An unnamed surviving spouse of an active vested Plan D member is not eligible to choose from the following death benefit options:

An adult child of an active Plan D member is eligible to choose from the following death benefit:

CERL Section 31787.6 provides an additional lump sum amount to a surviving spouse of a Safety member who died as a result of external violence or physical force. How many additional months of salary does the surviving spouse receive?

A surviving spouse of a member who transferred prospectively to Plan E and died after retirement is eligible for a survivor continuing allowance, provided the member had a minimum of 2 years of continuous Plan E active service, and was married at least 1 year prior to member's date of death.

If a member transferred prospectively from Plan D to Plan E, then died before he/she retired, what death benefits will LACERA pay the survivor?

A surviving spouse of a deferred Plan D member is eligible to choose from the following death benefit options:

The surviving eligible spouse of a deceased active contributory plan member may choose between the following benefits:

Under the Unmodified option, the member's adult disabled child is eligible for a lifetime continuance if the member does not have an eligible surviving spouse or domestic partner.

Who is eligible to apply for disability retirement?

There are ________ types of disability retirement.

If approved for a Service-Connected Disability (SCD) retirement, the member's SCD allowance would be?

In order for a contributory member to apply for a Non-service connected disability retirement, the member must have at least __________ years of retirement credit.

Members must meet a minimum age requirement in order to be eligible to apply for a Service-Connected Disability (SCD) or a Non-Service Connected Disability (NSCD) retirement.

A contributory member who has withdrawn his/her contributions and interest is:

If a member is approved for a Non-Service Connected Disability (NSCD) retirement, what percentage of the member's highest final compensation would the member receive at retirement?

Members who are in a deferred status can do which of the following?

An active Plan D/G member who previously transferred prospectively from Plan E/G and does not have 2 years of continuous Plan D/G service credit since the date of the Prospective Plan Transfer (PPT) is eligible to apply for disability retirement after ____ years of accumulated active Plan D/G service.

General members in Plans A, B, C, D, G, and E are eligible to apply for:

A Member who terminates between the 16th through the 31st of the month will have their termination date post on:

If a reciprocal member withdraws from LACERA membership, the member cancels his reciprocal relationship with the other public agency.

Which of the following documents must be on file for a vested member requesting a withdrawal of contributions and interest?

Mr. Jones has a double account resulting from a Prospective Plan Transfer and is vested in Plan E/G. He terminated service and now wants to withdraw his remaining contributions.

Withdrawals have mandatory federal tax withholding at:

The Member Services Operating Instructions (MSOI) provides information on Service Levels. Service Levels are in reference to processing time frames.

A member who is eligible to withdraw their contributions plus interest can't request a partial rollover to an IRA account and have the balance paid directly to themselves.

LACERA management will approve processing of withdrawal application if the member requested a hardship even though the termination date is not on Workspace but as long as we can confirm the termination date in eHR.

A member with a double account resulting from a break in service is permitted to withdraw contributions at termination from Plan D/G and defer the Plan E/G account.

Only Legacy Contributory members are eligible to withdraw after termination from Membership, as the PEPRA law of 2013, does not allow for PEPRA members to withdraw after termination from membership.

A Member who terminates from the 1st through the 15th of the month will have their termination date post on:

Withdrawal applications for members requesting to rollover contributions and interest into an IRA must indicate the following:

Contributions received by LACERA after the member's termination date will be included in the withdrawal check to the member.

LACERA received a withdrawal inquiry from a non-vested contributory member. If the member is interested in withdrawing their contributions and interest, the following document(s) should be submitted:

If a contributory member were to transfer from a permanent position to a temporary position, the member is not eligible to withdraw their contributions plus interest if the member suspended their membership.

Mr. Jack a vested LACERA member terminated county service on May 17. LACERA received his withdrawal application on June 17th along with a letter verifying he had a hardship. He did not want to wait for interest to post and needed his funds immediately. Mr. Jack received his funds on July 3rd. Mr. Jack is still eligible to receive interest when it posts in July.

Contributions that are refunded due to a cancelled contract or excess payments are processed as a refund.

It is ok to accept a Withdrawal Application if the Notary's Commission expiration date is after the member's signature date:

A withdrawal application that is missing a member's withdrawal election is:

A LACERA contributory member who has established an outgoing reciprocity with another public agency may withdraw their normal contributions plus interest with LACERA if the member had terminated employment with their current agency and deferred their retirement.

It is ok to accept a Withdrawal Application if the Notary's Commission expiration date is before the member's signature date:

LACERA received a Withdrawal Application from a vested contributory member who is eligible to retire in two years. Before the withdrawal is processed the member must also complete and sign the following document(s):

A signed "Waiver of Retirement Benefits Request To Withdraw Contributions" letter and a Retirement Estimate must be on file for the following members.

Refunds have mandatory tax withholding at:

All Plan E Elective COLA contracts are calculated twice: once while member is actively employed and again after they retire.

A Plan E Elective COLA purchase contract can be revoked:

When calculating the initial Elective COLA contract for an Active Plan E member, it is not necessary to obtain member's current marital status and spouse's date of birth (if applicable) because a "true-up" calculation will be done using actual factors at retirement.

Automatic COLA applies on Plan E service credit earned on and after June 4, 2002.

COLA adjustments are based on changes in the Consumer Price Index (CPI) with some limitations.

Plan E Elective COLA costs are interest-bearing. Therefore, the expiration date will be either June 30 or December 31.

Plan E/G members purchasing Elective COLA on all of their eligible service credit prior to 6/4/02, guarantees they will receive a 2% Cost-of-living (COLA) increase each April 1st following their retirement date.

The Plan E COLA ratio is based on how much automatic and elective COLA service credit they have, divided by their total Plan E service credit, including ARC.

Plan E COLA offers the following retirement benefits:

If a member retires from active service before the elective COLA contract is completed, the member may elect to:

Under the Unmodified Option, the member’s eligible surviving spouse will receive a lifetime continuing benefit.

What age must a PEPRA Safety member be to retire with 20 years of service credit?

After how many years of service does Plan E benefit percentage drop from 2% to 1%?

Which retirement option pays the highest benefit to the retiree?

General and Safety Members in Legacy Plans A, B, C D, meet the vesting requirement after accumulating _____ years of service credit.

Retirement Option 1 is a choice for all retiring members

For the purpose of calculating the retirement benefit, how frequently does the Plan E age factor increase?

General members in Plans A, B, C or D who have 30 years of service credit may retire at what age?

A LACERA member who has reached _____ years of age may retire regardless of the number of years of service credit

General Legacy Plan A, B, C, and D members are eligible for a service retirement allowance when they meet which of the following:

General PEPRA Plan G members are eligible for a service retirement allowance when they meet which of the following:

All Safety members may retire with 20 years of County (or County + reciprocal service) regardless of age.

For the purpose of calculating the retirement benefit, how frequently does the age factor for the contributory plans increase?

Final average compensation will always be the last 12 or 36 months of the member’s earnings.

Which of the following is not a component of a retirement estimate:

Under the Unmodified Option, the member’s minor child will receive a lifetime continuing benefit.

A beneficiary is a person with an “insurable interest” in the member's life named by the member to receive death and/or continuing benefits upon the member's death?

Which criteria is not a requirement to be eligible for the Pension Advance option?

How is the final compensation for Plan C/S determined?

If a member terminated & deferred on or before 9/30/2000, the highest 36 consecutive months FAC must be used. Which plan members were affected by this rule?

Ventura Pensionable Earnings (VPEs) are not included in a member's Final

Comp. calculation if the member deferred prior to March 1, 1998

The County's Cafeteria Plan contribution is not included in the member's

compensation earnable if he/she was first hired on or after January 1, 1996.

In which of the following instances should the Actual Earnings be reallocated

and used in the Final Comp calculation?

Premium overtime pay applied to Firefighters under the Fair Labor Standards

Act (FLSA) is not pensionable

Code *099 means regular earnings for the current pay period

What was the Uniform Allowance (e-HR code *503) in dollars that was paid to

our Firefighters (Safety members) on the November 30, 2022 pay period?

Effective January 2018, the maximum allowable Holiday Buyback in a 12-month

Final Comp. period for a 56-hour workweek employee (Safety member)

increased from 132 to 144 hours

As a general rule, when reviewing Final Compensation, remove retro salary

increases from period when PAID, and reallocate to periods when EARNED

(event date), then revise the Final Comp. calculation after the adjustment

When determining the Final Comp, an adjustment (or ‘True-Up’) should be

made to the non-full-time RCEA base salary rate only, other pensionable

income, such as the pensionable cafeteria plan portion, bonus pay (i.e.,

Shooting, Bilingual Bonus), and Leave Buybacks, less excess or inflated earnings

are NOT eligible for True-up

The Plan E LTD Salary Adjustment is applied in which of the following

circumstances:

The Termination date defines the last 12-month Pre-disability Compensation and only those months of salary for which an LTD Payment was received can be considered Pre-disability Compensation and eligible for adjustment.

The stop date of the LTD payment determines when the last COLA adjustment is

applied. The final COLA adjustment is made on the April 1st immediately

preceding the stop date of the LTD payments

Under Ventura Decision, Sick Buyback pensionability is limited to the periods of

Sick Buyback that can be accumulated within a 12-month period, how many

periods of Sick Buybacks are allowed in a 12 months period?

A firefighter (safety member) who works 56-hour workweek is allowed the

following maximum Vacation Buyback to be included in their Final Comp.

calculation

Safety member (Sheriffs) are allowed the following maximum Sick Buyback to

be included in their Final Comp. calculation

Holiday Buyback is unused Holiday time which some active Legacy Safety

members can sell and have considered as pensionable earnings (with a

designated maximum)

What is the capped monthly pensionable amount for the Cafeteria Plan (in

dollars) for represented Employees under Choices?

Even though Holiday, Vacation, and Sick Buyback are lump-sum payments for

unused time that accrued during a previous period (ex: Sick - 1/1/22-6/30/23),

the buyback amounts are considered as pensionable income when PAID

(7/15/23), not when accrued/earned (event date 6/30/23).

Sheriff Safety member are allowed a maximum of up to 144 hours of Holiday

buyback within a 12 months Final Comp period

If there are three (3) Sick Buybacks within a 12-month Final Comp. period, use

the two (2) buybacks (within pensionable limits) that provide the highest benefit

to the member.

Final Comp. for Plan E with break in service is calculated using the 36-month

from the prior membership. Current membership's salary cannot be used to calculated Final Comp. since is less than 36 months

An Active General Legacy member who elects to redeposit a prior B Safety membership will be eligible for 30-year cancellation of contributions upon completion of the redeposit contract.

Purchasing time could ‘accelerate’ the 30 yr. cancellation effective date. Which of the following purchases would NOT accelerate the 30 yr. cancellation effective date?

Which one shows the usual processing steps in the correct order?

A B/Safety member with PERS Merger safety credit will always have a 30 yr. cancel effective date of the 16th

Joe is a Safety member whose membership started on May 1, 1991, and who has had continuous service since then. His record shows that in 1992 he paid in full for 3 years of previous OPA service and 3 years of previous Temporary Service. When is his 30-year cancellation effective date?

Imagine you are processing a 30-year cancellation work object today and you have determined the 30-year cancellation date to be December 16, 2023. Approximately when will you mail the 30-year cancellation letter?