PERAC Memo #35 - 2013: 2013 Disability Retiree Data
2013 Disability Retiree Data
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PERAC Memorandum #35, 2013 requests that boards review and update their disability retiree database to reflect any 2013 status changes (death, nursing home confinement, waiver, return to active status, address changes), and to complete the "New Member Data" form for all newly approved disability retirees from 2013. Boards must also help follow up with disability retirees who did not respond to the Affidavit Waiver, as non-respondents will be required to file a 2013 Annual Statement of Earned Income (91A). All information is due back to PERAC by January 15, 2014, to ensure accuracy before the 91A mailing in late February.
Full Text
MEMORANDUM #35, 2013 Domenic J. F. Russo, Chairman B. McCarthy M E M O R A N D U M TO: All Retirement Boards FROM: Joseph E. Connarton, Executive Director RE: 2013 Disability Retiree Data DATE: December 13, 2013 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 2013. 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. 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 2013 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 2013. 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, 2014, to ensure accuracy in our member database, prior to our mailing of the 2013 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