Homepage South Carolina 1104 PDF Template
Outline

The South Carolina 1104 form serves a crucial role in the enrollment process for employees within the state's retirement systems, particularly for those opting for non-membership. Designed for individuals who are newly hired by eligible employers—such as school districts, higher education institutions, and state agencies—this form allows employees to make informed decisions about their retirement options. It outlines the necessary information that must be provided, including personal details like name, Social Security number, and employment specifics. Importantly, the form emphasizes the significance of timely action; employees must elect non-membership or choose between the traditional defined benefit plan and the optional defined contribution plan within 30 days of their hire date. This time-sensitive decision underscores the need for clarity and understanding, as once the window closes, the opportunity to opt into the State Optional Retirement Program is lost. Furthermore, the form includes sections for both employee certification and employer verification, ensuring that all parties are aware of the implications of the non-membership election. By carefully navigating the details of the 1104 form, employees can effectively manage their retirement planning in accordance with South Carolina's regulations.

Form Sample

Form 1104

 

 

 

 

ELECTION OF NON-MEMBERSHIP

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Revised 05/19/2006

 

 

 

 

 

 

 

State Budget and Control Board

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Page 1

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

South Carolina Retirement Systems

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Print or type in black ink and sign in

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Attention: Enrollment

 

 

 

 

 

 

 

 

 

 

 

 

 

 

blue ink. Please read the instructions on

 

 

 

 

Box 11960, Columbia, SC 29211-1960

 

 

 

 

 

 

 

 

 

 

 

 

 

 

page 2 before completing this form.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SECTION I

 

 

 

 

 

 

EMPLOYEE INFORMATION

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If you currently have funds on deposit in the Retirement Systems, you may not elect non-membership.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1. Last Name & Suffix (PLEASE PRINT)

 

 

 

 

 

 

 

2. First/Middle Name (PLEASE PRINT)

3. Social Security Number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4. Address

 

 

 

 

 

 

 

 

 

 

 

 

5. City

 

 

6. State

7. ZIP+4

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

8. Sex

9. Date of Birth

10. Date of Employment

11. Position Title

 

 

 

 

 

 

12. Present Monthly Salary

 

M

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

F

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SECTION II

 

 

EMPLOYEE CERTIFICATION AND SIGNATURE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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 30-day window of election has expired; however, if an employee experiences a break in service and is rehired, he would again be eligible to make an election within 30 calendar days from the subsequent date of hire.

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 non-membership in the Retirement Systems, and I hereby exercise my option to elect non-membership.

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 non-membership.

I also certify that the information provided in items 1-12 of Section I of this form are true to the best of my knowledge and belief.

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:

 

Date:

 

 

 

 

 

SECTION III

EMPLOYMENT CATEGORY (TO BE COMPLETED BY THE EMPLOYER)

If the employee's position qualifies him or her to elect non-membership, please mark the appropriate box. If an employee currently has funds on deposit in the Retirement Systems, the employee may not elect non-membership.

 

 

CATEGORY (SEE DESCRIPTIONS ON PAGE 2)

 

 

 

SCRS

PORS

GARS

 

 

 

 

 

 

 

 

 

 

 

 

Non-Permanent Position

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Optional Membership - Exemptions Authorized by the Retirement Act

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Elected Official Earning $9,000 or less per Year

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Employee Earning Less than $2,000 and working fewer than 1,600 hours in a Year

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Active General Assembly Member retired under JSRS or receiving GARS benefits at age 70 or after 30 years service

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Retired Justice/Judge returning to work for public institution of education

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

I hereby certify that the employee listed in items 1-2 of Section I of this form meets the requirements to elect non-membership.

 

 

 

 

Employer Name:

 

Employer Code:

 

 

Employer Signature:

 

 

Date:

 

 

Title: Work Telephone:

Please call SC Retirement Systems Customer Service with any questions: (800) 868-9002 (in state) or (803) 737-6800

Form 1104

INSTRUCTIONS

Revised 05/19/2006

 

Page 2

 

SECTION I - THE EMPLOYEE COMPLETES THIS SECTION.

Complete items 1-12 by providing the requested information.

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 non-membership, please indicate the appropriate box in Section III. If an employee currently has funds on deposit in the Retirement Systems, the employee may not elect non-membership. Also indicate the name and the title of the employer representative who completed the form, that individual's work telephone number, and the date the form was completed.

An individual may elect non-membership provided he or she does not have funds on deposit in the Retirement Systems and is filling a position in one of the categories listed on page 1 and described in further detail below.

EMPLOYMENT CATEGORY

Non-Permanent Position: The employee is employed in connection with any program or activity that is of a non-permanent nature. If the position is permanent, the employee is required to participate. Temporary employees have the option to elect non- membership. Substitute teachers and public school bus drivers are examples of approved non-permanent positions. Individuals who are retired from SCRS or PORS may not elect non-membership.

Optional Membership - Exemptions Authorized by the Retirement Act: Positions approved are: day laborers; non-state local hospital nursing service, medical technicians, housekeeping, dietary, and laundry personnel employed by an employer that came under SCRS by application; individuals employed on the date of admission for new coverage groups (SCRS or PORS); individuals having a monthly compensation from public funds of $100.00 or less per month; and state employees required to participate in the federal railroad retirement system. Within this category "individuals employed on the date of admission for new coverage groups (SCRS or PORS)" is the only exemption applicable to PORS.

Elected Official Earning $9,000 or less per Year: This individual must not be a full-time employee and must have been elected to office.

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 non-membership or join SCRS.

Active General Assembly Member: A retired member of JSRS that is elected to the General Assembly, may elect to become a non-member of GARS. An active member of the General Assembly that is receiving benefits at 70 years of age or after 30 years service may elect not to become an active member in GARS.

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 non-member status, the employer will be notified.

This information does not cover all areas of non-membership. For more information, please contact Customer Services at

(800)868-9002 (available within SC only), (803) 737-6800, or cs@retirement.sc.gov . The Retirement Systems Employer Manual includes more information as well and is available at the Retirement Systems website at www.retirement.sc.gov or by contacting Customer Services.

File Breakdown

Fact Name Details
Form Purpose The South Carolina 1104 form allows employees to elect non-membership in the Retirement Systems.
Eligibility Employees must not have funds on deposit in the Retirement Systems to elect non-membership.
Governing Law This form is governed by the South Carolina Retirement Act.
Submission Deadline Employees must submit the form within 30 calendar days of their hire date.
Rehire Provision If an employee is rehired after a break in service, they can elect non-membership again within 30 days.
Non-Contractual Language The form clearly states that it does not create any contractual rights or entitlements.
Employee Certification Employees must certify that the information provided is true and complete before signing.
Employer Role The employer must complete Section III to confirm the employee’s eligibility for non-membership.
Contact Information Questions can be directed to SC Retirement Systems Customer Service at (800) 868-9002.
Examples of Eligible Positions Non-permanent positions, substitute teachers, and certain elected officials may qualify for non-membership.
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