In the realm of retirement planning and employment benefits within South Carolina, the Form 1104, known as the Election of Non-Membership, holds a significant place for individuals working within sectors eligible for state retirement systems. Revised last in May 2006, this form serves as a critical instrument for employees hired by eligible employers, such as school districts, state departments, and higher education among others, offering them a choice between participating in the traditional defined benefit plan (SCRS) or opting for the defined contribution plan, State ORP. Notably, the form stipulates a 30-day window post-hire for employees to make their election, underscoring the irreversible nature of this decision once the period expires unless circumstances like rehire after a service break enable a new election opportunity. Details ranging from personal information to employment specifics are solicited in the document to ensure informed and legally binding decisions regarding non-membership are made, emphasizing the form’s importance in navigating South Carolina’s retirement options. Furthermore, it meticulously outlines categories of employees, shedding light on those qualified to elect non-membership based on specific criteria, thereby guiding individuals through the nuances of eligibility and ensuring compliance with the Retirement Act. The instruction that follows the form reinforces its correct completion and submission, reflecting the South Carolina Retirement Systems' commitment to clarity and precision in retirement planning.
Question | Answer |
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Form Name | South Carolina Form 1104 |
Form Length | 2 pages |
Fillable? | No |
Fillable fields | 0 |
Avg. time to fill out | 30 sec |
Other names | Election of NonMembership SCRS Form 1104 scrs form 1104 |
Form 1104 |
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ELECTION OF |
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Revised 05/19/2006 |
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State Budget and Control Board |
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Page 1 |
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South Carolina Retirement Systems |
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Print or type in black ink and sign in |
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Attention: Enrollment |
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blue ink. Please read the instructions on |
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Box 11960, Columbia, SC |
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page 2 before completing this form. |
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SECTION I |
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EMPLOYEE INFORMATION |
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If you currently have funds on deposit in the Retirement Systems, you may not elect |
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1. Last Name & Suffix (PLEASE PRINT) |
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2. First/Middle Name (PLEASE PRINT) |
3. Social Security Number |
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4. Address |
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5. City |
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6. State |
7. ZIP+4 |
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8. Sex |
9. Date of Birth |
10. Date of Employment |
11. Position Title |
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12. Present Monthly Salary |
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SECTION II |
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EMPLOYEE CERTIFICATION AND SIGNATURE |
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I understand that an employee hired by an eligible employer (school district, higher education, technical college, state department, agency, bureau, commission, and institution) covered under the South Carolina Retirement System (SCRS), who is not receiving benefits as a retired member, may elect to participate in either the traditional defined benefit plan, SCRS, or the optional defined contribution plan, State ORP. The election to participate in State ORP must be made within 30 calendar days after entry into service (date of hire). An employee who elects non- membership may not later opt into State ORP if the
I hereby notify you that I am an employee of the state of South Carolina or its political subdivisions, and that I meet the requirements to elect
I take this action under the provisions of the Retirement Act with full knowledge that I will not be credited with retirement service for this period of employment since I have elected
I also certify that the information provided in items
THE LANGUAGE USED IN THIS DOCUMENT DOES NOT CREATE ANY CONTRACTUAL RIGHTS OR ENTITLEMENTS AND DOES NOT CREATE A CONTRACT BETWEEN THE MEMBER AND THE SOUTH CAROLINA RETIREMENT SYSTEMS. THE SOUTH CAROLINA RETIREMENT SYSTEMS RESERVES THE RIGHT TO REVISE THE CONTENT OF THIS DOCUMENT.
Employee Signature: |
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Date: |
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SECTION III |
EMPLOYMENT CATEGORY (TO BE COMPLETED BY THE EMPLOYER) |
If the employee's position qualifies him or her to elect
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CATEGORY (SEE DESCRIPTIONS ON PAGE 2) |
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SCRS |
PORS |
GARS |
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Optional Membership - Exemptions Authorized by the Retirement Act |
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Elected Official Earning $9,000 or less per Year |
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Employee Earning Less than $2,000 and working fewer than 1,600 hours in a Year |
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Active General Assembly Member retired under JSRS or receiving GARS benefits at age 70 or after 30 years service |
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Retired Justice/Judge returning to work for public institution of education |
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I hereby certify that the employee listed in items |
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Employer Name: |
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Employer Code: |
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Employer Signature: |
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Date: |
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Title: Work Telephone:
Please call SC Retirement Systems Customer Service with any questions: (800)
Form 1104 |
INSTRUCTIONS |
Revised 05/19/2006 |
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Page 2 |
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SECTION I - THE EMPLOYEE COMPLETES THIS SECTION.
Complete items
SECTION II - THE EMPLOYEE COMPLETES THIS SECTION.
Read carefully the statements in this section, then sign and date the form in the spaces provided.
SECTION III - THE EMPLOYER COMPLETES THIS SECTION.
If the employee's position qualifies him or her to elect
An individual may elect
EMPLOYMENT CATEGORY
Optional Membership - Exemptions Authorized by the Retirement Act: Positions approved are: day laborers;
Elected Official Earning $9,000 or less per Year: This individual must not be a
Earning less than $2,000 and Working fewer than 1,600 Hours in a Year: To be eligible for PORS, the law requires that an individual work a minimum of 1,600 hours and earn $2,000 per year. This individual must join SCRS if he or she does not meet the qualifications for PORS, unless the individual meets an exemption under SCRS as specified in Section III. Retired PORS members may not elect
Active General Assembly Member: A retired member of JSRS that is elected to the General Assembly, may elect to become a
Retired Justice or Judge: A retired member of JSRS that returns to work for a public institution of education may elect non- membership in SCRS.
Forms not properly completed will be returned to the employer. If the Retirement Systems determines that an individual is not eligible for
This information does not cover all areas of
(800)