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Strunk/Eugene Overpayment Recovery

Resolution of recent Oregon Supreme Court Cases (Arken, Robinson, and Goodson) will enable PERS to begin recovery of overpayments made to some PERS members or their beneficiaries. This affects approximately 28,000 benefit recipients.

These overpayments were a result of paying benefits for a time based on 20 percent earnings crediting in 1999 instead of 11.33 percent. Those persons receiving a monthly benefit who were overpaid received a letter (view a template of the letter to see the general content) from PERS in 2007 through 2009 stating the amount of the overpayment and that recovery efforts were suspended until the court action was resolved.

Those affected include:

  • Tier One members who retired on or after April 1, 2000 and before April 1, 2004 under the Money Match benefit calculation method,
  • Those who are receiving benefits based on 1999 account balances, and
  • Former members or beneficiaries who withdrew their accounts before 1999 earnings were reallocated in 2006.

PERS anticipates beginning the recovery process around April 1, 2012. We will provide more information when the project plan is completed.

Read the Arken/Robinson Supreme Court decision

Read the Robinson Supreme Court decision on reconsideration

Read the staff report for the November 18, 2011 PERS Board meeting

Read the staff report for the January 27, 2012 PERS Board meeting