Welcome Page

EDX support

Office worker in front of computer using a calculator

Using the EDX reporting system

Requesting help

Automated data upload

Help, guides, and resources

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Employer Service Center

Employer publications

Employer Advisory Group

Actuarial and financial

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Actuarial and financial resources

Contribution rates list

Governmental Accounting Standards Board (GASB) resources

Section 218 Social Security coverage

PERS and retirement benefits

About the Public Employees Retirement System

How PERS is funded

PERS Funding Policy (September 2025)

How employers can join PERS

Glossary of PERS terms

Rules and statutes that govern PERS

About the PERS retirement benefits

Overview of PERS benefits for new employees

PERS pension plan

Individual Account Program (IAP)

Oregon Savings Growth Plan (OSGP)

Disability benefits

PERS Health Insurance Plan for retirees (PHIP)

Supplementary PERS accounts and plans

Programs for employer-rate control

Member redirect

Work after retirement (until 2034)

Resources for employer reporters

New reporters

Introduction to PERS reporting

New Employer Reporter Welcome Guide

Getting an EDX account

Employer training

Employer reporter resources, checklists

Employer manuals and guides

Employer Data Exchange (EDX) resources, instructions

Learning how to use EDX

Account unlock and update

Automated data upload

Test environment instructions

Reporting wages

Payment categories chart (PDF)

Regular report dates

Wage-reporting resources

Reporting leave without pay

Employer Service Center (ESC)

ESC representatives list

Requesting help from ESC

Paying your invoice

ACH transfer dates

Payment and reporting resources

Employer invoicing (how, when, special charges)

Paying for PERS (instructions and forms)

Resources for finance and leadership

Actuarial resources and reports

Actuarial presentations and reports by year

Actuarial valuation reports

GASB reporting resources

Actuarial and financial reporting resources

Actuarial and financial reporting resources for employers

Unfunded Actuarial Liability Resolution Program (UALRP) guides

Account earnings

Annual earnings crediting

Current earnings

Side accounts and Employer Incentive Fund (EIF)

Side accounts and pension obligation bonds

Employer Incentive Fund

Employer Rate-Projection Tool

Unfunded Actuarial Liability Resolution Program (UALRP)

Employer contribution rates

Contribution rates

Controlling costs

Controlling your costs

Employer pooling

Rate-relief programs

Understanding your statement

Social Security coverage

Section 218 Social Security coverage

Forms

Certification forms

General instructions

General instructions for filling out forms

Specific instructions

CIC form instructions

ER Data form instructions

Web Administrator Agreement form instructions

Popular links

Employer Reporting Guides

Employer Contribution Rates

Employer Rate Summary

About the Individual Account Program (IAP)

Governmental Accounting Standards Board (GASB) Resources

Employer Training

Overview of PERS Benefits for Your Employees

Work After Retirement (employing PERS retirees)

Salary Limit: Information for Employer Reporters

Contact the Employer Service Center (ESC)

Designating a Preretirement Beneficiary (instructions and forms)

Education

Employer training

Employer webinars (past and future)

Member education presentations

Employer reporting guides and quick references

News and events

Employer events

PERS Board meetings

Employer Advisory Group meetings

Frequently asked questions

EDX invoice (BEF admin fee, SS fee, wash, downloading invoice)

EDX reporting (work period dates, unused sick leave, Paid Leave Oregon, eligibility, subject wages, hire intent, reporting death)

Reporting special circumstances (work after retirement, reporting hours for college/university academic employees, changing IAP contribution type, data verification, domestic partner medical premiums)

Reporting leave without pay (when and how to report)

Reporting Paid Leave Oregon leave

Actuarial topics (MFD #10 rate, PERS rates)

PERS topics (joining PERS, PERS complexity)

Voluntary contributions (starting, stopping, managing voluntary contributions)

Videos

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