restoration to service (REPEALED)
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18458. Recomputation of benefit
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 2: SERVICE RETIREMENT BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18458. Recomputation of benefit
When a participating local district adopts the benefits provided by the Public Laws of 1973, chapter 542, benefits for former
employees receiving a retirement benefit shall be recomputed as follows.
[1985, c. 801, § § 5, 7 (new).]
1. 150 basis. Each person receiving a service retirement benefit is entitled to a recomputation of benefits based upon the change in formula
to a 150 basis.
A. The amount resulting from the recomputation, not including retirement benefit adjustments granted under section 18407, shall
be paid to the retirement benefit recipient effective the first day of the month following the effective date of adoption
of these benefits by the participating local district.
[1985, c. 801, § § 5, 7 (new).]
B. Adjustments granted under section 18407 may not be changed by a recomputation of benefits under this section.
[1985, c. 801, § § 5, 7 (new).]
[1985, c. 801, § § 5, 7 (new).]
2. Three-year average basis. Each person who is receiving a service retirement benefit which had been computed on the basis of a 5-year average highest
compensation is entitled to a recomputation of benefits based on a 3-year average highest compensation.
A. If the recomputed benefit represents less than a 2% increase on the basic retirement benefit, not including amounts accrued
under section 18407, the recomputed benefit will not be paid.
[1985, c. 801, § § 5, 7 (new).]
B. If the recomputed benefit represents more than a 2% increase on the basic retirement benefit, the retirement system shall
pay the recomputed benefits, effective the first day of the month following the effective date of adoption of these benefits
by the participating local district.
[1985, c. 801, § § 5, 7 (new).]
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18459. Interchangeable benefits for law enforcement officers
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 2: SERVICE RETIREMENT BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18459. Interchangeable benefits for law enforcement officers
Any service retirement benefits earned by a law enforcement officer under this article which are substantially similar or
equal are interchangeable.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18460. Discontinuation and substitution of benefits
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 2: SERVICE RETIREMENT BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18460. Discontinuation and substitution of benefits
A participating local district electing retirement programs under section 18453, subsections 1 to 9, may, by filing with the
board a duly certified copy of its action:
[1985, c. 801, § § 5, 7 (new).]
1. Discontinue benefits. Discontinue any benefit under any of those subsections to any person qualifying for the benefit who was hired after the effective
date of the district's action; and
[1985, c. 801, § § 5, 7 (new).]
2. Substitution of benefits. Substitute for the discontinued benefit any other benefit provided in this Part.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18461. Collective bargaining rights
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 2: SERVICE RETIREMENT BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18461. Collective bargaining rights
Nothing in section 18453, subsections 1 to 9, may be construed to affect in any way the rights of public employees to engage
in collective bargaining for terms and conditions of employment.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18462. Transfer from special plan
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 2: SERVICE RETIREMENT BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18462. Transfer from special plan
A participating local district may provide, by filing with the board a duly certified copy of its action, an additional benefit
for employees under special plans who transfer to positions not under special plans. The benefits under subsection 2, paragraph
A are not applicable to employees of participating local districts which have not adopted the provisions of section 18453,
subsection 10 or 11.
[RR 2001, c. 2, Pt. A, §12 (cor).]
1. Special plan defined. As used in this section, unless the context otherwise indicates, "special plan" means any of the retirement programs in
section 18453, subsections 2 to 9.
[1989, c. 79, §3 (new).]
2. Additional creditable service. Additional creditable service is earned by a former participant in a special plan as follows.
A. A member who has completed the service requirements for retirement under a special plan may transfer to a position not under
a special plan and earn service credit for additional service retirement benefits.
(1) The part of a member's service retirement benefit based upon membership service before being transferred shall be computed
according to the formula for computing benefits under the special plan that the member was under previously.
(2) The part of the member's benefit based upon membership service after being transferred shall be computed in accordance
with section 18452, subsection 1.
[1989, c. 79, §3 (new).]
B.
[2001, c. 699, §5 (rp).]
C. A member who has not completed the service requirements for retirement under a special plan may transfer to a position not
under a special plan and shall receive service retirement benefits as follows.
(1) If the benefit is greater, the part of the member's service retirement benefit based upon membership service before being
transferred shall be computed according to the formula for computing benefits under the special plan that the member was under
previously.
(2) The part of the member's benefit based upon membership service after being transferred shall be computed in accordance
with section 18452, subsection 1.
[1989, c. 79, §3 (new).]
D. A member who has not completed the service requirements for retirement under a special plan, on becoming disabled as defined
in section 18501, and on becoming reemployed in a position not under a special plan shall on retirement receive retirement
benefits as follows.
(1) The part of the member's service retirement based on membership service before becoming disabled shall be computed according
to the formula for computing benefits under the member's previous special plan.
(2) The part of the member's service retirement based on membership service after becoming reemployed in a position not under
a special plan shall be computed according to the formula for computing benefits under the members's previous special plan.
(3) If the member is found to be no longer disabled, as defined in section 18501, the member may:
(a) Return to a position under the member's previous special plan; or
(b) Remain in the position which is not under a special plan and have the part of the member's service retirement benefit
based on post-disability service computed in accordance with section 18452, subsection 1.
(4) The executive director may require that a member subject to this paragraph undergo medical examinations or tests once
each year to determine the member's disability in accordance with section 18503.
(a) If the member refuses to submit to the examination or tests under this subparagraph, the member's retirement benefit
shall be based on section 17852, subsection 1, until the member withdraws the refusal.
(b) If the member's refusal under division (a) continues for one year, all the member's rights to any further benefits under
this paragraph shall cease.
[1989, c. 79, §3 (new).]
[2001, c. 699, §5 (amd).]
3. Reduction of benefits. Upon retirement before reaching age 60, the service retirement benefit of a member who transferred or who was restored to
service subject to subsection 2 shall be reduced as follows.
A. If the member transferred under the provisions of subsection 2, paragraph A, the portion of the retirement benefit based
upon creditable service earned after being transferred shall be reduced in accordance with section 18452, subsection 3.
[1989, c. 79, §3 (new).]
B.
[2001, c. 699, §6 (rp).]
C. If the member was transferred subject to subsection 2, paragraph C, the retirement benefit shall be reduced in accordance
with section 18452, subsection 3.
[1989, c. 79, §3 (new).]
D. If the member was transferred subject to subsection 2, paragraph D, and:
(1) If the member completes the service or service and age requirements for retirement under the special plan the member
was under previously, the retirement benefit shall not be reduced; or
(2) If the member does not complete the service or service and age requirements for retirement under the special plan the
member was under previously, the retirement benefit shall be reduced in accordance with section 18452, subsection 3.
[1989, c. 79, §3 (new).]
[2001, c. 699, §6 (amd).]
4. Computation of benefit. The computation of the retirement benefit shall be based upon the member's average final compensation, as defined in section
17001, subsection 4.
[1989, c. 79, §3 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18501-A. Applicability
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 3: DISABILITY RETIREMENT BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18501-A. Applicability
This article applies to all disabilities for which written applications are received by the executive director before October
1, 1989. All disabilities for which written applications are received by the executive director after September 30, 1989,
are subject to article 3-A.
[1989, c. 409, §§10, 12 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18501. Definition
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 3: DISABILITY RETIREMENT BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18501. Definition
As used in this article, unless the context otherwise indicates, "disabled" means mentally or physically incapacitated:
[1985, c. 801, § § 5, 7 (new).]
1. Permanent. To the extent that it is impossible to perform the duties of his employment position and the incapacity can be expected to
be permanent; and
[1985, c. 801, § § 5, 7 (new).]
2. Revealed by examination. Such that the incapacity will be revealed by medical examination or tests conducted in accordance with section 18503.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
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Augusta, Maine 04333-0007Title 5 - §18502. Application
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 3: DISABILITY RETIREMENT BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18502. Application
1. Written application. In order to receive a benefit under this article, the person must apply in writing to the executive director in the format
specified by the executive director.
A. The executive director shall obtain medical consultation on each applicant for disability retirement benefits in accordance
with related rules established by the board, which must include provisions indicating when a case must be reviewed by a medical
board and when alternative means of medical consultation are acceptable. Rules adopted pursuant to this paragraph are routine
technical rules as defined in chapter 375, subchapter II-A. Whether provided by the medical board or by an alternative means,
medical consultation obtained by the executive director must be objective and be provided by a physician or physicians qualified
to review the case by specialty or experience and to whom the applicant is not known.
[1995, c. 643, §17 (new).]
[1995, c. 643, §17 (amd).]
2. Approval. The written application must be approved by the executive director.
[1985, c. 801, §§5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
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State House Room 108
Augusta, Maine 04333-0007Title 5 - §18503. Examination or tests
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 3: DISABILITY RETIREMENT BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18503. Examination or tests
The examination or tests to determine whether a member is disabled under section 18501 are governed as follows.
[1985, c. 801, § § 5, 7 (new).]
1. Agreed upon physician. The examination or tests shall be conducted by a qualified physician mutually agreed upon by the executive director and member
claiming to be disabled.
[1985, c. 801, § § 5, 7 (new).]
2. Agreed upon place. The examination or tests shall be conducted at a place mutually agreed upon by the executive director and member claiming
to be disabled.
[1985, c. 801, § § 5, 7 (new).]
3. Costs. The costs incurred under subsections 1 and 2 shall be paid by the retirement system.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18504. Qualification for benefit
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 3: DISABILITY RETIREMENT BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18504. Qualification for benefit
1. Qualification. Except as provided in subsection 2, a member qualifies for a disability retirement benefit if the member becomes disabled
while in service and, for a member who by election remains covered under this section as written prior to its amendment by
Public Law 1991, chapter 887, section 12, before normal retirement age.
A.
[1991, c. 887, §12 (rp).]
B.
[1991, c. 887, §12 (rp).]
[1997, c. 384, §10 (amd).]
2. Exception. A member with fewer than 5 years of continuous creditable service immediately preceding that member's application for a
disability retirement benefit is not eligible for that benefit if the disability is the result of a physical or mental condition
which existed before the member's latest membership in the retirement system, unless the disability is a result of, or has
been substantially aggravated by, an injury or accident received in the line of duty but from events or circumstances not
usually encountered within the scope of the member's employment.
[1991, c. 434, §3 (amd).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18505. Computation of benefit
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 3: DISABILITY RETIREMENT BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18505. Computation of benefit
When a member qualified under section 18504 retires, the member is entitled to receive a disability retirement benefit equal
to 59% of the member's average final compensation. The 59% level must be reviewed for cost-neutral comparability as a part
of the actuarial investigation provided under section 17107, subsection 2, paragraph E, beginning with the investigation made
January 1, 1997 and every 6 years thereafter. The review that takes place every 6 years must compare actual experience under
the disability plans with actuarial assumptions regarding election and costs of benefits under the new options elected and
identify possible options for compliance with the federal Older Workers Benefit Protection Act that protect benefits for employees
without additional cost to the State and participating local districts.
[1995, c. 643, §18 (amd).]
div> A member who by election remains covered, as to qualification for benefits, under section 18504 as written prior to its amendment
by Public Law 1991, chapter 887, section 12, qualifies for a disability retirement benefit on meeting the requirements of
section 18504, subsection 1, paragraphs C and D. When a member so qualified retires after approval for disability retirement
by the executive director in accordance with this Article, the member is entitled to receive a disability retirement benefit
equal to 66 23% of the member's average final compensation.
[1997, c. 384, §11 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18506. Reduction in amount of benefit
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 3: DISABILITY RETIREMENT BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18506. Reduction in amount of benefit
1. Excess compensation. If the compensation received from engaging in any gainful occupation by a beneficiary of a disability retirement benefit
exceeds $20,000 in calendar year 2000 or in any subsequent calendar year exceeds that amount cumulatively increased or decreased
by the same percentage adjustments granted under section 18407, subsection 4:
A. The excess must be deducted from the disability or service retirement benefits during the next calendar year, the deductions
to be prorated on a monthly basis in an equitable manner prescribed by the board over the year or part of the year for which
the benefits are received; and
[2001, c. 443, §3 (amd); §7 (aff).]
B. The beneficiary shall reimburse the retirement system for any excess payments not deducted under paragraph A.
[1985, c. 801, §§5, 7 (new).]
[2001, c. 443, §3 (amd); 7 (aff).]
2. Disability payments under other laws. The reduction of disability retirement benefits because of disability benefits received under other laws is governed as follows.
A. The amount of any disability retirement benefit payable under this article must be reduced by any amount received by the
beneficiary for the same disability under either or both of the following:
(1) The workers' compensation or similar law, except amounts that may be paid or payable under former Title 39, section 56-B
or Title 39-A, section 212, subsection 3; or
(2) The United States Social Security Act, if the employment for which creditable service with the employer is allowed was
also covered under that Act at the date of disability retirement.
[1993, c. 680, Pt. A, §17 (amd).]
B. Disability retirement benefits shall be calculated as follows:
(1) The initial disability retirement benefit shall be reduced if necessary so that the benefit plus any benefits under paragraph
A do not exceed 80% of the beneficiary's average final compensation;
(2) Subsequent cost-of-living adjustments applied to any benefit listed under paragraph A shall be excluded from the calculations
under subparagraph (1);
(3) Adjustments under section 18407 shall be applied to that portion of disability retirement benefits calculated under subparagraph
(1); and
(4) If a beneficiary receives a benefit under paragraph C, the 80% limit under subparagraph (1) shall not include adjustments
under section 18407.
[1987, c. 458, §2 (rpr).]
C. The disability retirement benefit may not be reduced below the amount of the retirement benefit which is the actuarial equivalent
of the member's accumulated contributions at the time of his retirement.
[1985, c. 801, §§5, 7 (new).]
D. Lump-sum settlements of benefits that would reduce the disability retirement benefit under this subsection must be prorated
on a monthly basis in an equitable manner prescribed by the board.
(1) These prorated lump-sum settlements may not include any part of the lump-sum settlement attributable to vocational rehabilitation,
attorneys' fees, physicians, nurses, hospital, medical, surgical or related fees or charges or any amount paid or payable
under former Title 39, section 56-B or Title 39-A, section 212, subsection 3.
(2) These prorated lump-sum settlements must reduce the disability retirement benefit in the same manner and amount as monthly
benefits under this subsection.
[1993, c. 680, Pt. A, §18 (amd).]
E. Any dispute about amounts paid or payable under workers' compensation or about the amount of the lump-sum settlement and
its attributions must be determined, on petition, by a single member of the Workers' Compensation Board, in accordance with
Title 39-A. These determinations may be appealed under Title 39-A, section 322.
[1991, c. 885, Pt. E, §14 (amd); §47 (aff).]
[1993, c. 680, Pt. A, §§17, 18 (amd).]
3. Restoration to service. If any recipient of a disability retirement benefit is restored to service, and if the total of the recipient's monthly retirement
benefit for any year and the recipient's total earnable compensation for that year exceed his average final compensation at
retirement, increased or decreased by the same percentage adjustments as have been received under section 18407, the excess
shall be deducted from the disability retirement benefit payments during the next calendar year.
A. The deductions shall be prorated on a monthly basis over the year or part of the year for which benefits are received in
an equitable manner prescribed by the board.
[1985, c. 801, §§5, 7 (new).]
B. The recipient of the disability retirement benefit shall reimburse the retirement system for any excess payments not deducted
under this section.
[1985, c. 801, §§5, 7 (new).]
C. If the retirement benefit payments are eliminated by operation of this subsection:
(1) The person shall again become a member of the retirement system and shall begin contributing at the current rate; and
(2) When the person again retires, he shall receive benefits computed on his entire creditable service and in accordance
with the law in effect at that time.
[1985, c. 801, §§5, 7 (new).]
[1985, c. 801, §§5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18507. Payment of benefit
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 3: DISABILITY RETIREMENT BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18507. Payment of benefit
1. Beginning. If the executive director receives the written application for disability retirement benefits within 6 months after the date
of termination of active service of the member, payment of benefits shall begin on the first day of the month following the
date of termination of active service of the member. If the executive director receives the written application for disability
retirement benefits more than 6 months after the date of termination of active service of the member, payment of benefits
shall begin on the first day of the month following the date 6 months prior to the date of receipt by the executive director
of the written application, by or on behalf of the member, for disability retirement, provided that payment of benefits shall
begin on the first day of the month following the date of termination of active service of the member if it is shown that:
A. It was not reasonably possible to file the application for disability retirement benefits within the 6-month period; and
[1987, c. 256, §40 (rpr).]
B. The application was made as soon as was reasonably possible.
[1987, c. 256, §40 (rpr).]
[1987, c. 256, §40 (rpr).]
2. Cessation. Payment of disability retirement benefits shall continue as long as a person is disabled, except that:
A. A disability retirement benefit ceases and eligibility for a service retirement benefit begins on the last day of the month
in which the service retirement benefit of the beneficiary equals or exceeds the amount of the member's disability retirement
benefit. For a member who by election or by having retired on disability retirement prior to October 16, 1992, remains covered
under this section as written prior to its amendment by Public Law 1991, chapter 887, section 14, the disability retirement
benefit ceases:
(1) On the last day of the month in which the 10th anniversary of the beneficiary's normal retirement age, as defined in
section 17001, subsection 23, occurs; or
(2) On the last day of the month in which the service retirement benefit of the beneficiary would equal or exceed the amount
of the disability retirement benefit, if that occurs before the 10th anniversary of the beneficiary's normal retirement age.
[1997, c. 384, §12 (amd).]
B. After the disability has continued for 5 years, the disability of the beneficiary must render the beneficiary unable to
engage in any substantially gainful activity for which the beneficiary is qualified by training, education or experience.
For purposes of this paragraph, the ability to engage in substantially gainful activity is demonstrated by the ability to
perform work resulting in annual earnings that exceed $20,000 or 80% of the recipient's average final compensation at retirement,
whichever is greater, adjusted by the same percentage adjustments granted under section 18407.
(1) The executive director may require, once each year, a recipient of a disability retirement benefit to undergo medical
examinations or tests, conducted in accordance with section 18503, to determine the disability of the beneficiary.
(2) If the beneficiary refuses to submit to the examination or tests under subparagraph (1), the beneficiary's disability
retirement benefit is discontinued until the beneficiary withdraws the refusal.
(3) If the beneficiary's refusal under subparagraph (2) continues for one year, all the beneficiary's rights to any further
benefits under this article cease.
(4) If it is determined, on the basis of the examination or tests under subparagraph (1), that the disability of a beneficiary
no longer exists, the payment of the beneficiary's disability retirement benefit ceases.
[2003, c. 675, §3 (amd).]
C. The person's average final compensation at retirement shall include the same percentage adjustments, if any, that would
apply to the amount of retirement benefit of the beneficiary under section 18407.
[1985, c. 801, §§5, 7 (new).]
D. A full month's benefit shall be paid to the beneficiary or estate of the disability retirement recipient for the month in
which he dies.
[1987, c. 256, §42 (new).]
[2003, c. 675, §3 (amd).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18508. Statement of health (REPEALED)
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 3: DISABILITY RETIREMENT BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18508. Statement of health (REPEALED)
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18509. Statement of compensation
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 3: DISABILITY RETIREMENT BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18509. Statement of compensation
1. Requirement. The executive director shall require each beneficiary of a disability retirement benefit to submit, each calendar year, a
statement of his compensation received from engaging in any gainful occupation during that year.
[1985, c. 801, § § 5, 7 (new).]
2. Failure to submit statement. Failure to submit the statement under subsection 1, shall result in the following.
A. If the beneficiary fails to submit the statement required under subsection 1 within 30 days of receipt of the executive
director's request for the statement, the beneficiary's disability retirement benefit shall be discontinued until the statement
is submitted.
[1985, c. 801, § § 5, 7 (new).]
B. If the beneficiary fails to submit the statement required under subsection 1 within one year of receipt of the executive
director's request for the statement, all the beneficiary's rights to any further benefits shall cease.
[1985, c. 801, § § 5, 7 (new).]
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18510. Optional election
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 3: DISABILITY RETIREMENT BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18510. Optional election
1. Election. Any beneficiary entitled to a disability retirement benefit under section 1122 of the former retirement system law, as in
effect immediately before July 1, 1977, may elect to be governed by this article instead of the law applicable to the disability
retirement benefit which he is receiving.
[1985, c. 801, § § 5, 7 (new).]
2. Manner of election. The election under subsection 1 must be made by written application to the executive director within 6 months after adoption
of this article by the participating local district.
[1985, c. 801, § § 5, 7 (new).]
3. Effect of election. If the election under subsection 1 is made, this article shall apply from the date of the beneficiary's original eligibility
for disability retirement, but any increases in benefits may only be granted from the date of election.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18511. Presumption of disability for active firefighters
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 3: DISABILITY RETIREMENT BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18511. Presumption of disability for active firefighters
1. Definition. For purposes of this section, a person is considered to be an active member of a municipal fire department or of a volunteer
fire department or volunteer firefighters' association if the person aids in the extinguishment of fires, whether or not the
person has administrative duties or other duties as a member of the department or association.
[1985, c. 801, § § 5, 7 (new).]
2. Presumption. In participating local districts which have not adopted the disability retirement benefits enacted by Public Law 1975, chapter
622, section 54, and subsequent amendments, it is presumed that a member incurred a disability in the line of duty which occurred
while in actual performance of duty at some definite time and place and which was not caused by the willful negligence of
the member if:
A. The disability is the result of a cardiovascular injury which occurred, or a cardiovascular or pulmonary disease which developed,
within 6 months of having participated in fire fighting or in a training or drill which involved fire fighting;
[1985, c. 801, § § 5, 7 (new).]
B. The member was an active member of a municipal fire department or of a volunteer fire association, as defined in Title 30-A,
section 3151, for at least 2 years before the injury or the onset of the disease; and
[1989, c. 878, Pt. B, §6 (amd).]
C. The member has been granted workers' compensation benefits for the cardiovascular injury or disease or the pulmonary disease.
[1985, c. 801, § § 5, 7 (new).]
[1989, c. 878, Pt. B, §6 (amd).]
3. Rebuttal. This presumption is subject to rebuttal in accordance with the Maine Rules of Evidence, Rule 301.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18512. Rehabilitation
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 3: DISABILITY RETIREMENT BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18512. Rehabilitation
Upon agreement of the executive director and the person, rehabilitation services may be provided to any person who is the
recipient of a disability retirement benefit under this article as a means to the person being able to return to substantially
gainful activity. As a condition of entering into an agreement to provide rehabilitation services, the executive director
must determine that rehabilitation is feasible, that rehabilitation is consistent with the purposes of this article, that
the recipient is suitable for rehabilitation services and that rehabilitation services are likely to lead to substantially
gainful activity. When appropriate, determination of suitability must include consultation with the medical board to determine
any medical indications that the recipient should not engage in a rehabilitation program or to identify a recipient too severely
disabled to benefit from rehabilitation services in accordance with the purposes of this article. Services must be provided
by private and public rehabilitation counselors, government agencies and others approved by the executive director as qualified
to provide rehabilitation services. The executive director shall consider a rehabilitation counselor's rate of successfully
placing rehabilitated employees in jobs relative to the placement rates of other counselors in the State as fundamental in
deciding whether to approve the counselor as qualified. This section does not affect the ongoing requirement that a person
remain disabled in order to continue to receive disability benefits.
[2003, c. 387, §10 (new).]
div> For the purposes of this section, "person" means any person who is the recipient of a disability retirement benefit.
[2003, c. 387, §10 (new).]
1. Rehabilitation plan. If the executive director makes the determinations necessary to provide rehabilitation services under this section and rehabilitation
agreed to by the parties, the retirement system shall designate a rehabilitation provider to evaluate the person and develop
a rehabilitation plan.
[2003, c. 387, §10 (new).]
2. Costs. The executive director may contract with rehabilitation providers to develop and carry out approved rehabilitation plans.
A. Except as provided in paragraph B, the executive director shall pay these providers from funds accumulated in the Retirement
Allowance Fund, established under section 17251.
[2003, c. 387, §10 (new).]
B. If the person is entitled to other benefits to meet the cost of rehabilitation services, that person must first apply for
and use those benefits to the extent available to pay for the goods and services provided.
[2003, c. 387, §10 (new).]
[2003, c. 387, §10 (new).]
3. Approval of rehabilitation plan. The executive director and the person shall approve any rehabilitation plan developed under subsection 1 and shall indicate
in writing their approval of and agreement to the rehabilitation plan. The person shall approve the plan within 30 days or,
within that time period, submit to the executive director the name of an alternate provider for the executive director's consideration.
If the rehabilitation plan includes return to employment with the employer for whom the person worked before becoming disabled,
the employer also shall indicate in writing approval of the plan.
[2003, c. 387, §10 (new).]
4. Monitoring of rehabilitation plan. Each rehabilitation plan approved by the executive director must contain a provision for periodic review of progress being
made by the person toward achieving the goal of the plan and substantially gainful activity. The provision relating to review
must include authority for the executive director to terminate the plan or to amend the plan with the same provider or with
a change of provider, based upon results of the review or at the request of the person or the provider. Subsections 1, 2
and 3 apply to any amended plans under this subsection. A person is entitled to a single rehabilitation plan during the course
of the person's incapacity except when the person demonstrates that a termination of the plan was reasonable and for good
cause. Any entitlement to amend a rehabilitation plan or establish a new plan ends with a determination by the executive
director that the person is no longer disabled.
[2003, c. 387, §10 (new).]
5. Return to service. If the rehabilitation plan includes return to employment with the person's former employer, that person must be reemployed
in accordance with the plan. The executive director shall notify the former employer, in writing, that the person has completed
the rehabilitation plan and is ready to return to employment. The former employer shall reemploy the person in the first
available position for which that person is qualified, taking into consideration that person's prior compensation and benefits,
training, education and experience, including training and education received under that person's rehabilitation plan.
[2003, c. 387, §10 (new).]
6. Employment exception. A person is not required to accept employment that reasonably necessitates relocation or for which the person is not qualified,
taking into consideration that person's prior compensation and benefits, training, education and experience, including training
and education received under that person's rehabilitation plan. The disability retirement benefit may not be discontinued
except as provided by section 17929 or until the person is reemployed consistent with this section.
[2003, c. 387, §10 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18521. Definitions
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 3-A: DISABILITY RETIREMENT BENEFITS AFTER SEPTEMBER 30, 1989 (HEADING: PL 1989, c. 409, @11 (new)) §18521. Definitions
As used in this article, unless the context otherwise indicates, the following terms have the following meanings.
[1989, c. 409, §§11, 12 (new).]
1. Disabled. "Disabled" means that the member is mentally or physically incapacitated under the following conditions:
A. The incapacity is expected to be permanent;
[1989, c. 409, §§11, 12 (new).]
B. That it is impossible to perform the duties of the member's employment position;
[1989, c. 409, §§11, 12 (new).]
C. After the incapacity has continued for 2 years, the incapacity must render the member unable to engage in any substantially
gainful activity for which the member is qualified by training, education or experience; and
[1989, c. 409, §§11, 12 (new).]
D. The incapacity may be revealed by examinations or tests conducted in accordance with section 18526.
[1989, c. 409, §§11, 12 (new).]
[1989, c. 409, §§11, 12 (new).]
2. Employment position. "Employment position" means:
A. The position in which the member is employed at the time the member becomes incapacitated; or
[1989, c. 409, §§11, 12 (new).]
B. A position of comparable stature and equal or greater compensation and benefits which is made available to the member by
the member's employer.
[1989, c. 409, §§11, 12 (new).]
[1989, c. 409, §§11, 12 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18522. Applicability
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 3-A: DISABILITY RETIREMENT BENEFITS AFTER SEPTEMBER 30, 1989 (HEADING: PL 1989, c. 409, @11 (new)) §18522. Applicability
This article applies to all disabilities for which written applications are received by the executive director after September
30, 1989.
[1989, c. 409, §§11, 12 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18523. Statement of health (REPEALED)
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 3-A: DISABILITY RETIREMENT BENEFITS AFTER SEPTEMBER 30, 1989 (HEADING: PL 1989, c. 409, @11 (new)) §18523. Statement of health (REPEALED)
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18524. Qualification for benefit
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 3-A: DISABILITY RETIREMENT BENEFITS AFTER SEPTEMBER 30, 1989 (HEADING: PL 1989, c. 409, @11 (new)) §18524. Qualification for benefit
1. Qualification. Except as provided in subsection 2, a member qualifies for a disability retirement benefit if disabled while in service
and, for a member who by election remains covered under this section as written prior to its amendment by Public Law 1991,
chapter 887, section 15, before normal retirement age.
A.
[1991, c. 887, §15 (rp).]
B.
[1991, c. 887, §15 (rp).]
[1997, c. 384, §13 (amd).]
2. Exception. A member with fewer than 5 years of continuous creditable service immediately preceding that member's application for a
disability retirement benefit is not eligible for that benefit if the disability is the result of a physical or mental condition
which existed before the member's membership in the retirement system, unless the disability is a result of, or has been substantially
aggravated by, an injury or accident received in the line of duty but from events or circumstances not usually encountered
within the scope of the member's employment.
[1991, c. 434, §4 (amd).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18525. Application
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 3-A: DISABILITY RETIREMENT BENEFITS AFTER SEPTEMBER 30, 1989 (HEADING: PL 1989, c. 409, @11 (new)) §18525. Application
1. Written application. In order to receive a benefit under this article, the person must apply in writing to the executive director in the format
specified by the executive director.
A. The executive director shall obtain medical consultation on each applicant for disability in accordance with related rules
established by the board, which must include provisions indicating when a case must be reviewed by a medical board and when
alternative means of medical consultation are acceptable. Rules adopted pursuant to this paragraph are routine technical
rules as defined in chapter 375, subchapter II-A. Whether provided by the medical board or by an alternative means, medical
consultation obtained by the executive director must be objective and be provided by a physician or physicians qualified to
review the case by specialty or experience and to whom the applicant is not known.
[1995, c. 643, §21 (amd).]
B.
[1997, c. 393, Pt. A, §14 (rp).]
[1997, c. 393, Pt. A, §14 (amd).]
2. Workers' compensation. If the incapacity upon which the application is based is a result of an injury or accident received in the line of duty,
the application must include proof that the member has made application for benefits under the workers' compensation laws.
[1995, c. 643, §21 (amd).]
3. Social security. If the employment for which creditable service with the employer is allowed was also covered under the United States Social
Security Act, the application must include proof that the member has made application for benefits under this Act.
[1995, c. 643, §21 (amd).]
4. Approval. The written application must be approved by the executive director upon finding that the member has met the requirements
of section 18524.
[1995, c. 643, §21 (amd).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18526. Examinations or tests
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 3-A: DISABILITY RETIREMENT BENEFITS AFTER SEPTEMBER 30, 1989 (HEADING: PL 1989, c. 409, @11 (new)) §18526. Examinations or tests
Any examinations or tests recommended by the medical board in accordance with section 17106 or required by the executive director
under section 18521, subsection 1, paragraph D; section 18524; section 18529, subsection 2, paragraph B; or section 18533,
subsection 3, paragraph A, are governed as follows.
[1995, c. 643, §23 (amd).]
1. Agreed upon physician. The examinations or tests shall be conducted by a qualified physician and, when appropriate, a qualified psychologist mutually
agreed upon by the executive director and the member claiming to be disabled.
[1989, c. 409, §§11, 12 (new).]
2. Agreed upon place. The examinations or tests shall be conducted at a place mutually agreed upon by the executive director and the member claiming
to be disabled.
[1989, c. 409, §§11, 12 (new).]
3. Costs. The costs incurred under subsections 1 and 2 shall be paid by the retirement system.
[1989, c. 409, §§11, 12 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18527. Rehabilitation
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 3-A: DISABILITY RETIREMENT BENEFITS AFTER SEPTEMBER 30, 1989 (HEADING: PL 1989, c. 409, @11 (new)) §18527. Rehabilitation
Upon agreement of the executive director and the person, rehabilitation services may be provided to any person who is the
recipient of a disability retirement benefit under this article as a means to the person being able to return to substantially
gainful activity. As a condition of entering into an agreement to provide rehabilitation services, the executive director
must determine that rehabilitation is feasible, that rehabilitation is consistent with the purposes of this article, that
the recipient is suitable for rehabilitation services and that rehabilitation services are likely to lead to substantially
gainful activity. When appropriate, determination of suitability must include consultation with the medical board to determine
any medical indications that the recipient should not engage in a rehabilitation program or to identify a recipient too severely
disabled to benefit from rehabilitation services in accordance with the purposes of this article. Services must be provided
by private and public rehabilitation counselors, government agencies and others approved by the executive director as qualified
to provide rehabilitation services. The executive director shall consider a rehabilitation counselor's rate of successfully
placing rehabilitated employees in jobs relative to the placement rates of other counselors in the State as fundamental in
deciding whether to approve the counselor as qualified. This section does not affect the ongoing requirement that a person
remain disabled in order to continue to receive disability benefits.
[2003, c. 387, §11 (amd).]
div> For the purposes of this section, "person" means any person who is the recipient of a disability retirement benefit.
[2003, c. 387, §11 (new).]
1. Rehabilitation plan. If the executive director makes the determinations necessary to provide rehabilitation services under this section and rehabilitation
is agreed to by the parties, the retirement system shall designate a rehabilitation provider to evaluate the person and develop
a rehabilitation plan.
[2003, c. 387, §11 (amd).]
2. Costs. The executive director may contract with rehabilitation providers to develop and carry out approved rehabilitation plans.
A. Except as provided in paragraph B, the executive director shall pay these providers from funds accumulated in the Retirement
Allowance Fund, established under section 17251.
[2003, c. 387, §11 (amd).]
B. If the person is entitled to other benefits to meet the cost of rehabilitation services, that person must first apply for
and use those benefits to the extent available to pay for the goods and services provided.
[1989, c. 409, §§11, 12 (new).]
[2003, c. 387, §11 (amd).]
3. Approval of rehabilitation plan. The executive director and the person shall approve any rehabilitation plan developed under subsection 1 and shall indicate
in writing their approval of and agreement to the rehabilitation plan. The person shall approve the plan within 30 days or,
within that time period, submit to the executive director the name of an alternate provider for the executive director's consideration.
If the rehabilitation plan includes return to employment with the employer for whom the person worked before becoming disabled,
the employer shall also indicate in writing approval of the plan.
[2003, c. 387, §11 (amd).]
4. Decline of rehabilitation.
[2003, c. 387, §11 (rp).]
5. Monitoring of rehabilitation plan. Each rehabilitation plan approved by the executive director shall contain a provision for periodic review of progress being
made by the person toward achieving the goal of the plan and substantially gainful activity. The provision relating to review
must include authority for the executive director to terminate the plan or to amend the plan with the same provider or with
a change of provider, based upon results of the review or at the request of the person or the provider. Subsections 1, 2
and 3 apply to any amended plans under this subsection. A person is entitled to a single rehabilitation plan during the course
of the person's incapacity, except when the person demonstrates that a termination of the plan was reasonable and for good
cause. Any entitlement to amend a rehabilitation plan or establish a new plan ends with a determination by the executive
director that the person is no longer disabled.
[2003, c. 387, §11 (amd).]
6. Return to service. If the rehabilitation plan includes return to employment with the person's former employer, that person must be reemployed
in accordance with the plan. The executive director shall notify the former employer, in writing, that the person has completed
the rehabilitation plan and is ready to return to employment. The former employer shall reemploy the person in the first
available position for which that person is qualified, taking into consideration that person's prior compensation and benefits,
training, education and experience, including training and education received under that person's rehabilitation plan.
[2003, c. 387, §11 (amd).]
7. Other employment under system. A person is not required to accept employment that reasonably necessitates relocation or for which the person is not qualified,
taking into consideration that person's prior compensation and benefits, training, education and experience, including training
and education received under that person's rehabilitation plan. The disability retirement benefit may not be discontinued
except as provided by section 18529 or until the person is reemployed consistent with this section.
[2003, c. 387, §11 (amd).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18528. Computation of benefit
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 3-A: DISABILITY RETIREMENT BENEFITS AFTER SEPTEMBER 30, 1989 (HEADING: PL 1989, c. 409, @11 (new)) §18528. Computation of benefit
When a member qualified under section 18524 retires, after approval for disability retirement by the executive director in
accordance with section 18525, the member is entitled to receive a disability retirement benefit equal to 59% of that member's
average final compensation. The 59% level must be reviewed for cost-neutral comparability as a part of the actuarial investigation
provided under section 17107, subsection 2, paragraph E, beginning with the investigation made January 1, 1997 and every 6
years thereafter. The review that takes place every 6 years must compare actual experience under the disability plans with
actuarial assumptions regarding election and costs of benefits under the new options elected and identify possible options
for compliance with the federal Older Workers Benefit Protection Act that protect benefits for employees without additional
cost to the State and participating local districts.
[1995, c. 643, §26 (amd).]
div> A member who by election remains covered, as to qualification for benefits, under section 18524 as written prior to its amendment
by Public Law 1991, chapter 887, section 15, qualifies for a disability retirement benefit on meeting the requirements of
section 18524, subsection 1, paragraphs C and D. When a member so qualified retires after approval for disability retirement
by the executive director in accordance with this Article, the member is entitled to receive a disability retirement benefit
equal to 66 23% of the member's average final compensation.
[1997, c. 384, §14 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18529. Payment of benefit
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 3-A: DISABILITY RETIREMENT BENEFITS AFTER SEPTEMBER 30, 1989 (HEADING: PL 1989, c. 409, @11 (new)) §18529. Payment of benefit
1. Beginning. Payment of disability retirement benefits shall begin on the first day of the month following the date of termination of
active service of the member, but not more than 6 months before the date of receipt by the executive director of the written
application, by or on behalf of the member, for disability retirement, unless it is shown that:
A. It was not reasonably possible to file the application for disability retirement benefits within the 6-month period; and
[1989, c. 409, §§11, 12 (new).]
B. The application was made as soon as reasonably possible.
[1989, c. 409, §§11, 12 (new).]
[1989, c. 409, §§11, 12 (new).]
2. Cessation. Payment of disability retirement benefits shall continue as long as a person is disabled, except that:
A. The disability retirement benefit ceases and a service retirement benefit begins when the service retirement benefit of
a person equals or exceeds the amount of the disability retirement benefit.
(1) When calculating the person's service retirement benefit, the average final compensation is the average final compensation
at the time that person terminated active service before receiving disability retirement benefits adjusted by the same percentage
adjustments, if any, that were applied to the disability retirement benefits under section 18407.
(2) The person is entitled to receive service credit for the purpose of determining benefits under this Part for the period
following termination of service for which that person receives disability retirement benefits under this article; and
[1991, c. 887, §17 (amd).]
A-1. For a person who by election or by having retired on disability retirement prior to October 16, 1992, remains covered under
this section as written prior to its amendment by Public Law 1991, chapter 887, section 17, the disability retirement benefit
ceases:
(1) On the 10th anniversary of that person's normal retirement age, as defined in section 17001, subsection 23; or
(2) When the service retirement benefit of that person equals or exceeds the amount of the disability retirement benefit,
if that occurs before the beneficiary's normal retirement age.
[1997, c. 384, §15 (new).]
B. The executive director may require, once each year, that the person undergo examinations or tests, conducted in accordance
with section 18526, to determine the person's disability. The executive director may refer the records documenting the results
of the examinations or tests and the person's file to the medical board for medical consultation regarding rehabilitation
in accordance with section 17106, subsection 3, paragraph E.
(1) After the disability has continued for 2 years, the disability must render the person unable to engage in any substantially
gainful activity that is consistent with the person's training, education or experience and average final compensation adjusted
by the same percentage adjustment as has been received under section 18407. The disability retirement benefit continues if
the person can effectively demonstrate to the executive director that the person is actively seeking work. For purposes of
this subparagraph, the ability to engage in substantially gainful activity is demonstrated by the ability to perform work
resulting in annual earnings that exceed $20,000 or 80% of the recipient's average final compensation at retirement, whichever
is greater, adjusted by the same percentage adjustments granted under section 18407.
(2) If the person refuses to submit to the examinations or tests under this paragraph, the disability retirement benefit
is discontinued until that person withdraws the refusal.
(3) If the person's refusal under subparagraph (2) continues for one year, all rights to any further benefits under this
article cease.
(4) If it is determined, on the basis of the examinations or tests under this paragraph, that the disability of a person
no longer exists, the payment of the disability retirement benefit ceases.
(5) The executive director shall notify the person in writing of the decision to discontinue the disability retirement allowance
under subparagraph (2) or (4).
(a) The decision is subject to appeal under section 17451.
(b) If the person appeals the executive director's decision, the disability retirement allowance may not be discontinued
until all appeals have been exhausted.
[2003, c. 675, §4 (amd).]
[2003, c. 675, §4 (amd).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18530. Reduction in amount of benefit
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 3-A: DISABILITY RETIREMENT BENEFITS AFTER SEPTEMBER 30, 1989 (HEADING: PL 1989, c. 409, @11 (new)) §18530. Reduction in amount of benefit
1. Definition. As used in this section, unless the context otherwise indicates, "adjusted final compensation" means the rate of pay of
the person immediately before termination and becoming the recipient of a disability retirement benefit adjusted by the same
percentage adjustment as has been received under section 18407.
[1989, c. 409, §§11, 12 (new).]
2. Compensation from employment not covered by this article. If any person who is the recipient of a disability retirement benefit receives compensation in any year from engaging in
any gainful activity or from employment with an employer whose employees are not covered by this article or chapter 423, subchapter
V, article 3-A, which exceeds $20,000, increased or decreased by the same percentage adjustments as are granted under section
18407, subsection 4, or the difference between the person's disability retirement benefit for that year and the person's average
final compensation at the time that the person became a recipient of a disability retirement benefit, increased or decreased
by the same percentage adjustments as have been granted by section 18407, whichever is greater:
A. The excess must be deducted from the disability or service retirement benefits during the next calendar year; the deductions
to be prorated on a monthly basis in an equitable manner prescribed by the board over the year or part of the year for which
the benefits are received;
[2001, c. 443, §4 (amd); §7 (aff).]
B. The person shall reimburse the retirement system for any excess payments not deducted under paragraph A. If the retirement
benefit payments are eliminated by this subsection, the disability is deemed to no longer exist, the payment of the disability
retirement benefit must be discontinued and, except as provided in paragraph C, all of the person's rights to benefits under
this article cease;
[2001, c. 443, §4 (amd); §7 (aff).]
C. If, during the first 5 years of reemployment, the person again becomes disabled, terminates employment and is not covered
by any other disability program, the retirement system shall resume paying the disability retirement benefit payable prior
to the reemployment with all applicable cost-of-living adjustments and shall provide rehabilitation services under section
18527 if recommended by the medical board. If the benefit payable under the other disability program is not equal to or greater
than the benefit under this article, the retirement system shall pay the difference between the amount of the benefit payable
under the other disability program and the amount of the benefit payable under this article. The executive director shall
require examinations or tests to determine whether the person is disabled as described in section 18521; and
[1989, c. 409, §§11, 12 (new).]
D. At any time before the elimination of disability retirement benefit payments by this subsection, the person may request
that benefit payments be terminated and the executive director shall terminate benefit payments at the end of the month in
which the request is received.
[1989, c. 409, §§11, 12 (new).]
[2001, c. 443, §4 (amd); §7 (aff).]
3. Compensation from employment covered by this article. If any person who is the recipient of a disability retirement benefit is reemployed by that person's prior employer or any
other employer whose employees are covered by this article or chapter 423, subchapter V, article 3-A, and if the total of
the person's disability benefit for any year and the person's total earnable compensation for that year exceeds the adjusted
final compensation:
A. The disability or service retirement benefits will be reduced during the next calendar year by the amount that the total
compensation exceeds the adjusted final compensation;
[1989, c. 409, §§11, 12 (new).]
B. The deductions shall be prorated on a monthly basis in an equitable manner prescribed by the board over the year or part
of the year during which the benefits are received;
[1989, c. 409, §§11, 12 (new).]
C. The person shall reimburse the retirement system for any excess payments not deducted under paragraph A;
[1989, c. 409, §§11, 12 (new).]
D. The retirement benefit payments are eliminated by this subsection if:
(1) The person shall again become a member of the retirement system and begin contributing at the current rate; and
(2) When the person again retires, the person shall receive benefits computed on the basis of that person's entire creditable
service and in accordance with the law in effect at that time;
[1989, c. 409, §§11, 12 (new).]
E. If, during the first 5 years of reemployment, the person again becomes disabled and terminates employment, the retirement
system shall resume paying the disability retirement benefit payable prior to the reemployment with all applicable cost-of-living
adjustments, or if greater, a disability retirement benefit based upon the person's current average final compensation and
shall provide rehabilitation services under section 18527 if recommended by the medical board. The executive director shall
require examinations or tests to determine whether the person is disabled as defined in section 18521; and
[1989, c. 409, §§11, 12 (new).]
F. At any time before the elimination of disability retirement benefit payments by this subsection, the person may request
that benefit payments be terminated and the executive director shall terminate benefit payments at the end of the month in
which the request is received.
[1989, c. 409, §§11, 12 (new).]
[1989, c. 409, §§11, 12 (new).]
4. Disability payments under other laws. The reduction of disability retirement benefits because of disability benefits received under other laws is governed as
follows.
A. The amount of any disability retirement benefit payable under this article must be reduced by any amount received by the
person for the same disability under either or both of the following:
(1) The workers' compensation or similar laws, except amounts that may be paid or payable under former Title 39, section
56-B or Title 39-A, section 212, subsection 3; or
(2) The United States Social Security Act, if the employment for which creditable service with the employer is allowed was
also covered under that Act at the date of disability retirement.
[1991, c. 885, Pt. E, §15 (amd); §47 (aff).]
B. The reduction in the disability retirement benefit is governed as follows:
(1) The initial disability retirement benefit must be reduced if necessary so that the benefit plus any benefits under paragraph
A do not exceed 80% of the person's average annual earnings. For the purposes of this subparagraph, "average annual earnings"
means the total of the person's average final compensation plus other wages and earnings from employment for the calendar
year in which the person has the highest total of other wages and earnings from employment during the 5 years immediately
preceding the year in which the person became disabled;
(2) The amount determined by the calculation under subparagraph (1) shall not be adjusted when cost-of-living adjustments
are applied to the benefits listed under paragraph A; and
(3) Adjustments under section 18407 shall be applied to the reduced disability retirement benefit calculated under subparagraph
(1) or paragraph C.
[2003, c. 328, §1 (amd).]
C. The disability retirement benefit may not be reduced below the amount of the retirement benefit which is the actuarial equivalent
of the member's accumulated contributions at the time of retirement.
[1989, c. 409, §§11, 12 (new).]
D. Lump-sum settlements of benefits that reduce the disability retirement benefit under this subsection must be prorated on
a monthly basis in an equitable manner prescribed by the board.
(1) These prorated lump-sum settlements may not include any part of the lump-sum settlement attributable to rehabilitation,
attorneys', physicians', nurses', hospital, medical, surgical or related fees or charges or any amount paid or payable under
former Title 39, section 56-B or Title 39-A, section 212, subsection 3.
(2) These prorated lump-sum settlements must reduce the disability retirement benefit in the same manner and amount as monthly
benefits under this subsection.
[1991, c. 885, Pt. E, §15 (amd); §47 (aff).]
E. Any dispute about amounts paid or payable under workers' compensation or the amount of the lump-sum settlement and its attributions
must be determined on petition by a single member of the Workers' Compensation Board in accordance with Title 39-A. These
determinations may be appealed under Title 39-A, section 322.
[1991, c. 885, Pt. E, §15 (amd); §47 (aff).]
[2003, c. 328, §1 (amd).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18531. Statement of compensation
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 3-A: DISABILITY RETIREMENT BENEFITS AFTER SEPTEMBER 30, 1989 (HEADING: PL 1989, c. 409, @11 (new)) §18531. Statement of compensation
1. Requirement. The executive director shall require each person who is the recipient of a disability retirement benefit to submit, each
calendar year, a statement of compensation received from any gainful occupation during that year.
[1989, c. 409, §§11, 12 (new).]
2. Failure to submit statement. Failure to submit the statement under subsection 1 shall result in the following:
A. If the person fails to submit the statement required under subsection 1 within 30 days of receipt of the executive director's
request for the statement, the disability retirement benefit shall be withheld until the statement is submitted; or
[1989, c. 409, §§11, 12 (new).]
B. If the person fails to submit the statement required under subsection 1 within one year of receipt of the executive director's
request for the statement, all rights to further benefits shall cease.
(1) The executive director shall notify the person in writing of the decision to discontinue the disability retirement benefit.
(2) The decision shall be subject to appeal under section 17451.
(3) If the person appeals the executive director's decision, the disability retirement allowance shall not be discontinued
until all appeals have been exhausted.
[1989, c. 409, §§11, 12 (new).]
[1989, c. 409, §§11, 12 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18532. Voluntary return to service
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 3-A: DISABILITY RETIREMENT BENEFITS AFTER SEPTEMBER 30, 1989 (HEADING: PL 1989, c. 409, @11 (new)) §18532. Voluntary return to service
1. Right to reinstatement. If a person who is the recipient of a disability retirement benefit decides that the person is no longer incapacitated and
is able to perform the duties of that person's employment position, the employer for whom the person last worked before becoming
disabled shall reinstate the person to the first available position for which the person is qualified and which is consistent
with the person's prior work experience. If a collective bargaining agreement applies to such a position, the employer may
offer only a position which the person may claim by virtue of seniority accumulated at the time of the disability, unless
otherwise specified in the collective bargaining agreement.
[1989, c. 409, §§11, 12 (new).]
2. Dispute over mental or physical capacity. If there is a dispute between the person and the former employer over the person's mental or physical capacity to perform
a specific job, at the option of the person that dispute shall be resolved by a majority of 3 physicians, one appointed and
reimbursed by the person, one appointed and reimbursed by the employer and one appointed and reimbursed by the retirement
system. If the 3 physicians resolve the dispute in favor of the person, the former employer shall reimburse the physician
appointed by the person.
[1989, c. 409, §§11, 12 (new).]
3. Termination or reduction in benefits. At any time before the elimination of disability retirement benefit payments under section 18530, subsection 3, the person
may request that benefit payments be terminated and the executive director shall terminate benefit payments at the end of
the month in which the request is received.
[1989, c. 409, §§11, 12 (new).]
4. Reinstatement of benefits. If, during the first 5 years of reinstatement, the person again becomes disabled and terminates employment, the retirement
system shall resume paying the disability retirement benefit payable before the reinstatement with all applicable cost-of-living
adjustments, or if greater, a disability retirement benefit based upon the person's current average final compensation. The
executive director may require examinations or tests to determine whether the person is disabled under section 18521.
[1989, c. 409, §§11, 12 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18533. Service retirement
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 3-A: DISABILITY RETIREMENT BENEFITS AFTER SEPTEMBER 30, 1989 (HEADING: PL 1989, c. 409, @11 (new)) §18533. Service retirement
1. Average final compensation. The service retirement benefit of a person who returns to employment with that person's former employer or any other employer
whose employees are covered by this article or chapter 423, subchapter V, article 3-A, after having been the recipient of
a disability retirement benefit, shall be computed in its entirety using the average final compensation as defined by section
17001, subsection 4, on the date of that person's termination from service immediately before becoming the recipient of a
service retirement benefit.
[1989, c. 409, §§11, 12 (new).]
2. Costs of benefits. The cost of benefits based upon service credits earned before and during disability shall be charged to the Disability Retirement
Benefit Fund. The cost of benefits based upon service credits earned after becoming reemployed shall be charged to the account
of the employer through whom the service credits were earned.
[1989, c. 409, §§11, 12 (new).]
3. Special plans. The service credits earned after return to employment by a person who was employed under a special plan before becoming
the recipient of a disability retirement benefit shall be credited toward completing the service requirements for retirement
under that special plan. As used in this section, unless the context otherwise indicates, "special plan" means any of the
retirement programs in section 17851, subsections 4 to 11 or section 18453, subsections 2 to 9.
A. The executive director may require, once each year, that the member undergo examinations or tests, conducted in accordance
with section 18526, to determine that the member is still disabled to the extent that it is impossible to perform the duties
of that member's former employment position.
[1989, c. 409, §§11, 12 (new).]
B. If the member refuses to submit to the examinations or tests under paragraph A, the service credits earned after that date
shall be based upon the plan applicable to the position in which the member is currently employed.
[1989, c. 409, §§11, 12 (new).]
C. If it is determined on the basis of the examinations or tests under paragraph A that the member is no longer disabled to
the extent that it is impossible to perform the duties of the former employment position, the member shall:
(1) Return to employment in a position covered by the same special plan or a comparable special plan that covered the former
employment position; or
(2) Remain in the current employment position and have the service credits earned thereafter based upon the plan applicable
to the position in which the member is currently employed.
[1989, c. 409, §§11, 12 (new).]
[1989, c. 409, §§11, 12 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18534. Optional election
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 3-A: DISABILITY RETIREMENT BENEFITS AFTER SEPTEMBER 30, 1989 (HEADING: PL 1989, c. 409, @11 (new)) §18534. Optional election
Any person entitled to receive a disability retirement benefit under article 3, as in effect immediately before October 1,
1989, or under section 1122 of the former retirement system law, as in effect immediately before July 1, 1977, may elect to
be governed by this article instead of article 3 by making written application to the executive director within 6 months after
adoption of this article by the participating local district. If the election is made, this article shall apply from the
date of the person's original eligibility for disability retirement, but any increase in benefits may only be granted from
the date of election.
[1989, c. 409, §§11, 12 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18541. Member election of disability plan (REPEALED)
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 3-B: MEMBER ELECTION OF DISABILITY PLAN (HEADING: PL 1991, c. 887, @18 (new)) §18541. Member election of disability plan (REPEALED)
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18542. Disability under formerly available disability plans after October 16, 1992
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 3-C: DISABILITY UNDER FORMERLY AVAILABLE DISABILITY PLANS AFTER OCTOBER 16, 1992 (HEADING: PL 1991, c. 887, @19 (new)) §18542. Disability under formerly available disability plans after October 16, 1992
In the case of a participating local district having a retirement system disability plan other than that provided by article
3 or 3-A, which plan is in force on October 15, 1992, the following provisions apply on and after October 16, 1992:
[1991, c. 887, §19 (new).]
1. Eligibility. A member who is an employee of the district who applies for a disability retirement benefit after the effective date of
the member's election to be covered under the plan as amended to meet the requirements of the federal Older Workers Benefit
Protection Act is eligible to apply regardless of the member's age at time of application;
[1991, c. 887, §19 (new).]
2. Ordinary disability allowance. In the case of ordinary disability under such a plan, the disability retirement allowance must be calculated as provided
under the plan except that until July 1, 1996 the amount of the retirement allowance may not exceed 59% of the member's average
final compensation at the time of disability retirement; and
[1993, c. 595, §13 (amd).]
3. Occupational disability allowance. In the case of occupational disability under such a plan, the disability retirement allowance is, until July 1, 1996, equal
to 59% of the member's average final compensation at the time of disability retirement.
[1993, c. 595, §13 (amd).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18551. Definitions
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 4: ORDINARY DEATH BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18551. Definitions
As used in this article, unless the context otherwise indicates, the following terms have the following meanings.
[1985, c. 801, § § 5, 7 (new).]
1. Designated beneficiary. "Designated beneficiary" means the beneficiary designated under section 18552.
[1985, c. 801, § § 5, 7 (new).]
2. Qualifying member. "Qualifying member" means a member in service or a former member who is receiving a disability retirement benefit. Beginning
July 1, 1993, for purposes of section 18553, subsection 1, "qualifying member" also means a member not in service. For purposes
of section 18553, subsection 5-B, "qualifying member" also means a member not in service who has qualified for a service retirement
benefit.
[1991, c. 469, §4 (amd).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18552. Designated beneficiary
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 4: ORDINARY DEATH BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18552. Designated beneficiary
A qualifying member may designate a beneficiary to receive benefits upon the qualifying member's death by filing a written
designation of beneficiary with the executive director. The last designation of any beneficiary revokes all previous designations.
[1985, c. 801, § § 5, 7 (new).]
1. Designation of more than one beneficiary. A member may designate more than one person as a beneficiary subject to the following limitations.
A. If more than one person is designated as a beneficiary and:
(1) If one of the persons designated is eligible to receive benefits under section 18553, subsection 3 and the other persons
designated are eligible to receive benefits under section 18553, subsection 4, there is no limit to the number of persons
eligible to receive benefits under section 18553, subsection 4 who may be designated;
(2) If all of the persons designated are eligible to receive benefits under section 18553, subsection 4, there is no limit
to the number of persons who may be designated; or
(3) If all of the persons designated are eligible to receive benefits under section 18553, subsection 5, no more than 2
persons may be designated.
[1989, c. 658, §5 (new).]
B. If the person designated as a beneficiary is the member's spouse, that designation includes all of the member's dependent
children so long as the person designated meets the definition of spouse in section 17001, subsection 39.
[1989, c. 658, §5 (new).]
[1989, c. 658, §5 (new).]
2. Limitations. If a member designates as beneficiaries 2 or more persons, all must meet the requirements of one, and only one, of the subparagraphs
of subsection 1, paragraph A, otherwise their eligibility to receive a benefit under this article shall be limited to section
18553, subsection 1 or section 18554.
[1989, c. 658, §5 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18553. Death before service retirement (CONTAINS TEXT WITH VARYING EFFECTIVE DATES)
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 4: ORDINARY DEATH BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18553. Death before service retirement (CONTAINS TEXT WITH VARYING EFFECTIVE DATES)
Before July 1, 1993, if a qualifying member dies at any time before completing the age and service requirements for service
retirement, the payment of ordinary death benefits is governed as follows. Beginning July 1, 1993, if a qualifying member
dies before the member's service retirement benefit becomes effective, the payment of ordinary death benefits is governed
as follows. In either case, the member's beneficiary may select only one of the death benefits.
[1991, c. 469, §5 (amd).]
1. (TEXT EFFECTIVE UNTIL CONTINGENCY: See PL 1991, c. 619, §18) Refund of contributions. The amount of the qualifying member's accumulated contributions, as determined under section 18306, is paid:
A. To the qualifying member's designated beneficiary, if any;
[1991, c. 469, §5 (amd).]
B. If the qualifying member is not survived by a designated beneficiary, to the first listed of the following relatives, if
any are alive at the qualifying member's death:
(1) Surviving spouse;
(2) Child or children, regardless of age, sharing equally among themselves; and
(3) The older parent; or
[1985, c. 801, §§5, 7 (new).]
C. To the qualifying member's estate.
[1991, c. 469, §5 (amd).]
[1991, c. 619, §17 (amd); §18 (aff).]
1. (TEXT EFFECTIVE ON CONTINGENCY: See PL 1991, c. 619, §18) Refund of contributions. The amount of the qualifying member's accumulated contributions is paid:
A. To the qualifying member's designated beneficiary, if any;
[1991, c. 469, §5 (amd).]
B. If the qualifying member is not survived by a designated beneficiary, to the first listed of the following relatives, if
any are alive at the qualifying member's death:
(1) Surviving spouse;
(2) Child or children, regardless of age, sharing equally among themselves; and
(3) The older parent; or
[1985, c. 801, §§5, 7 (new).]
C. To the qualifying member's estate.
[1991, c. 469, §5 (amd).]
[1991, c. 469, §5 (amd).]
2. Survivor benefits. Survivor benefits are governed as follows.
A. Instead of accepting the payment provided in subsection 1, the first listed of the following who are living at the death
of the qualifying member may elect the benefits described in subsections 3 to 5-B:
(1) The designated beneficiary, if any; or
(2) If no beneficiary is designated, the surviving spouse, the dependent child or dependent children, or the parent or parents.
[1991, c. 469, §5 (amd).]
B. If the surviving spouse elects a benefit under this subsection, the dependent child or dependent children are entitled to
receive the benefit under subsection 4.
[1991, c. 469, §5 (amd).]
C. A person entitled to receive benefits under this section may, before the beginning of benefit payments, elect to receive
benefits under article 5.
(1) In order to elect these survivor benefits, both the qualifying member and the beneficiary must comply with each requirement
of article 5.
(2) If no election is made under this paragraph, benefits payable under this section are in lieu of any benefits payable
under article 5.
[1991, c. 469, §5 (amd).]
[1991, c. 469, §5 (amd).]
3. Amount of survivor benefit payment to surviving spouse. If the surviving spouse of the qualifying member elects a benefit under subsection 2, paragraph A, only one of the following
options may be paid at one time.
A. A surviving spouse of the qualifying member is paid a $150 benefit each month beginning the first month after the death
occurs and continuing during the surviving spouse's lifetime, if:
(1) The deceased qualifying member had 10 years of creditable service at the time of death; or
(2) The surviving spouse is certified by the medical board to be permanently mentally incompetent or permanently physically
incapacitated and is determined by the executive director to be unable to engage in any substantially gainful employment.
A full month's benefit is paid to the estate of the surviving spouse for the month in which the surviving spouse dies.
[1991, c. 469, §5 (amd).]
B. A surviving spouse of the qualifying member who has the care of the dependent child or children of the deceased qualifying
member and who is not eligible to receive a benefit under paragraph A is paid a $150 minimum benefit each month, beginning
the first month after the death of the qualifying member and continuing during the surviving spouse's lifetime until the end
of the month in which the dependent child or children are no longer in the surviving spouse's care.
[1991, c. 469, §5 (amd).]
C. A surviving spouse of the qualifying member who is not eligible to receive a benefit under paragraph A or B is paid a $150
minimum benefit each month, beginning the first month after the surviving spouse reaches 60 years of age and continuing during
the surviving spouse's lifetime. A full month's benefit is paid to the estate of the surviving spouse for the month in which the surviving spouse dies.
[1991, c. 469, §5 (amd).]
D. The $150 benefit specified under paragraphs A, B and C is increased to $225 on July 1, 1989 and $300 on July 1, 1990. Starting
July 1, 1991, a participating local district may increase the $300 benefit by the cost of living, in accordance with the provisions
of subsection 10.
[1991, c. 469, §5 (amd).]
E. Only one beneficiary of a qualifying member is entitled to receive the benefit under this subsection.
[1991, c. 469, §5 (amd).]
[1991, c. 469, §5 (amd).]
4. Amount of survivor benefit to dependent children. If the dependent child or children or surviving spouse of the deceased qualifying member elects a benefit under subsection
2, paragraph A, the payment of benefits to the dependent child or children is governed as follows.
A. The amount of the survivor benefit is determined as follows.
(1) Until January 1, 1989:
(a) One dependent child is paid $150 each month;
(b) Two dependent children are paid $225 each month which must be divided equally between them; and
(c) Three or more dependent children are paid $300 each month which must be divided equally among them.
(2) Starting January 1, 1989, each dependent child receives a benefit of $150 a month.
(3) Starting July 1, 1989, each dependent child receives a benefit of $175 a month.
(4) Starting July 1, 1990, each dependent child receives a benefit of $200 a month.
(5) Starting July 1, 1991, each dependent child receives a benefit of $225 a month.
(6) Starting July 1, 1992, each dependent child receives a benefit of $250 a month.
(7) Starting July 1, 1993, a participating local district may increase the $250 benefit under subparagraph (6) by the cost
of living in accordance with the provisions of subsection 10.
[1991, c. 469, §5 (amd).]
B. The benefits begin the first month after the death of the qualifying member and are payable to each dependent child, in
accordance with Title 18-A, article V, until the end of the month in which the child no longer meets the definition of "dependent
child" in section 17001, subsection 12.
[1991, c. 469, §5 (amd).]
C. When any dependent child becomes ineligible to receive benefits under this subsection, the other dependent children, if
any, continue to receive benefits in accordance with this subsection.
[1991, c. 469, §5 (amd).]
D. The combined benefits under subsection 3 and this subsection may not exceed 80% of the deceased qualifying member's average
final compensation adjusted annually at the same time and at the same percentage as adjustments under subsection 10.
[1987, c. 529, §3 (new).]
[1991, c. 469, §5 (amd).]
5. Amount of survivor benefit to parents. If the parent of the deceased qualifying member elects a benefit under subsection 2, paragraph A, the payment of benefits
is governed as follows.
A. The amount of the benefit is determined as follows.
(1) A parent who is alive at the time of the death of the qualifying member is paid $150 a month if the parent is at least
60 years of age or, if not, upon reaching that age.
(2) If both parents are eligible for benefits under this article and the older parent elects benefits under this subsection,
the older parent is paid $150 a month and the younger parent is paid $105 a month upon reaching 60 years of age.
(3) Upon the death of either parent, the surviving parent receives $150 a month.
[1991, c. 469, §5 (amd).]
B. The payment of benefits to any parent begins the first month after the death of the qualifying member and continues until
the death of the parent.
[1991, c. 469, §5 (amd).]
C. Benefits are payable under this subsection only if no other benefits have been paid under subsection 3 or 4.
[1985, c. 801, §§5, 7 (new).]
D. Starting July 1, 1991, a participating local district may increase the $150 benefit under paragraph A by the cost of living
in accordance with the provisions of subsection 10.
[1991, c. 469, §5 (amd).]
E. No more than 2 beneficiaries of a qualifying member may be entitled to receive the benefit under this subsection.
[1989, c. 658, §7 (new).]
[1991, c. 469, §5 (amd).]
5-A. Amount of survivor benefit to designated beneficiary. If a designated beneficiary, other than the surviving spouse, dependent child, dependent children or the parent or parents
of a deceased qualifying member, elects a benefit under subsection 2, paragraph A, the payment of benefits is governed as
follows.
A. A designated beneficiary who is alive at the time of the death of the qualifying member is paid $150 per month beginning
the first month after the death occurs and continuing until the date of the designated beneficiary's death, if the designated
beneficiary is certified by the medical board to be permanently mentally incompetent or permanently physically incapacitated
and is determined by the executive director to be unable to engage in any substantially gainful employment.
[1991, c. 469, §5 (amd).]
B. A designated beneficiary who is alive at the time of the death of the qualifying member and is a person under 18 years of
age, or under 22 years of age if the person is a full-time student, is paid $150 per month beginning the first month after
the death occurs and continuing until the person no longer meets the age criteria of this paragraph.
[1991, c. 469, §5 (amd).]
C. A designated beneficiary of the qualifying member who has the care of the dependent child or children of the deceased qualifying
member, and who is not eligible to receive a benefit under paragraph A, has the option:
(1) To be paid $150 per month, beginning the first month after the death of the qualifying member and continuing during the
designated beneficiary's lifetime for as long as the dependent child or children are in the designated beneficiary's care;
(2) To transfer the right to receive a benefit to the children of the deceased qualifying member under subsection 4; or
(3) To elect a benefit under paragraph D.
[1991, c. 469, §5 (amd).]
D. A designated beneficiary who is not eligible to receive a benefit under paragraph A, B or C is paid $150 per month, beginning
the first month after the designated beneficiary reaches 60 years of age and continuing until the date of the beneficiary's
death.
[1991, c. 469, §5 (amd).]
E. Only one beneficiary of a qualifying member is entitled to receive the benefit under this subsection.
[1991, c. 469, §5 (amd).]
[1991, c. 469, §5 (amd).]
5-B. Reduced retirement benefits. Beginning July 1, 1993, instead of accepting the benefits under subsection 1 or 2, the first listed person under paragraph
A living at the time of death of the qualifying member may elect the benefits in this subsection.
A. The persons eligible to make the election under this subsection are the qualifying member's:
(1) Designated beneficiary;
(2) Surviving spouse;
(3) Child or children; or
(4) Parent or parents.
[1991, c. 469, §5 (new).]
B. Benefits under this subsection are paid as follows, notwithstanding that the qualified member may not be eligible to retire
under section 18452, subsection 3.
(1) The benefit is computed in accordance with section 18452, subsection 3, if applicable, as if the service retirement
of the qualifying member had taken place on the date of the member's death.
(2) The beneficiary is paid beginning on the first day of the month after the death of the qualifying member and continuing
until the last day of the month in which the beneficiary's death occurs.
(3) Benefits under this subsection are paid in accordance with section 18404, subsection 3.
[2001, c. 118, §12 (amd).]
C. If the monthly benefit payable under this subsection is $10 or less, in lieu of those payments a lump sum that is the actuarial
equivalent of the benefit to which the beneficiary is entitled must be paid on the date the first monthly payment would otherwise
be paid. A beneficiary who receives a lump sum payment under this subsection does not forfeit any other benefit to which
the member would be entitled if the member were receiving a monthly benefit payment.
[1991, c. 469, §5 (new).]
[2001, c. 118, §12 (amd).]
6. Transfer of funds. If benefits are paid under subsections 3 to 5-B, the amount of the deceased qualifying member's accumulated contributions
in the Members' Contribution Fund is transferred to the Survivors' Benefit Fund and the amount of the qualifying member's
accumulated contributions in the Retirement Allowance Fund is transferred to the Survivors' Benefit Fund.
[1991, c. 469, §5 (amd).]
7. Death of beneficiary before payment. If any person becomes entitled to the payment of benefits under this article and dies before either the refund check or
the initial survivor benefit check is endorsed and presented to a holder in due course, the person is considered to have predeceased
the qualifying member.
[1991, c. 469, §5 (amd).]
8. Change of choice of payment option. Any beneficiary under this article may change the choice of payment at any time up to the point of endorsement and presentation
to a holder in due course of either the refund check or the initial survivor benefit payment.
[1991, c. 469, §5 (amd).]
9. Defeat of survivor's option. A qualifying member may specify that the refund of the member's accumulated contributions be paid to a designated beneficiary
or to the qualifying member's estate in lieu of any payment to survivors under subsections 3 to 5-B by filing an affidavit
expressing that intent with the executive director.
[1991, c. 469, §5 (amd).]
10. Cost-of-living adjustment. A participating local district may provide an adjustment to survivor benefits in accordance with section 18407 by:
A. Applying to the board; and
[1985, c. 801, §§5, 7 (new).]
B. Supplying to the board a certified copy of its action together with a statement of agreement to pay costs of the adjustments.
[1985, c. 801, §§5, 7 (new).]
[1985, c. 801, §§5, 7 (new).]
11. Special options. Instead of accepting the payment provided in subsection 1, 2, 5-A or 5-B, a beneficiary may elect to receive benefits under
article 5.
A. To elect these benefits, both the qualifying member and the beneficiary must comply with each requirement of those provisions.
[1991, c. 469, §5 (new).]
B. If an election is not made under this subsection, benefits payable under this section are in lieu of any benefits payable
under article 5.
[1991, c. 469, §5 (new).]
[1991, c. 469, §5 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18554. Death after eligibility for retirement (REPEALED)
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 4: ORDINARY DEATH BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18554. Death after eligibility for retirement (REPEALED)
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18555. Applicability
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 4: ORDINARY DEATH BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18555. Applicability
Notwithstanding section 18202, the provisions of former section 1124 of the state retirement system law, in effect on June
30, 1982, except former section 1124, subsection 4, are applicable to each participating local district which has adopted
section 18553 or former section 1124, as part of its plan, whether or not the district has adopted amendments enacted after
it adoption of section 18553 or former section 1124, as part of its plan.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18556. Special survivor benefit option
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 4: ORDINARY DEATH BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18556. Special survivor benefit option
1. Manner of adoption. A participating local district may adopt the special survivor benefit option under this section in addition to the benefits
provided under section 18553 in the manner set forth in section 18202.
[1991, c. 469, §7 (amd).]
2. Limitation of beneficiaries. A participating local district which adopts this section may limit the designated beneficiaries eligible for these benefits
and may limit the undesignated beneficiaries eligible for benefits if no beneficiary is designated. Any later change in the
designation of the beneficiaries must be made in accordance with section 18202.
[1985, c. 801, §§5, 7 (new).]
3. Effective date. A participating local district that elects to adopt this section shall designate January 1, 1987 for purposes of determining
which persons currently receiving benefits under section 18553, subsections 3 to 5, may elect benefits under this section,
if eligible. Benefit recomputation and payment for any person electing benefits under this section become effective on the
first day of the month following notification to the board of the adoption of this section.
[RR 1997, c. 2, §23 (cor).]
4. Retroactive adoption of this section. In a participating local district which has adopted this section retroactively, a person currently receiving benefits under
section 18553, subsections 3 to 5 may, if eligible, elect to receive benefits under this section in lieu of benefits under
section 18553, subsections 3 to 5 under the following conditions.
A. The person must apply in writing to the executive director.
[1985, c. 801, §§5, 7 (new).]
B. The application must be received by the executive director within 6 months after the notification to the board by the participating
local district adopting this section.
[1985, c. 801, §§5, 7 (new).]
[1985, c. 801, §§5, 7 (new).]
5. Election of benefit. In lieu of accepting the benefits under section 18553, the first listed of the beneficiaries under paragraph A or B, whichever
applies, may, if living at the death of the qualifying member, elect the benefits in this section, if the deceased qualifying
member had 20 years of creditable service at the time of his death.
A. If a beneficiary was designated under section 18552, the following designated beneficiaries of the deceased are eligible
to make the election under this subsection:
(1) Surviving spouse;
(2) Dependent child or dependent children; or
(3) Parent or parents.
[1985, c. 801, §§5, 7 (new).]
B. If no beneficiary was designated under section 18552, the following relatives of the deceased, if any, alive at the qualifying
member's death are eligible to make the election under this subsection:
(1) Surviving spouse;
(2) Dependent child or dependent children; or
(3) Parent or parents.
[1985, c. 801, §§5, 7 (new).]
[1985, c. 801, §§5, 7 (new).]
6. Payment of benefits. Benefits under this section shall be paid as follows.
A. The benefit shall be computed in accordance with section 18452, subsection 1, and shall be reduced in accordance with section
18452, subsection 3, as if the service retirement of the qualifying member had taken place on the date of his death.
[1985, c. 801, §§5, 7 (new).]
B. The beneficiary shall be paid, beginning the first month after the death of the qualifying member and continuing until the
date of the beneficiary's death.
[1985, c. 801, §§5, 7 (new).]
C. Benefits under this section shall be paid in accordance with section 18404, subsection 3.
[1985, c. 801, §§5, 7 (new).]
[1985, c. 801, §§5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18557. Survivor's benefit contribution
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 4: ORDINARY DEATH BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18557. Survivor's benefit contribution
1. Information from fiscal officer. Before a participating local district elects survivor benefits under section 18553 or 18556, the chief fiscal officer of
the participating local district shall submit to the board that information prescribed by the board to assist the board in
determining the cost of the initial survivor benefit contribution of the participating local district.
A. The determination of the initial survivor benefit contribution shall be made on the actuarial basis adopted by the board.
[1985, c. 801, § § 5, 7 (new).]
B. The expense of determining the cost of the initial survivor benefit contribution shall be assessed against and paid by the
participating local district on whose account it is made.
[1985, c. 801, § § 5, 7 (new).]
[1985, c. 801, § § 5, 7 (new).]
2. Annual determination. Annually, the board shall actuarially determine the survivor benefit contribution of a participating local district which
has elected survivor benefits, on the basis of information it may prescribe.
[1985, c. 801, § § 5, 7 (new).]
3. Increase. The board may increase, by not more than 25% in any year, the survivor benefit contribution of a participating local district,
if, in the opinion of the board, the benefits paid on behalf of beneficiaries of members of the participating local district
is greater than the benefits expected to be paid on the actuarial basis.
[1985, c. 801, § § 5, 7 (new).]
4. Certification. The board shall certify to the chief fiscal officer of the participating local district:
A. The survivor benefit contribution for the participating local district, computed in accordance with this section; plus
[1985, c. 801, § § 5, 7 (new).]
B. A pro rata share of the cost of the administration of the survivor benefit program, based on the gross payroll of employees
and the expense of determining the annual survivor benefit contribution.
[1985, c. 801, § § 5, 7 (new).]
[1985, c. 801, § § 5, 7 (new).]
5. Charge. The amounts certified under subsection 4 shall be a charge against the participating local district.
[1985, c. 801, § § 5, 7 (new).]
6. Member contribution. A participating local district may require each of its members to make a contribution, not to exceed 14 of 1% of earnable
compensation, to the Survivors' Benefit Fund, as long as he is employed.
[1985, c. 801, § § 5, 7 (new).]
7. Payment. All survivor benefit contributions by participating local districts which have elected survivor benefits and all contributions
by members of those districts shall be paid into the Survivors' Benefit Fund.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18558. Transfer of funds (REPEALED)
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 4: ORDINARY DEATH BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18558. Transfer of funds (REPEALED)
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18601. Definitions
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 5: ACCIDENTAL DEATH BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18601. Definitions
As used in this article, unless the context otherwise indicates, "qualifying member" means a member who dies as a result of
an injury arising out of and in the course of employment as an employee or a former member receiving a disability retirement
benefit who dies as a result of an injury arising out of and in the course of employment as an employee.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18602. Qualification for benefit
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 5: ACCIDENTAL DEATH BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18602. Qualification for benefit
The beneficiary of a qualifying member shall receive a benefit in accordance with section 18603.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18603. Computation of benefit
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 5: ACCIDENTAL DEATH BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18603. Computation of benefit
1. Surviving spouse; no dependent children. If the qualifying member is survived by a spouse and no dependent child, the surviving spouse shall be paid 23 of the average
final compensation of the qualifying member.
[1985, c. 801, § § 5, 7 (new).]
2. Surviving spouse having care of dependent children. If the qualifying member is survived by a spouse who has the care of the dependent child or dependent children of the qualifying
member, the surviving spouse shall be paid an annual sum equal to the average final compensation of the qualifying member.
[1985, c. 801, § § 5, 7 (new).]
3. Surviving spouse not having care of dependent children. If the qualifying member is survived by a spouse who does not have the care of the dependent child or dependent children
of the qualifying member, the surviving spouse shall share with the dependent child or dependent children an annual sum equal
to the average final compensation of the qualifying member, the benefit to be divided equally among the surviving spouse and
the dependent child or dependent children.
[1985, c. 801, § § 5, 7 (new).]
4. No surviving spouse. If no spouse survives the qualifying member, the dependent child or dependent children shall be paid an annual sum equal
to the average final compensation of the qualifying member.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18604. Method of payment
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 5: ACCIDENTAL DEATH BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18604. Method of payment
All benefits paid under this article shall be paid in equal monthly installments beginning the first month after the death
of the qualifying member.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18605. Adjustment of benefits
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 5: ACCIDENTAL DEATH BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18605. Adjustment of benefits
1. Cessation of eligibility. When a person sharing benefits under section 18603 ceases to be eligible to receive benefits, the subsequent benefits of
the remaining beneficiaries shall be recalculated as if the remaining beneficiaries had been the only beneficiaries to survive
the qualifying member.
[1985, c. 801, §§5, 7 (new).]
2. Workers' compensation or similar law. The amount payable under this article must be reduced by any amount received by the surviving spouse and dependent child
or dependent children under former Title 39, the Workers' Compensation Act or Title 39-A, Part 1, the Maine Workers' Compensation
Act of 1992, or a similar law. For purposes of this article, a death benefit paid to a law enforcement officer, firefighter
or emergency medical services person under Title 25, chapter 195-A is not considered a benefit paid under a "similar law"
and may not be used to reduce the amount payable under this article.
A. Lump-sum settlements of benefits that would reduce the accidental death benefits under this subsection must be prorated
on a monthly basis in an equitable manner prescribed by the board.
[1991, c. 885, Pt. E, §16 (amd); §47 (aff).]
B. The prorated lump-sum settlement amounts must reduce the accidental death benefits payable monthly under this article.
[1991, c. 885, Pt. E, §16 (amd); §47 (aff).]
[2001, c. 439, Pt. CCCCC, §3 (amd).]
3. Cost-of-living adjustments. Benefits under this article are subject to adjustment as provided in section 18407.
[1995, c. 462, Pt. A, §15 (amd).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18606. Termination of benefits
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 5: ACCIDENTAL DEATH BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18606. Termination of benefits
The benefits under this article shall be paid to:
[1985, c. 801, § § 5, 7 (new).]
1. Surviving spouse. The surviving spouse until he dies; and
[1985, c. 801, § § 5, 7 (new).]
2. Dependent children. The dependent child or dependent children until they die or until they no longer meet the definition of "dependent child"
under section 17001, subsection 12.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18607. Benefits in lieu of article 4 (REPEALED)
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 5: BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) Article 5: ACCIDENTAL DEATH BENEFITS (HEADING: PL 1985, c. 801, @5 (new)) §18607. Benefits in lieu of article 4 (REPEALED)
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18651. Authorization
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 6: GROUP LIFE INSURANCE (HEADING: PL 1985, c. 801, @5 (new)) §18651. Authorization
The board, and only the board, may purchase for the retirement system, from one or more life insurance companies, a policy
or policies of life insurance, as defined by Title 24-A, section 702.
[1985, c. 801, § § 5, 7 (new).]
1. Procedure. Proposals for the purchase of insurance may be solicited from one or more insurance companies on a competitive basis or an
existing policy or policies may be renegotiated.
[1985, c. 801, § § 5, 7 (new).]
2. Licensed company. Any policy or policies purchased shall be purchased from a company or companies licensed under the laws of this State.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18652. Nature of policy
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 6: GROUP LIFE INSURANCE (HEADING: PL 1985, c. 801, @5 (new)) §18652. Nature of policy
1. Limitation. All provisions of a policy or policies purchased under section 18651 shall be subject to the limitations of Title 24-A, chapter
31.
[1985, c. 801, § § 5, 7 (new).]
2. No reduction of benefits. No provisions of a policy or policies purchased under section 18651 may reduce the benefits granted under this subchapter.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18653. Rules
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 6: GROUP LIFE INSURANCE (HEADING: PL 1985, c. 801, @5 (new)) §18653. Rules
The board may promulgate and publish, in accordance with chapter 375, subchapter II, whatever rules are necessary and proper
to give effect to the intent, purposes and provisions of this subchapter.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18654. Administration
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 6: GROUP LIFE INSURANCE (HEADING: PL 1985, c. 801, @5 (new)) §18654. Administration
1. Expenses. All expenses of a group life insurance program shall be reimbursed from premium rate adjustments, dividends or interest earnings
on reserves.
[1985, c. 801, § § 5, 7 (new).]
2. Report. A report of the activities of the group life insurance program shall be published annually.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18655. Participation
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 6: GROUP LIFE INSURANCE (HEADING: PL 1985, c. 801, @5 (new)) §18655. Participation
1. Local district. A local district may participate in the group life insurance program by filing with the board a duly certified copy of the
resolution or record of the vote of the body which would be entitled to approve participation in the retirement system under
section 18201. The resolution or record of the vote shall state which portions of the life insurance program established under
this chapter shall apply to the participating local district.
[1985, c. 801, § § 5, 7 (new).]
2. Effective date. The effective date of participation of a local district may not be more than 6 months following receipt of the certified
copy of the vote or resolution.
[1985, c. 801, § § 5, 7 (new).]
3. Employee. The board may, by rule, provide standards for inclusion or exclusion of employees on the basis of nature and type of employment
or conditions. No employee or group of employees may be excluded solely on the basis of the hazardous nature of employment.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18656. Coverage
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 6: GROUP LIFE INSURANCE (HEADING: PL 1985, c. 801, @5 (new)) §18656. Coverage
1. Basic insurance. Life insurance and accidental death and dismemberment insurance, to be known as "basic insurance," is available to all eligible
participants.
A. The amount of life insurance to be paid upon death is equal to the participant's annual base compensation rounded up to
the next $1,000.
(1) A participant insured under a basic insurance policy is automatically covered for any change in the maximum due to a
change in annual base compensation.
(2) The date of change in coverage under subparagraph (1) is the first day of the month of April following the effective
date of the change in annual base compensation.
[1991, c. 480, §8 (amd).]
B. The accidental death and dismemberment insurance shall provide payments as follows.
(1) Losses and amounts payable shall be determined according to the following table.
LOSS AMOUNT PAYABLE
Loss of life by An additional amount equal accident to that provided under
div> subsection 1, paragraph A
p align="center">Loss of one hand or One-half the amount provided
p align="center">foot or sight of under subsection 1, paragraph one eye A
p align="center">Loss of 2 or more The amount provided under limbs or loss of sight subsection 1, paragraph A
p align="center">of both eyes or loss of
p align="center">one limb and loss of
p align="center">sight of one eye
p align="center">(2) For any one accident the aggregate amount of group accidental death and dismemberment insurance that may be paid may
not exceed the amount provided under subsection 1, paragraph A.
[1985, c. 801, § § 5, 7 (new).]
[1991, c. 480, §8 (amd).]
2. Supplemental insurance. Additional insurance coverage of equal amounts to those described in subsection 1, to be known as "supplemental insurance,"
shall be available to each participant purchasing insurance under subsection 1.
[1985, c. 801, § § 5, 7 (new).]
3. Dependent insurance. Each participant may elect to insure the life of a dependent not insured in the group covered under subsections 1 and 2.
A. A participant may elect either Plan A or Plan B, but not both.
div> Plan A Plan B
p align="center">Spouse $5,000 $10,000
p align="center">Full-time unmarried
p align="center">students to age 22 $5,000 $5,000
p align="center">Children, 6 months
p align="center">to age 19 $5,000 $5,000
p align="center">Children, 0 to 6 months $1,000 $2,500
[1985, c. 801, § § 5, 7 (new).]p align="center">B. Insurance purchased under this subsection is subject to the limitations of Title 24-A, section 2611-A.
[1985, c. 801, § § 5, 7 (new).]p align="center">C. The number of dependents may not affect the premium rate for insurance purchased under this subsection.
[1993, c. 387, Pt. A, §26 (amd).]p align="center">D. Any participant who is a participant through employment with 2 or more employers may not insure that participant's dependents
more than once.
[1991, c. 480, §9 (new).]
[1993, c. 387, Pt. A, §26 (amd).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18657. Payments on death
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 6: GROUP LIFE INSURANCE (HEADING: PL 1985, c. 801, @5 (new)) §18657. Payments on death
Any amount of group life insurance and group accidental death insurance in force on any employee at the date of his death
shall be paid, upon the establishment of a valid claim, in the following order of precedence.
[1985, c. 801, § § 5, 7 (new).]
1. Designated beneficiary. First, to the beneficiary or beneficiaries whom the employee designated in writing, if the written designation was received
in the retirement system office or postmarked before the employee's death.
[1991, c. 480, §10 (amd).]
2. Widow or widower. Second, if there is no beneficiary qualifying under subsection 1, to the widow or widower of the employee.
[1985, c. 801, § § 5, 7 (new).]
3. Children. Third, if no one qualifies under subsection 1 or 2, to the child or children of the employee and descendants of deceased
children by representation.
[1985, c. 801, § § 5, 7 (new).]
4. Parents. Fourth, if no one qualifies under subsection 1, 2 or 3, to the surviving parent or parents of the employee.
[1985, c. 801, § § 5, 7 (new).]
5. Executor or conservator. Fifth, if no one qualifies under subsection 1, 2, 3 or 4, to the duly appointed executor or conservator or the estate of
the employee.
[1985, c. 801, § § 5, 7 (new).]
6. Next of kin. Sixth, if no one qualifies under subsection 1, 2, 3, 4 or 5, to other next of kin of the employee entitled under the laws
of domicile of that employee at the time of his death.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18658. Insurance; automatic application
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 6: GROUP LIFE INSURANCE (HEADING: PL 1985, c. 801, @5 (new)) §18658. Insurance; automatic application
1. Employees automatically insured. All employees eligible for basic insurance under this subchapter are automatically insured for the amounts of basic coverage
applicable under this subchapter, beginning on the first day of the month following one month of employment after the employee
becomes eligible. Each employee shall complete an application for insurance coverage within 31 days of becoming eligible.
A. The employee shall indicate the types of coverage elected.
[1991, c. 480, §11 (new).]
B. If an application is completed in a timely manner, any coverage in addition to basic becomes effective on the first day
of the month following one month of employment after the employee becomes eligible.
[1991, c. 480, §11 (new).]
C. If an application is not completed within 31 days of the employee's first becoming eligible, the employee may subsequently
apply for supplemental and dependent insurance but must produce evidence of insurability at the employee's own expense and
in accordance with the requirements of the insurance underwriter.
[1991, c. 480, §11 (new).]
[1993, c. 386, §5 (amd).]
2. Employees not wanting to be insured. Any employee not wanting to be insured under this subchapter, at the time the employee first becomes eligible, shall, on
the application form, give written notice to the employee's employing officer and to the retirement system that the employee
does not want to be insured.
A. If, after being insured, the employee wishes to cancel or reduce coverage, written notice must be given by the employee
to the employee's employing officer and to the retirement system.
[1991, c. 480, §11 (amd).]
B. The employee's insurance coverage must cease, or be reduced at the end of the month in which the notice is received by the
employing office.
[1991, c. 480, §11 (amd).]
C. Any employee who does not want to be insured or who cancels insurance coverage may subsequently apply for insurance, but
must produce evidence of insurability at the employee's own expense and in accordance with the requirements of the insurance
underwriter.
[1991, c. 480, §11 (amd).]
[1991, c. 480, §11 (amd).]
3. Dependent coverage. An employee may apply for coverage for a dependent in the application provided in subsection 1. If an employee has no dependents
at the time the application provided in subsection 1 is completed and if application is made for coverage within 31 days of
acquiring a dependent, coverage becomes effective the first day of the month following the month in which the application
is received by the employing office. An employee who does not apply for dependent coverage within 31 days, may subsequently
apply for dependent coverage, but must produce evidence of insurability at the employee's own expense. Coverage for subsequently
acquired dependents is effective immediately.
[1991, c. 480, §11 (new).]
4. Evidence of insurability. When the insurance underwriter approves an application for coverage or increase in coverage with which evidence of insurability
has been filed as provided under subsection 1, paragraph C or subsection 2, paragraph C, the coverage or increased coverage
becomes effective as of the first day of the first month following completion of one month of employment after the date of
approval.
[1991, c. 480, §11 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18659. Payment of premiums
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 6: GROUP LIFE INSURANCE (HEADING: PL 1985, c. 801, @5 (new)) §18659. Payment of premiums
Payment of premiums for group life insurance shall be on the basis determined by the board to be actuarially sufficient to
pay anticipated claims.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18660. Review of insurance program
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 6: GROUP LIFE INSURANCE (HEADING: PL 1985, c. 801, @5 (new)) §18660. Review of insurance program
Each year, upon receipt of the annual report submitted by the underwriter, the board shall review all phases of the group
life insurance program and shall, within 90 days of receipt of the annual report, determine the reserves necessary to pay
anticipated claims and the method of distribution of any accumulations above those reserves.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18661. Termination of coverage
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 6: GROUP LIFE INSURANCE (HEADING: PL 1985, c. 801, @5 (new)) §18661. Termination of coverage
1. Separation from service. The insurance on any employee shall terminate upon his separation from service, except as extended by:
A. Provisions contained in the policy for waiver of premiums upon total and permanent disability; and
[1985, c. 801, § § 5, 7 (new).]
B. Provisions for temporary extension of coverage and conversion to an individual policy of life insurance.
[1985, c. 801, § § 5, 7 (new).]
[1985, c. 801, § § 5, 7 (new).]
2. Retirement. If, on the date the insurance would otherwise terminate, the employee retires, in accordance with this Part, the United
States Social Security Act or other local retirement program, the employee's basic life insurance only must be continued without
cost to the employee and in the amounts provided in this subsection.
A. On retirement for reasons other than disability, an amount of basic life insurance equal to the employee's average final
compensation must be continued in force at no cost to the participant, if the participant has participated in the group life
insurance program for a minimum of 10 years.
(1) Except as provided in paragraph B, the initial amount of basic life insurance that continued into retirement must be
reduced at the rate of 15% a year to a minimum of 40% of the initial amount of basic life insurance that continued into retirement
or $2,500, whichever is greater.
(2) In determining benefits under this subchapter, the reductions become effective at 12:01 a.m. of the day following the
first year anniversary of the date of retirement and each succeeding retirement anniversary thereafter until the minimum has
been reached.
[1993, c. 386, §6 (amd).]
B. On retirement for disability, the amount of basic insurance in force at the time of retirement must be continued in force
until normal retirement age, after which the amount must be reduced, as provided in paragraph A at no cost to the recipient.
The 10-year participation requirement does not apply to recipients of disability retirement benefits.
[1991, c. 480, §12 (amd).]
C. The premiums for the coverage provided by this subsection must be paid by the participating local district which employed
the participant immediately before the participant's retirement. Delinquent payments under this section may be collected
as provided under section 18303, subsection 3.
[1991, c. 480, §12 (new).]
[1993, c. 386, §6 (amd).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18662. Participation of local districts
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 6: GROUP LIFE INSURANCE (HEADING: PL 1985, c. 801, @5 (new)) §18662. Participation of local districts
The employees of any local district may participate in the group life insurance program to the full extent of any and all
benefits provided for in this subchapter subject to section 18655, subsections 1 and 2. The participation of these employees
is governed as follows.
[1985, c. 801, § § 5, 7 (new).]
1. Minimum number. Initially, the minimum number of persons required for a covered group is 75% of the eligible employees of a local district.
[1985, c. 801, § § 5, 7 (new).]
2. Supplemental and dependent insurance. Employees of a local district who are covered under the basic group life insurance plan are also eligible for the supplemental
insurance under section 18656, subsection 2, and dependent insurance under section 18656, subsection 3, if the local district
elects to adopt those benefit plans.
[1985, c. 801, § § 5, 7 (new).]
3. Information required. The chief fiscal officer of a local district shall submit to the board whatever information about the employees of the district
is prescribed by the board as necessary to administer this subchapter.
[1985, c. 801, § § 5, 7 (new).]
4. Pro rata cost. The chief fiscal officer of a local district shall pay whatever pro rata cost of premiums and expenses is levied by the board.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007Title 5 - §18663. Withdrawal of local districts
Title 5: ADMINISTRATIVE PROCEDURES AND SERVICES Part 20: STATE RETIREMENT SYSTEM (HEADING: PL 1985, c. 801, @5 (new)) Chapter 425: PARTICIPATING LOCAL DISTRICTS (HEADING: PL 1985, c. 801, @5 (new)) Subchapter 6: GROUP LIFE INSURANCE (HEADING: PL 1985, c. 801, @5 (new)) §18663. Withdrawal of local districts
Any local district participating in the group life insurance program under this subchapter may withdraw from further participation
by filing with the board a duly certified copy of the results of the vote of the body which would be entitled to approve participation
in the retirement system under section 18201. This certification shall include certification to the board that equivalent
coverage has been provided.
[1985, c. 801, § § 5, 7 (new).]
1. Continuous coverage. In order to provide continuous coverage, withdrawal of a local district under this section is not effective until equivalent
coverage is made available to current active and retired employees of the district.
[1985, c. 801, § § 5, 7 (new).]
2. Effective date. Withdrawal is effective on the last day of the last full pay period before the end of the month following the month in which
the certification under subsection 1 is received by the board.
[1985, c. 801, § § 5, 7 (new).]
The Revisor's Office cannot provide legal advice or
interpretation of Maine law to the public. If you need legal
advice, please consult
a qualified attorney. Office of the Revisor of Statutes 7 State House Station
State House Room 108
Augusta, Maine 04333-0007
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