Assess member or position eligibility

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If the member's enrollment date is more than two years before today's date the system will prompt you to manually enter the eligibility result or contact DRS for assistance.

If the member's enrollment date is within the last two years, follow the instructions below to assess eligibility.

1. Gather the following information about the potential member and the position in which they may be employed.

Member Social Security number
Expected enrollment date
Job type
Whether this position is a new position
Whether this position qualifies as an Independent Contractor in accordance with WAC 415-02-110
Average hours and duration of the position
Certifications required for the position

2. Select Processes.

3. Then, select Member Management.

4. Select Start.

5. Enter member's Social Security number in the SSN field and select Search.

6. Select Go to Determine Member Eligibility at the bottom of the page.

ERA Member Information screen with arrow pointing to the Go to Determine Member Eligibility button.
7. Select the anticipated enrollment date by navigating to the date field and then selecting the month, year and day of enrollment.

8. Select the type of job by either filling in the Job Type field , or using the down arrow to the right of the field and scrolling until you find the job you're looking for.

9. Mark Yes or No to indicate whether this is a new position.

If you mark No, you will be prompted to select the Position Title from a drop down list that includes all positions previously entered for your organization. The Position ID will automatically fill.
If you mark Yes, you will be prompted to enter a Position Title and an optional Position ID.

ERA New Position group with arrow pointing to the Position Title field.

10. Select Yes or No to indicate whether this is an Independent Contractor position. The question, Do you want to perform a Position Eligibility Check? will appear.

11. Select Yes and the system will walk you through a Position Eligibility assessment. Select No to skip the assessment step.

ERA Position Eligibility screen with arrow pointing to field "Do you want to perform a Position Eligibility Check.

12. If you selected Yes, a questionnaire will display below the question. Select the drop down symbol ()to answer each question.

ERA Position Eligibility screen with arrow pointing to the drop down menu beside eligibility questions.

13. Select Continue.

ERA Position Eligbility screen with arrow pointing to the Continue button.

14. New questions will generate based on your answers. Continue to answer questions and select continue until the Position Eligibility Result window appears, then select Next.

ERA Position Eligibility screen with arrow pointing to the Next button below the Position Eligibility result group.

15. If the member is an elected official, the next screen will prompt you to enter their prior terms. Enter the start and end date for each of the preceding terms, then select Save at the bottom of the Prior Terms box. If the member is not an elected official, skip this step.

ERA Enroll Member screen with arrows pointing to Start Date and End Date.

16. Select Yes or No to indicate whether the employee has ever been a member of a First Class City (FCC) retirement system. If you select yes, you'll be prompted to add the Member's employment history. Higher Education Organizations will also see a question asking about the Member's higher education retirement plan (HERP) background. Answer all questions.

ERA Member Eligibility screen.

17. Select Next to be advanced to the Manual Estoppel Rules Check. Check the box(es) next to any rules that apply.

ERA Estoppel rules screen with arrow pointing to the check box at the very right of the top row.

18. The Estoppel Rules Result window will display your results. Select Next.

ERA Estoppel rule result group with ERA pointing to the Next button below.

19. As a result of the eligibility check, the Enrollment Summary screen will display an outcome summary of Position Information, System/Plan Result and Other Required Information. Select the document icon to upload any required documents.

ERA Enrollment Summary screen wtih arrow pointing to the upload file icon at the bottom center.

20. To finish and exit the screen, select End Process. To enroll the member, select Go to Enrollment at the bottom of the screen.

ERA Enrollment Summar yscreen with arrow pointing to the Go to Enrollment button.