2 Membership Members of TRF include teachers in a public-school corporation, certain INPRS employees, and some employees in charter schools, innovation schools, turnaround schools, and public universities. 2.1 Eligibility If you are a legally qualified teacher, as defined in IC 5-10.4-4-1, who is regularly employed in a covered position in the public school system of Indiana or in a qualified position at certain State institutions, or as a TRF Hybrid employee as of June 30, 2011, you are a member of TRF Hybrid. If you are employed as faculty or staff at certain charter schools and public universities throughout Indiana or are a legally qualified State employee, you and your employer are eligible for optional enrollment. If you were a State employee with TRF Hybrid at the time that INPRS was established, you remain as a member of TRF Hybrid effective July 1, 2011. Otherwise, you are a member of PERF Hybrid. See the PERF Hybrid Plan Member Handbook for details. Per 35 IAC 14-4-1(d), membership is optional for employees and officials of a governing body or the Indiana State Board of Education who were licensed as teachers prior to their election or appointment. If you are employed as regularly contracted faculty or administrative staff at certain universities and your institution has been designated as eligible by the INPRS Board, you have the option of joining TRF Hybrid. If you are a new teacher, you cannot join TRF Hybrid until your university has petitioned the Board on your behalf. Certification from the State Board of Education may include a teaching license, a substitute teaching permit, a temporary teaching license, or an emergency teaching license. However, if your license expires, you are no longer eligible to be a TRF Hybrid member until a new license is issued. No contributions are collected for substitute teachers who do not meet the criteria outlined in this member handbook. 1996 (‘96) Fund If you joined TRF for the first time after June 30, 1995, or you changed employers between June 30, 1995, and July 1, 2005, you are a ‘96 TRF Fund member. Effective July 1, 2005, if you were a new member to TRF you are enrolled in the ’96 TRF Fund. All others remain in the Fund to which they belonged on that date. All members employed by the State of Indiana and the public universities which are covered by TRF are treated as being members of the ‘96 TRF Fund. Pre-1996 (Pre ‘96) Fund If you enrolled prior to July 1, 1995, and have never changed employers, or you enrolled prior to July 1, 1995, and changed employment after June 30, 2005, you are a member of the Pre-‘96 TRF Fund. This does not include any members who are employed by the State of Indiana and the covered public universities. Substitute Teaching According to Indiana law, if you are a substitute teacher you may be a member of TRF Hybrid upon completion of the following:  Certified by the Indiana State Board of Education; and  Obtained at least an associate degree; and  Taught at least 120 days in a fiscal year (July 1 to June 30) or at least 60 days in each of two fiscal years. Teachers' Retirement Fund Hybrid Plan Member Page 8 of 47 Handbook Effective: 07/01/2024

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