Approximately thirty days before the close of February and August, TESRS will send the MRR reports to the local pension board chairpersons. The MRR report is a roster of all active members and details department membership charges and
credits for the current period. If this report is incorrect, the local
pension board administrator will need to log on to TESRS Online to
correct pension records to reflect department rosters by adding
or terminating members. Membership changes need to be made at least 5
days before the end of February and August to ensure correct billings.
Departments are charged at the monthly contribution rate set by the local board under contract, which is called the 'Part One" or 'Member' contribution. The 'Part Two' or 'System' contribution will also be included on invoices, if the TESRS Board of Trustees has instituted that contribution type to make the System actuarially sound. All contribution charges will be assessed in monthly increments, but totaled on a semi-annual basis.
The Retirement System is going to bill for your Department’s
Retirement System contributions at the end of each billing period for each member currently
enrolled in the system. Many departments
fail to update their TESRS enrollment rosters and they end up paying contributions
for those who are no longer members of the Department. Here are the steps that
you should take to properly update the pension system.
Ask for help. Call TESRS at (800) 919-3372 or email us at firstname.lastname@example.org.
Print your MRR. Ask your Department's authorized user of the TESRS On-Line system to print the semi-annual Membership Reconciliation Report (MRR) that was created in the system. It is a "pre-bill" detailing the pending charges for Retirement System contributions. Email our office at email@example.com if don't have on-line access and need to request a copy to review.
Check the MRR.
Reconcile your Department’s membership roster against the Retirement System’s
list reflected on the MRR. Identify those members you need to add and those
members you need to terminate from enrollment in the Retirement System.
Enroll your members.
The most important step is to enroll your new members into the Retirement
System as soon as possible. This will ensure that each member of your
Department is covered by TESRS on-duty death and disability benefits. (A
description of this process is described here)
Terminate inactive members. There is no need to pay for inactive members. (A description of this process is described here)
Wait for the changes
to process. Changes to your
Retirement System enrollment and your MRR may take a few days. We will process
your forms, update your Department's Retirement System membership roster, and regenerate
a new MRR which will reflect your changes. Print out the revised MRR (or
contact TESRS for a copy) and make sure your changes were properly entered into
the Retirement System’s database.
Schedule a Local Board meeting to formally review and approve the accuracy of the MRR (required). Have your TESRS On-line user to certify the approved MRR by enter the Local Board meeting date into the on-line MRR and submitting the report.
On-site Visits Available!
If your department is interested in participating in TESRS, or if your department currently participates in the pension system, our representatives are available to come give a presentation on the benefits of membership to your volunteer firefighters and first responders.
If your department currently participates in our program, we can also schedule an on-site visit to provide technical assistance and advise Local Boards on organizational and reporting requirements, member enrollment, and benefit claims.
We can also present to a department’s governing entity such as a city, county, or emergency services district that would be responsible for making contributions to fund members’ benefits.
At the close of business on the last day of each February and August, TESRS will invoice departments based on membership in the pension system on that date. All invoices are payable within 30 days from the invoice date or interest charges will accrue.
When a member is ready to retire, the Local Board must take the following steps in order for the TESRS office to process and begin payment of the member's retirement:
- To begin the retirement process, make sure that the member is terminated from your pension roster. TESRS will be unable to provide the member with retirement material until they are no longer active in the System.
- The vested-terminated member will apply for retirement by contacting the TESRS office and submitting the Service Retirement Application.
- Upon receipt of the Application, TESRS will provide the member with a Service Retirement Certification (SRC) to approve and sign via DocuSign, a secure online signing service. Once the member approves the document, a notice will be sent to the Local Board to hold a meeting within 16 days to deliberate and take action upon the SRC.
- At the meeting of the Local Board, the members should review service history and other pertinent member information, and then confirm or deny the award of retirement benefits. If denied, the applying member can appeal the decision through a separate process.
- Once approved, the Local Board chair will sign the DocuSign of the SRC confirming that the Local Board has met and approves the reward of retirement benefits to the member.
- The member will begin to receive their payment in about 16 days after this process has been complete.
Please review the schedule for retirement processing at the top of the page.