PERAC Memo #49 - 2006: 2006 Disability Data

2006 Disability Data

Summary

This memo requests that retirement boards review PERAC's attached disability retiree list and update any 2006 status changes (death, nursing home confinement, waived allowance, return to active status, or address change), noting that non-compliance now results in termination rather than suspension of benefits. Boards must also complete the "New Member Data" form for all disability retirements approved in 2006 and return all updates to PERAC by January 12, 2007, ahead of the mailing of 2006 Annual Statements of Earned Income (91A), which will now identify retirees by a PERAC-assigned reference number instead of their Social Security number.

Full Text

Memorandum # 49/2006

M E M O R A N D U M TO: All Retirement Boards FROM: Kevin P. Blanchette, Deputy Executive Director of Operations RE: 2006 Disability Data

DATE: December 11, 2006

In order to maintain an accurate and current disability retiree database, we request that you review the attached list and make all necessary status changes that occurred in the year 2006.
These changes should be made when a member is deceased, confined to a nursing home, has waived his/her allowance, has returned to active status, or has had a change of address.

Please be reminded that, as a result of a change in the law that now terminates a member’s allowance rather than suspends it for non-compliance, the importance of keeping PERAC apprised of any status changes is even greater.

Also, please fill out the enclosed “New Member Data” form in its entirety for all new retirees approved by your board for an accidental or ordinary disability in 2006. If any member is missing from your enclosed list, please include their information on the New Member Data form.
You should make additional copies of the blank form if needed. It is imperative that all information be returned to PERAC no later than January 12, 2007 to ensure accuracy in our member database, prior to our mailing of the 2006 Annual Statements of Earned Income (91A).

Copies of the Annual Statement of Earned Income Form and related instructions to the retirees will be shared with you so that you can become familiar with the forms and documents going to each disability retiree. For heightened security for all disability retirees, you will now see a “reference number” assigned by PERAC that will now replace their social security number.

Thank you for your continued cooperation in this matter.