[29 Pa.B. 4213]

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PUBLIC SCHOOL EMPLOYES' RETIREMENT SYSTEM
PENNSYLVANIA MUNICIPAL RETIREMENT SYSTEM

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Public School Employes' Retirement System

POLICY STATEMENTS:

•	Paying of Benefits when PSERS has been Notified of Pending or Completed Divorce Action
•	Purchase of Service Waiving of Payroll Deductions
•	Paying Death Benefits when Ex-Spouse is Last Named Beneficiary
•	Contested Death Benefits
•	Maternity Leave of Absence
•	Elimination of Frozen Present Value
•	Crediting Service For Lockouts
•	Method of Payment For Purchase of Service
•	Return to School Service for an Emergency Annuitant
•	Direct Rollover Limitations
•	Overpayments and Direct Rollovers
•	Alternate Retirement Dates and Termination Date
•	Special Retirement Incentive 30-Year Window
•	Inactive Interest
•	Employment and Income Restrictions for Disability Annuitants
•	Interpretation of Declaration of Intent to Retire Under Mellow
•	Multiple Service Election
•	Leaving Service Before Age 62 With Less Than Ten Years of Service
•	Converting Hours to Days
•	Crediting Purchases of Service during a Non-Qualifying Year
•	Definition of ''School Year''
•	Rate of Contribution
•	Paying Death Benefits and Collecting Overpayments from Deceased Members' Accounts
•	Activated Military Leave (Approved Military Leave of Absence)
•	Paying Death Benefits and Collecting Overpayments from Deceased Members' Accounts
•	Cadet Nurse Service
•	Birthday Rule for Determining Eligibility for Retirement Benefits
•	Designation of Primary and Contingent Alternate Payees in an Approved Domestic Relations Order
•	Processing Faxed Documents
•	Contested Death Benefits
•	Purchase of Service Payment Plan
•	Purchase of Service Payment Plan
•	Purchase of Previous Non-Qualifying School Service
•	Worker's Compensation Offset Under Act 57
Contact: Frank Ryder (717) 720-4733
GUIDANCE MANUALS:
•	PSERS Member Handbook (Current Ed. 1998)
•	PSERS Retired Member Handbook (Current Ed. 1993)
•	PSERS Update
•	PSERS Videos:
	Working For Your Future
	A Foundation For Your Retirement
	Here When You Need Us
	Enjoying Your Retirement
	Making the Most of Your Retirement Dollars
•	PSERS Pamphlets:
	Let's Talk: About Leaving Employment
	Let's Talk: About Taxes on Your Retirement Account
	Let's Talk: About Disability Benefits
	Let's Talk: About Being Retired
	Let's Talk: About Your Retirement and Divorce
	Let's Talk: About Death Benefits
	Let's Talk: About Purchasing Credit for Service
•	PSERS Retirement Chalkboard (Active Members Newsletter)
•	PSERS Benefits Hotline (Retired Members Newsletter)
•	PSERS Reporting Unit Bulletin
Contact: Frank Ryder (717) 720-4733
DECISIONS:
•	PSERS Board of Trustees Adjudications Topics:
	Act 1991-23 (''Mellow Bill'')
	Change of Option
	Cost of Living Increase
	Credited Years of Service
	Death Benefit
	Disability
	Effective Date of Retirement
	Final Average Salary
	Frozen Present Value
	Forced Maternity Leave
	Health Care Premium Assistance
	Membership Eligibility
	Merchant Marine
	Multiple Service Credit
	Overpayment
	Payment of Interest
	Pension Forfeiture
	Purchase of Service
	Reinstatement
	Retirement-Covered Compensation
	Miscellaneous
Contact: Frank Ryder (717) 720-4733
INTERNAL GUIDELINES:
•	PSERS Investment Policy
•	PSERS Board Minutes and Resolutions
•	Sample Domestic Relations Order and Instruction Memo
•	PSERS Employer Reference Manual
•	Board Bylaws
•	Board Election Guidelines
•	Asset Allocation Plan
•	Board Corporate Governance Voting Policy
•	PSERS Policy on Public Information
•	PSERS Business System Final Requirements Document
Contact: Frank Ryder (717) 720-4733
OTHER:
•	PSERS Website: www.psers.state.pa.us
•	PSERS Annual Financial Report (Includes Mission Statement)
•	Actuarial Report (annual and 5 year)
•	Actuarial Tables and Computational Procedures, Pa. Bulletin, Vol. 27, No. 33, pp. 3726-3739, July 26, 1997
•	Health Options Program Enrollment Package
Contact: Frank Ryder (717) 720-4733
Pennsylvania Municipal Retirement System
POLICY STATEMENTS:
•	Calculation of Withdrawing Plan's Portion of Retired Member's Reserve
•	Allocation of Excess Interest to Municipal Account, Member's Accounts, and Retired Member's Reserve Accounts
•	Portability: Individual Member
•	Portability: Plan Spin-offs
•	Crediting of Regular Interest
•	Business and Educational Travel Policy
Contact: Frank Ryder (717) 720-4733
GUIDANCE MANUALS:
•	PMRS Notes & News
•	PMRS Pamphlets:
	Plan Benefit Summary (individualized for each municipality)
	Evaluating Your Pension Plan
	Pennsylvania Municipal Retirement System
•	Individual Municipality Plan Benefit Agreements
•	PMRS Procedures Manual (1984)
Contact: Frank Ryder (717) 720-4733
DECISIONS:
•	PMRS Board of Trustees Adjudications
	Topics:
	Death Benefit
	Pension Forfeitures
	Purchase of Service
	Vesting
	Miscellaneous
Contact: Frank Ryder (717) 720-4733
INTERNAL GUIDELINES:
•	PMRS Investment Guidelines and Proxy Voting
•	Investment Consultant Quarterly Reports
•	Comprehensive Annual Financial Report
•	Annual Report Summary
•	Actuarial Reports (Annual Evaluation and 5 year Experience Study Report)
•	Actuarial Tables
•	Sample Domestic Relations Order and Instruction Memo
•	PMRS Board Minutes and Resolutions
•	PMRS Policy on Public Information
Contact: Frank Ryder (717) 720-4733

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PUBLIC WELFARE

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(Editor's Note: Statements of Policy are in upper and lower case. Notices of Rule Change are in all capitals. Notices of Rule Change adopted more than 180 days before deposit are starred (*).

Office of Income Maintenance--Contact: Edward J. Zogby (717-787-4081)

POLICY STATEMENTS:

	Code		Date	Bulletin
Year	Citation	Subject	Issued	Number
•  1983	Ch. 166	Computation of CWEP Hrs.	10/25/83	166-83-57
	Ch. 275	Postmark Date as the Recpt. Indicator for Appeals and for Requests for Reconsideration	03/15/84	275-84-10
•  1984	Ch. 297	Change in Reimbursement Policy for AFDC/SSI	03/15/84	297-84-1
•  1985	Ch. 187	Definition of Child Born Out-of-Wedlock	11/08/85	00-85-23(T)
•  1988	Ch. 100	Health Insurance Provisions for Single Point of Contact (SPOC)	05/25/88	100-88-2
•  1989	Ch. 275	Instructions for Applying the Court Ruling in Juras vs. DPW	06/30/89	275-89-1
•  1990	Ch. 183	Additions to/Deletions from a Budget Group	01/08/90	183-90-01
	Ch. 183	Cash Assistance Clarifications: Residence and Income	12/28/90	183-90-05
•  1991	*CH. 289	EMERGENCY ASSISTANCE	07/05/91	0289-91-01
	*CH. 140	MANDATORY CONTINUATION OF MA THROUGHOUT PREGNANCY AND POSTPARTUM PERIOD	08/20/91	0140-91-01
•  1993	*CH. 178	MA-EXCLUSION OF RESOURCES FOR SSI-RELATED, AFDC-RELATED AND GA-RELATED CHILDREN UNDER 21 AND FOR SSI-RELATED, AFDC-RELATED AND GA-RELATED FAMILIES WITH CHILDREN UNDER 21	06/18/93	178-93-01
	*CH. 141	CHRONICALLY NEEDY NON-FINANCIAL ELIGIBILITY DETERMINATION	07/19/93	141-93-01
	*CH. 166	PROVIDING SUPPORTIVE SERVICES TO PARTICIPANTS IN THE COMMUNITY WORK EXPERIENCE PROGRAM	08/21/93	166-93-01
•  1994	*CH. 257	REVISIONS TO 55 PA. CODE CHAPTER 177 (RESOURCES) AND 257 (REIMBURSEMENT)	06/24/94	257-94-01
	*CH. 141	REVISIONS TO 55 PA. CODE CHAPTERS 141, 147, 166, 177, 178 AND 181: CHANGES TO THE GA NON-FINANCIAL REQUIREMENTS, RELATED MA BENEFITS AND CWEP	09/01/94	141-94-01
•  1995	*CH. 257	MA ESTATE RECOVERY--CHAPTER 178--MEDICAL ASSISTANCE RESOURCES; CHAPTER 257--REIMBURSEMENT	06/01/95	257-95-01
	*CH. 141	REVISIONS TO 55 PA. CODE CHAPTERS 141, 178, AND 181: ELIMINATION OF THE TRANSITIONALLY NEEDY (TN) COMPONENT OF THE GENERAL ASSISTANCE (GA) PROGRAM	07/12/95	141-95-01
•  1996	CH. 125	ACT 1995-20 PROVISIONS RELATING TO PERSONS SENTENCED OR CHARGED FOR A FELONY OR MISDEMEANOR	04/05/96	125-96-01
	CH. 141	CHANGES TO AFDC, GA AND MA REQUIREMENTS AS MANDATED BY THE WELFARE REFORM ACT OF 1996, ACT NO. 1996-35	07/05/96	141-96-01
•  1998	*CH. 140	SPECIAL MA ELIGIBILITY PROVISIONS--INCREASES IN INCOME LIMITATIONS	10/01/98	140-98-01

GUIDANCE MANUALS:

•	Cash Assistance Handbook
•	Food Stamp Handbook
•	Medical Assistance Eligibility Handbook
•	Nursing Care Handbook
•	Supplemental Handbook
•	Medicaid in Pennsylvania
•	Low-Income Home Energy Assistance Program Final State Plan
•	Actions for Support

Office of Medical Assistance--Contact: Suzanne Love (717-787-1870)

POLICY STATEMENTS:

	Code		Date	Bulletin
Year	Citation	Subject	Issued	Number
•  1981	Ch. 1251	Clarification of M.A. Bulletin # 22-80-01	08/19/81	22-81-01
	Ch. 1121	Info. Concerning Claims Submitted as Compounded Prescriptions	06/30/82	19-82-02
•  1984	Ch. 1101	Third Party Resource and Copay	11/01/84	99-84-15
	Ch. 1163	Physician Attestation Statement	12/31/84 11-84-25	01-84-15
•  1985	Ch. 1141	Decision Concerning Prof. Component Billing	01/25/85	01-85-01
	Ch. 1141	Physician Assistant Use	04/22/85	01-85-05
	Ch. 1245, 1163	Ambulance Transportation	04/22/85	11-85-08
	Ch. 1163	Psych. Inpatient Adm of Patients with D/A and Psychiatric Diagnoses	05/31/85	13-85-04
	Ch. 1101	Copayments/Guidelines/Exemption for Pregnancy & Ability to Pay	10/17/85	99-85-12
	Ch. 1153	Require. for Treatment Plans & Doc. of Treatment	10/31/85	29-85-01 33-85-02
	Ch. 1149	Clarification of Treatment Plan Requirements for Orthodontists	02/11/86	03-86-1
	Ch. 1163 Ch. 1151	Offset of Investment Income	02/21/86	11-86-04 12-86-02 13-86-01
•  1986	Ch. 1101.75 (a)(5)	Policy Clarification	07/23/86	19-86-06
	Ch. 1101	Policy Clarification Re: Provider's Signature	09/19/86	99-86-06
	Ch. 1101	Professional License No.	10/13/86	11-86-12 12-86-05
	Ch. 1101	Preclusion of Convicted Persons, Not Providers, from Participation or Involvement in the MA Prg.	10/24/86	99-86-09
	Ch. 1123	Durable Medical Equipment Warranties	10/28/86	05-86-02 19-86-07
	Ch. 1101	Records Maintenance and Avail. Requirements	11/05/86	23-86-02
•  1987	Ch. 1101	Physicians' Response. Home Health Services	01/12/87	01-87-01
	Ch. 1223	Letter of Agreement-D&A Single County Authorities	01/23/87	11-87-01 12-87-01 13-87-01
	Ch. 1223	Contractual Agreement Single County Authority County Authority	02/12/87	28-87-01
	Ch. 1149	Palliative Emerg. Treat.	04/24/87	03-87-02 27-87-01
	Ch. 1101	Records Maint. and Avail. Require. for Chiropractors	04/27/87	07-87-01
	Ch. 1249	Reimbursement-Home Health Services in PCH	05/22/87	23-87-01
	Ch. 1101	Professional Lic. No.	06/10/87	10-87-01
•  1987	Ch. 1223	Nonrecompensable Services Drug Screens	07/29/87	11-87-05 12-87-04 16-87-01 28-87-02
	Ch. 1101/ Ch. 1123	Coverage for Motorized Wheelchairs	07/30/87	05-87-02 01-87-08 19-87-06
	Ch. 1101	Policy Relating to Apnea Monitors	09/02/87	01-87-15 05-87-04 19-87-09
	Ch. 1150	Spec. Enroll. Req. to Bill Tech. Comp. of Ped. Pneumograms	10/07/87	05-87-05 19-87-10
•  1988	Ch. 1101	Policy Clarification Regarding Physician License	07/01/88	1101-88-01
	Ch. 1249	Clarification of Condition Under Which MA Recipients Are Considered Homebound	09/26/88	1249-88-01
•  1989	Ch. 1101	Policy Reminder Regarding Practitioner License Requirements	09/09/89	1101-89-02
•  1989	Ch. 1163	Assignment of DRG (Neonate)	11/18/89	1163-89-01
•  1990	Ch. 1150	Payment Policy for Consultations	04/27/90	1150-90-01
	Ch. 1249	Use of Medicare Form HCFA-485	06/08/90	1249-90-01
•  1991	*CH. 1101 CH. 1121 CH. 1123 CH. 1241	EPSDT--OBRA '89	08/02/91	1101-91-01 1121-91-02 1123-91-01 1241-91-01
•  1992	*CH. 1141 *CH. 1153	CLOZAPINE SUPPORT SERVICES	01/31/92	1141-92-01 1153-92-01
	Ch. 1241	Revised EPSDT Immunization Guidelines	12/11/92	1241-92-01
•  1993	*CH. 1165	PAYMENT FOR MENTAL HEALTH SERVICES PROVIDED IN A RESIDENTIAL TREATMENT FACILITY FOR ELIGIBLE INDIVIDUALS UNDER 21 YEARS OF AGE	01/01/93	1165-93-01
	*CH. 1121	CHANGES IN THE MEDICAL ASSISTANCE PHARMACEUTICAL BENEFITS	07/09/93	1121-93-01
	*CH. 1149	DENTAL SERVICES FOR ADULTS	07/09/93	1149-93-01
	*CH. 1101	BASIC HEALTH CARE FOR ADULT GENERAL ASSISTANCE RECIPIENTS (FELIX ET. AL. V. CASEY ET. AL.) STIPULATION OF SETTLEMENT	07/21/93	1101-93-03
•  1993	*CH. 1101	UPDATE TO EXCEPTIONS PROCESS AND CRITERIA UNDER THE GENERAL ASSISTANCE BASIC HEALTH CARE PACKAGE	07/21/93	1101-93-04
	Ch. 1241	Centers for Disease Control Blood Lead Testing	09/03/93	1241-93-01
	Ch. 1101	Business Arrangements Between Nursing Facilities and Pharmacy Providers	10/08/93	1101-93-05
•  1994	Ch. 1241	Update to Blood Lead Testing Guidelines	04/08/94	1241-94-01
	*CH. 1239	M. A. CASE MANAGEMENT SERVICES FOR RECIPIENTS UNDER THE AGE OF 21	05/17/94	1239-91-01
	*CH. 1121	PHARMACEUTICAL SERVICES DRUG COVERAGE FOR MEDICALLY NEEDY IN NURSING FACILITIES	06/24/94	1121-94-01
	*CH. 1249	PRIOR AUTHORIZATION OF HOME HEALTH SERVICES (REVISED)	07/01/94	1249-94-02
	*CH. 1121	PHARMACEUTICAL SERVICES PRIOR AUTHORIZATION REQUIREMENT MULTISOURCE BRAND NAME DRUGS	08/26/94	1121-94-02
•  1994	*CH. 1121 CH. 1126 CH. 1129 CH. 1141 CH. 1163 CH. 1221 CH. 1225 CH. 1242	TREATMENT OF INFERTILITY--DISCONTINUED COVERAGE FOR DRUGS AND RELATED SERVICES	08/30/94	1121-94-03 1126-94-01 1129-94-01 1141-94-01 1163-94-01 1221-94-01 1125-94-01 1242-94-01
	*CH. 1101 1101-94-01	GENERAL ASSISTANCE RESTRUCTURE AS A RESULT OF ACT 49	09/02/94
•  1995	CH. 1153	ACCESSING OUTPATIENT WRAPAROUND MENTAL HEALTH SERVICES	09/08/95	1153-95-01
	CH. 1157	MENTAL HEALTH SERVICES PROVIDED IN NON-JCAHO	09/08/95	1157-95-01
	CH. 1165	UPDATE-JCAHO-ACCREDITED RTF SERVICES	09/08/95	1165-95-01
•  1995	*CH. 1153	PRIOR AUTHORIZATION OF PARTIAL HOSPITALIZATION	12/30/94	1153-95-01
	CH. 1163	PAYMENT POLICY FOR ABORTION SERVICES	12/15/95	1163-95-02
•  1996	CH. 1101	LIMITS ON OFFICE VISITS UNDER THE GENERAL ASSISTANCE (GA) BASIC HEALTH CARE PACKAGE	03/18/96	1101-96-01
	Ch. 1101	Medical Assistance Deductible	09/20/96	1101-96-02
•  1997	Ch. 1141	Revision to Physician Assistant and Nurse Midwife Supervision Requirement	07/30/97	1141-97-01
•  1998	Ch. 1101 Ch. 1141 Ch. 1150 Ch. 1221	Regulation Changes Regarding ''Emergency Medical Condition''	07/01/98	1101-98-01 1141-98-01 1150-98-01 1221-98-01
	Ch. 1163	Revision of Utilization Guidelines for Inpatient Hospital Drug and Alcohol Services Under the Medical Assistance Program	05/18/98	1163-98-01
	Ch. 1223	Drug and Alcohol Clinics with Provisional Licenses	03/01/98	1223-98-01
•1999	Ch. 1187	Capital Component Payments for Post-Moratorium Beds	04/17/99	1187-99-01

GUIDANCE MANUALS:

•	Provider Handbook 01--Physician
•	Provider Handbook 03--Dentist
•	Provider Handbook 04--Podiatrist
•	Provider Handbook 05--Medical Supplier
•	Provider Handbook 06/08--Short Procedure Unit/Ambulatory Surgical Center
•	Provider Handbook 07--Chiropractor
•	Provider Handbook 09--Birth Centers
•	Provider Handbook 10-I--Independent Medical/Surgical Clinic
•	Provider Handbook 11-I--Inpatient Hospital (Encompasses provider types General Hospital, Rehabilitation Hospital, Private Mental Hospital, State Mental Hospital and Extended Acute Psychiatric Care
•	Provider Handbook ll-O--Outpatient Hospital (Encompasses provider types General Hospital, and Rehabilitation Hospital
•	Provider Handbook 15--Optometrist
•	Provider Handbook 16--Independent Laboratory
•	Provider Handbook 17--Health Maintenance Organization
•	Provider Handbook 18--Ambulance Company
•	Provider Handbook 19--Pharmacy
•	Provider Handbook 20--Portable X-Ray Provider
•	Provider Handbook 21--Renal Dialysis Center
•	Provider Handbook 22--Funeral Director
•	Provider Handbook 23--Home Health Agency
•	Provider Handbook 26--Rural Health Clinic
•	Provider Handbook 28--Drug and Alcohol Clinic
•	Provider Handbook 29--Outpatient Psychiatric Clinic
•	Provider Handbook 30--Family Planning Clinic
•	Provider Handbook 31--Midwives
•	Provider Handbook 33--Psychiatric Partial Hospitalization Facility
•	Provider Handbook 36-L--Nursing Facility Services (Encompasses provider types State Mental Retardation Center, Private ICF/MR, State Restoration Center, County Nursing Facility and Private Nursing Facility
•	Provider Handbook 37--Hospice
•	Provider Handbook 41--Psychologist
•	Provider Handbook 42--Comprehensive Outpatient Rehabilitation Facility
•	Provider Handbook 43--Physical Therapist
•	Provider Handbook 44--Certified RN Anesthetist
•	Provider Handbook 48--Family Based Rehabilitation Service
•	Provider Handbook 49--Certified RN Practitioner
•	Provider Handbook 50--Early Periodic Screening, Diagnosis and Treatment (EPSDT) Provider
•	Provider Handbook 53--Extended Acute Psychiatric Care
•	Provider Handbook 54--Nutritionist
•	Provider Handbook 55--PA Department of Aging (PDA) Waiver
•	Provider Handbook 56--Attendant Care

Office of Social Programs--Contact: Edward Spreha (717) 783-8741

POLICY STATEMENTS:

	Code		Date	Bulletin
Year	Citation	Subject	Issued	Number
•  1993	Ch. 2620	Increase in Personal Needs Allowance for Residents of Personal Care Homes	08/16/93	2620-93-02
•  1998	Ch. 2620	Licensing Compliance Prediction System for the Personal Care Home Regulations	06/30/98	99-98-01

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