Where can I get the required paperwork to set up a tax-deferred payroll deduction plan to purchase service credit?
Your board must first pass a resolution authorizing a tax-deferred plan. A sample resolution is available for reference. You must then complete the Notification of Adoption of a Tax-deferred Payroll Deduction form and forward a copy of the form and the board resolution to STRS Ohio at least 60 days prior to the effective date of the plan. Once we receive your notification and board resolution we will send you a letter confirming the plan you selected and the effective date. Please review the letter and contact us if there are any discrepancies.