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92_HB3588 LRB9208376EGfg 1 AN ACT in relation to public employee benefits. 2 Be it enacted by the People of the State of Illinois, 3 represented in the General Assembly: 4 Section 5. The Illinois Pension Code is amended by 5 changing Sections 8-110, 8-113, 8-120, 8-137, 8-138, 8-150.1, 6 8-158, 8-161, 8-168, 8-171, 8-230.7, 9-121.15, 9-134, 7 9-134.3, 9-163, 9-179.3, 9-185, 9-186, 9-187, 9-219, 11-134, 8 11-134.1, 11-145.1, 11-153, 11-156, 11-164, 11-167, and 9 14-105.7 and adding Sections 8-230.9, 8-230.10, 9-121.14, 10 9-121.16, and 9-134.4 as follows: 11 (40 ILCS 5/8-110) (from Ch. 108 1/2, par. 8-110) 12 Sec. 8-110. Employer. "Employer": 13 (1) a city of more than 500,000 inhabitants; 14 (2)orthe Board of Education of thesuchcity, with 15 respect to any of its employees who participate in this Fund; 16 (3) the Chicago Housing Authority, with respect to any 17 of its employees who participate in this Fund subject to the 18 provisions of Section 8-230.9; 19 (4) the Public Building Commission of the city, with 20 respect to any of its employees who participate in this Fund; 21 and 22 (5)to which this Article applies, orthe Retirement 23 Board. 24 (Source: Laws 1968, p. 181.) 25 (40 ILCS 5/8-113) (from Ch. 108 1/2, par. 8-113) 26 Sec. 8-113. Municipal employee, employee, contributor, 27 or participant. "Municipal employee", "employee", 28 "contributor", or "participant": 29 (a) Any employee of an employer employed in the 30 classified civil service thereof other than by temporary -2- LRB9208376EGfg 1 appointment or in a position excluded or exempt from the 2 classified service by the Civil Service Act, or in the case 3 of a city operating under a personnel ordinance, any employee 4 of an employer employed in the classified or career service 5 under the provisions of a personnel ordinance, other than in 6 a provisional or exempt position as specified in such 7 ordinance or in rules and regulations formulated thereunder. 8 (b) Any employee in the service of an employer before 9 the Civil Service Act came in effect for the employer. 10 (c) Any person employed by the board. 11 (d) Any person employed after December 31, 1949, but 12 prior to January 1, 1984, in the service of the employer by 13 temporary appointment or in a position exempt from the 14 classified service as set forth in the Civil Service Act, or 15 in a provisional or exempt position as specified in the 16 personnel ordinance, who meets the following qualifications: 17 (1) has rendered service during not less than 12 18 calendar months to an employer as an employee, officer, or 19 official, 4 months of which must have been consecutive full 20 normal working months of service rendered immediately prior 21 to filing application to be included; and 22 (2) files written application with the board, while in 23 the service, to be included hereunder. 24 (e) After December 31, 1949, any alderman or other 25 officer or official of the employer, who files, while in 26 office, written application with the board to be included 27 hereunder. 28 (f) Beginning January 1, 1984, any person employed by an 29 employer other than the Chicago Housing Authority or the 30 Public Building Commission of the city, whether or not such 31 person is serving by temporary appointment or in a position 32 exempt from the classified service as set forth in the Civil 33 Service Act, or in a provisional or exempt position as 34 specified in the personnel ordinance, provided that such -3- LRB9208376EGfg 1 person is neither (1) an alderman or other officer or 2 official of the employer, nor (2) participating, on the basis 3 of such employment, in any other pension fund or retirement 4 system established under this Act. 5 (g) After December 31, 1959, any person employed in the 6 law department of the city, or municipal court or Board of 7 Election Commissioners of the city, who was a contributor and 8 participant, on December 31, 1959, in the annuity and benefit 9 fund in operation in the city on said date, by virtue of the 10 Court and Law Department Employees' Annuity Act or the Board 11 of Election Commissioners Employees' Annuity Act. 12 After December 31, 1959, the foregoing definition 13 includes any other person employed or to be employed in the 14 law department, or municipal court (other than as a judge), 15 or Board of Election Commissioners (if his salary is provided 16 by appropriation of the city council of the city and his 17 salary paid by the city) -- subject, however, in the case of 18 such persons not participants on December 31, 1959, to 19 compliance with the same qualifications and restrictions 20 otherwise set forth in this Section and made generally 21 applicable to employees or officers of the city concerning 22 eligibility for participation or membership. 23 (h) After December 31, 1965, any person employed in the 24 public library of the city -- and any other person -- who was 25 a contributor and participant, on December 31, 1965, in the 26 pension fund in operation in the city on said date, by virtue 27 of the Public Library Employees' Pension Act. 28 (i) After December 31, 1968, any person employed in the 29 house of correction of the city, who was a contributor and 30 participant, on December 31, 1968, in the pension fund in 31 operation in the city on said date, by virtue of the House of 32 Correction Employees' Pension Act. 33 (j) Any person employed full-time on or after the 34 effective date of this amendatory Act of the 92nd General -4- LRB9208376EGfg 1 Assembly by the Chicago Housing Authority who has elected to 2 participate in this Fund as provided in subsection (a) of 3 Section 8-230.9. 4 (k) Any person employed full-time by the Public Building 5 Commission of the city who has elected to participate in this 6 Fund as provided in subsection (d) of Section 8-230.7. 7 (Source: P.A. 83-802.) 8 (40 ILCS 5/8-120) (from Ch. 108 1/2, par. 8-120) 9 Sec. 8-120. Child or children. "Child" or "children": 10 The natural child or children, or any child or children 11 legally adopted by an employee at least one year prior to the 12 date any benefit for the child or children accrues, and so13adopted prior to the date the employee attained age 55. 14 (Source: P.A. 84-1028.) 15 (40 ILCS 5/8-137) (from Ch. 108 1/2, par. 8-137) 16 Sec. 8-137. Automatic increase in annuity. 17 (a) An employee who retired or retires from service 18 after December 31, 1959 and before January 1, 1987, having 19 attained age 60 or more, shall, in January of the year after 20 the year in which the first anniversary of retirement occurs, 21 have the amount of his then fixed and payable monthly annuity 22 increased by 1 1/2%, and such first fixed annuity as granted 23 at retirement increased by a further 1 1/2% in January of 24 each year thereafter. Beginning with January of the year 25 1972, such increases shall be at the rate of 2% in lieu of 26 the aforesaid specified 1 1/2%, and beginning with January of 27 the year 1984 such increases shall be at the rate of 3%. 28 Beginning in January of 1999, such increases shall be at the 29 rate of 3% of the currently payable monthly annuity, 30 including any increases previously granted under this 31 Article. An employee who retires on annuity after December 32 31, 1959 and before January 1, 1987, but before age 60, shall -5- LRB9208376EGfg 1 receive such increases beginning in January of the year after 2 the year in which he attains age 60. 3 An employee who retires from service on or after January 4 1, 1987 shall, upon the first annuity payment date following 5 the first anniversary of the date of retirement, or upon the 6 first annuity payment date following attainment of age 60, 7 whichever occurs later, have his then fixed and payable 8 monthly annuity increased by 3%, and such annuity shall be 9 increased by an additional 3% of the original fixed annuity 10 on the same date each year thereafter. Beginning in January 11 of 1999, such increases shall be at the rate of 3% of the 12 currently payable monthly annuity, including any increases 13 previously granted under this Article. 14 (a-5) Notwithstanding the provisions of subsection (a), 15 upon the first annuity payment date following (1) the third 16 anniversary of retirement, (2) the attainment of age 53, or 17 (3) the date 60 days after the effective date of this 18 amendatory Act of the 92nd General Assembly, whichever occurs 19 latest, the monthly pension of an employee who retires on 20 annuity prior to the attainment of age 60 who has not 21 received an increase under subsection (a) shall be increased 22 by 3%, and such annuity shall be increased by an additional 23 3% of the current payable monthly annuity, including such 24 increases previously granted under this Article, on the same 25 date each year thereafter. The increases provided under this 26 subsection are in lieu of the increases provided in 27 subsection (a). 28 (b) Subsections (a) and (a-5) areThe foregoing29provision isnot applicable to an employee retiring and 30 receiving a term annuity, as herein defined, nor to any 31 otherwise qualified employee who retires before he makes 32 employee contributions (at the 1/2 of 1% rate as provided in 33 this Act) for this additional annuity for not less than the 34 equivalent of one full year. Such employee, however, shall -6- LRB9208376EGfg 1 make arrangement to pay to the fund a balance of such 1/2 of 2 1% contributions, based on his final salary, as will bring 3 such 1/2 of 1% contributions, computed without interest, to 4 the equivalent of or completion of one year's contributions. 5 Beginning with January, 1960, each employee shall 6 contribute by means of salary deductions 1/2 of 1% of each 7 salary payment, concurrently with and in addition to the 8 employee contributions otherwise made for annuity purposes. 9 Each such additional contribution shall be credited to an 10 account in the prior service annuity reserve, to be used, 11 together with city contributions, to defray the cost of the 12 specified annuity increments. Any balance in such account at 13 the beginning of each calendar year shall be credited with 14 interest at the rate of 3% per annum. 15 Such additional employee contributions are not 16 refundable, except to an employee who withdraws and applies 17 for refund under this Article, and in cases where a term 18 annuity becomes payable. In such cases his contributions 19 shall be refunded, without interest, and charged to such 20 account in the prior service annuity reserve. 21 (Source: P.A. 90-766, eff. 8-14-98.) 22 (40 ILCS 5/8-138) (from Ch. 108 1/2, par. 8-138) 23 Sec. 8-138. Minimum annuities - Additional provisions. 24 (a) An employee who withdraws after age 65 or more with 25 at least 20 years of service, for whom the amount of age and 26 service and prior service annuity combined is less than the 27 amount stated in this Section, shall from the date of 28 withdrawal, instead of all annuities otherwise provided, be 29 entitled to receive an annuity for life of $150 a year, plus 30 1 1/2% for each year of service, to and including 20 years, 31 and 1 2/3% for each year of service over 20 years, of his 32 highest average annual salary for any 4 consecutive years 33 within the last 10 years of service immediately preceding the -7- LRB9208376EGfg 1 date of withdrawal. 2 An employee who withdraws after 20 or more years of 3 service, before age 65, shall be entitled to such annuity, to 4 begin not earlier than upon attained age of 55 years if under 5 such age at withdrawal, reduced by 2% for each full year or 6 fractional part thereof that his attained age is less than 7 65, plus an additional 2% reduction for each full year or 8 fractional part thereof that his attained age when annuity is 9 to begin is less than 60 so that the total reduction at age 10 55 shall be 30%. 11 (b) An employee who withdraws after July 1, 1957, at age 12 60 or over, with 20 or more years of service, for whom the 13 age and service and prior service annuity combined, is less 14 than the amount stated in this paragraph, shall, from the 15 date of withdrawal, instead of such annuities, be entitled to 16 receive an annuity for life equal to 1 2/3% for each year of 17 service, of the highest average annual salary for any 5 18 consecutive years within the last 10 years of service 19 immediately preceding the date of withdrawal; provided, that 20 in the case of any employee who withdraws on or after July 1, 21 1971, such employee age 60 or over with 20 or more years of 22 service, shall receive an annuity for life equal to 1.67% for 23 each of the first 10 years of service; 1.90% for each of the 24 next 10 years of service; 2.10% for each year of service in 25 excess of 20 but not exceeding 30; and 2.30% for each year of 26 service in excess of 30, based on the highest average annual 27 salary for any 4 consecutive years within the last 10 years 28 of service immediately preceding the date of withdrawal. 29 An employee who withdraws after July 1, 1957 and before 30 January 1, 1988, with 20 or more years of service, before age 31 60 years is entitled to annuity, to begin not earlier than 32 upon attained age of 55 years, if under such age at 33 withdrawal, as computed in the last preceding paragraph, 34 reduced 0.25% for each full month or fractional part thereof -8- LRB9208376EGfg 1 that his attained age when annuity is to begin is less than 2 60 if the employee was born before January 1, 1936, or 0.5% 3 for each such month if the employee was born on or after 4 January 1, 1936. 5 Any employee born before January 1, 1936, who withdraws 6 with 20 or more years of service, and any employee with 20 or 7 more years of service who withdraws on or after January 1, 8 1988, may elect to receive, in lieu of any other employee 9 annuity provided in this Section, an annuity for life equal 10 to 1.80% for each of the first 10 years of service, 2.00% for 11 each of the next 10 years of service, 2.20% for each year of 12 service in excess of 20 but not exceeding 30, and 2.40% for 13 each year of service in excess of 30, of the highest average 14 annual salary for any 4 consecutive years within the last 10 15 years of service immediately preceding the date of 16 withdrawal, to begin not earlier than upon attained age of 55 17 years, if under such age at withdrawal, reduced 0.25% for 18 each full month or fractional part thereof that his attained 19 age when annuity is to begin is less than 60; except that an 20 employee retiring on or after January 1, 1988, at age 55 or 21 over but less than age 60, having at least 35 years of 22 service, or an employee retiring on or after July 1, 1990, at 23 age 55 or over but less than age 60, having at least 30 years 24 of service, or an employee retiring on or after the effective 25 date of this amendatory Act of 1997, at age 55 or over but 26 less than age 60, having at least 25 years of service, shall 27 not be subject to the reduction in retirement annuity because 28 of retirement below age 60. 29 However, in the case of an employee who retired on or 30 after January 1, 1985 but before January 1, 1988, at age 55 31 or older and with at least 35 years of service, and who was 32 subject under this subsection (b) to the reduction in 33 retirement annuity because of retirement below age 60, that 34 reduction shall cease to be effective January 1, 1991, and -9- LRB9208376EGfg 1 the retirement annuity shall be recalculated accordingly. 2 Any employee who withdraws on or after July 1, 1990, with 3 20 or more years of service, may elect to receive, in lieu of 4 any other employee annuity provided in this Section, an 5 annuity for life equal to 2.20% for each year of service if 6 withdrawal is before 60 days after the effective date of this 7 amendatory Act of the 92nd General Assembly, or 2.40% for 8 each year of service if withdrawal is 60 days after the 9 effective date of this amendatory Act of the 92nd General 10 Assembly or later, of the highest average annual salary for 11 any 4 consecutive years within the last 10 years of service 12 immediately preceding the date of withdrawal, to begin not 13 earlier than upon attained age of 55 years, if under such age 14 at withdrawal, reduced 0.25% for each full month or 15 fractional part thereof that his attained age when annuity is 16 to begin is less than 60; except that an employee retiring at 17 age 55 or over but less than age 60, having at least 30 years 18 of service, shall not be subject to the reduction in 19 retirement annuity because of retirement below age 60. 20 Any employee who withdraws on or after the effective date 21 of this amendatory Act of 1997 with 20 or more years of 22 service may elect to receive, in lieu of any other employee 23 annuity provided in this Section, an annuity for life equal 24 to 2.20%,for each year of service, if withdrawal is before 25 60 days after the effective date of this amendatory Act of 26 the 92nd General Assembly, or 2.40% for each year of service 27 if withdrawal is 60 days after the effective date of this 28 amendatory Act of the 92nd General Assembly or later, of the 29 highest average annual salary for any 4 consecutive years 30 within the last 10 years of service immediately preceding the 31 date of withdrawal, to begin not earlier than upon attainment 32 of age 55 (age 50 if the employee has at least 30 years of 33 service), reduced 0.25% for each full month or remaining 34 fractional part thereof that the employee's attained age when -10- LRB9208376EGfg 1 annuity is to begin is less than 60; except that an employee 2 retiring at age 50 or over with at least 30 years of service 3 or at age 55 or over with at least 25 years of service shall 4 not be subject to the reduction in retirement annuity because 5 of retirement below age 60. 6 The maximum annuity payable under part (a) and (b) of 7 this Section shall not exceed 70% of highest average annual 8 salary in the case of an employee who withdraws prior to July 9 1, 1971,and75% if withdrawal takes place on or after July 10 1, 1971 and prior to 60 days after the effective date of this 11 amendatory Act of the 92nd General Assembly, or 80% if 12 withdrawal is 60 days after the effective date of this 13 amendatory Act of the 92nd General Assembly or later. For the 14 purpose of the minimum annuity provided in this Section 15 $1,500 is considered the minimum annual salary for any year; 16 and the maximum annual salary for the computation of such 17 annuity is $4,800 for any year before 1953, $6000 for the 18 years 1953 to 1956, inclusive, and the actual annual salary, 19 as salary is defined in this Article, for any year 20 thereafter. 21 To preserve rights existing on December 31, 1959, for 22 participants and contributors on that date to the fund 23 created by the Court and Law Department Employees' Annuity 24 Act, who became participants in the fund provided for on 25 January 1, 1960, the maximum annual salary to be considered 26 for such persons for the years 1955 and 1956 is $7,500. 27 (c) For an employee receiving disability benefit, his 28 salary for annuity purposes under paragraphs (a) and (b) of 29 this Section, for all periods of disability benefit 30 subsequent to the year 1956, is the amount on which his 31 disability benefit was based. 32 (d) An employee with 20 or more years of service, whose 33 entire disability benefit credit period expires before 34 attainment of age 55 while still disabled for service, is -11- LRB9208376EGfg 1 entitled upon withdrawal to the larger of (1) the minimum 2 annuity provided above, assuming he is then age 55, and 3 reducing such annuity to its actuarial equivalent as of his 4 attained age on such date or (2) the annuity provided from 5 his age and service and prior service annuity credits. 6 (e) The minimum annuity provisions do not apply to any 7 former municipal employee receiving an annuity from the fund 8 who re-enters service as a municipal employee, unless he 9 renders at least 3 years of additional service after the date 10 of re-entry. 11 (f) An employee in service on July 1, 1947, or who 12 became a contributor after July 1, 1947 and before attainment 13 of age 70, who withdraws after age 65, with less than 20 14 years of service for whom the annuity has been fixed under 15 this Article shall, instead of the annuity so fixed, receive 16 an annuity as follows: 17 Such amount as he could have received had the accumulated 18 amounts for annuity been improved with interest at the 19 effective rate to the date of his withdrawal, or to 20 attainment of age 70, whichever is earlier, and had the city 21 contributed to such earlier date for age and service annuity 22 the amount that it would have contributed had he been under 23 age 65, after the date his annuity was fixed in accordance 24 with this Article, and assuming his annuity were computed 25 from such accumulations as of his age on such earlier date. 26 The annuity so computed shall not exceed the annuity which 27 would be payable under the other provisions of this Section 28 if the employee was credited with 20 years of service and 29 would qualify for annuity thereunder. 30 (g) Instead of the annuity provided in this Article, an 31 employee having attained age 65 with at least 15 years of 32 service who withdraws from service on or after July 1, 1971 33 and whose annuity computed under other provisions of this 34 Article is less than the amount provided under this -12- LRB9208376EGfg 1 paragraph, is entitled to a minimum annuity for life equal to 2 1% of the highest average annual salary, as salary is defined 3 and limited in this Section for any 4 consecutive years 4 within the last 10 years of service for each year of service, 5 plus the sum of $25 for each year of service. The annuity 6 shall not exceed 60% of such highest average annual salary. 7 (g-1) Instead of any other retirement annuity provided 8 in this Article, an employee who has at least 10 years of 9 service and withdraws from service on or after January 1, 10 1999 may elect to receive a retirement annuity for life, 11 beginning no earlier than upon attainment of age 60, equal to 12 2.2% if withdrawal is before 60 days after the effective date 13 of this amendatory Act of the 92nd General Assembly or 2.4% 14 if withdrawal is 60 days after the effective date of this 15 amendatory Act of the 92nd General Assembly or later, of 16 final average salary for each year of service, subject to a 17 maximum of 75% of final average salary if withdrawal is 18 before 60 days after the effective date of this amendatory 19 Act of the 92nd General Assembly, or 80% if withdrawal is 60 20 days after the effective date of this amendatory Act of the 21 92nd General Assembly or later. For the purpose of 22 calculating this annuity, "final average salary" means the 23 highest average annual salary for any 4 consecutive years in 24 the last 10 years of service. 25 (h) The minimum annuities provided under this Section 26 shall be paid in equal monthly installments. 27 (i) The amendatory provisions of part (b) and (g) of 28 this Section shall be effective July 1, 1971 and apply in the 29 case of every qualifying employee withdrawing on or after 30 July 1, 1971. 31 (j) The amendatory provisions of this amendatory Act of 32 1985 (P.A. 84-23) relating to the discount of annuity because 33 of retirement prior to attainment of age 60, and to the 34 retirement formula, for those born before January 1, 1936, -13- LRB9208376EGfg 1 shall apply only to qualifying employees withdrawing on or 2 after July 18, 1985. 3 (k) Beginning on January 1, 1999, the minimum amount of 4 employee's annuity shall be $850 per month for life for the 5 following classes of employees, without regard to the fact 6 that withdrawal occurred prior to the effective date of this 7 amendatory Act of 1998: 8 (1) any employee annuitant alive and receiving a 9 life annuity on the effective date of this amendatory Act 10 of 1998, except a reciprocal annuity; 11 (2) any employee annuitant alive and receiving a 12 term annuity on the effective date of this amendatory Act 13 of 1998, except a reciprocal annuity; 14 (3) any employee annuitant alive and receiving a 15 reciprocal annuity on the effective date of this 16 amendatory Act of 1998, whose service in this fund is at 17 least 5 years; 18 (4) any employee annuitant withdrawing after age 60 19 on or after the effective date of this amendatory Act of 20 1998, with at least 10 years of service in this fund. 21 The increases granted under items (1), (2) and (3) of 22 this subsection (k) shall not be limited by any other Section 23 of this Act. 24 (Source: P.A. 90-32, eff. 6-27-97; 90-511, eff. 8-22-97; 25 90-766, eff. 8-14-98.) 26 (40 ILCS 5/8-150.1) (from Ch. 108 1/2, par. 8-150.1) 27 Sec. 8-150.1. Minimum annuities for widows. The widow 28 (otherwise eligible for widow's annuity under other Sections 29 of this Article 8) of an employee hereinafter described, who 30 retires from service or dies while in the service subsequent 31 to the effective date of this amendatory provision, and for 32 which widow the amount of widow's annuity and widow's prior 33 service annuity combined, fixed or provided for such widow -14- LRB9208376EGfg 1 under other provisions of this Article is less than the 2 amount provided in this Section, shall, from and after the 3 date her otherwise provided annuity would begin, in lieu of 4 such otherwise provided widow's and widow's prior service 5 annuity, be entitled to the following indicated amount of 6 annuity: 7 (a) The widow of any employee who dies while in service 8 on or after the date on which he attains age 60 if the death 9 occurs before July 1, 1990, or on or after the date on which 10 he attains age 55 if the death occurs on or after July 1, 11 1990, with at least 20 years of service, or on or after the 12 date on which he attains age 50 if the death occurs on or 13 after the effective date of this amendatory Act of 1997 with 14 at least 30 years of service, shall be entitled to an annuity 15 equal to one-half of the amount of annuity which her deceased 16 husband would have been entitled to receive had he withdrawn 17 from the service on the day immediately preceding the date of 18 his death, conditional upon such widow having attained the 19 age of 60 or more years on such date if the death occurs 20 before July 1, 1990, or age 55 or more if the death occurs on 21 or after July 1, 1990, or age 50 or more if the death occurs 22 on or after January 1, 1998 and the employee is age 50 or 23 over with at least 30 years of service or age 55 or over with 24 at least 25 years of service. Except as provided in 25 subsection (k), this widow's annuity shall not, however, 26 exceed the sum of $500 a month if the employee's death in 27 service occurs before January 23, 1987. The widow's annuity 28 shall not be limited to a maximum dollar amount if the 29 employee's death in service occurs on or after January 23, 30 1987. 31 If the employee dies in service before July 1, 1990, and 32 if such widow of such described employee shall not be 60 or 33 more years of age on such date of death, the amount provided 34 in the immediately preceding paragraph for a widow 60 or more -15- LRB9208376EGfg 1 years of age, shall, in the case of such younger widow, be 2 reduced by 0.25% for each month that her then attained age is 3 less than 60 years if the employee was born before January 1, 4 1936 or dies in service on or after January 1, 1988, or by 5 0.5% for each month that her then attained age is less than 6 60 years if the employee was born on or after July 1, 1936 7 and dies in service before January 1, 1988. 8 If the employee dies in service on or after July 1, 1990, 9 and if the widow of the employee has not attained age 55 on 10 or before the employee's date of death, the amount otherwise 11 provided in this subsection (a) shall be reduced by 0.25% for 12 each month that her then attained age is less than 55 years; 13 except that if the employee dies in service on or after 14 January 1, 1998 at age 50 or over with at least 30 years of 15 service or at age 55 or over with at least 25 years of 16 service, there shall be no reduction due to the widow's age 17 if she has attained age 50 on or before the employee's date 18 of death, and if the widow has not attained age 50 on or 19 before the employee's date of death the amount otherwise 20 provided in this subsection (a) shall be reduced by 0.25% for 21 each month that her then attained age is less than 50 years. 22 (b) The widow of any employee who dies subsequent to the 23 date of his retirement on annuity, and who so retired on or 24 after the date on which he attained the age of 60 or more 25 years if retirement occurs before July 1, 1990, or on or 26 after the date on which he attained age 55 if retirement 27 occurs on or after July 1, 1990, with at least 20 years of 28 service, or on or after the date on which he attained age 50 29 if the retirement occurs on or after the effective date of 30 this amendatory Act of 1997 with at least 30 years of 31 service, shall be entitled to an annuity equal to one-half of 32 the amount of annuity which her deceased husband received as 33 of the date of his retirement on annuity, conditional upon 34 such widow having attained the age of 60 or more years on the -16- LRB9208376EGfg 1 date of her husband's retirement on annuity if retirement 2 occurs before July 1, 1990, or age 55 or more if retirement 3 occurs on or after July 1, 1990, or age 50 or more if the 4 retirement on annuity occurs on or after January 1, 1998 and 5 the employee is age 50 or over with at least 30 years of 6 service or age 55 or over with at least 25 years of service. 7 Except as provided in subsection (k), this widow's annuity 8 shall not, however, exceed the sum of $500 a month if the 9 employee's death occurs before January 23, 1987. The widow's 10 annuity shall not be limited to a maximum dollar amount if 11 the employee's death occurs on or after January 23, 1987, 12 regardless of the date of retirement; provided that, if 13 retirement was before January 23, 1987, the employee or 14 eligible spouse repays the excess spouse refund with interest 15 at the effective rate from the date of refund to the date of 16 repayment. 17 If the date of the employee's retirement on annuity is 18 before July 1, 1990, and if such widow of such described 19 employee shall not have attained such age of 60 or more years 20 on such date of her husband's retirement on annuity, the 21 amount provided in the immediately preceding paragraph for a 22 widow 60 or more years of age on the date of her husband's 23 retirement on annuity, shall, in the case of such then 24 younger widow, be reduced by 0.25% for each month that her 25 then attained age was less than 60 years if the employee was 26 born before January 1, 1936 or withdraws from service on or 27 after January 1, 1988, or by 0.5% for each month that her 28 then attained age is less than 60 years if the employee was 29 born on or after January 1, 1936 and withdraws from service 30 before January 1, 1988. 31 If the date of the employee's retirement on annuity is on 32 or after July 1, 1990, and if the widow of the employee has 33 not attained age 55 by the date of the employee's retirement 34 on annuity, the amount otherwise provided in this subsection -17- LRB9208376EGfg 1 (b) shall be reduced by 0.25% for each month that her then 2 attained age is less than 55 years; except that if the 3 employee retires on annuity on or after January 1, 1998 at 4 age 50 or over with at least 30 years of service or at age 55 5 or over with at least 25 years of service, there shall be no 6 reduction due to the widow's age if she has attained age 50 7 on or before the employee's date of death, and if the widow 8 has not attained age 50 on or before the employee's date of 9 death the amount otherwise provided in this subsection (b) 10 shall be reduced by 0.25% for each month that her then 11 attained age is less than 50 years. 12 (c) The foregoing provisions relating to minimum 13 annuities for widows shall not apply to the widow of any 14 former municipal employee receiving an annuity from the fund 15 on August 9, 1965 or on the effective date of this amendatory 16 provision, who re-enters service as a municipal employee, 17 unless such employee renders at least 3 years of additional 18 service after the date of re-entry. 19 (d) In computing the amount of annuity which the husband 20 specified in the foregoing paragraphs (a) and (b) of this 21 Section would have been entitled to receive, or received, 22 such amount shall be the annuity to which such husband would 23 have been, or was entitled, before reduction in the amount of 24 his annuity for the purposes of the voluntary optional 25 reversionary annuity provided for in Sec. 8-139 of this 26 Article, if such option was elected. 27 (e) (Blank). 28 (f) (Blank). 29 (g) The amendatory provisions of this amendatory Act of 30 1985 relating to annuity discount because of age for widows 31 of employees born before January 1, 1936, shall apply only to 32 qualifying widows of employees withdrawing or dying in 33 service on or after July 18, 1985. 34 (h) Beginning on January 1, 1999, the minimum amount of -18- LRB9208376EGfg 1 widow's annuity shall be $800 per month for life for the 2 following classes of widows, without regard to the fact that 3 the death of the employee occurred prior to the effective 4 date of this amendatory Act of 1998: 5 (1) any widow annuitant alive and receiving a life 6 annuity on the effective date of this amendatory Act of 7 1998, except a reciprocal annuity; 8 (2) any widow annuitant alive and receiving a term 9 annuity on the effective date of this amendatory Act of 10 1998, except a reciprocal annuity; 11 (3) any widow annuitant alive and receiving a 12 reciprocal annuity on the effective date of this 13 amendatory Act of 1998, whose employee spouse's service 14 in this fund was at least 5 years; 15 (4) the widow of an employee with at least 10 years 16 of service in this fund who dies after retirement, if the 17 retirement occurred prior to the effective date of this 18 amendatory Act of 1998; 19 (5) the widow of an employee with at least 10 years 20 of service in this fund who dies after retirement, if 21 withdrawal occurs on or after the effective date of this 22 amendatory Act of 1998; 23 (6) the widow of an employee who dies in service 24 with at least 5 years of service in this fund, if the 25 death in service occurs on or after the effective date of 26 this amendatory Act of 1998. 27 The increases granted under items (1), (2), (3) and (4) 28 of this subsection (h) shall not be limited by any other 29 Section of this Act. 30 (i) The widow of an employee who retired or died in 31 service on or after January 1, 1985 and before July 1, 1990, 32 at age 55 or older, and with at least 35 years of service 33 credit, shall be entitled to have her widow's annuity 34 increased, effective January 1, 1991, to an amount equal to -19- LRB9208376EGfg 1 50% of the retirement annuity that the deceased employee 2 received on the date of retirement, or would have been 3 eligible to receive if he had retired on the day preceding 4 the date of his death in service, provided that if the widow 5 had not attained age 60 by the date of the employee's 6 retirement or death in service, the amount of the annuity 7 shall be reduced by 0.25% for each month that her then 8 attained age was less than age 60 if the employee's 9 retirement or death in service occurred on or after January 10 1, 1988, or by 0.5% for each month that her attained age is 11 less than age 60 if the employee's retirement or death in 12 service occurred prior to January 1, 1988. However, in cases 13 where a refund of excess contributions for widow's annuity 14 has been paid by the Fund, the increase in benefit provided 15 by this subsection (i) shall be contingent upon repayment of 16 the refund to the Fund with interest at the effective rate 17 from the date of refund to the date of payment. 18 (j) If a deceased employee is receiving a retirement 19 annuity at the time of death and that death occurs on or 20 after June 27, 1997, the widow may elect to receive, in lieu 21 of any other annuity provided under this Article, 50% of the 22 deceased employee's retirement annuity at the time of death 23 reduced by 0.25% for each month that the widow's age on the 24 date of death is less than 55; except that if the employee 25 dies on or after January 1, 1998 and withdrew from service on 26 or after June 27, 1997 at age 50 or over with at least 30 27 years of service or at age 55 or over with at least 25 years 28 of service, there shall be no reduction due to the widow's 29 age if she has attained age 50 on or before the employee's 30 date of death, and if the widow has not attained age 50 on or 31 before the employee's date of death the amount otherwise 32 provided in this subsection (j) shall be reduced by 0.25% for 33 each month that her age on the date of death is less than 50 34 years. However, in cases where a refund of excess -20- LRB9208376EGfg 1 contributions for widow's annuity has been paid by the Fund, 2 the benefit provided by this subsection (j) is contingent 3 upon repayment of the refund to the Fund with interest at the 4 effective rate from the date of refund to the date of 5 payment. 6 (k) For widows of employees who died before January 23, 7 1987 after retirement on annuity or in service, the maximum 8 dollar amount limitation on widow's annuity shall cease to 9 apply, beginning with the first annuity payment after the 10 effective date of this amendatory Act of 1997; except that if 11 a refund of excess contributions for widow's annuity has been 12 paid by the Fund, the increase resulting from this subsection 13 (k) shall not begin before the refund has been repaid to the 14 Fund, together with interest at the effective rate from the 15 date of the refund to the date of repayment. 16 (l) In lieu of any other annuity provided in this 17 Article, an eligible spouse of an employee who dies in 18 service at least 60 days after the effective date of this 19 amendatory Act of the 92nd General Assembly with at least 10 20 years of service shall be entitled to an annuity of 50% of 21 the minimum formula annuity earned and accrued to the credit 22 of the employee at the date of death. For the purposes of 23 this subsection, the minimum formula annuity earned and 24 accrued to the credit of the employee is equal to 2.40% for 25 each year of service of the highest average annual salary for 26 any 4 consecutive years within the last 10 years of service 27 immediately preceding the date of death, up to a maximum of 28 80% of the highest average annual salary. This annuity shall 29 not be reduced due to the age of the employee or spouse. In 30 addition to any other eligibility requirements under this 31 Article, the spouse is eligible for this annuity only if the 32 marriage was in effect for 10 full years or more. 33 (Source: P.A. 90-32, eff. 6-27-97; 90-511, eff. 8-22-97; 34 90-766, eff. 8-14-98.) -21- LRB9208376EGfg 1 (40 ILCS 5/8-158) (from Ch. 108 1/2, par. 8-158) 2 Sec. 8-158. Child's annuity. A child's annuity is 3 payable monthly after the death of an employee parent to the 4 child until the child's attainment of age 18, under the 5 following conditions, if the child was born before the 6 employee attained age 65, and before he withdrew from 7 service: 8 (a)upon death resulting from injury incurred in9the performance of an act of duty;10(b)upon death in service from any causeother than11injury incurred in the performance of an act of duty, if12the employee has at least 4 years of service after the13date of his original entry into service, and at least 214years after the date of his latest re-entry; 15 (b)(c)upon death of an employee who withdraws 16 from service after age 55 (or after age 50 with at least 17 30 years of service if withdrawal is on or after June 27, 18 1997) and who has entered upon or is eligible for 19 annuity. 20 Payment shall be made as provided in Section 8-125. 21 (Source: P.A. 90-31, eff. 6-27-97; 90-766, eff. 8-14-98.) 22 (40 ILCS 5/8-161) (from Ch. 108 1/2, par. 8-161) 23 Sec. 8-161. Ordinary disability benefit. An employee 24 while under age 65 and prior to January 1, 1979, or while 25 under age 70 and after January 1, 1979, who becomes disabled 26 after the effective date as the result of any cause other 27 than injury incurred in the performance of duty, shall be 28 entitled to ordinary disability benefit during such 29 disability, after the first 30 days thereof. 30 The first payment shall be made not later than one month 31 after the benefit is granted and each subsequent payment 32 shall be made not later than one month after the last 33 preceding payment. -22- LRB9208376EGfg 1 The disability benefit prescribed herein shall cease when 2 the first of the following dates shall occur and the 3 employee, if still disabled, shall thereafter be entitled to 4 such annuity as is otherwise provided in this Article: 5 (a) the date disability ceases. 6 (b) the date the disabled employee attains age 65 for 7 disability commencing prior to January 1, 1979. 8 (c) the date the disabled employee attains age 65 for 9 disability commencing prior to attainment of age 60 in the 10 service and after January 1, 1979. 11 (d) the date the disabled employee attains the age of 70 12 for disability commencing after attainment of age 60 in the 13 service and after January 1, 1979. 14 (e) the date the payments of the benefit shall exceed in 15 the aggregate, throughout the employee's service, a period 16 equal to 1/4 of the total service rendered prior to the date 17 of disability but in no event more than 5 years. In 18 computing such total service any period during which the 19 employee received ordinary disability benefit shall be 20 excluded. 21 Any employee whose ordinary disability benefit was 22 terminated after January 1, 1979 by reason of his attainment 23 of age 65 and who continues disabled after age 65 may elect 24 before July 1, 1986 to have such benefits resumed beginning 25 at the time of such termination and continuing until 26 termination is required under this Section as amended by this 27 amendatory Act of 1985. The amount payable to any employee 28 for such resumed benefit for any period shall be reduced by 29 the amount of any retirement annuity paid to such employee 30 under this Article for the same period of time or by any 31 refund paid in lieu of annuity. 32 Ordinary disability benefit shall be 50% of the 33 employee's salary at the date of disability. 34 For ordinary disability benefits paid before January 1, -23- LRB9208376EGfg 1 2001, before any payment, an amount equal tolessthe sum 2 ordinarily deducted from salary for all annuity purposes for 3 such period for which the ordinary disability benefit is made 4 shall be deducted from such payment and credited to the 5 employee as a deduction from salary for that period. The 6 sums so deducted shallbe credited to the employee and shall7 be regarded, for annuity and refund purposes, as an amount 8 contributed by him. 9 For ordinary disability benefits paid on or after January 10 1, 2001, the fund shall credit sums equal to the amounts 11 ordinarily contributed by an employee for annuity purposes 12 for any period during which the employee receives ordinary 13 disability, and those sums shall be deemed for annuity 14 purposes and purposes of Section 8-173 as amounts contributed 15 by the employee. These amounts credited for annuity purposes 16 shall not be credited for refund purposes. 17 If a participating employee is eligible for a disability 18 benefit under the federal Social Security Act, the amount of 19 ordinary disability benefit under this Section attributable 20 to employment with the Chicago Housing Authority or the 21 Public Building Commission of the city shall be reduced, but 22 not to less than $10 per month, by the amount that the 23 employee would be eligible to receive as a disability benefit 24 under the federal Social Security Act, whether or not that 25 federal benefit is based on service as a covered employee 26 under this Article. The reduction shall be effective as of 27 the month the employee is eligible for the social security 28 disability benefit. The Board may make this reduction 29 pending determination of eligibility for the social security 30 disability benefit, if it appears to the Board that the 31 employee may be eligible, and make an appropriate adjustment 32 if necessary after eligibility for the social security 33 disability benefit is determined. If the employee's social 34 security disability benefit is reduced or terminated because -24- LRB9208376EGfg 1 of a refusal to accept rehabilitation services under the 2 federal Rehabilitation Act of 1973 or the federal Social 3 Security Act or because the employee is receiving a workers' 4 compensation benefit, the ordinary disability benefit under 5 this Section shall be reduced as if the employee were 6 receiving the full social security disability benefit. 7 The amount of ordinary disability benefit shall not be 8 reduced by reason of any increase in the amount of social 9 security disability benefit that takes effect after the month 10 of the initial reduction under this Section, other than an 11 increase resulting from a correction in the employee's wage 12 records. 13 (Source: P.A. 84-23.) 14 (40 ILCS 5/8-168) (from Ch. 108 1/2, par. 8-168) 15 Sec. 8-168. Refunds - Withdrawal before age 55 or with 16 less than 10 years of service. 17 1. An employee, without regard to length of service, who 18 withdraws before age 55, and any employee with less than 10 19 years of service who withdraws before age 60, shall be 20 entitled to a refund of the accumulated sums to his credit, 21 as of the date of withdrawal, for age and service annuity and 22 widow's annuity from amounts contributed by him, including 23 interest credited and including amounts contributed for him 24 for age and service and widow's annuity purposes by the city 25 while receiving duty disability benefits; provided that such 26 amounts contributed by the city after December 31, 1981, 27 while the employee is receiving duty disability benefits, and 28 amounts credited to the employee for annuity purposes by the 29 fund after December 31, 2000, while the employee is receiving 30 ordinary disability benefits, shall not be credited for 31 refund purposes. If he is a present employee he shall also be 32 entitled to a refund of the accumulations from any sums 33 contributed by him, and applied to any municipal pension fund -25- LRB9208376EGfg 1 superseded by this fund. 2 2. Upon receipt of the refund, the employee surrenders 3 and forfeits all rights to any annuity or other benefits, for 4 himself and for any other persons who might have benefited 5 through him; provided that he may have such period of service 6 counted in computing the term of his service if he becomes an 7 employee before age 65, excepting as limited by the 8 provisions of paragraph (a) (3) of Section 8-232 of this 9 Article relating to the basis of computing the term of 10 service. 11 3. Any such employee shall retain such right to a refund 12 of such amounts when he shall apply for same until he 13 re-enters the service or until the amount of annuity shall 14 have been fixed as provided in this Article. Thereafter, no 15 such right shall exist in the case of any such employee. 16 4. Any such municipal employee who shall have served 10 17 or more years and who shall not withdraw the amounts 18 aforesaid to which he shall have a right of refund shall have 19 a right to annuity as stated in this Article. 20 5. Any such municipal employee who shall have served 21 less than 10 years and who shall not withdraw the amounts to 22 which he shall have a right to refund shall have a right to 23 have all such amounts and all other amounts to his credit for 24 annuity purposes on date of his withdrawal from service 25 retained to his credit and improved by interest while he 26 shall be out of the service at the rate of 3 1/2% or 3% per 27 annum (whichever rate shall apply under the provisions of 28 Section 8-155 of this Article) and used for annuity purposes 29 for his benefit and the benefit of any person who may have 30 any right to annuity through him because of his service, 31 according to the provisions of this Article in the event that 32 he shall subsequently re-enter the service and complete the 33 number of years of service necessary to attain a right to 34 annuity; but such sum shall be improved by interest to his -26- LRB9208376EGfg 1 credit while he shall be out of the service only until he 2 shall have become 65 years of age. 3 (Source: P.A. 82-283.) 4 (40 ILCS 5/8-171) (from Ch. 108 1/2, par. 8-171) 5 Sec. 8-171. Refund in lieu of annuity. In lieu of an 6 annuity, an employee who withdraws and whose annuity would 7 amount to less than $800 a month for life, may elect to 8 receive a refund of his accumulated contributions for annuity 9 purposes, based on the amounts contributed by him. 10 The widow of any employee, eligible for annuity upon the 11 death of her husband, whose widow's annuity would amount to 12 less than $800 a month for life, may, in lieu of widow's 13 annuity, elect to receive a refund of the accumulated 14 contributions for annuity purposes, based on the amounts 15 contributed by her deceased employee husband, but reduced by 16 any amounts theretofore paid to him in the form of an annuity 17 or refund out of such accumulated contributions. 18 Accumulated contributions shall mean the amounts - 19 including the interest credited thereon - contributed by the 20 employee for age and service and widow's annuity to the date 21 of his withdrawal or death, whichever first occurs, including 22 any amounts contributed for him as salary deductions while 23 receiving duty disability benefits, and, if not otherwise 24 included, any accumulations from sums contributed by him and 25 applied to any pension fund superseded by this fund; provided 26 that such amounts contributed by the city after December 31, 27 1981 while the employee is receiving duty disability benefits 28 and amounts credited to the employee for annuity purposes by 29 the fund after December 31, 2000 while the employee is 30 receiving ordinary disability shall not be included. 31 The acceptance of such refund in lieu of widow's annuity, 32 on the part of a widow, shall not deprive a child or children 33 of the right to receive a child's annuity as provided for in -27- LRB9208376EGfg 1 Sections 8-158 and 8-159 of this Article, and neither shall 2 the payment of a child's annuity in the case of such refund 3 to a widow reduce the amount herein set forth as refundable 4 to such widow electing a refund in lieu of widow's annuity. 5 (Source: P.A. 91-887, eff. 7-6-00.) 6 (40 ILCS 5/8-230.7) 7 Sec. 8-230.7. Service rendered to Public Building 8 Commission. 9 (a) An employee or former employee of the Public 10 Building Commission of the city who has established credit 11 under the Fund with regard to service to an employer other 12 than the Public Building Commission of the city may 13 contribute to the Fund and receive credit for all periods of 14 full-time employment withbythe Public Building Commission 15 created by the employing city occurring prior to 60 days 16 after the effective date of this amendatory Act, except for 17 those periods for which the employee retains a right to 18 credit in another public pension fund or retirement system 19 established under this Code. Such service credit shall be 20 paid for and granted on the same basis and under the same 21 conditions as are applicable in the case of employees who 22 make payment for past service under Section 8-230, provided 23 that the person must also pay the corresponding employer 24 contributions, and further provided that the contributions 25 and service credit are permitted under Section 415 of the 26 Internal Revenue Code of 1986. The contributions shall be 27 based on the salary actually received by the person from the 28 Commission for that employment. 29 (b) A person establishing service credit under 30 subsection (a) or electing to participate in the Fund under 31 subsection (d) may, at the same time, reinstate service 32 credit that was terminated through receipt of a refund by 33 repaying to the Fund the amount of the refund plus interest -28- LRB9208376EGfg 1 at the effective rate from the date of the refund to the date 2 of repayment. 3 (c) An eligible person may establish service credit 4 under subsection (a) and reinstate service credit under 5 subsection (b) without returning to active service as an 6 employee under this Article, but the required contributions 7 and repayment must be received by the Fund before the person 8 begins to receive a retirement annuity under this Article. 9 (d) Within 60 days after beginning full-time employment 10 with the Public Building Commission of the city (or within 60 11 days after the effective date of this amendatory Act of the 12 92nd General Assembly, whichever is later), a person having 13 service credits in this Fund or reinstating service credits 14 under subsection (b) may elect to participate in this Fund 15 with respect to that Public Building Commission employment. 16 An employee who participates in this Fund with respect to 17 Public Building Commission employment shall not, with respect 18 to the same period of employment, participate in any other 19 pension plan for employees of the Commission for which 20 contributions are made by the Commission, except that this 21 provision shall not prevent an employee from making elective 22 contributions to a plan of deferred compensation during that 23 period. An election under this subsection (d), once made, is 24 irrevocable. 25 Participation under this subsection shall be on the same 26 basis and under the same conditions as are applicable in the 27 case of participating employees of the city. Employee 28 contributions shall be based on the salary actually received 29 by the employee for that employment. Employer contributions 30 shall be paid by the Public Building Commission rather than 31 the city, at a rate to be determined by the Retirement Board. 32 (Source: P.A. 90-766, eff. 8-14-98.) 33 (40 ILCS 5/8-230.9 new) -29- LRB9208376EGfg 1 Sec. 8-230.9. Service rendered to Chicago Housing 2 Authority. 3 (a) Within 60 days after beginning full-time employment 4 with the Chicago Housing Authority (or within 60 days after 5 the effective date of this amendatory Act of the 92nd General 6 Assembly, whichever is later), a person having service 7 credits in this Fund or reinstating service credits under 8 subsection (c) may elect to participate in this Fund with 9 respect to that Chicago Housing Authority employment. An 10 employee who participates in this Fund with respect to 11 Chicago Housing Authority employment shall not, with respect 12 to the same period of employment, participate in any other 13 pension plan for employees of the Authority for which 14 contributions are made by the Authority, except that this 15 provision shall not prevent an employee from making elective 16 contributions to a plan of deferred compensation during that 17 period. An election under this subsection (a), once made, is 18 irrevocable. 19 Participation under this subsection shall be on the same 20 basis and under the same conditions as are applicable in the 21 case of participating employees of the city. Employee 22 contributions shall be based on the salary actually received 23 by the employee for that employment. Employer contributions 24 shall be paid by the Chicago Housing Authority rather than 25 the city, at a rate to be determined by the Retirement Board. 26 (b) An employee or former employee of the Chicago 27 Housing Authority who has established credit under the Fund 28 with regard to service to an employer other than the Chicago 29 Housing Authority may contribute to the Fund and receive 30 credit for all periods of full-time employment with the 31 Chicago Housing Authority occurring prior to 60 days after 32 the effective date of this amendatory Act, except for those 33 periods for which the employee retains a right to credit in 34 another public pension fund or retirement system established -30- LRB9208376EGfg 1 under this Code. Such service credit shall be paid for and 2 granted on the same basis and under the same conditions as 3 are applicable in the case of employees who make payment for 4 past service under Section 8-230, provided that the person 5 must also pay the corresponding employer contributions, and 6 further provided that the contributions and service credit 7 are permitted under Section 415 of the Internal Revenue Code 8 of 1986. The contributions shall be based on the salary 9 actually received by the person from the Authority for that 10 employment. 11 (c) A person establishing service credit under 12 subsection (b) or electing to participate in the Fund under 13 subsection (a) may, at the same time, reinstate service 14 credit that was terminated through receipt of a refund by 15 repaying to the Fund the amount of the refund plus interest 16 at the effective rate from the date of the refund to the date 17 of repayment. 18 (d) An eligible person may establish service credit 19 under subsection (b) and reinstate service credit under 20 subsection (c) without returning to active service as an 21 employee under this Article, but the required contributions 22 and repayment must be received by the Fund before the person 23 begins to receive a retirement annuity under this Article. 24 (40 ILCS 5/8-230.10 new) 25 Sec. 8-230.10. Service rendered to IHDA. An employee 26 with at least 10 years of creditable service in the Fund may 27 establish service credit for up to 7 years of full-time 28 employment by the Illinois Housing Development Authority for 29 which the employee does not have credit in another public 30 pension fund or retirement system. 31 To establish service credit under this Section, the 32 employee must apply to the Fund in writing by July 1, 2002 33 and pay to the Fund, at any time before beginning to receive -31- LRB9208376EGfg 1 a retirement annuity under this Article, an amount to be 2 determined by the Fund, consisting of (i) employee 3 contributions based on the salary actually received by the 4 person from the Illinois Housing Development Authority for 5 that employment and the contribution rates then in effect for 6 employees of the Fund, (ii) the corresponding employer 7 contributions, and (iii) regular interest on the amounts in 8 items (i) and (ii) from the date of the service to the date 9 of payment. 10 (40 ILCS 5/9-121.14 new) 11 Sec. 9-121.14. Benefit processors. An employee with at 12 least 5 years of creditable service under this Article may 13 purchase service credit for annuity purposes for up to 5 14 years of time spent working as a benefits processor for a 15 firm under contract with the Fund, by paying to the Fund 16 before July 1, 2002 an amount equal to 8.5% of the salary 17 received for that work or, if that salary is not 18 determinable, 8.5% of the employee's annual salary rate on 19 the first day of service in the Fund for each year of service 20 credit established under this Section. The employee may not 21 make optional contributions under Section 9-121.6 or 9-179.3 22 for periods of credit established under this Section. 23 (40 ILCS 5/9-121.15) 24 Sec. 9-121.15. Transfer of credit from Article 14 system. 25 A current or formerAnemployee shall be entitled to service 26 credit in the Fund for any creditable service transferred to 27 this Fund from the State Employees' Retirement System under 28 Section 14-105.7 of this Code. Credit under this Fund shall 29 be granted upon receipt by the Fund of the amounts required 30 to be transferred under Section 14-105.7; no additional 31 contribution is necessary. 32 (Source: P.A. 90-511, eff. 8-22-97.) -32- LRB9208376EGfg 1 (40 ILCS 5/9-121.16 new) 2 Sec. 9-121.16. Contractual service to the Retirement 3 Board. A person who has rendered continuous contractual 4 services (other than legal services) to the Retirement Board 5 for a period of at least 5 years may establish creditable 6 service in the Fund for up to 10 years of those services by 7 making written application to the Board before July 1, 2002 8 and paying to the Fund an amount to be determined by the 9 Board, equal to the employee contributions that would have 10 been required if those services had been performed as an 11 employee. 12 For the purposes of calculating the required payment, the 13 Board may determine the applicable salary equivalent based on 14 the compensation received by the person for performing those 15 contractual services. The salary equivalent calculated under 16 this Section shall not be used for determining final average 17 salary under Section 9-134 or any other provisions of this 18 Code. 19 A person may not make optional contributions under 20 Section 9-121.6 or 9-179.3 for periods of credit established 21 under this Section. 22 (40 ILCS 5/9-134) (from Ch. 108 1/2, par. 9-134) 23 Sec. 9-134. Minimum annuity - Additional provisions. 24 (a) An employee who withdraws after July 1, 1957 at age 25 60 or more with 20 or more years of service, for whom the 26 amount of age and service and prior service annuity combined 27 is less than the amount stated in this Section from the date 28 of withdrawal, instead of all annuities otherwise provided in 29 this Article, is entitled to receive an annuity for life of 30 an amount equal to 1 2/3% for each year of service, of his 31 highest average annual salary for any 5 consecutive years 32 within the last 10 years of service immediately preceding the 33 date of withdrawal; provided that in the case of any employee -33- LRB9208376EGfg 1 who withdraws on or after July 1, 1971, such employee age 60 2 or over with 20 or more years of service, or who withdraws on 3 or after January 1, 1982 and on or after attainment of age 65 4 with 10 or more years of service, shall instead receive an 5 annuity for life equal to 1.67% for each of the first 10 6 years of service; 1.90% for each of the next 10 years of 7 service; 2.10% for each year of service in excess of 20 but 8 not exceeding 30; and 2.30% for each year of service in 9 excess of 30, based on the highest average annual salary for 10 any 4 consecutive years within the last 10 years of service 11 immediately preceding the date of withdrawal. 12 An employee who withdraws after July 1, 1957, but prior 13 to January 1, 1988, with 20 or more years of service, before 14 age 60 is entitled to annuity, to begin not earlier than age 15 55, if under such age at withdrawal, as computed in the last 16 preceding paragraph, reduced 1/2 of 1% for each full month or 17 fractional part thereof that his attained age when annuity is 18 to begin is less than 60 to the end that the total reduction 19 at age 55 shall be 30%, except that an employee retiring at 20 age 55 or over but less than age 60, having at least 35 years 21 of service, shall not be subject to the reduction in his 22 retirement annuity because of retirement below age 60. 23 An employee who withdraws on or after January 1, 1988, 24 with 20 or more years of service and before age 60, is 25 entitled to annuity as computed above, to begin not earlier 26 than age 50 if under such age at withdrawal, reduced 1/2 of 27 1% for each full month or fractional part thereof that his 28 attained age when annuity is to begin is less than 60, to the 29 end that the total reduction at age 50 shall be 60%, except 30 that an employee retiring at age 50 or over but less than age 31 60, having at least 30 years of service, shall not be subject 32 to the reduction in retirement annuity because of retirement 33 below age 60. 34 An employee who withdraws on or after January 1, 1992 but -34- LRB9208376EGfg 1 before January 1, 1993, at age 60 or over with 5 or more 2 years of service, may elect, in lieu of any other employee 3 annuity provided in this Section, to receive an annuity for 4 life equal to 2.20% for each of the first 20 years of 5 service, and 2.40% for each year of service in excess of 20, 6 based on the highest average annual salary for any 4 7 consecutive years within the last 10 years of service 8 immediately preceding the date of withdrawal. An employee 9 who withdraws on or after January 1, 1992, but before January 10 1, 1993, on or after attainment of age 55 but before 11 attainment of age 60 with 5 or more years of service, is 12 entitled to elect such annuity, but the annuity shall be 13 reduced 0.25% for each full month or fractional part thereof 14 that his attained age when the annuity is to begin is less 15 than age 60, to the end that the total reduction at age 55 16 shall be 15%, except that an employee retiring at age 55 or 17 over but less than age 60, having at least 30 years of 18 service, shall not be subject to the reduction in retirement 19 annuity because of retirement below age 60. This annuity 20 benefit formula shall only apply to those employees who are 21 age 55 or over prior to January 1, 1993, and who elect to 22 withdraw at age 55 or over on or after January 1, 1992 but 23 before January 1, 1993. 24 An employee who withdraws on or after July 1, 1996 but 25 before August 1, 1996, at age 55 or over with 8 or more years 26 of service, may elect, in lieu of any other employee annuity 27 provided in this Section, to receive an annuity for life 28 equal to 2.20% for each of the first 20 years of service, and 29 2.40% for each year of service in excess of 20, based on the 30 highest average annual salary for any 4 consecutive years 31 within the last 10 years of service immediately preceding the 32 date of withdrawal, but the annuity shall be reduced by 0.25% 33 for each full month or fractional part thereof that the 34 annuitant's attained age when the annuity is to begin is less -35- LRB9208376EGfg 1 than age 60, unless the annuitant has at least 30 years of 2 service. 3 The maximum annuity under this paragraph (a) shall not 4 exceed 70% of highest average annual salary for any 5 5 consecutive years within the last 10 years of service in the 6 case of an employee who withdraws prior to July 1, 1971, and 7 75% of the highest average annual salary for any 4 8 consecutive years within the last 10 years of service 9 immediately preceding the date of withdrawal if withdrawal 10 takes place on or after July 1, 1971 and prior to January 1, 11 1988, and 80% of the highest average annual salary for any 4 12 consecutive years within the last 10 years of service 13 immediately preceding the date of withdrawal if withdrawal 14 takes place on or after January 1, 1988. Fifteen hundred 15 dollars shall be considered the minimum amount of annual 16 salary for any year, and the maximum shall be his salary as 17 defined in this Article, except that for the years before 18 1957 and subsequent to 1952 the maximum annual salary to be 19 considered shall be $6,000, and for any year before the year 20 1953, $4,800. 21 (b) Any employee who withdraws on or after July 1, 1985 22 but prior to January 1, 1988, at age 60 or over with 10 or 23 more years of service, may elect in lieu of the benefit in 24 paragraph (a) to receive an annuity for life equal to 2.00% 25 for each year of service, based on the highest average annual 26 salary for any 4 consecutive years within the last 10 years 27 of service immediately preceding the date of withdrawal. An 28 employee who withdraws on or after July 1, 1985, but prior to 29 January 1, 1988, with 10 or more years of service, but before 30 age 60, is entitled to elect such annuity, to begin not 31 earlier than age 55, but the annuity shall be reduced 0.5% 32 for each full month or fractional part thereof that his 33 attained age when the annuity is to begin is less than 60, to 34 the end that the total reduction at age 55 shall be 30%; -36- LRB9208376EGfg 1 except that an employee retiring at age 55 or over but less 2 than age 60, having at least 30 years of service, shall not 3 be subject to the reduction in retirement annuity because of 4 retirement below age 60. 5 An employee who withdraws on or after January 1, 1988, at 6 age 60 or over with 10 or more years of service, may elect, 7 in lieu of the benefit in paragraph (a), to receive an 8 annuity for life equal to 2.20% for each of the first 20 9 years of service, and 2.4% for each year of service in excess 10 of 20, based on the highest average annual salary for any 4 11 consecutive years within the last 10 years of service 12 immediately preceding the date of withdrawal. An employee who 13 withdraws on or after January 1, 1988, with 10 or more years 14 of service, but before age 60, is entitled to elect such 15 annuity, to begin not earlier than age 50, but the annuity 16 shall be reduced 0.5% for each full month or fractional part 17 thereof that his attained age when the annuity is to begin is 18 less than 60, to the end that the total reduction at age 50 19 shall be 60%, except that an employee retiring at age 50 or 20 over but less than age 60, having at least 30 years of 21 service, shall not be subject to the reduction in retirement 22 annuity because of retirement below age 60. 23 An employee who withdraws on or after December 31, 2000 24 with 10 or more years of service may elect, in lieu of any 25 other retirement annuity provided under this Article, to 26 receive an annuity for life, beginning no earlier than upon 27 attainment of age 50, equal to 2.40% of his or her highest 28 average annual salary for any 4 consecutive years within the 29 last 10 years of service immediately preceding withdrawal, 30 for each year of service. If the employee has less than 30 31 years of service, the annuity shall be reduced by 0.5% for 32 each full month or remaining fraction thereof that the 33 employee's attained age when the annuity is to begin is less 34 than 60. -37- LRB9208376EGfg 1 The maximum annuity under this paragraph (b) shall not 2 exceed 75% of the highest average annual salary for any 4 3 consecutive years within the last 10 years of service 4 immediately preceding the date of withdrawal if withdrawal 5 occurs prior to January 1, 1988, or 80% of the highest 6 average annual salary for any 4 consecutive years within the 7 last 10 years of service immediately preceding the date of 8 withdrawal if withdrawal takes place on or after January 1, 9 1988. 10 The provisions of this paragraph (b) do not apply to any 11 former County employee receiving an annuity from the fund, 12 who re-enters service as a County employee, unless he renders 13 at least 3 years of additional service after the date of 14 re-entry. 15 (c) For an employee receiving disability benefit, the 16 salary for annuity purposes under paragraph (a) or (b) of 17 this Section shall, for all periods of disability benefit 18 subsequent to the year 1956, be the amount on which his 19 disability benefit was based. 20 (d) A county employee with 20 or more years of service, 21 whose entire disability benefit credit period expires before 22 attainment of age 50 (age 55 if expiration occurs before 23 January 1, 1988), while still disabled for service is 24 entitled upon withdrawal to the larger of: 25 (1) The minimum annuity provided above, assuming 26 that he is then age 50 (age 55 if expiration occurs 27 before January 1, 1988), and reducing such annuity to its 28 actuarial equivalent at his attained age on such date, or 29 (2) the annuity provided from his age and service 30 and prior service annuity credits. 31 (e) The minimum annuity provisions above do not apply to 32 any former county employee receiving an annuity from the 33 fund, who re-enters service as a county employee, unless he 34 renders at least 3 years of additional service after the date -38- LRB9208376EGfg 1 of re-entry. 2 (f) Any employee in service on July 1, 1947, or who 3 enters service thereafter before attaining age 65 and 4 withdraws after age 65 with less than 10 years of service for 5 whom the annuity has been fixed under the foregoing Sections 6 of this Article, shall, instead of the annuity so fixed, 7 receive an annuity as follows: 8 Such amount as he could have received had the accumulated 9 amounts for annuity been improved with interest at the 10 effective rate to the date of withdrawal, or to attainment of 11 age 70, whichever is earlier, and had the county contributed 12 to such earlier date for age and service annuity the amount 13 that it would have contributed had he been under age 65, 14 after the date his annuity was fixed in accordance with this 15 Article, and assuming his annuity were computed from such 16 accumulations as of his age on such earlier date. However 17 those employees who before July 1, 1953, made additional 18 contributions in accordance with this Article, the annuity so 19 computed under this paragraph shall not exceed the annuity 20 which would be payable under the other provisions of this 21 Section if the employee concerned was credited with 20 years 22 of service and would qualify for annuity thereunder. 23 (g) Instead of the annuity provided in this or any other 24 Section of this Article, an employee having attained age 65 25 with at least 15 years of service may elect to receive a 26 minimum annual annuity for life equal to 1% of the highest 27 average annual salary for any 4 consecutive years within the 28 last 10 years of service immediately preceding retirement for 29 each year of service, plus the sum of $25 for each year of 30 service provided that no such minimum annual annuity may be 31 greater than 60% of such highest average annual salary. 32 (h) The annuity is payable in equal monthly 33 installments. 34 (i) If, by operation of law, a function of a -39- LRB9208376EGfg 1 governmental unit, as defined by Section 20-107 of this Code, 2 is transferred in whole or in part to the county in which 3 this Article 9 is created as set forth in Section 9-101, and 4 employees of the governmental unit are transferred as a class 5 to such county, the earnings credits in the retirement system 6 covering the governmental unit which have been validated 7 under Section 20-109 of this Code shall be considered in 8 determining the highest average annual salary for purposes of 9 this Section 9-134. 10 (j) The annuity being paid to an employee annuitant on 11 July 1, 1988, shall be increased on that date by 1% for each 12 full year that has elapsed from the date the annuity began. 13 (k) Notwithstanding anything to the contrary in this 14 Article 9, Section 20-131 shall not apply to an employee who 15 withdraws on or after January 1, 1988, but prior to attaining 16 age 55. Therefore, no employee shall be entitled to elect to 17 have the alternative formula previously set forth in Section 18 20-122 prior to the amendatory Act of 1975 apply to any 19 annuity, the payment of which commenced after January 1, 20 1988, but prior to such employee's attainment of age 55. 21 (Source: P.A. 86-272; 87-794.) 22 (40 ILCS 5/9-134.3) 23 Sec. 9-134.3. Early retirement incentives. 24 (a) To be eligible for the benefits provided in this 25 Section, a person must: 26 (1) be a current contributing member of the Fund 27 established under this Article who, on May 1, 1997 and 28 within 30 days prior to the date of retirement, is (i) in 29 active payroll status in a position of employment under 30 this Article or (ii) receiving disability benefits under 31 Section 9-156 or 9-157; or else be eligible under 32 subsection (g); 33 (2) have not previously retired from the Fund, -40- LRB9208376EGfg 1 except as provided under subsection (g); 2 (3) file with the Board before October 1, 1997 (or 3 the date specified in subsection (g), if applicable),a 4 written application requesting the benefits provided in 5 this Section; 6 (4) elect to retire under this Section on or after 7 September 1, 1997 and on or before February 28, 1998 (or 8 the date established under subsection (d) or (g), if 9 applicable); 10 (5) have attained age 55 on or before the date of 11 retirement and before February 28, 1998; and 12 (6) have at least 10 years of creditable service in 13 the Fund, excluding service in any of the other 14 participating systems under the Retirement Systems 15 Reciprocal Act, by the effective date of the retirement 16 annuity or February 28, 1998, whichever occurs first. 17 (b) An employee who qualifies for the benefits provided 18 under this Section shall be entitled to the following: 19 (1) The employee's retirement annuity, as 20 calculated under the other provisions of this Article, 21 shall be increased at the time of retirement by an amount 22 equal to 1% of the employee's average annual salary for 23 the highest 4 consecutive years within the last 10 years 24 of service, multiplied by the employee's number of years 25 of service credit in this Fund up to a maximum of 10 26 years; except that the total retirement annuity, 27 including any additional benefits elected under Section 28 9-121.6 or 9-179.3, shall not exceed 80% of that highest 29 average annual salary. 30 (2) If the employee's retirement annuity is 31 calculated under Section 9-134, the employee shall not be 32 subject to the reduction in retirement annuity because of 33 retirement below age 60 that is otherwise required under 34 that Section. -41- LRB9208376EGfg 1 (c) A person who elects to retire under the provisions 2 of this Section thereby relinquishes his or her right, if 3 any, to have the retirement annuity calculated under the 4 alternative formula formerly set forth in Section 20-122 of 5 the Retirement Systems Reciprocal Act. 6 (d) In the case of an employee whose immediate 7 retirement could jeopardize public safety or create hardship 8 for the employer, the deadline for retirement provided in 9 subdivision (a)(4) of this Section may be extended to a 10 specified date, no later than August 31, 1998, by the 11 employee's department head, with the approval of the 12 President of the County Board. In the case of an employee 13 who is not employed by a department of the County, the 14 employee's "department head", for the purposes of this 15 Section, shall be a person designated by the President of the 16 County Board. 17 (e) Notwithstanding Section 9-161, an annuitant who 18 reenters service under this Article after receiving a 19 retirement annuity based on benefits provided under this 20 Section thereby forfeits the right to continue to receive 21 those benefits and shall have his or her retirement annuity 22 recalculated without the benefits provided in this Section. 23 (f) This Section also applies to the Fund established 24 under Article 10 of this Code. 25 (g) A person who (1) was a participating employee on 26 November 30, 1996, (2) was laid off on or after December 1, 27 1996 and before May 1, 1997 due to the elimination of the 28 employee's job or position, (3) meets the requirements of 29 items (3) through (6) of subsection (a), and (4) has not been 30 reinstated as a Cook County employee since being laid off is 31 eligible for the benefits provided under this Section. For 32 such a person, the application required under subdivision 33 (a)(3) of this Section must be filed within 60 days after the 34 effective date of this amendatory Act of the 92nd General -42- LRB9208376EGfg 1 Assembly, and the date of retirement must be within 60 days 2 after the effective date of this amendatory Act. 3 In the case of a person eligible under this subsection 4 (g) who began to receive a retirement annuity before the 5 effective date of this amendatory Act, the annuity shall be 6 recalculated to include the increase under this Section, and 7 that increase shall take effect on the first annuity payment 8 date following the date of application. 9 (Source: P.A. 90-32, eff. 6-27-97.) 10 (40 ILCS 5/9-134.4 new) 11 Sec. 9-134.4. Early retirement incentives. 12 (a) To be eligible for the benefits provided in this 13 Section, a person must: 14 (1) be a current contributing member of the Fund 15 established under this Article who, on January 1, 2001 16 and within 30 days prior to the date of retirement, is 17 (i) in active payroll status in a position of employment 18 under this Article or (ii) receiving disability benefits 19 under Section 9-156 or 9-157; 20 (2) have not previously retired from the Fund; 21 (3) file with the Board before June 1, 2002 a 22 written application requesting the benefits provided in 23 this Section; 24 (4) elect to retire under this Section on or after 25 June 1, 2002 and on or before November 30, 2002 (or the 26 date established under subsection (d), if applicable); 27 (5) have attained age 50 on or before the date of 28 retirement and before November 30, 2002; and 29 (6) have at least 20 years of creditable service in 30 the Fund, excluding service in any of the other 31 participating systems under the Retirement Systems 32 Reciprocal Act, by the effective date of the retirement 33 annuity or November 30, 2002, whichever occurs first. -43- LRB9208376EGfg 1 (b) An employee who qualifies for the benefits provided 2 under this Section shall be entitled to the following: 3 (1) The employee's retirement annuity, as 4 calculated under the other provisions of this Article, 5 shall be increased at the time of retirement by an amount 6 equal to 1% of the employee's average annual salary for 7 the highest 4 consecutive years within the last 10 years 8 of service, multiplied by the employee's number of years 9 of service credit in this Fund up to a maximum of 10 10 years; except that the total retirement annuity, 11 including any additional benefits elected under Section 12 9-121.6 or 9-179.3, shall not exceed 80% of that highest 13 average annual salary. 14 (2) If the employee's retirement annuity is 15 calculated under Section 9-134, the employee shall not be 16 subject to the reduction in retirement annuity because of 17 retirement below age 60 that is otherwise required under 18 that Section. 19 (c) A person who elects to retire under the provisions 20 of this Section thereby relinquishes his or her right, if 21 any, to have the retirement annuity calculated under the 22 alternative formula formerly set forth in Section 20-122 of 23 the Retirement Systems Reciprocal Act. 24 (d) In the case of an employee whose immediate 25 retirement could jeopardize public safety or create hardship 26 for the employer, the deadline for retirement provided in 27 subdivision (a)(4) of this Section may be extended to a 28 specified date, no later than May 31, 2003, by the employee's 29 department head, with the approval of the President of the 30 County Board. In the case of an employee who is not employed 31 by a department of the County, the employee's "department 32 head", for the purposes of this Section, shall be a person 33 designated by the President of the County Board. 34 (e) Notwithstanding Section 9-161, an annuitant who -44- LRB9208376EGfg 1 reenters service under this Article after receiving a 2 retirement annuity based on benefits provided under this 3 Section thereby forfeits the right to continue to receive 4 those benefits and shall have his or her retirement annuity 5 recalculated without the benefits provided in this Section. 6 (f) This Section also applies to the Fund established 7 under Article 10 of this Code. 8 (40 ILCS 5/9-163) (from Ch. 108 1/2, par. 9-163) 9 Sec. 9-163. Restoration of rights. An employee who has 10 withdrawn as a refund the amounts credited for annuity 11 purposes, and who re-enters service and serves for periods 12 comprising at least 2 years after the date of the last refund 13 paid to him, may have his annuity rights restored by making 14 application to the board in writing for the privilege of 15 reinstating such rights and by compliance with the following 16 provisions: 17 (a) The employee shall repay in full to the fund 18 while in service all refunds received, together with 19 interest at the effective rate from the application date 20 of such refund or refunds to the date of repayment. 21 (b) If payment is not made in a single sum, the 22 repayment may be made in installments by deductions from 23 salary or otherwise in such amounts as the employee may 24 elect to pay, with interest at the effective rate 25 accruing on unpaid balances. 26 (c) If the employee withdraws from service or dies 27 in service before full repayment is made, or during the 28 required return to service, the amounts repaid, including 29 interest repaid but without further interest, shall be 30 refunded in accordance with the refund provisions of this 31 Article. 32 For an employee who applies to the Fund to reinstate 33 credit and repay a refund between January 1, 1993 and March -45- LRB9208376EGfg 1 1, 1993, the 2 year minimum period of subsequent service 2 required under item (a) shall be instead a period of 6 3 months. 4 A person who establishes service credit under Section 5 9-121.16 may, at the same time, reinstate credit in this Fund 6 and repay a refund without a return to service, 7 notwithstanding the other provisions of this Section. 8 (Source: P.A. 87-1265.) 9 (40 ILCS 5/9-179.3) (from Ch. 108 1/2, par. 9-179.3) 10 Sec. 9-179.3. Optional plan of additional benefits and 11 contributions. 12 (a) While this plan is in effect, an employee may 13 establish additional optional credit for additional optional 14 benefits by electing in writing at any time to make 15 additional optional contributions. The employee may 16 discontinue making the additional optional contributions at 17 any time by notifying the fund in writing. 18 (b) Additional optional contributions for the additional 19 optional benefits shall be as follows: 20 (1) For service after the option is elected, an 21 additional contribution of 3% of salary shall be 22 contributed to the fund on the same basis and under the 23 same conditions as contributions required under Sections 24 9-170 and 9-176. 25 (2) For service before the option is elected, an 26 additional contribution of 3% of the salary for the 27 applicable period of service, plus interest at the 28 effective rate from the date of service to the date of 29 payment. All payments for past service must be paid in 30 full before credit is given. No additional optional 31 contributions may be made for any period of service for 32 which credit has been previously forfeited by acceptance 33 of a refund, unless the refund is repaid in full with -46- LRB9208376EGfg 1 interest at the effective rate from the date of refund to 2 the date of repayment. 3 (c) Additional optional benefits shall accrue for all 4 periods of eligible service for which additional 5 contributions are paid in full. The additional benefit shall 6 consist of an additional 1% for each year of service for 7 which optional contributions have been paid, based on the 8 highest average annual salary for any 4 consecutive years 9 within the last 10 years of service immediately preceding the 10 date of withdrawal, to be added to the employee retirement 11 annuity benefits as otherwise computed under this Article. 12 The calculation of these additional benefits shall be subject 13 to the same terms and conditions as are used in the 14 calculation of retirement annuity under Section 9-134. The 15 additional benefit shall be included in the calculation of 16 the automatic annual increase in annuity, and in the 17 calculation of widow's annuity, where applicable. However no 18 additional benefits will be granted which produce a total 19 annuity greater than the applicable maximum established for 20 that type of annuity in this Article, and additional benefits 21 shall not apply to any benefit computed under Section 22 9-128.1. 23 (d) Refunds of additional optional contributions shall 24 be made on the same basis and under the same conditions as 25 provided under Sections 9-164, 9-166 and 9-167. Interest 26 shall be credited at the effective rate on the same basis and 27 under the same conditions as for other contributions. 28 (e) Optional contributions shall be accounted for in a 29 separate Optional Contribution Reserve. 30 (f) The tax levy, computed under Section 9-169, shall be 31 based on employee contributions including the amount of 32 optional additional employee contributions. 33 (g) Service eligible under this Section may include only 34 service as an employee of the County as defined in Section -47- LRB9208376EGfg 1 9-108, and subject to Sections 9-219 and 9-220. No service 2 granted under Section 9-121.1, 9-121.4 or 9-179.2 shall be 3 eligible for optional service credit. No optional service 4 credit may be established for any military service, or for 5 any service under any other Article of this Code. Optional 6 service credit may be established for any period of 7 disability paid from this fund, if the employee makes 8 additional optional contributions for such periods of 9 disability. 10 (h) This plan of optional benefits and contributions 11 shall not apply to any former county employee receiving an 12 annuity from the fund, who re-enters service as a County 13 employee, unless he renders at least 3 years of additional 14 service after the date of re-entry. 15 (i) The effective date of the optional plan of 16 additional benefits and contributions shall be July 1, 1985, 17 or the date upon which approval is received from the Internal 18 Revenue Service, whichever is later. 19 (j) This plan of additional benefits and contributions 20 shall expire July 1, 20052002. No additional contributions 21 may be made after that date, and no additional benefits will 22 accrue after that date. 23 (Source: P.A. 90-32, eff. 6-27-97; 90-460, eff. 8-17-97.) 24 (40 ILCS 5/9-185) (from Ch. 108 1/2, par. 9-185) 25 Sec. 9-185. Board created. 26 (a) A board of 97members shall constitute the board of 27 trustees authorized to carry out the provisions of this 28 Article. The board of trustees shall be known as "The 29 Retirement Board of the County Employees' Annuity and Benefit 30 Fund of .... County". The board shall consist of 2 members 31 appointed and 75members elected as hereinafter prescribed. 32 (b) The appointed members shall be appointed as follows: 33 One member shall be appointed by the comptroller of such -48- LRB9208376EGfg 1 county, who may be the comptroller or some person chosen by 2 him from among employees of the county, who are versed in the 3 affairs of the comptroller's office; and one member shall be 4 appointed by the treasurer of such county, who may be the 5 treasurer or some person chosen by him from among employees 6 of the County who are versed in the affairs of the 7 treasurer's office. 8 The member appointed by the comptroller shall hold office 9 for a term ending on December 1st of the first year following 10 the year of appointment. The member appointed by the county 11 treasurer shall hold office for a term ending on December 1st 12 of the second year following the year of appointment. 13 Thereafter, each appointed member shall be appointed by 14 the officer that appointed his predecessor for a term of 2 15 years. 16 (c) Three county employee members of the board shall be 17 elected as follows: within 30 days from and after the date 18 upon which this Article comes into effect in the county, the 19 clerk of the county shall arrange for and hold an election. 20 One employee shall be elected for a term ending on the first 21 day in the month of December of the first year next following 22 the effective date; one for a term ending on December 1st of 23 the following year; and one for a term ending December 1st of 24 the second following year. 25 (d) Beginning December 1, 1988, and every 3 years 26 thereafter, an annuitant member of the board shall be elected 27 as follows: the board shall arrange for and hold an election 28 in which only those participants who are currently receiving 29 retirement or disability benefits under this Article shall be 30 eligible to vote and be elected. Each such member shall be 31 elected to a term ending on the first day in the month of 32 December of the third following year. 33 (d-1) Beginning December 1, 2001, and every 3 years 34 thereafter, an annuitant member of the board shall be elected -49- LRB9208376EGfg 1 as follows: the board shall arrange for and hold an election 2 in which only those participants who are currently receiving 3 retirement or disability benefits under this Article shall be 4 eligible to vote and be elected. Each such member shall be 5 elected to a term ending on the first day in the month of 6 December of the third following year. Until December 1, 7 2001, the position created under this subsection (d-1) may be 8 filled by the board as in the case of a vacancy. 9 (e) Beginning December 1, 1988, if a Forest Preserve 10 District Employees' Annuity and Benefit Fund shall be in 11 force in such county and the board of this fund is charged 12 with administering the affairs of such annuity and benefit 13 fund for employees of such forest preserve district, a forest 14 preserve district member of the board shall be elected as of 15 December 1, 1988, and every 3 years thereafter as follows: 16 the board shall arrange for and hold an election in which 17 only those employees of such forest preserve district who are 18 contributors to the annuity and benefit fund for employees of 19 such forest preserve district shall be eligible to vote and 20 be elected. Each such member shall be elected to a term 21 ending on the first day in the month of December of the third 22 following year. 23 (f) Beginning December 1, 2001, and every 3 years 24 thereafter, if a Forest Preserve District Employees' Annuity 25 and Benefit Fund is in force in the county and the board of 26 this Fund is charged with administering the affairs of that 27 annuity and benefit fund for employees of the forest preserve 28 district, a forest preserve district annuitant member of the 29 board shall be elected as follows: the board shall arrange 30 for and hold an election in which only those participants who 31 are currently receiving retirement benefits under Article 10 32 shall be eligible to vote and be elected. Each such member 33 shall be elected to a term ending on the first day in the 34 month of December of the third following year. Until -50- LRB9208376EGfg 1 December 1, 2001, the position created under this subsection 2 (f) may be filled by the board as in the case of a vacancy. 3 (Source: P.A. 85-964; 86-1488.) 4 (40 ILCS 5/9-186) (from Ch. 108 1/2, par. 9-186) 5 Sec. 9-186. Board elections. In each year, the board 6 shall conduct a regular election, under rules adopted by it, 7 at least 30 days prior to the expiration of the term of each 8 elected employee or annuitant member. 9 To be eligible to be a county employee member, a person 10 must be an employee of the county and must have at least 5 11 years of service credit in that capacity by December 1 of the 12 year of election. To be eligible to be a forest preserve 13 district member, a person must be an employee of the forest 14 preserve district and must have at least 5 years of service 15 credit in that capacity by December 1 of the year of 16 election. 17 Only those persons who are employees of the county shall 18 be eligible to vote for the 3 county employee members, only 19 those persons who are employees of the forest preserve 20 district shall be eligible to vote for the forest preserve 21 district member,andonly those persons who are currently 22 receiving retirement or disability benefits under this 23 Article shall be eligible to vote for the annuitant members 24 elected under subsections (d) and (d-1) of Section 9-185, and 25 only those persons who are currently receiving retirement 26 benefits under Article 10 shall be eligible to vote for the 27 forest preserve district annuitant member elected under 28 subsection (f) of Section 9-185. The ballot shall be of 29 secret character. 30 Except as otherwise provided in Section 9-187, each 31 member of the board shall hold office until his successor is 32 chosen and has qualified. 33 Any person elected or appointed a member of the board -51- LRB9208376EGfg 1 shall qualify for the office by taking an oath of office to 2 be administered by the county clerk or a person designated by 3 him. A copy thereof shall be kept in the office of the 4 county clerk. Any appointment or notice of election shall be 5 in writing and the written instrument shall be filed with the 6 oath. 7 (Source: P.A. 85-964; 86-1488.) 8 (40 ILCS 5/9-187) (from Ch. 108 1/2, par. 9-187) 9 Sec. 9-187. Board vacancy. 10 (a) A vacancy in the membership of the board shall be 11 filled as follows: 12 If the vacancy is that of an appointive member, the 13 official who appointed him shall appoint a person to serve 14 for the unexpired term. 15 If the vacancy is that of a county employee member, the 16 remaining members of the board shall appoint a successor from 17 among the employees of the county, who shall serve during the 18 remainder of the unexpired term. 19 If the vacancy is that of a forest preserve district 20 member, the remaining members of the board shall appoint a 21 successor from among the employees of the forest preserve 22 district, who shall serve during the remainder of the 23 unexpired term. 24 If the vacancy is that of an annuitant member other than 25 a forest preserve district annuitant member, the remaining 26 members of the board shall appoint a successor from among 27 those persons who are currently receiving retirement or 28 disability benefits under this Article. 29 If the vacancy is that of a forest preserve district 30 annuitant member, the remaining members of the board shall 31 appoint a successor from among those persons who are 32 currently receiving retirement benefits under Article 10. 33 (b) Any county or forest preserve district member who -52- LRB9208376EGfg 1 withdraws from service shall automatically cease to be a 2 member of the board. Any annuitant member other than a 3 forest preserve district annuitant member whose retirement or 4 disability benefits cease under this Article, and any forest 5 preserve district annuitant member whose retirement benefits 6 cease under Article 10, shall also automatically cease to be 7 a member of the Board. 8 (Source: P.A. 85-964; 86-1488.) 9 (40 ILCS 5/9-219) (from Ch. 108 1/2, par. 9-219) 10 Sec. 9-219. Computation of service. 11 (1) In computing the term of service of an employee 12 prior to the effective date, the entire period beginning on 13 the date he was first appointed and ending on the day before 14 the effective date, except any intervening period during 15 which he was separated by withdrawal from service, shall be 16 counted for all purposes of this Article. 17 (2) In computing the term of service of any employee on 18 or after the effective date, the following periods of time 19 shall be counted as periods of service for age and service, 20 widow's and child's annuity purposes: 21 (a) The time during which he performed the duties 22 of his position. 23 (b) Vacations, leaves of absence with whole or part 24 pay, and leaves of absence without pay not longer than 90 25 days. 26 (c) For an employee who is a member of a county 27 police department or a correctional officer with the 28 county department of corrections, approved leaves of 29 absence without pay during which the employee serves as a 30 full-time officer or employeeheadof an employee 31 association, the membership of which consists of other 32 participants in the Fundpolice officers, provided that 33 the employee contributes to the Fund (1) the amount that -53- LRB9208376EGfg 1 he would have contributed had he remained an active 2 employeemember of the county police departmentin the 3 position he occupied at the time the leave of absence was 4 granted, (2) an amount calculated by the Board 5 representing employer contributions, and (3) regular 6 interest thereon from the date of service to the date of 7 payment. However, if the employee's application to 8 establish credit under this subsection is received by the 9 Fund on or after January 1, 2002 and before July 1, 2002, 10 the amount representing employer contributions specified 11 in item (2) shall be waived. 12 For a former member of a county police department 13 who has received a refund under Section 9-164, periods 14 during which the employee serves as head of an employee 15 association, the membership of which consists of other 16 police officers, provided that the employee contributes 17 to the Fund (1) the amount that he would have contributed 18 had he remained an active member of the county police 19 department in the position he occupied at the time he 20 left service, (2) an amount calculated by the Board 21 representing employer contributions, and (3) regular 22 interest thereon from the date of service to the date of 23 payment. However, if the former member of the county 24 police department retires on or after January 1, 1993 but 25 no later than March 1, 1993, the amount representing 26 employer contributions specified in item (2) shall be 27 waived. 28 (d) Any period of disability for which he received 29 disability benefit or whole or part pay. 30 (e) Accumulated vacation or other time for which an 31 employee who retires on or after November 1, 1990 32 receives a lump sum payment at the time of retirement, 33 provided that contributions were made to the fund at the 34 time such lump sum payment was received. The service -54- LRB9208376EGfg 1 granted for the lump sum payment shall not change the 2 employee's date of withdrawal for computing the effective 3 date of the annuity. 4 (f) An employee may receive service credit for 5 annuity purposes for accumulated sick leave as of the 6 date of the employee's withdrawal from service, not to 7 exceed a total of 180 days, provided that the amount of 8 such accumulated sick leave is certified by the County 9 Comptroller to the Board and the employee pays an amount 10 equal to 8.5% (9% for members of the County Police 11 Department who are eligible to receive an annuity under 12 Section 9-128.1) of the amount that would have been paid 13 had such accumulated sick leave been paid at the 14 employee's final rate of salary. Such payment shall be 15 made within 30 days after the date of withdrawal and 16 prior to receipt of the first annuity check. The service 17 credit granted for such accumulated sick leave shall not 18 change the employee's date of withdrawal for the purpose 19 of computing the effective date of the annuity. 20 (3) In computing the term of service of an employee on 21 or after the effective date for ordinary disability benefit 22 purposes, the following periods of time shall be counted as 23 periods of service: 24 (a) Unless otherwise specified in Section 9-157, 25 the time during which he performed the duties of his 26 position. 27 (b) Paid vacations and leaves of absence with whole 28 or part pay. 29 (c) Any period for which he received duty 30 disability benefit. 31 (d) Any period of disability for which he received 32 whole or part pay. 33 (4) For an employee who on January 1, 1958, was 34 transferred by Act of the 70th General Assembly from his -55- LRB9208376EGfg 1 position in a department of welfare of any city located in 2 the county in which this Article is in force and effect to a 3 similar position in a department of such county, service 4 shall also be credited for ordinary disability benefit and 5 child's annuity for such period of department of welfare 6 service during which period he was a contributor to a 7 statutory annuity and benefit fund in such city and for which 8 purposes service credit would otherwise not be credited by 9 virtue of such involuntary transfer. 10 (5) An employee described in subsection (e) of Section 11 9-108 shall receive credit for child's annuity and ordinary 12 disability benefit for the period of time for which he was 13 credited with service in the fund from which he was 14 involuntarily separated through class or group transfer; 15 provided, that no such credit shall be allowed to the extent 16 that it results in a duplication of credits or benefits, and 17 neither shall such credit be allowed to the extent that it 18 was or may be forfeited by the application for and acceptance 19 of a refund from the fund from which the employee was 20 transferred. 21 (6) Overtime or extra service shall not be included in 22 computing service. Not more than 1 year of service shall be 23 allowed for service rendered during any calendar year. 24 (Source: P.A. 86-1488; 87-794; 87-1265.) 25 (40 ILCS 5/11-134) (from Ch. 108 1/2, par. 11-134) 26 Sec. 11-134. Minimum annuities. 27 (a) An employee whose withdrawal occurs after July 1, 28 1957 at age 60 or over, with 20 or more years of service, (as 29 service is defined or computed in Section 11-216), for whom 30 the age and service and prior service annuity combined is 31 less than the amount stated in this Section, shall, from and 32 after the date of withdrawal, in lieu of all annuities 33 otherwise provided in this Article, be entitled to receive an -56- LRB9208376EGfg 1 annuity for life of an amount equal to 1 2/3% for each year 2 of service, of the highest average annual salary for any 5 3 consecutive years within the last 10 years of service 4 immediately preceding the date of withdrawal; provided, that 5 in the case of any employee who withdraws on or after July 1, 6 1971, such employee age 60 or over with 20 or more years of 7 service, shall be entitled to instead receive an annuity for 8 life equal to 1.67% for each of the first 10 years of 9 service; 1.90% for each of the next 10 years of service; 10 2.10% for each year of service in excess of 20 but not 11 exceeding 30; and 2.30% for each year of service in excess of 12 30, based on the highest average annual salary for any 4 13 consecutive years within the last 10 years of service 14 immediately preceding the date of withdrawal. 15 An employee who withdraws after July 1, 1957 and before 16 January 1, 1988, with 20 or more years of service, before age 17 60, shall be entitled to an annuity, to begin not earlier 18 than age 55, if under such age at withdrawal, as computed in 19 the last preceding paragraph, reduced 0.25% if the employee 20 was born before January 1, 1936, or 0.5% if the employee was 21 born on or after January 1, 1936, for each full month or 22 fractional part thereof that his attained age when such 23 annuity is to begin is less than 60. 24 Any employee born before January 1, 1936 who withdraws 25 with 20 or more years of service, and any employee with 20 or 26 more years of service who withdraws on or after January 1, 27 1988, may elect to receive, in lieu of any other employee 28 annuity provided in this Section, an annuity for life equal 29 to 1.80% for each of the first 10 years of service, 2.00% for 30 each of the next 10 years of service, 2.20% for each year of 31 service in excess of 20, but not exceeding 30, and 2.40% for 32 each year of service in excess of 30, of the highest average 33 annual salary for any 4 consecutive years within the last 10 34 years of service immediately preceding the date of -57- LRB9208376EGfg 1 withdrawal, to begin not earlier than upon attained age of 55 2 years, if under such age at withdrawal, reduced 0.25% for 3 each full month or fractional part thereof that his attained 4 age when annuity is to begin is less than 60; except that an 5 employee retiring on or after January 1, 1988, at age 55 or 6 over but less than age 60, having at least 35 years of 7 service, or an employee retiring on or after July 1, 1990, at 8 age 55 or over but less than age 60, having at least 30 years 9 of service, or an employee retiring on or after the effective 10 date of this amendatory Act of 1997, at age 55 or over but 11 less than age 60, having at least 25 years of service, shall 12 not be subject to the reduction in retirement annuity because 13 of retirement below age 60. 14 However, in the case of an employee who retired on or 15 after January 1, 1985 but before January 1, 1988, at age 55 16 or older and with at least 35 years of service, and who was 17 subject under this subsection (a) to the reduction in 18 retirement annuity because of retirement below age 60, that 19 reduction shall cease to be effective January 1, 1991, and 20 the retirement annuity shall be recalculated accordingly. 21 Any employee who withdraws on or after July 1, 1990, with 22 20 or more years of service, may elect to receive, in lieu of 23 any other employee annuity provided in this Section, an 24 annuity for life equal to 2.20% for each year of service if 25 withdrawal is before 60 days after the effective date of this 26 amendatory Act of the 92nd General Assembly, or 2.40% for 27 each year of service if withdrawal is 60 days after the 28 effective date of this amendatory Act of the 92nd General 29 Assembly or later, of the highest average annual salary for 30 any 4 consecutive years within the last 10 years of service 31 immediately preceding the date of withdrawal, to begin not 32 earlier than upon attained age of 55 years, if under such age 33 at withdrawal, reduced 0.25% for each full month or 34 fractional part thereof that his attained age when annuity is -58- LRB9208376EGfg 1 to begin is less than 60; except that an employee retiring at 2 age 55 or over but less than age 60, having at least 30 years 3 of service, shall not be subject to the reduction in 4 retirement annuity because of retirement below age 60. 5 Any employee who withdraws on or after the effective date 6 of this amendatory Act of 1997 with 20 or more years of 7 service may elect to receive, in lieu of any other employee 8 annuity provided in this Section, an annuity for life equal 9 to 2.20%, for each year of service if withdrawal is before 60 10 days after the effective date of this amendatory Act of the 11 92nd General Assembly, or 2.40% for each year of service if 12 withdrawal is 60 days after the effective date of this 13 amendatory Act of the 92nd General Assembly or later, of the 14 highest average annual salary for any 4 consecutive years 15 within the last 10 years of service immediately preceding the 16 date of withdrawal, to begin not earlier than upon attainment 17 of age 55 (age 50 if the employee has at least 30 years of 18 service), reduced 0.25% for each full month or remaining 19 fractional part thereof that the employee's attained age when 20 annuity is to begin is less than 60; except that an employee 21 retiring at age 50 or over with at least 30 years of service 22 or at age 55 or over with at least 25 years of service shall 23 not be subject to the reduction in retirement annuity because 24 of retirement below age 60. 25 The maximum annuity payable under this paragraph (a) of 26 this Section shall not exceed 70% of highest average annual 27 salary in the case of an employee who withdraws prior to July 28 1, 1971, 75% if withdrawal takes place on or after July 1, 29 1971, and prior to 60 days after the effective date of this 30 amendatory Act of the 92nd General Assembly, or 80% if 31 withdrawal is 60 days after the effective date of this 32 amendatory Act of the 92nd General Assembly or later. For the 33 purpose of the minimum annuity provided in said paragraphs 34 $1,500 shall be considered the minimum annual salary for any -59- LRB9208376EGfg 1 year; and the maximum annual salary to be considered for the 2 computation of such annuity shall be $4,800 for any year 3 prior to 1953, $6,000 for the years 1953 to 1956, inclusive, 4 and the actual annual salary, as salary is defined in this 5 Article, for any year thereafter. 6 (b) For an employee receiving disability benefit, his 7 salary for annuity purposes under this Section shall, for all 8 periods of disability benefit subsequent to the year 1956, be 9 the amount on which his disability benefit was based. 10 (c) An employee with 20 or more years of service, whose 11 entire disability benefit credit period expires prior to 12 attainment of age 55 while still disabled for service, shall 13 be entitled upon withdrawal to the larger of (1) the minimum 14 annuity provided above assuming that he is then age 55, and 15 reducing such annuity to its actuarial equivalent at his 16 attained age on such date, or (2) the annuity provided from 17 his age and service and prior service annuity credits. 18 (d) The minimum annuity provisions as aforesaid shall 19 not apply to any former employee receiving an annuity from 20 the fund, and who re-enters service as an employee, unless he 21 renders at least 3 years of additional service after the date 22 of re-entry. 23 (e) An employee in service on July 1, 1947, or who 24 became a contributor after July 1, 1947 and prior to July 1, 25 1950, or who shall become a contributor to the fund after 26 July 1, 1950 prior to attainment of age 70, who withdraws 27 after age 65 with less than 20 years of service, for whom the 28 annuity has been fixed under the foregoing Sections of this 29 Article shall, in lieu of the annuity so fixed, receive an 30 annuity as follows: 31 Such amount as he could have received had the accumulated 32 amounts for annuity been improved with interest at the 33 effective rate to the date of his withdrawal, or to 34 attainment of age 70, whichever is earlier, and had the city -60- LRB9208376EGfg 1 contributed to such earlier date for age and service annuity 2 the amount that would have been contributed had he been under 3 age 65, after the date his annuity was fixed in accordance 4 with this Article, and assuming his annuity were computed 5 from such accumulations as of his age on such earlier date. 6 The annuity so computed shall not exceed the annuity which 7 would be payable under the other provisions of this Section 8 if the employee was credited with 20 years of service and 9 would qualify for annuity thereunder. 10 (f) In lieu of the annuity provided in this or in any 11 other Section of this Article, an employee having attained 12 age 65 with at least 15 years of service who withdraws from 13 service on or after July 1, 1971 and whose annuity computed 14 under other provisions of this Article is less than the 15 amount provided under this paragraph shall be entitled to 16 receive a minimum annual annuity for life equal to 1% of the 17 highest average annual salary for any 4 consecutive years 18 within the last 10 years of service immediately preceding 19 retirement for each year of his service plus the sum of $25 20 for each year of service. Such annual annuity shall not 21 exceed the maximum percentages stated under paragraph (a) of 22 this Section of such highest average annual salary. 23 (f-1) Instead of any other retirement annuity provided 24 in this Article, an employee who has at least 10 years of 25 service and withdraws from service on or after January 1, 26 1999 may elect to receive a retirement annuity for life, 27 beginning no earlier than upon attainment of age 60, equal to 28 2.2% if withdrawal is before 60 days after the effective date 29 of this amendatory Act of the 92nd General Assembly or 2.4% 30 for each year of service if withdrawal is 60 days after the 31 effective date of this amendatory Act of the 92nd General 32 Assembly or later, of final average salary for each year of 33 service, subject to a maximum of 75% of final average salary 34 if withdrawal is before 60 days after the effective date of -61- LRB9208376EGfg 1 this amendatory Act of the 92nd General Assembly, or 80% if 2 withdrawal is 60 days after the effective date of this 3 amendatory Act of the 92nd General Assembly or later. For the 4 purpose of calculating this annuity, "final average salary" 5 means the highest average annual salary for any 4 consecutive 6 years in the last 10 years of service. 7 (g) Any annuity payable under the preceding subsections 8 of this Section 11-134 shall be paid in equal monthly 9 installments. 10 (h) The amendatory provisions of part (a) and (f) of 11 this Section shall be effective July 1, 1971 and apply in the 12 case of every qualifying employee withdrawing on or after 13 July 1, 1971. 14 (i) The amendatory provisions of this amendatory Act of 15 1985 relating to the discount of annuity because of 16 retirement prior to attainment of age 60 and increasing the 17 retirement formula for those born before January 1, 1936, 18 shall apply only to qualifying employees withdrawing on or 19 after August 16, 1985. 20 (j) Beginning on January 1, 1999, the minimum amount of 21 employee's annuity shall be $850 per month for life for the 22 following classes of employees, without regard to the fact 23 that withdrawal occurred prior to the effective date of this 24 amendatory Act of 1998: 25 (1) any employee annuitant alive and receiving a 26 life annuity on the effective date of this amendatory Act 27 of 1998, except a reciprocal annuity; 28 (2) any employee annuitant alive and receiving a 29 term annuity on the effective date of this amendatory Act 30 of 1998, except a reciprocal annuity; 31 (3) any employee annuitant alive and receiving a 32 reciprocal annuity on the effective date of this 33 amendatory Act of 1998, whose service in this fund is at 34 least 5 years; -62- LRB9208376EGfg 1 (4) any employee annuitant withdrawing after age 60 2 on or after the effective date of this amendatory Act of 3 1998, with at least 10 years of service in this fund. 4 The increases granted under items (1), (2) and (3) of 5 this subsection (j) shall not be limited by any other Section 6 of this Act. 7 (Source: P.A. 90-32, eff. 6-27-97; 90-511, eff. 8-22-97; 8 90-766, eff. 8-14-98.) 9 (40 ILCS 5/11-134.1) (from Ch. 108 1/2, par. 11-134.1) 10 Sec. 11-134.1. Automatic increase in annuity. 11 (a) An employee who retired or retires from service 12 after December 31, 1963, and before January 1, 1987, having 13 attained age 60 or more, shall, in the month of January of 14 the year following the year in which the first anniversary of 15 retirement occurs, have the amount of his then fixed and 16 payable monthly annuity increased by 1 1/2%, and such first 17 fixed annuity as granted at retirement increased by a further 18 1 1/2% in January of each year thereafter. Beginning with 19 January of the year 1972, such increases shall be at the rate 20 of 2% in lieu of the aforesaid specified 1 1/2%. Beginning 21 January, 1984, such increases shall be at the rate of 3%. 22 Beginning in January of 1999, such increases shall be at the 23 rate of 3% of the currently payable monthly annuity, 24 including any increases previously granted under this 25 Article. An employee who retires on annuity after December 26 31, 1963 and before January 1, 1987, but prior to age 60, 27 shall receive such increases beginning with January of the 28 year immediately following the year in which he attains the 29 age of 60 years. 30 An employee who retires from service on or after January 31 1, 1987 shall, upon the first annuity payment date following 32 the first anniversary of the date of retirement, or upon the 33 first annuity payment date following attainment of age 60, -63- LRB9208376EGfg 1 whichever occurs later, have his then fixed and payable 2 monthly annuity increased by 3%, and such annuity shall be 3 increased by an additional 3% of the original fixed annuity 4 on the same date each year thereafter. Beginning in January 5 of 1999, such increases shall be at the rate of 3% of the 6 currently payable monthly annuity, including any increases 7 previously granted under this Article. 8 (a-5) Notwithstanding the provisions of subsection (a), 9 upon the first annuity payment date following (1) the third 10 anniversary of retirement, (2) the attainment of age 53, or 11 (3) the date 60 days after the effective date of this 12 amendatory Act of the 92nd General Assembly, whichever occurs 13 latest, the monthly pension of an employee who retires on 14 annuity prior to the attainment of age 60 who has not 15 received an increase under subsection (a) shall be increased 16 by 3%, and such annuity shall be increased by an additional 17 3% of the current payable monthly annuity, including such 18 increases previously granted under this Article, on the same 19 date each year thereafter. The increases provided under this 20 subsection are in lieu of the increases provided in 21 subsection (a). 22 (b) The foregoing provision is not applicable to an 23 employee retiring and receiving a term annuity, as defined in 24 this Article, nor to any otherwise qualified employee who 25 retires before he shall have made employee contributions (at 26 the 1/2 of 1% rate as hereinafter provided) for the purposes 27 of this additional annuity for not less than the equivalent 28 of one full year. Such employee, however, shall make 29 arrangement to pay to the fund a balance of such 1/2 of 1% 30 contributions, based on his final salary, as will bring such 31 1/2 of 1% contributions, computed without interest, to the 32 equivalent of or completion of one year's contributions. 33 Beginning with the month of January, 1964, each employee 34 shall contribute by means of salary deductions 1/2 of 1% of -64- LRB9208376EGfg 1 each salary payment, concurrently with and in addition to the 2 employee contributions otherwise made for annuity purposes. 3 Each such additional employee contribution shall be 4 credited to an account in the prior service annuity reserve, 5 to be used, together with city contributions, to defray the 6 cost of the specified annuity increments. Any balance as of 7 the beginning of each calendar year existing in such account 8 shall be credited with interest at the rate of 3% per annum. 9 Such employee contributions shall not be subject to 10 refund, except to an employee who resigns or is discharged 11 and applies for refund under this Article, and also in cases 12 where a term annuity becomes payable. 13 In such cases the employee contributions shall be 14 refunded him, without interest, and charged to the 15 aforementioned account in the prior service annuity reserve. 16 (Source: P.A. 90-766, eff. 8-14-98.) 17 (40 ILCS 5/11-145.1) (from Ch. 108 1/2, par. 11-145.1) 18 Sec. 11-145.1. Minimum annuities for widows. 19 The widow otherwise eligible for widow's annuity under 20 other Sections of this Article 11, of an employee hereinafter 21 described, who retires from service or dies while in the 22 service subsequent to the effective date of this amendatory 23 provision, and for which widow the amount of widow's annuity 24 and widow's prior service annuity combined, fixed or provided 25 for such widow under other provisions of said Article 11 is 26 less than the amount hereinafter provided in this section, 27 shall, from and after the date her otherwise provided annuity 28 would begin, in lieu of such otherwise provided widow's and 29 widow's prior service annuity, be entitled to the following 30 indicated amount of annuity: 31 (a) The widow of any employee who dies while in service 32 on or after the date on which he attains age 60 if the death 33 occurs before July 1, 1990, or on or after the date on which -65- LRB9208376EGfg 1 he attains age 55 if the death occurs on or after July 1, 2 1990, with at least 20 years of service, or on or after the 3 date on which he attains age 50 if the death occurs on or 4 after the effective date of this amendatory Act of 1997 with 5 at least 30 years of service, shall be entitled to an annuity 6 equal to one-half of the amount of annuity which her deceased 7 husband would have been entitled to receive had he withdrawn 8 from the service on the day immediately preceding the date of 9 his death, conditional upon such widow having attained age 60 10 on or before such date if the death occurs before July 1, 11 1990, or age 55 if the death occurs on or after July 1, 1990, 12 or age 50 if the death occurs on or after January 1, 1998 and 13 the employee is age 50 or over with at least 30 years of 14 service or age 55 or over with at least 25 years of service. 15 Except as provided in subsection (j), the widow's annuity 16 shall not, however, exceed the sum of $500 a month if the 17 employee's death in service occurs before January 23, 1987. 18 The widow's annuity shall not be limited to a maximum dollar 19 amount if the employee's death in service occurs on or after 20 January 23, 1987. 21 If the employee dies in service before July 1, 1990, and 22 if such widow of such described employee shall not be 60 or 23 more years of age on such date of death, the amount provided 24 in the immediately preceding paragraph for a widow 60 or more 25 years of age, shall, in the case of such younger widow, be 26 reduced by 0.25% for each month that her then attained age is 27 less than 60 years if the employee was born before January 1, 28 1936, or dies in service on or after January 1, 1988, or 0.5% 29 for each month that her then attained age is less than 60 30 years if the employee was born on or after January 1, 1936 31 and dies in service before January 1, 1988. 32 If the employee dies in service on or after July 1, 1990, 33 and if the widow of the employee has not attained age 55 on 34 or before the employee's date of death, the amount otherwise -66- LRB9208376EGfg 1 provided in this subsection (a) shall be reduced by 0.25% for 2 each month that her then attained age is less than 55 years; 3 except that if the employee dies in service on or after 4 January 1, 1998 at age 50 or over with at least 30 years of 5 service or at age 55 or over with at least 25 years of 6 service, there shall be no reduction due to the widow's age 7 if she has attained age 50 on or before the employee's date 8 of death, and if the widow has not attained age 50 on or 9 before the employee's date of death the amount otherwise 10 provided in this subsection (a) shall be reduced by 0.25% for 11 each month that her then attained age is less than 50 years. 12 (b) The widow of any employee who dies subsequent to the 13 date of his retirement on annuity, and who so retired on or 14 after the date on which he attained age 60 if retirement 15 occurs before July 1, 1990, or on or after the date on which 16 he attained age 55 if retirement occurs on or after July 1, 17 1990, with at least 20 years of service, or on or after the 18 date on which he attained age 50 if the retirement occurs on 19 or after the effective date of this amendatory Act of 1997 20 with at least 30 years of service, shall be entitled to an 21 annuity equal to one-half of the amount of annuity which her 22 deceased husband received as of the date of his retirement on 23 annuity, conditional upon such widow having attained age 60 24 on or before the date of her husband's retirement on annuity 25 if retirement occurs before July 1, 1990, or age 55 if 26 retirement occurs on or after July 1, 1990, or age 50 if the 27 retirement on annuity occurs on or after January 1, 1998 and 28 the employee is age 50 or over with at least 30 years of 29 service or age 55 or over with at least 25 years of service. 30 Except as provided in subsection (j), this widow's annuity 31 shall not, however, exceed the sum of $500 a month if the 32 employee's death occurs before January 23, 1987. The widow's 33 annuity shall not be limited to a maximum dollar amount if 34 the employee's death occurs on or after January 23, 1987, -67- LRB9208376EGfg 1 regardless of the date of retirement; provided that, if 2 retirement was before January 23, 1987, the employee or 3 eligible spouse repays the excess spouse refund with interest 4 at the effective rate from the date of refund to the date of 5 repayment. 6 If the date of the employee's retirement on annuity is 7 before July 1, 1990, and if such widow of such described 8 employee shall not have attained such age of 60 or more years 9 on such date of her husband's retirement on annuity, the 10 amount provided in the immediately preceding paragraph for a 11 widow 60 or more years of age on the date of her husband's 12 retirement on annuity, shall, in the case of such then 13 younger widow, be reduced by 0.25% for each month that her 14 then attained age was less than 60 years if the employee was 15 born before January 1, 1936, or withdraws from service on or 16 after January 1, 1988, or 0.5% for each month that her then 17 attained age was less than 60 years if the employee was born 18 on or after January 1, 1936 and withdraws from service before 19 January 1, 1988. 20 If the date of the employee's retirement on annuity is on 21 or after July 1, 1990, and if the widow of the employee has 22 not attained age 55 by the date of the employee's retirement 23 on annuity, the amount otherwise provided in this subsection 24 (b) shall be reduced by 0.25% for each month that her then 25 attained age is less than 55 years; except that if the 26 employee retires on annuity on or after January 1, 1998 at 27 age 50 or over with at least 30 years of service or at age 55 28 or over with at least 25 years of service, there shall be no 29 reduction due to the widow's age if she has attained age 50 30 on or before the employee's date of death, and if the widow 31 has not attained age 50 on or before the employee's date of 32 death the amount otherwise provided in this subsection (b) 33 shall be reduced by 0.25% for each month that her then 34 attained age is less than 50 years. -68- LRB9208376EGfg 1 (c) The foregoing provisions relating to minimum 2 annuities for widows shall not apply to the widow of any 3 former employee receiving an annuity from the fund on August 4 2, 1965 or on the effective date of this amendatory 5 provision, who re-enters service as a former employee, unless 6 such employee renders at least 3 years of additional service 7 after the date of re-entry. 8 (d) (Blank). 9 (e) (Blank). 10 (f) The amendments to this Section by this amendatory 11 Act of 1985, relating to changing the discount because of age 12 from 1/2 of 1% to 0.25% per month for widows of employees 13 born before January 1, 1936, shall apply only to qualifying 14 widows whose husbands die while in the service on or after 15 August 16, 1985 or withdraw and enter on annuity on or after 16 August 16, 1985. 17 (g) Beginning on January 1, 1999, the minimum amount of 18 widow's annuity shall be $800 per month for life for the 19 following classes of widows, without regard to the fact that 20 the death of the employee occurred prior to the effective 21 date of this amendatory Act of 1998: 22 (1) any widow annuitant alive and receiving a term 23 annuity on the effective date of this amendatory Act of 24 1998, except a reciprocal annuity; 25 (2) any widow annuitant alive and receiving a life 26 annuity on the effective date of this amendatory Act of 27 1998, except a reciprocal annuity; 28 (3) any widow annuitant alive and receiving a 29 reciprocal annuity on the effective date of this 30 amendatory Act of 1998, whose employee spouse's service 31 in this fund was at least 5 years; 32 (4) the widow of an employee with at least 10 years 33 of service in this fund who dies after retirement, if the 34 retirement occurred prior to the effective date of this -69- LRB9208376EGfg 1 amendatory Act of 1998; 2 (5) the widow of an employee with at least 10 years 3 of service in this fund who dies after retirement, if 4 withdrawal occurs on or after the effective date of this 5 amendatory Act of 1998; 6 (6) the widow of an employee who dies in service 7 with at least 5 years of service in this fund, if the 8 death in service occurs on or after the effective date of 9 this amendatory Act of 1998. 10 The increases granted under items (1), (2), (3) and (4) 11 of this subsection (g) shall not be limited by any other 12 Section of this Act. 13 (h) The widow of an employee who retired or died in 14 service on or after January 1, 1985 and before July 1, 1990, 15 at age 55 or older, and with at least 35 years of service 16 credit, shall be entitled to have her widow's annuity 17 increased, effective January 1, 1991, to an amount equal to 18 50% of the retirement annuity that the deceased employee 19 received on the date of retirement, or would have been 20 eligible to receive if he had retired on the day preceding 21 the date of his death in service, provided that if the widow 22 had not attained age 60 by the date of the employee's 23 retirement or death in service, the amount of the annuity 24 shall be reduced by 0.25% for each month that her then 25 attained age was less than age 60 if the employee's 26 retirement or death in service occurred on or after January 27 1, 1988, or by 0.5% for each month that her attained age is 28 less than age 60 if the employee's retirement or death in 29 service occurred prior to January 1, 1988. However, in cases 30 where a refund of excess contributions for widow's annuity 31 has been paid by the Fund, the increase in benefit provided 32 by this subsection (h) shall be contingent upon repayment of 33 the refund to the Fund with interest at the effective rate 34 from the date of refund to the date of payment. -70- LRB9208376EGfg 1 (i) If a deceased employee is receiving a retirement 2 annuity at the time of death and that death occurs on or 3 after June 27, 1997, the widow may elect to receive, in lieu 4 of any other annuity provided under this Article, 50% of the 5 deceased employee's retirement annuity at the time of death 6 reduced by 0.25% for each month that the widow's age on the 7 date of death is less than 55; except that if the employee 8 dies on or after January 1, 1998 and withdrew from service on 9 or after June 27, 1997 at age 50 or over with at least 30 10 years of service or at age 55 or over with at least 25 years 11 of service, there shall be no reduction due to the widow's 12 age if she has attained age 50 on or before the employee's 13 date of death, and if the widow has not attained age 50 on or 14 before the employee's date of death the amount otherwise 15 provided in this subsection (i) shall be reduced by 0.25% for 16 each month that her age on the date of death is less than 50 17 years. However, in cases where a refund of excess 18 contributions for widow's annuity has been paid by the Fund, 19 the benefit provided by this subsection (i) is contingent 20 upon repayment of the refund to the Fund with interest at the 21 effective rate from the date of refund to the date of 22 payment. 23 (j) For widows of employees who died before January 23, 24 1987 after retirement on annuity or in service, the maximum 25 dollar amount limitation on widow's annuity shall cease to 26 apply, beginning with the first annuity payment after the 27 effective date of this amendatory Act of 1997; except that if 28 a refund of excess contributions for widow's annuity has been 29 paid by the Fund, the increase resulting from this subsection 30 (j) shall not begin before the refund has been repaid to the 31 Fund, together with interest at the effective rate from the 32 date of the refund to the date of repayment. 33 (k) In lieu of any other annuity provided in this 34 Article, an eligible spouse of an employee who dies in -71- LRB9208376EGfg 1 service at least 60 days after the effective date of this 2 amendatory Act of the 92nd General Assembly with at least 10 3 years of service shall be entitled to an annuity of 50% of 4 the minimum formula annuity earned and accrued to the credit 5 of the employee at the date of death. For the purposes of 6 this subsection, the minimum formula annuity earned and 7 accrued to the credit of the employee is equal to 2.40% for 8 each year of service of the highest average annual salary for 9 any 4 consecutive years within the last 10 years of service 10 immediately preceding the date of death, up to a maximum of 11 80% of the highest average annual salary. This annuity shall 12 not be reduced due to the age of the employee or spouse. In 13 addition to any other eligibility requirements under this 14 Article, the spouse is eligible for this annuity only if the 15 marriage was in effect for 10 full years or more. 16 (Source: P.A. 90-32, eff. 6-27-97; 90-511, eff. 8-22-97; 17 90-766, eff. 8-14-98.) 18 (40 ILCS 5/11-153) (from Ch. 108 1/2, par. 11-153) 19 Sec. 11-153. Child's annuity. 20 (a) A "Child's Annuity" shall be payable monthly after 21 the death of an employee parent to an unmarried child until 22 the child's attainment of age 18 or marriage, whichever event 23 shall first occur, under the following conditions, if the 24 child was born or in esse before the employee attained age 25 65, and before he withdrew from service: 26 (1)upon death resulting from injury incurred in27the performance of an act of duty;28(2)upon death in service from any causeother than29injury incurred in the performance of duty, if the30employee has at least 4 years of service after the date31of his original entry into service, and at least 2 years32after the date of his latest re-entry; 33 (2)(3)upon death of an employee who withdraws from -72- LRB9208376EGfg 1 service after age 55 (or after age 50 with at least 30 2 years of service if withdrawal is on or after June 27, 3 1997) and who has entered upon or is eligible for 4 annuity. 5 Payment shall be made as provided in Section 11-124. 6 (b) After July 24, 1967, an adopted child shall be 7 entitled to the same child's annuity benefits provided for 8 natural children in this Article, if: 9 (1) the child was legally adopted by the employee 10 at least one year prior to the death of the employee; and 11 (2) the child was adopted before the employee 12 withdrew from serviceattained age 55. 13 (Source: P.A. 90-31, eff. 6-27-97; 90-766, eff. 8-14-98.) 14 (40 ILCS 5/11-156) (from Ch. 108 1/2, par. 11-156) 15 Sec. 11-156. Ordinary disability benefit. An employee, 16 while under age 65 and prior to January 1, 1979, or while 17 under age 70 and after January 1, 1979, who becomes disabled 18 after the effective date as the result of any cause other 19 than injury incurred in the performance of any act or acts of 20 duty, shall be entitled to ordinary disability benefit during 21 such disability, after the first 30 days thereof. 22 The disability benefit prescribed herein shall cease when 23 the first of the following dates shall occur and the 24 employee, if still disabled, shall thereafter be entitled to 25 such annuity as is otherwise provided in this Article: 26 (a) the date disability ceases. 27 (b) the date the disabled employee attains age 65 for 28 disability commencing prior to January 1, 1979. 29 (c) the date the disabled employee attains 65 for 30 disability commencing prior to attainment of age 60 in the 31 service and after January 1, 1979. 32 (d) the date the disabled employee attains the age of 70 33 for disability commencing after attainment of age 60 in the -73- LRB9208376EGfg 1 service and after January 1, 1979. 2 (e) the date the payments of the benefit shall exceed in 3 the aggregate, throughout the employee's service, a period 4 equal to 1/4 of the total service rendered prior to the date 5 of disability but in no event more than 5 years. In computing 6 such total the following periods shall be excluded: 7 (i) Any period during which the employee received 8 ordinary disability benefit; 9 (ii) Any period of absence from duty, whether caused by 10 layoff, leave of absence or suspension of employment, or any 11 other reason, unless the board, upon satisfactory evidence, 12 finds that the disability resulted from a cause which existed 13 or occurred prior to such period of absence. No employee who 14 becomes disabled and whose disability begins during absence 15 from duty (other than while on vacation with pay) shall have 16 any right to ordinary disability benefit, except as herein 17 provided, until he recovers from such disability and performs 18 the duties of his position in the service for at least 15 19 consecutive days, Sundays and holidays excepted, after such 20 recovery. 21 The first payment shall be made not later than one month 22 after the benefit is granted and each subsequent payment 23 shall be made not later than one month after the last 24 preceding payment. 25 Ordinary disability benefit shall be 50% of the 26 employee's salary at the date of disability. 27 For ordinary disability benefits paid before January 1, 28 2001, before any payment, an amount equal to, lessthe sum 29 ordinarily deducted from salary for all annuity purposes for 30 such period for which the ordinary disability benefit is made 31 shall be deducted from such payment and credited to the 32 employee as a deduction from salary for that period. The 33 sums so deductedshall be credited to the employee andshall 34 be regarded, for annuity and refund purposes, as an amount -74- LRB9208376EGfg 1 contributed by him. 2 For ordinary disability benefits paid on or after January 3 1, 2001, the fund shall credit sums equal to the amounts 4 ordinarily contributed by an employee for annuity purposes 5 for any period during which the employee receives ordinary 6 disability, and those sums shall be deemed for annuity 7 purposes and purposes of Section 11-169 as amounts 8 contributed by the employee. These amounts credited for 9 annuity purposes shall not be credited for refund purposes. 10 Any employee whose ordinary disability benefit was 11 terminated after January 1, 1979 by reason of his attainment 12 of age 65 and who continues disabled after age 65 may elect 13 before July 1, 1986 to have such benefits resumed beginning 14 at the time of such termination and continuing until 15 termination is required under this Section as amended by this 16 amendatory Act of 1985. The amount payable to any employee 17 for such resumed benefit for any period shall be reduced by 18 the amount of any retirement annuity paid to such employee 19 under this Article for the same period of time or by refund 20 paid in lieu of annuity. 21 (Source: P.A. 85-964.) 22 (40 ILCS 5/11-164) (from Ch. 108 1/2, par. 11-164) 23 Sec. 11-164. Refunds - Withdrawal before age 55 or with 24 less than 10 years of service. 25 (1) An employee, without regard to length of service, 26 who withdraws before age 55, and any employee with less than 27 10 years of service who withdraws before age 60, shall be 28 entitled to a refund of the total sum accumulated to his 29 credit as of date of withdrawal for age and service annuity 30 and widow's annuity from amounts contributed by him or by the 31 City in lieu of employee contributions during duty 32 disability; provided that such amounts contributed by the 33 city after December 31, 1983 while the employee is receiving -75- LRB9208376EGfg 1 duty disability benefits and amounts credited to the employee 2 for annuity purposes by the fund after December 31, 2000 3 while the employee is receiving ordinary disability benefits 4 shall not be credited for refund purposes. 5 The board may in its discretion withhold payment of 6 refund for a period not to exceed 6 months from the date of 7 withdrawal. Interest at the effective rate shall be paid on 8 any such refund withheld during such withheld period not to 9 exceed 6 months. 10 (2) Upon receipt of the refund, the employee surrenders 11 and forfeits all rights to any annuity or other benefits, for 12 himself and for any other persons who might have benefited 13 through him; provided that he may have such period of service 14 counted in computing the term of his service for age and 15 service annuity purposes only if he becomes an employee 16 before age 65. 17 (3) An employee who does not receive a refund shall have 18 all amounts to his credit for annuity purposes on the date of 19 his withdrawal improved by interest only until he becomes age 20 65, while out of service, at the effective rate, for his 21 benefit and the benefit of any person who may have any right 22 to annuity through him if he re-enters the service and 23 attains a right to annuity. 24 (4) Any such employee shall retain such right to refund 25 of such amounts when he shall apply for same, until he 26 re-enters the service or until the amount of annuity to which 27 he shall have a right shall have been fixed as provided in 28 this Article. Thereafter, no such right shall exist in the 29 case of any such employee. 30 (Source: P.A. 83-499.) 31 (40 ILCS 5/11-167) (from Ch. 108 1/2, par. 11-167) 32 Sec. 11-167. Refunds in lieu of annuity. In lieu of an 33 annuity, an employee who withdraws, and whose annuity would -76- LRB9208376EGfg 1 amount to less than $800 a month for life may elect to 2 receive a refund of the total sum accumulated to his credit 3 from employee contributions for annuity purposes. 4 The widow of any employee, eligible for annuity upon the 5 death of her husband, whose annuity would amount to less than 6 $800 a month for life, may, in lieu of a widow's annuity, 7 elect to receive a refund of the accumulated contributions 8 for annuity purposes, based on the amounts contributed by her 9 deceased employee husband, but reduced by any amounts 10 theretofore paid to him in the form of an annuity or refund 11 out of such accumulated contributions. 12 Accumulated contributions shall mean the amounts 13 including interest credited thereon contributed by the 14 employee for age and service and widow's annuity to the date 15 of his withdrawal or death, whichever first occurs, and 16 including the accumulations from any amounts contributed for 17 him as salary deductions while receiving duty disability 18 benefits; provided that such amounts contributed by the city 19 after December 31, 1983 while the employee is receiving duty 20 disability benefits and amounts credited to the employee for 21 annuity purposes by the fund after December 31, 2000 while 22 the employee is receiving ordinary disability benefits. 23 The acceptance of such refund in lieu of widow's annuity, 24 on the part of a widow, shall not deprive a child or children 25 of the right to receive a child's annuity as provided for in 26 Sections 11-153 and 11-154 of this Article, and neither shall 27 the payment of a child's annuity in the case of such refund 28 to a widow reduce the amount herein set forth as refundable 29 to such widow electing a refund in lieu of widow's annuity. 30 (Source: P.A. 90-655, eff. 7-30-98; 91-887, eff. 7-6-00.) 31 (40 ILCS 5/14-105.7) 32 Sec. 14-105.7. Transfer to Article 9 fund. 33 (a) Until July 1, 20021998, any active or inactive -77- LRB9208376EGfg 1 member of the System who has established creditable service 2 under paragraph (i) of Section 14-104 (relating to 3 contractual service to the General Assembly) and is an active 4 or former contributor to the pension fund established under 5 Article 9 of this Code may apply to the Board for transfer of 6 all of his or her creditable service accumulated under this 7 System to the Article 9 fund. The creditable service shall 8 be transferred forthwith. Payment by this System to the 9 Article 9 fund shall be made at the same time and shall 10 consist of: 11 (1) the amounts accumulated to the credit of the 12 applicant for that service, including regular interest, 13 on the books of the System on the date of transfer; plus 14 (2) employer contributions in an amount equal to 15 the amount determined under item (1). 16 Participation in this System as to the credits transferred 17 under this Section terminates on the date of transfer. 18 (b) Any person transferring credit under this Section 19 may reinstate credits and creditable service terminated upon 20 receipt of a refund, by paying to the System, before July 1, 21 20021998, the amount of the refund plus regular interest 22 from the date of refund to the date of payment. 23 (c) The changes to this Section and Section 9-121.15 24 made by this amendatory Act of the 92nd General Assembly 25 apply without regard to whether the person is in active 26 service, under this System or the Article 9 Fund, on or after 27 the effective date of this amendatory Act. 28 (Source: P.A. 90-511, eff. 8-22-97.) 29 Section 90. The State Mandates Act is amended by adding 30 Section 8.25 as follows: 31 (30 ILCS 805/8.25 new) 32 Sec. 8.25. Exempt mandate. Notwithstanding Sections 6 -78- LRB9208376EGfg 1 and 8 of this Act, no reimbursement by the State is required 2 for the implementation of any mandate created by this 3 amendatory Act of the 92nd General Assembly. 4 Section 99. Effective date. This Act takes effect upon 5 becoming law. -79- LRB9208376EGfg 1 INDEX 2 Statutes amended in order of appearance 3 40 ILCS 5/8-110 from Ch. 108 1/2, par. 8-110 4 40 ILCS 5/8-113 from Ch. 108 1/2, par. 8-113 5 40 ILCS 5/8-120 from Ch. 108 1/2, par. 8-120 6 40 ILCS 5/8-137 from Ch. 108 1/2, par. 8-137 7 40 ILCS 5/8-138 from Ch. 108 1/2, par. 8-138 8 40 ILCS 5/8-150.1 from Ch. 108 1/2, par. 8-150.1 9 40 ILCS 5/8-158 from Ch. 108 1/2, par. 8-158 10 40 ILCS 5/8-161 from Ch. 108 1/2, par. 8-161 11 40 ILCS 5/8-168 from Ch. 108 1/2, par. 8-168 12 40 ILCS 5/8-171 from Ch. 108 1/2, par. 8-171 13 40 ILCS 5/8-230.7 14 40 ILCS 5/8-230.9 new 15 40 ILCS 5/8-230.10 new 16 40 ILCS 5/9-121.14 new 17 40 ILCS 5/9-121.15 18 40 ILCS 5/9-121.16 new 19 40 ILCS 5/9-134 from Ch. 108 1/2, par. 9-134 20 40 ILCS 5/9-134.3 21 40 ILCS 5/9-134.4 new 22 40 ILCS 5/9-163 from Ch. 108 1/2, par. 9-163 23 40 ILCS 5/9-179.3 from Ch. 108 1/2, par. 9-179.3 24 40 ILCS 5/9-185 from Ch. 108 1/2, par. 9-185 25 40 ILCS 5/9-186 from Ch. 108 1/2, par. 9-186 26 40 ILCS 5/9-187 from Ch. 108 1/2, par. 9-187 27 40 ILCS 5/9-219 from Ch. 108 1/2, par. 9-219 28 40 ILCS 5/11-134 from Ch. 108 1/2, par. 11-134 29 40 ILCS 5/11-134.1 from Ch. 108 1/2, par. 11-134.1 30 40 ILCS 5/11-145.1 from Ch. 108 1/2, par. 11-145.1 31 40 ILCS 5/11-153 from Ch. 108 1/2, par. 11-153 32 40 ILCS 5/11-156 from Ch. 108 1/2, par. 11-156 33 40 ILCS 5/11-164 from Ch. 108 1/2, par. 11-164 34 40 ILCS 5/11-167 from Ch. 108 1/2, par. 11-167 -80- LRB9208376EGfg 1 40 ILCS 5/14-105.7 2 30 ILCS 805/8.25 new