STATE EMPLOYEES
RETIREMENT COMMISSION
COMPTROLLER'S SEAL STATE OF CONNECTICUT 55 ELM STREET
HARTFORD, CONNECTICUT
06106-1775
TELEPHONE: (860) 702-3480
TELEFAX:(860) 702-3489
MEDICAL EXAMINING BOARD
for DISABILITY RETIREMENT
HEALTH CARE COST
CONTAINMENT COMMITTEE
STATE OF CONNECTICUT
RETIREMENT AND BENEFIT SERVICES DIVISION
OFFICE OF THE STATE COMPTROLLER

RETIREMENT & BENEFIT SERVICES DIVISION MEMORANDUM

September 4, 2001

TO THE HEADS OF ALL STATE AGENCIES

ATTENTION:   

 Personnel and Payroll Officers

SUBJECT:   

2001 Personal Statement of Benefits for Tier I, Tier II and Tier IIA Members of the State Employees Retirement System

GENERAL INFORMATION

The Personal Statement of Benefits for Tier I, Tier II and Tier IIA State Employees Retirement System members will be mailed directly to employees at the addresses on file with the Retirement & Benefit Services Division on or about October 1, 2001. Agencies will receive notices to be enclosed with the payroll checks dated September 21, 2001 to inform members of this mailing.

The statements will contain retirement and other employee benefit information as of June 30, 2001. Contributions and awarded interest balances will be reflected for Tier I members, Tier II hazardous duty members and Tier IIA members.

The employee's primary agency address is printed as the return address. Therefore, any undeliverable statements will be returned to the agency. Statements for employees whose mailing address is incorrect, incomplete, or missing should be distributed directly to each employee. Please consult #6, page 4 for instructions on correcting employees' addresses. Statements for members who have transferred from your agency should be forwarded to the new agency. The statements for employees who have left state service should be accumulated and then directed to the Retirement & Benefit Services Division, Office of the State Comptroller, 55 Elm Street, Hartford, CT 06106, Attention: Data Base Unit. Please accompany the return of these statements with a memorandum that provides the name of each terminated employee, their termination date and the reason for their termination.

With respect to Tier I, Tier II and Tier IIA members who report that they did not receive a Personal Statement of Benefits, please accumulate their names and forward them with identifying employee numbers and Social Security numbers to the Retirement & Benefit Services Division, Office of the State Comptroller, 55 Elm Street, Hartford, CT 06106, Attention: Data Base Unit. Please note: employees hired after June 14, 2001 will not receive a 2001 Personal Statement of Benefits. Do not report missing statements for such employees; rather, you should inform them that they will receive their first statement in the Fall of 2002.

The rest of this memorandum is devoted to outlining the information provided on the 2001 Personal Statement of Benefits, the procedures that should be used to change or correct any of that information and explaining where additional information for each type of benefit may be obtained. For convenience sake, the instructions are organized according to sections within the benefits statement. Please remember that all requests to change or correct personalized information must be initiated and processed at the agency level.

SPECIFIC INFORMATION

I SOCIAL SECURITY

II ADDITIONAL BENEFITS FOR ACTIVE EMPLOYEES

III YOUR BENEFITS AT RETIREMENT

IV YOUR DISABILITY BENEFITS

V YOUR SURVIVORS' BENEFITS

VI MEDICAL AND DENTAL BENEFITS AS AN ACTIVE EMPLOYEE

VII EMPLOYEES' PERSONAL INFORMATION

 Retirement & Benefit Services Division
Office of the State Comptroller
55 Elm Street
Hartford, CT 06106
Attention: Data Base Unit 

1. Social Security number incorrect - submit a copy of the Social Security card attached to a copy of the employee's latest Form CO-931, "Designation of Retirement System-Tier-Plan-Beneficiary".
 
2. Employee number incorrect - notify of the correct number by memorandum.
 
3. Date of birth incorrect - submit a copy of birth certificate attached to a copy of the employee's latest Form CO-931.
 
4. Retirement plan beneficiaries incorrect, missing or require change - submit Form CO-931.
 
5. Employing agency incorrect - notify by memorandum specifying name of former agency, date and reason for separation and name of current agency, reemployment or transfer date and a copy of Form CO-931 completed at the time of reemployment or transfer.
 
6. Employee address incorrect - agencies using the Automated Personnel System (APS) no longer need to submit this information to the Retirement & Benefit Services Division, however, agencies should verify the information on APS and contact the Division's Data Base Unit to resolve any discrepancies; agencies not using APS must submit Form CO-931.
 
7. Employee name incorrect - agencies on APS are no longer required to submit this information; agencies not using APS must submit Form CO-931. Please refer to the instructions noted in #6 above.
 
8. Life insurance beneficiary changes should be submitted to the Retirement & Benefit Services Division, 55 Elm Street, Hartford, CT 06106, via Form ML-9200 Change Request Card.

VIII ADDITIONAL SERVICE CREDIT

Any questions you have concerning this memorandum or the 2001 Personal Statement of Benefits may be directed to the Division's Data Base Unit at 702-3515; please do not refer individual employees with inquiries to this number.

Very truly yours, 

STATE EMPLOYEES RETIREMENT COMMISSION
NANCY WYMAN, SECRETARY EX OFFICIO 

BY: 

Steven Weinberger, Director
Retirement & Benefit Services Division

SW/JK/jk

Attachment

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