Illinois 2023-2024 Regular Session

Illinois House Bill HB2147 Compare Versions

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1-Public Act 103-0525
21 HB2147 EnrolledLRB103 25501 RPS 51850 b HB2147 Enrolled LRB103 25501 RPS 51850 b
32 HB2147 Enrolled LRB103 25501 RPS 51850 b
4-AN ACT concerning public employee benefits.
5-Be it enacted by the People of the State of Illinois,
6-represented in the General Assembly:
7-Section 5. The Illinois Pension Code is amended by adding
8-Section 8-108.3 and by changing Sections 16-118, 16-127, and
9-16-132 as follows:
10-(40 ILCS 5/8-108.3 new)
11-Sec. 8-108.3. Credit for service as a part-time employee
12-of the Board of Education of the city. An employee of the Board
13-of Education of the city, regardless of his or her position,
14-may establish up to 2 years of service credit in the Fund for
15-part-time employment with the Board of Education of the city
16-prior to becoming an employee by applying no later than 6
17-months after the effective date of this amendatory Act of the
18-103rd General Assembly and paying to the Fund for that
19-employment an amount equal to the (1) employee contributions
20-based on the actual compensation received and the rate of
21-contribution in effect on the date of payment; plus (2) an
22-amount representing employer contributions determined by the
23-retirement board; plus (3) interest at the effective rate from
24-the date of service to the date of payment. However, service
25-credit shall not be granted under this Section for any such
26-prior employment for which the applicant received credit under
3+1 AN ACT concerning public employee benefits.
4+2 Be it enacted by the People of the State of Illinois,
5+3 represented in the General Assembly:
6+4 Section 5. The Illinois Pension Code is amended by adding
7+5 Section 8-108.3 and by changing Sections 16-118, 16-127, and
8+6 16-132 as follows:
9+7 (40 ILCS 5/8-108.3 new)
10+8 Sec. 8-108.3. Credit for service as a part-time employee
11+9 of the Board of Education of the city. An employee of the Board
12+10 of Education of the city, regardless of his or her position,
13+11 may establish up to 2 years of service credit in the Fund for
14+12 part-time employment with the Board of Education of the city
15+13 prior to becoming an employee by applying no later than 6
16+14 months after the effective date of this amendatory Act of the
17+15 103rd General Assembly and paying to the Fund for that
18+16 employment an amount equal to the (1) employee contributions
19+17 based on the actual compensation received and the rate of
20+18 contribution in effect on the date of payment; plus (2) an
21+19 amount representing employer contributions determined by the
22+20 retirement board; plus (3) interest at the effective rate from
23+21 the date of service to the date of payment. However, service
24+22 credit shall not be granted under this Section for any such
25+23 prior employment for which the applicant received credit under
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33-any other provision of this Code or during which the applicant
34-was on a leave of absence.
35-(40 ILCS 5/16-118) (from Ch. 108 1/2, par. 16-118)
36-Sec. 16-118. Retirement. "Retirement": Entry upon a
37-retirement annuity or receipt of a single-sum retirement
38-benefit granted under this Article after termination of active
39-service as a teacher.
40-(a) An annuitant receiving a retirement annuity other than
41-a disability retirement annuity may accept employment as a
42-teacher from a school board or other employer specified in
43-Section 16-106 without impairing retirement status, if that
44-employment:
45-(1) is not within the school year during which service
46-was terminated; and
47-(2) does not exceed the following:
48-(i) before July 1, 2001, 100 paid days or 500 paid
49-hours in any school year;
50-(ii) during the period beginning July 1, 2001
51-through June 30, 2011, 120 paid days or 600 paid hours
52-in each school year;
53-(iii) during the period beginning July 1, 2011
54-through June 30, 2018, 100 paid days or 500 paid hours
55-in each school year;
56-(iv) beginning July 1, 2018 through June 30, 2026
57-2023, 120 paid days or 600 paid hours in each school
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34+1 any other provision of this Code or during which the applicant
35+2 was on a leave of absence.
36+3 (40 ILCS 5/16-118) (from Ch. 108 1/2, par. 16-118)
37+4 Sec. 16-118. Retirement. "Retirement": Entry upon a
38+5 retirement annuity or receipt of a single-sum retirement
39+6 benefit granted under this Article after termination of active
40+7 service as a teacher.
41+8 (a) An annuitant receiving a retirement annuity other than
42+9 a disability retirement annuity may accept employment as a
43+10 teacher from a school board or other employer specified in
44+11 Section 16-106 without impairing retirement status, if that
45+12 employment:
46+13 (1) is not within the school year during which service
47+14 was terminated; and
48+15 (2) does not exceed the following:
49+16 (i) before July 1, 2001, 100 paid days or 500 paid
50+17 hours in any school year;
51+18 (ii) during the period beginning July 1, 2001
52+19 through June 30, 2011, 120 paid days or 600 paid hours
53+20 in each school year;
54+21 (iii) during the period beginning July 1, 2011
55+22 through June 30, 2018, 100 paid days or 500 paid hours
56+23 in each school year;
57+24 (iv) beginning July 1, 2018 through June 30, 2026
58+25 2023, 120 paid days or 600 paid hours in each school
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60-year, but not more than 100 paid days in the same
61-classroom;
62-(v) (blank); and during the period between July 1,
63-2021 and June 30, 2022, an additional 20 paid days or
64-100 paid hours shall be added to item (iv) of this
65-paragraph (2) to assist with addressing the substitute
66-teacher shortage that has been exacerbated by the
67-ongoing global pandemic; and
68-(vi) beginning July 1, 2026 2023, 100 paid days or
69-500 paid hours in each school year.
70-Where such permitted employment is partly on a daily and
71-partly on an hourly basis, a day shall be considered as 5
72-hours.
73-(b) Subsection (a) does not apply to an annuitant who
74-returns to teaching under the program established in Section
75-16-150.1, for the duration of his or her participation in that
76-program.
77-(Source: P.A. 101-645, eff. 6-26-20; 102-537, eff. 8-20-21;
78-102-709, eff. 4-22-22.)
79-(40 ILCS 5/16-127) (from Ch. 108 1/2, par. 16-127)
80-Sec. 16-127. Computation of creditable service.
81-(a) Each member shall receive regular credit for all
82-service as a teacher from the date membership begins, for
83-which satisfactory evidence is supplied and all contributions
84-have been paid.
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87-(b) The following periods of service shall earn optional
88-credit and each member shall receive credit for all such
89-service for which satisfactory evidence is supplied and all
90-contributions have been paid as of the date specified:
91-(1) Prior service as a teacher.
92-(2) Service in a capacity essentially similar or
93-equivalent to that of a teacher, in the public common
94-schools in school districts in this State not included
95-within the provisions of this System, or of any other
96-State, territory, dependency or possession of the United
97-States, or in schools operated by or under the auspices of
98-the United States, or under the auspices of any agency or
99-department of any other State, and service during any
100-period of professional speech correction or special
101-education experience for a public agency within this State
102-or any other State, territory, dependency or possession of
103-the United States, and service prior to February 1, 1951
104-as a recreation worker for the Illinois Department of
105-Public Safety, for a period not exceeding the lesser of
106-2/5 of the total creditable service of the member or 10
107-years. The maximum service of 10 years which is allowable
108-under this paragraph shall be reduced by the service
109-credit which is validated by other retirement systems
110-under paragraph (i) of Section 15-113 and paragraph 1 of
111-Section 17-133. Credit granted under this paragraph may
112-not be used in determination of a retirement annuity or
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115-disability benefits unless the member has at least 5 years
116-of creditable service earned subsequent to this employment
117-with one or more of the following systems: Teachers'
118-Retirement System of the State of Illinois, State
119-Universities Retirement System, and the Public School
120-Teachers' Pension and Retirement Fund of Chicago. Whenever
121-such service credit exceeds the maximum allowed for all
122-purposes of this Article, the first service rendered in
123-point of time shall be considered. The changes to this
124-subdivision (b)(2) made by Public Act 86-272 shall apply
125-not only to persons who on or after its effective date
126-(August 23, 1989) are in service as a teacher under the
127-System, but also to persons whose status as such a teacher
128-terminated prior to such effective date, whether or not
129-such person is an annuitant on that date.
130-(3) Any periods immediately following teaching
131-service, under this System or under Article 17, (or
132-immediately following service prior to February 1, 1951 as
133-a recreation worker for the Illinois Department of Public
134-Safety) spent in active service with the military forces
135-of the United States; periods spent in educational
136-programs that prepare for return to teaching sponsored by
137-the federal government following such active military
138-service; if a teacher returns to teaching service within
139-one calendar year after discharge or after the completion
140-of the educational program, a further period, not
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69+1 year, but not more than 100 paid days in the same
70+2 classroom;
71+3 (v) (blank); and during the period between July 1,
72+4 2021 and June 30, 2022, an additional 20 paid days or
73+5 100 paid hours shall be added to item (iv) of this
74+6 paragraph (2) to assist with addressing the substitute
75+7 teacher shortage that has been exacerbated by the
76+8 ongoing global pandemic; and
77+9 (vi) beginning July 1, 2026 2023, 100 paid days or
78+10 500 paid hours in each school year.
79+11 Where such permitted employment is partly on a daily and
80+12 partly on an hourly basis, a day shall be considered as 5
81+13 hours.
82+14 (b) Subsection (a) does not apply to an annuitant who
83+15 returns to teaching under the program established in Section
84+16 16-150.1, for the duration of his or her participation in that
85+17 program.
86+18 (Source: P.A. 101-645, eff. 6-26-20; 102-537, eff. 8-20-21;
87+19 102-709, eff. 4-22-22.)
88+20 (40 ILCS 5/16-127) (from Ch. 108 1/2, par. 16-127)
89+21 Sec. 16-127. Computation of creditable service.
90+22 (a) Each member shall receive regular credit for all
91+23 service as a teacher from the date membership begins, for
92+24 which satisfactory evidence is supplied and all contributions
93+25 have been paid.
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143-exceeding one calendar year, between time spent in
144-military service or in such educational programs and the
145-return to employment as a teacher under this System; and a
146-period of up to 2 years of active military service not
147-immediately following employment as a teacher.
148-The changes to this Section and Section 16-128
149-relating to military service made by P.A. 87-794 shall
150-apply not only to persons who on or after its effective
151-date are in service as a teacher under the System, but also
152-to persons whose status as a teacher terminated prior to
153-that date, whether or not the person is an annuitant on
154-that date. In the case of an annuitant who applies for
155-credit allowable under this Section for a period of
156-military service that did not immediately follow
157-employment, and who has made the required contributions
158-for such credit, the annuity shall be recalculated to
159-include the additional service credit, with the increase
160-taking effect on the date the System received written
161-notification of the annuitant's intent to purchase the
162-credit, if payment of all the required contributions is
163-made within 60 days of such notice, or else on the first
164-annuity payment date following the date of payment of the
165-required contributions. In calculating the automatic
166-annual increase for an annuity that has been recalculated
167-under this Section, the increase attributable to the
168-additional service allowable under P.A. 87-794 shall be
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171-included in the calculation of automatic annual increases
172-accruing after the effective date of the recalculation.
173-Credit for military service shall be determined as
174-follows: if entry occurs during the months of July,
175-August, or September and the member was a teacher at the
176-end of the immediately preceding school term, credit shall
177-be granted from July 1 of the year in which he or she
178-entered service; if entry occurs during the school term
179-and the teacher was in teaching service at the beginning
180-of the school term, credit shall be granted from July 1 of
181-such year. In all other cases where credit for military
182-service is allowed, credit shall be granted from the date
183-of entry into the service.
184-The total period of military service for which credit
185-is granted shall not exceed 5 years for any member unless
186-the service: (A) is validated before July 1, 1964, and (B)
187-does not extend beyond July 1, 1963. Credit for military
188-service shall be granted under this Section only if not
189-more than 5 years of the military service for which credit
190-is granted under this Section is used by the member to
191-qualify for a military retirement allotment from any
192-branch of the armed forces of the United States. The
193-changes to this subdivision (b)(3) made by Public Act
194-86-272 shall apply not only to persons who on or after its
195-effective date (August 23, 1989) are in service as a
196-teacher under the System, but also to persons whose status
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199-as such a teacher terminated prior to such effective date,
200-whether or not such person is an annuitant on that date.
201-(4) Any periods served as a member of the General
202-Assembly.
203-(5)(i) Any periods for which a teacher, as defined in
204-Section 16-106, is granted a leave of absence, provided he
205-or she returns to teaching service creditable under this
206-System or the State Universities Retirement System
207-following the leave; (ii) periods during which a teacher
208-is involuntarily laid off from teaching, provided he or
209-she returns to teaching following the lay-off; (iii)
210-periods prior to July 1, 1983 during which a teacher
211-ceased covered employment due to pregnancy, provided that
212-the teacher returned to teaching service creditable under
213-this System or the State Universities Retirement System
214-following the pregnancy and submits evidence satisfactory
215-to the Board documenting that the employment ceased due to
216-pregnancy; and (iv) periods prior to July 1, 1983 during
217-which a teacher ceased covered employment for the purpose
218-of adopting an infant under 3 years of age or caring for a
219-newly adopted infant under 3 years of age, provided that
220-the teacher returned to teaching service creditable under
221-this System or the State Universities Retirement System
222-following the adoption and submits evidence satisfactory
223-to the Board documenting that the employment ceased for
224-the purpose of adopting an infant under 3 years of age or
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104+1 (b) The following periods of service shall earn optional
105+2 credit and each member shall receive credit for all such
106+3 service for which satisfactory evidence is supplied and all
107+4 contributions have been paid as of the date specified:
108+5 (1) Prior service as a teacher.
109+6 (2) Service in a capacity essentially similar or
110+7 equivalent to that of a teacher, in the public common
111+8 schools in school districts in this State not included
112+9 within the provisions of this System, or of any other
113+10 State, territory, dependency or possession of the United
114+11 States, or in schools operated by or under the auspices of
115+12 the United States, or under the auspices of any agency or
116+13 department of any other State, and service during any
117+14 period of professional speech correction or special
118+15 education experience for a public agency within this State
119+16 or any other State, territory, dependency or possession of
120+17 the United States, and service prior to February 1, 1951
121+18 as a recreation worker for the Illinois Department of
122+19 Public Safety, for a period not exceeding the lesser of
123+20 2/5 of the total creditable service of the member or 10
124+21 years. The maximum service of 10 years which is allowable
125+22 under this paragraph shall be reduced by the service
126+23 credit which is validated by other retirement systems
127+24 under paragraph (i) of Section 15-113 and paragraph 1 of
128+25 Section 17-133. Credit granted under this paragraph may
129+26 not be used in determination of a retirement annuity or
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227-caring for a newly adopted infant under 3 years of age.
228-However, total credit under this paragraph (5) may not
229-exceed 3 years.
230-Any qualified member or annuitant may apply for credit
231-under item (iii) or (iv) of this paragraph (5) without
232-regard to whether service was terminated before the
233-effective date of this amendatory Act of 1997. In the case
234-of an annuitant who establishes credit under item (iii) or
235-(iv), the annuity shall be recalculated to include the
236-additional service credit. The increase in annuity shall
237-take effect on the date the System receives written
238-notification of the annuitant's intent to purchase the
239-credit, if the required evidence is submitted and the
240-required contribution paid within 60 days of that
241-notification, otherwise on the first annuity payment date
242-following the System's receipt of the required evidence
243-and contribution. The increase in an annuity recalculated
244-under this provision shall be included in the calculation
245-of automatic annual increases in the annuity accruing
246-after the effective date of the recalculation.
247-Optional credit may be purchased under this subsection
248-(b)(5) for periods during which a teacher has been granted
249-a leave of absence pursuant to Section 24-13 of the School
250-Code. A teacher whose service under this Article
251-terminated prior to the effective date of P.A. 86-1488
252-shall be eligible to purchase such optional credit. If a
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255-teacher who purchases this optional credit is already
256-receiving a retirement annuity under this Article, the
257-annuity shall be recalculated as if the annuitant had
258-applied for the leave of absence credit at the time of
259-retirement. The difference between the entitled annuity
260-and the actual annuity shall be credited to the purchase
261-of the optional credit. The remainder of the purchase cost
262-of the optional credit shall be paid on or before April 1,
263-1992.
264-The change in this paragraph made by Public Act 86-273
265-shall be applicable to teachers who retire after June 1,
266-1989, as well as to teachers who are in service on that
267-date.
268-(6) Any days of unused and uncompensated accumulated
269-sick leave earned by a teacher. The service credit granted
270-under this paragraph shall be the ratio of the number of
271-unused and uncompensated accumulated sick leave days to
272-170 days, subject to a maximum of 2 years of service
273-credit. Prior to the member's retirement, each former
274-employer shall certify to the System the number of unused
275-and uncompensated accumulated sick leave days credited to
276-the member at the time of termination of service. The
277-period of unused sick leave shall not be considered in
278-determining the effective date of retirement. A member is
279-not required to make contributions in order to obtain
280-service credit for unused sick leave.
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283-Credit for sick leave shall, at retirement, be granted
284-by the System for any retiring regional or assistant
285-regional superintendent of schools at the rate of 6 days
286-per year of creditable service or portion thereof
287-established while serving as such superintendent or
288-assistant superintendent.
289-(7) Periods prior to February 1, 1987 served as an
290-employee of the Illinois Mathematics and Science Academy
291-for which credit has not been terminated under Section
292-15-113.9 of this Code.
293-(8) Service as a substitute teacher for work performed
294-prior to July 1, 1990.
295-(9) Service as a part-time teacher for work performed
296-prior to July 1, 1990.
297-(10) Up to 2 years of employment with Southern
298-Illinois University - Carbondale from September 1, 1959 to
299-August 31, 1961, or with Governors State University from
300-September 1, 1972 to August 31, 1974, for which the
301-teacher has no credit under Article 15. To receive credit
302-under this item (10), a teacher must apply in writing to
303-the Board and pay the required contributions before May 1,
304-1993 and have at least 12 years of service credit under
305-this Article.
306-(11) Periods of service as a student teacher as
307-described in Section 24-8.5 of the School Code for which
308-the student teacher received a salary.
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140+1 disability benefits unless the member has at least 5 years
141+2 of creditable service earned subsequent to this employment
142+3 with one or more of the following systems: Teachers'
143+4 Retirement System of the State of Illinois, State
144+5 Universities Retirement System, and the Public School
145+6 Teachers' Pension and Retirement Fund of Chicago. Whenever
146+7 such service credit exceeds the maximum allowed for all
147+8 purposes of this Article, the first service rendered in
148+9 point of time shall be considered. The changes to this
149+10 subdivision (b)(2) made by Public Act 86-272 shall apply
150+11 not only to persons who on or after its effective date
151+12 (August 23, 1989) are in service as a teacher under the
152+13 System, but also to persons whose status as such a teacher
153+14 terminated prior to such effective date, whether or not
154+15 such person is an annuitant on that date.
155+16 (3) Any periods immediately following teaching
156+17 service, under this System or under Article 17, (or
157+18 immediately following service prior to February 1, 1951 as
158+19 a recreation worker for the Illinois Department of Public
159+20 Safety) spent in active service with the military forces
160+21 of the United States; periods spent in educational
161+22 programs that prepare for return to teaching sponsored by
162+23 the federal government following such active military
163+24 service; if a teacher returns to teaching service within
164+25 one calendar year after discharge or after the completion
165+26 of the educational program, a further period, not
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311-(b-1) A member may establish optional credit for up to 2
312-years of service as a teacher or administrator employed by a
313-private school recognized by the Illinois State Board of
314-Education, provided that the teacher (i) was certified under
315-the law governing the certification of teachers at the time
316-the service was rendered, (ii) applies in writing on or before
317-June 30, 2023, (iii) supplies satisfactory evidence of the
318-employment, (iv) completes at least 10 years of contributing
319-service as a teacher as defined in Section 16-106, and (v) pays
320-the contribution required in subsection (d-5) of Section
321-16-128. The member may apply for credit under this subsection
322-and pay the required contribution before completing the 10
323-years of contributing service required under item (iv), but
324-the credit may not be used until the item (iv) contributing
325-service requirement has been met.
326-(c) The service credits specified in this Section shall be
327-granted only if: (1) such service credits are not used for
328-credit in any other statutory tax-supported public employee
329-retirement system other than the federal Social Security
330-program; and (2) the member makes the required contributions
331-as specified in Section 16-128. Except as provided in
332-subsection (b-1) of this Section, the service credit shall be
333-effective as of the date the required contributions are
334-completed.
335-Any service credits granted under this Section shall
336-terminate upon cessation of membership for any cause.
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339-Credit may not be granted under this Section covering any
340-period for which an age retirement or disability retirement
341-allowance has been paid.
342-Credit may not be granted under this Section for service
343-as an employee of an entity that provides substitute teaching
344-services under Section 2-3.173 of the School Code and is not a
345-school district.
346-(Source: P.A. 102-525, eff. 8-20-21.)
347-(40 ILCS 5/16-132) (from Ch. 108 1/2, par. 16-132)
348-Sec. 16-132. Retirement annuity eligibility. A member who
349-has at least 20 years of creditable service is entitled to a
350-retirement annuity upon or after attainment of age 55. A
351-member who has at least 10 but less than 20 years of creditable
352-service is entitled to a retirement annuity upon or after
353-attainment of age 60. A member who has at least 5 but less than
354-10 years of creditable service is entitled to a retirement
355-annuity upon or after attainment of age 62. A member who (i)
356-has earned during the period immediately preceding the last
357-day of service at least one year of contributing creditable
358-service as an employee of a department as defined in Section
359-14-103.04, (ii) has earned at least 5 years of contributing
360-creditable service as an employee of a department as defined
361-in Section 14-103.04, and (iii) retires on or after January 1,
362-2001 is entitled to a retirement annuity upon or after
363-attainment of an age which, when added to the number of years
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366-of his or her total creditable service, equals at least 85.
367-Portions of years shall be counted as decimal equivalents.
368-A member who is eligible to receive a retirement annuity
369-of at least 74.6% of final average salary and will attain age
370-55 on or before December 31 during the year which commences on
371-July 1 shall be deemed to attain age 55 on the preceding June
372-1.
373-A member meeting the above eligibility conditions is
374-entitled to a retirement annuity upon written application to
375-the board setting forth the date the member wishes the
376-retirement annuity to commence. However, the effective date of
377-the retirement annuity shall be no earlier than the day
378-following the last day of creditable service, regardless of
379-the date of official termination of employment; however, upon
380-written application within 6 months after the effective date
381-of this amendatory Act of the 103rd General Assembly by a
382-member or annuitant, the creditable service and earnings
383-received in the last fiscal year of employment may be
384-disregarded when determining the retirement effective date and
385-the retirement benefit except that the effective date of a
386-retirement annuity may be after the date of official
387-termination of employment as long as such employment is for
388-(1) less than 10 days in length; and (2) less than $2,500
389-$2,000 in creditable earnings; and (3) the last fiscal year of
390-employment includes only a fiscal year beginning on or after
391-July 1, 2016 and ending before June 30,2023 compensation. The
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176+1 exceeding one calendar year, between time spent in
177+2 military service or in such educational programs and the
178+3 return to employment as a teacher under this System; and a
179+4 period of up to 2 years of active military service not
180+5 immediately following employment as a teacher.
181+6 The changes to this Section and Section 16-128
182+7 relating to military service made by P.A. 87-794 shall
183+8 apply not only to persons who on or after its effective
184+9 date are in service as a teacher under the System, but also
185+10 to persons whose status as a teacher terminated prior to
186+11 that date, whether or not the person is an annuitant on
187+12 that date. In the case of an annuitant who applies for
188+13 credit allowable under this Section for a period of
189+14 military service that did not immediately follow
190+15 employment, and who has made the required contributions
191+16 for such credit, the annuity shall be recalculated to
192+17 include the additional service credit, with the increase
193+18 taking effect on the date the System received written
194+19 notification of the annuitant's intent to purchase the
195+20 credit, if payment of all the required contributions is
196+21 made within 60 days of such notice, or else on the first
197+22 annuity payment date following the date of payment of the
198+23 required contributions. In calculating the automatic
199+24 annual increase for an annuity that has been recalculated
200+25 under this Section, the increase attributable to the
201+26 additional service allowable under P.A. 87-794 shall be
392202
393203
394-retirement effective date may not, as a result of the
395-application of this amendatory Act of the 103rd General
396-Assembly, be earlier than July 1, 2016.
397-To be eligible for a retirement annuity, a member shall
398-not be employed as a teacher in the schools included under this
399-System or under Article 17, except (i) as provided in Section
400-16-118 or 16-150.1, (ii) if the member is disabled (in which
401-event, eligibility for salary must cease), or (iii) if the
402-System is required by federal law to commence payment due to
403-the member's age; the changes to this sentence made by this
404-amendatory Act of the 93rd General Assembly apply without
405-regard to whether the member terminated employment before or
406-after its effective date.
407-(Source: P.A. 102-871, eff. 5-13-22.)
408-Section 99. Effective date. This Act takes effect upon
409-becoming law.
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212+1 included in the calculation of automatic annual increases
213+2 accruing after the effective date of the recalculation.
214+3 Credit for military service shall be determined as
215+4 follows: if entry occurs during the months of July,
216+5 August, or September and the member was a teacher at the
217+6 end of the immediately preceding school term, credit shall
218+7 be granted from July 1 of the year in which he or she
219+8 entered service; if entry occurs during the school term
220+9 and the teacher was in teaching service at the beginning
221+10 of the school term, credit shall be granted from July 1 of
222+11 such year. In all other cases where credit for military
223+12 service is allowed, credit shall be granted from the date
224+13 of entry into the service.
225+14 The total period of military service for which credit
226+15 is granted shall not exceed 5 years for any member unless
227+16 the service: (A) is validated before July 1, 1964, and (B)
228+17 does not extend beyond July 1, 1963. Credit for military
229+18 service shall be granted under this Section only if not
230+19 more than 5 years of the military service for which credit
231+20 is granted under this Section is used by the member to
232+21 qualify for a military retirement allotment from any
233+22 branch of the armed forces of the United States. The
234+23 changes to this subdivision (b)(3) made by Public Act
235+24 86-272 shall apply not only to persons who on or after its
236+25 effective date (August 23, 1989) are in service as a
237+26 teacher under the System, but also to persons whose status
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248+1 as such a teacher terminated prior to such effective date,
249+2 whether or not such person is an annuitant on that date.
250+3 (4) Any periods served as a member of the General
251+4 Assembly.
252+5 (5)(i) Any periods for which a teacher, as defined in
253+6 Section 16-106, is granted a leave of absence, provided he
254+7 or she returns to teaching service creditable under this
255+8 System or the State Universities Retirement System
256+9 following the leave; (ii) periods during which a teacher
257+10 is involuntarily laid off from teaching, provided he or
258+11 she returns to teaching following the lay-off; (iii)
259+12 periods prior to July 1, 1983 during which a teacher
260+13 ceased covered employment due to pregnancy, provided that
261+14 the teacher returned to teaching service creditable under
262+15 this System or the State Universities Retirement System
263+16 following the pregnancy and submits evidence satisfactory
264+17 to the Board documenting that the employment ceased due to
265+18 pregnancy; and (iv) periods prior to July 1, 1983 during
266+19 which a teacher ceased covered employment for the purpose
267+20 of adopting an infant under 3 years of age or caring for a
268+21 newly adopted infant under 3 years of age, provided that
269+22 the teacher returned to teaching service creditable under
270+23 this System or the State Universities Retirement System
271+24 following the adoption and submits evidence satisfactory
272+25 to the Board documenting that the employment ceased for
273+26 the purpose of adopting an infant under 3 years of age or
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284+1 caring for a newly adopted infant under 3 years of age.
285+2 However, total credit under this paragraph (5) may not
286+3 exceed 3 years.
287+4 Any qualified member or annuitant may apply for credit
288+5 under item (iii) or (iv) of this paragraph (5) without
289+6 regard to whether service was terminated before the
290+7 effective date of this amendatory Act of 1997. In the case
291+8 of an annuitant who establishes credit under item (iii) or
292+9 (iv), the annuity shall be recalculated to include the
293+10 additional service credit. The increase in annuity shall
294+11 take effect on the date the System receives written
295+12 notification of the annuitant's intent to purchase the
296+13 credit, if the required evidence is submitted and the
297+14 required contribution paid within 60 days of that
298+15 notification, otherwise on the first annuity payment date
299+16 following the System's receipt of the required evidence
300+17 and contribution. The increase in an annuity recalculated
301+18 under this provision shall be included in the calculation
302+19 of automatic annual increases in the annuity accruing
303+20 after the effective date of the recalculation.
304+21 Optional credit may be purchased under this subsection
305+22 (b)(5) for periods during which a teacher has been granted
306+23 a leave of absence pursuant to Section 24-13 of the School
307+24 Code. A teacher whose service under this Article
308+25 terminated prior to the effective date of P.A. 86-1488
309+26 shall be eligible to purchase such optional credit. If a
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320+1 teacher who purchases this optional credit is already
321+2 receiving a retirement annuity under this Article, the
322+3 annuity shall be recalculated as if the annuitant had
323+4 applied for the leave of absence credit at the time of
324+5 retirement. The difference between the entitled annuity
325+6 and the actual annuity shall be credited to the purchase
326+7 of the optional credit. The remainder of the purchase cost
327+8 of the optional credit shall be paid on or before April 1,
328+9 1992.
329+10 The change in this paragraph made by Public Act 86-273
330+11 shall be applicable to teachers who retire after June 1,
331+12 1989, as well as to teachers who are in service on that
332+13 date.
333+14 (6) Any days of unused and uncompensated accumulated
334+15 sick leave earned by a teacher. The service credit granted
335+16 under this paragraph shall be the ratio of the number of
336+17 unused and uncompensated accumulated sick leave days to
337+18 170 days, subject to a maximum of 2 years of service
338+19 credit. Prior to the member's retirement, each former
339+20 employer shall certify to the System the number of unused
340+21 and uncompensated accumulated sick leave days credited to
341+22 the member at the time of termination of service. The
342+23 period of unused sick leave shall not be considered in
343+24 determining the effective date of retirement. A member is
344+25 not required to make contributions in order to obtain
345+26 service credit for unused sick leave.
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356+1 Credit for sick leave shall, at retirement, be granted
357+2 by the System for any retiring regional or assistant
358+3 regional superintendent of schools at the rate of 6 days
359+4 per year of creditable service or portion thereof
360+5 established while serving as such superintendent or
361+6 assistant superintendent.
362+7 (7) Periods prior to February 1, 1987 served as an
363+8 employee of the Illinois Mathematics and Science Academy
364+9 for which credit has not been terminated under Section
365+10 15-113.9 of this Code.
366+11 (8) Service as a substitute teacher for work performed
367+12 prior to July 1, 1990.
368+13 (9) Service as a part-time teacher for work performed
369+14 prior to July 1, 1990.
370+15 (10) Up to 2 years of employment with Southern
371+16 Illinois University - Carbondale from September 1, 1959 to
372+17 August 31, 1961, or with Governors State University from
373+18 September 1, 1972 to August 31, 1974, for which the
374+19 teacher has no credit under Article 15. To receive credit
375+20 under this item (10), a teacher must apply in writing to
376+21 the Board and pay the required contributions before May 1,
377+22 1993 and have at least 12 years of service credit under
378+23 this Article.
379+24 (11) Periods of service as a student teacher as
380+25 described in Section 24-8.5 of the School Code for which
381+26 the student teacher received a salary.
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392+1 (b-1) A member may establish optional credit for up to 2
393+2 years of service as a teacher or administrator employed by a
394+3 private school recognized by the Illinois State Board of
395+4 Education, provided that the teacher (i) was certified under
396+5 the law governing the certification of teachers at the time
397+6 the service was rendered, (ii) applies in writing on or before
398+7 June 30, 2023, (iii) supplies satisfactory evidence of the
399+8 employment, (iv) completes at least 10 years of contributing
400+9 service as a teacher as defined in Section 16-106, and (v) pays
401+10 the contribution required in subsection (d-5) of Section
402+11 16-128. The member may apply for credit under this subsection
403+12 and pay the required contribution before completing the 10
404+13 years of contributing service required under item (iv), but
405+14 the credit may not be used until the item (iv) contributing
406+15 service requirement has been met.
407+16 (c) The service credits specified in this Section shall be
408+17 granted only if: (1) such service credits are not used for
409+18 credit in any other statutory tax-supported public employee
410+19 retirement system other than the federal Social Security
411+20 program; and (2) the member makes the required contributions
412+21 as specified in Section 16-128. Except as provided in
413+22 subsection (b-1) of this Section, the service credit shall be
414+23 effective as of the date the required contributions are
415+24 completed.
416+25 Any service credits granted under this Section shall
417+26 terminate upon cessation of membership for any cause.
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428+1 Credit may not be granted under this Section covering any
429+2 period for which an age retirement or disability retirement
430+3 allowance has been paid.
431+4 Credit may not be granted under this Section for service
432+5 as an employee of an entity that provides substitute teaching
433+6 services under Section 2-3.173 of the School Code and is not a
434+7 school district.
435+8 (Source: P.A. 102-525, eff. 8-20-21.)
436+9 (40 ILCS 5/16-132) (from Ch. 108 1/2, par. 16-132)
437+10 Sec. 16-132. Retirement annuity eligibility. A member who
438+11 has at least 20 years of creditable service is entitled to a
439+12 retirement annuity upon or after attainment of age 55. A
440+13 member who has at least 10 but less than 20 years of creditable
441+14 service is entitled to a retirement annuity upon or after
442+15 attainment of age 60. A member who has at least 5 but less than
443+16 10 years of creditable service is entitled to a retirement
444+17 annuity upon or after attainment of age 62. A member who (i)
445+18 has earned during the period immediately preceding the last
446+19 day of service at least one year of contributing creditable
447+20 service as an employee of a department as defined in Section
448+21 14-103.04, (ii) has earned at least 5 years of contributing
449+22 creditable service as an employee of a department as defined
450+23 in Section 14-103.04, and (iii) retires on or after January 1,
451+24 2001 is entitled to a retirement annuity upon or after
452+25 attainment of an age which, when added to the number of years
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463+1 of his or her total creditable service, equals at least 85.
464+2 Portions of years shall be counted as decimal equivalents.
465+3 A member who is eligible to receive a retirement annuity
466+4 of at least 74.6% of final average salary and will attain age
467+5 55 on or before December 31 during the year which commences on
468+6 July 1 shall be deemed to attain age 55 on the preceding June
469+7 1.
470+8 A member meeting the above eligibility conditions is
471+9 entitled to a retirement annuity upon written application to
472+10 the board setting forth the date the member wishes the
473+11 retirement annuity to commence. However, the effective date of
474+12 the retirement annuity shall be no earlier than the day
475+13 following the last day of creditable service, regardless of
476+14 the date of official termination of employment; however, upon
477+15 written application within 6 months after the effective date
478+16 of this amendatory Act of the 103rd General Assembly by a
479+17 member or annuitant, the creditable service and earnings
480+18 received in the last fiscal year of employment may be
481+19 disregarded when determining the retirement effective date and
482+20 the retirement benefit except that the effective date of a
483+21 retirement annuity may be after the date of official
484+22 termination of employment as long as such employment is for
485+23 (1) less than 10 days in length; and (2) less than $2,500
486+24 $2,000 in creditable earnings; and (3) the last fiscal year of
487+25 employment includes only a fiscal year beginning on or after
488+26 July 1, 2016 and ending before June 30,2023 compensation. The
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499+1 retirement effective date may not, as a result of the
500+2 application of this amendatory Act of the 103rd General
501+3 Assembly, be earlier than July 1, 2016.
502+4 To be eligible for a retirement annuity, a member shall
503+5 not be employed as a teacher in the schools included under this
504+6 System or under Article 17, except (i) as provided in Section
505+7 16-118 or 16-150.1, (ii) if the member is disabled (in which
506+8 event, eligibility for salary must cease), or (iii) if the
507+9 System is required by federal law to commence payment due to
508+10 the member's age; the changes to this sentence made by this
509+11 amendatory Act of the 93rd General Assembly apply without
510+12 regard to whether the member terminated employment before or
511+13 after its effective date.
512+14 (Source: P.A. 102-871, eff. 5-13-22.)
513+15 Section 99. Effective date. This Act takes effect upon
514+16 becoming law.
515+
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