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Reporting Adjustments

Sometimes, you may need to make changes to certain information provided in a previously submitted CDR. Before submitting an adjustment, you should confirm that the original CDR was received by SERS. Remember to call Employer Services toll-free at 877-213-0861 to let us know that you need to make an adjustment, or if you have any questions.

You may have to make an adjustment for:

  • Contribution amounts
  • Tax treatment of contributions
  • Days reported
  • Hours reported
  • Reporting to the wrong retirement system

All adjustments must be made through eSERS.

Do not make an adjustment if the correction is for information that was not originally reported in a CDR. SERS uses the report to adjust a member’s account, not add information.

If the information was not initially reported, the employer must submit it on a CDR.

There is one exception to this rule: if the unreported information is for a prior fiscal year. In this case, contact an Employer Services customer representative to determine the proper reporting process.

In completing the adjustment, you must indicate the reason for the adjustment by using one of the following codes:

This is used to increase or decrease the amount of employee contributions and/or number of days paid originally reported for the employee, such as to change the contributions originally reported because of an overpayment or underpayment. If adjustments cover more than one month, each month must be reported as a separate adjustment.

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If adjustments cover more than one month, each month must be reported as a separate adjustment.

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This is used to report a retroactive pay increase for an employee. The RET adjustment may cover several consecutive months; however, it cannot cover more than one fiscal year, which is from July 1 to June 30 of the following year.

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For example:

A retroactive payment is made covering January 2009 through December 2010. These should be reported as three adjustments on the report: one for January 2009 through June 2009; one for July 2009 through June 2010; and one for July 2010 through December 2010.

If the retroactive pay adjustment is the result of a settlement agreement, you must contact SERS. Retroactive payments for reinstatement are covered compensation for SERS’ purposes only if they are back wages awarded pursuant to a final order or settlement award that reinstates the member to the member’s former position, or comparable position, without interruption or loss of time.

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This is used to change a contribution’s tax treatment between “Taxed” and “Pick-up.” Each TPE adjustment must show a debit and a credit. 

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For example:

Picked-up contributions of $50.00 were reported incorrectly as “Taxed.” The adjustment would show “-50.00,” Taxed, and “+50.00,” Pick-up. If contributions were reported incorrectly for more than one month, separate adjustments must be shown for each month.

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This is used to cancel contributions, days, and/or hours reported that should not have been reported. The most common situations for this include:

  • reporting employees who are exempt from contributing
  • reported information was for a different employee
  • the employee was covered by another Ohio retirement system, such as STRS or OPERS
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An explanation for this adjustment must be provided in the Comment column or field.

When doing a negative adjustment, please contact SERS at employerservices@ohsers.org to tell us how to handle your overage. You may request that the overage be returned to your district by a check, or you may short your next payment to SERS in that amount.

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