PERAC Memo #35 - 2014: 2014 Disability Retiree Data
2014 Disability Retiree Data
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PERAC Memo #35/2014 requests that retirement boards review and update PERAC's disability retiree database, reporting any status changes in 2014 (death, nursing home confinement, waivers, return to active status, address changes) and completing the "New Member Data" form for all newly approved accidental or ordinary disability retirees. Boards must also verify which disabled retirees remain subject to the Annual Statement of Earned Income (91A) requirement under Chapter 176 pension reform waivers. All updates and forms are due back to PERAC by January 16, 2015, to ensure accuracy before the 91A mailing in late February.
Full Text
PERAC Memo # 35 / 2014
M E M O R A N D U M TO: All Retirement Boards FROM: Joseph E. Connarton, Executive Director RE: 2014 Disability Retiree Data
DATE: December 10, 2014
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 2014. 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. If no response is received by PERAC, a 2014 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 2014. 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 16, 2015, to ensure accuracy in our
member database, prior to our mailing of the 2014 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