NON-VESTED MEMBERS (LESS THAN 5 YEARS OF CREDITED SERVICE)

Q: What do I need to do if I am not vested?
A: You must request a refund of your employee contributions within thirty-six (36) months of your last day of employment.

Q: What happens if I do not request my refund within 36 months?
A: If you do not request a refund within this time limit, your contributions will be forfeited under the provisions of Chapter 40A.

Q: What can I expect for the refund process?

• Your termination must be processed in Workday.
• Any lump sum vacation or sick leave payments much be processed by the City Controller’s Office.
• Your final paycheck must be issued by the City.
• If you have worked for the City for more that five years, sign, notarize and submit the Release/Waiver form.
• You must submit a signed and notarized Refund of Contributions application to ERF.

The refund application and release/waiver are on the ERF website and, www.dallaserf.org/forms. All refunds are issued on the last business day of each month, provided all necessary steps are completed by the 15th of that month.

Q: Why can’t ERF issue my refund before my termination is processed in Workday?
A: ERF relies on the City’s official termination record in Workday to confirm your last day of employment and eligibility for a refund.

VESTED MEMBERS (5 OR MORE YEARS OF CREDITED SERVICE)

Q: What happens to my benefit if I am vested and my employment with the City ends due to a RIF?
A: You will remain eligible for a retirement benefit once you reach the applicable retirement age. Even though your employment with the City has ended. Your credited service and vesting rights remain intact.

Q: Do I need to withdraw my contributions if I am vested?
A: No. As a vested member, you are not required to withdraw your contributions. Your service credit and vesting rights remain in place.

Q: I am a Tier B employee. Does vesting affect anything else for me?
A: Yes. Vested Tier B employees may also be eligible for Restricted Prior Service Credit. Contact ERF Member Services for details specific to your service history.

RETIRING THROUGH RETIRENOW

Q: I am eligible to retire. How do I complete my retirement paperwork?
A:Yes.If you are impacted by a RIF and eligible to retire, you will need to submit your retirement documents using ERF's retirement portal, RetireNow.