PERAC Memo #57 - 2012: 2012 Disability Retiree Data
2012 Disability Retiree Data
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PERAC Memo #57/2012 requests that retirement boards review and update PERAC's disability retiree database, reflecting deaths, nursing home confinements, allowance waivers, returns to active status, and address changes that occurred during 2012. Boards must also complete the "New Member Data" form for any new accidental or ordinary disability retirees approved in 2012 and help contact members who have not responded to the Affidavit Waiver (noting that non-respondents must file a 2012 Annual Statement of Earned Income). All information is due to PERAC by January 15, 2013, to ensure database accuracy before the 91A mailing in late February.
Full Text
PERAC Memo # 57 / 2012
M E M O R A N D U M TO: All Retirement Boards FROM: Joseph E. Connarton, Executive Director RE: 2012 Disability Retiree Data
DATE: December 14, 2012
In order to make an accurate determination on the statutory limit of your member’s post retirement earnings as a disabled public retiree we need to maintain an accurate and current disability retiree database. We respectfully request that you review the attached list and make all necessary status changes that occurred in the year 2012. 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. The attached document shows what information is required and the format in which it must be provided.
Please note due to Chapter 176 of the Acts of 2011, pension reform, certain disability retirees no longer need to file the Annual Statement of Earned Income. As a result you will notice your report has been adjusted to reflect who must still comply and who has been approved for a waiver. Additionally, you will notice there are some of your members who did not respond to the Affidavit Waiver. This year we are also asking that you assist PERAC in reaching out to these member’s in an attempt to obtain their responses. If no response is received by PERAC, a 2012 Annual Statement of Earned Income must be filed by that member.
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 2012. If any member is
missing from the 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 15, 2013
, to ensure accuracy in our
member database, prior to our mailing of the 2012 Annual Statements of Earned Income (91A)
which traditionally takes place at the end of February.
Thank you for your continued cooperation in this matter.
Enclosures w