PERAC Memo #40 - 2008: 2008 Disability Retiree Data
2008 Disability Retiree Data
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PERAC Memorandum #40 (2008) asks retirement boards to review and update their disability retiree records for any 2008 status changes (death, nursing home confinement, waived allowance, return to active status, or address change) and to complete the "New Member Data" form for all new accidental or ordinary disability retirees approved in 2008. Boards must return all updated information to PERAC by January 16, 2009, to ensure database accuracy before the annual 91A Statements of Earned Income are mailed—this is especially important given the law change that now terminates (rather than suspends) allowances for non-compliance.
Full Text
MEMORANDUM #40, 2008 M E M O R A N D U M TO: All Retirement Boards FROM: Francis E. Valeri RE: 2008 Disability Retiree Data DATE: December 16, 2008 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 2008. 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, and/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 2008. 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 16, 2009, to ensure accuracy in our member database, prior to our mailing of the 2008 Annual Statements of Earned Income (91A). Thank you for your continued cooperation in this matter.