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 15, 2004

TO THE HEADS OF ALL STATE AGENCIES

ATTENTION: Personnel and Payroll Officers
SUBJECT: 2004 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 (SERS) members will be mailed directly to employees on or about October 1, 2004 at the addresses on file with the Retirement & Benefit Services Division (Division) as of June 30, 2004. Notices to inform members of this mailing will be enclosed with the payroll checks dated October 1, 2004.

The statements will contain retirement and other employee benefit information as of June 30, 2004. 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, to the attention of the personnel or human resources office. Returned statements for employees whose mailing address is incorrect, incomplete, or missing should be given directly to each employee. To resolve address discrepancies, agencies should contact the Division's Data Base Unit at 702-3515. Statements for employees who have transferred from your agency should be forwarded to the new agency. Statements for employees who have left state service should be accumulated and then sent to the Division's Data Base Unit at the address on this letterhead along with a memorandum that provides the name of each terminated employee, their termination date and the reason for their termination.

With respect to SERS 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 Division's Data Base Unit at the address on this letterhead. Please note: employees hired on or after June 11, 2004 will not receive a 2004 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 2005.

The rest of this memorandum is devoted to outlining the information provided on the 2004 Personal Statement of Benefits as well as the procedures that must be followed 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 statement. Please note that Social Security information is no longer being provided on the statement; in addition, to help safeguard employees' personal information, only the last four digits of an employee's social security number are now printed on the statement.

Please remember that all requests to change or correct personalized information must be initiated and processed at the agency level.

SPECIFIC INFORMATION

I IMPORTANT INFORMATION ABOUT YOUR RETIREMENT BENEFITS

II PENSION AND HEALTH CARE BENEFITS FOR SAME SEX DOMESTIC PARTNERS

III ADDITIONAL BENEFITS FOR ACTIVE EMPLOYEES 

IV YOUR BENEFITS AT RETIREMENT 

V YOUR DISABILITY BENEFITS 

VI YOUR SURVIVORS' BENEFITS 

VII MEDICAL AND DENTAL BENEFITS AS AN ACTIVE EMPLOYEE 

VIII EMPLOYEES' PERSONAL INFORMATION 

Employees' personal information is extracted from the State Employees Retirement Data Base. Again, please note that only the last four digits of an employee's social security number now appear on the statement. 

To correct the following errors, the appropriate information as outlined below must be submitted to the Division's Data Base Unit for processing. 

Employees making group life beneficiary changes must see their agency personnel/payroll officer in order to secure the appropriate Core-CT Enrollment Statement. Once the employee completes and returns the Core-CT Enrollment Statement, the agency data enters the information in the Core-CT system. Once data entry has been completed at the agency level, the agency forwards the Core-CT Enrollment Statement to the Division's Employee Benefits Unit. 

VIII ADDITIONAL SERVICE CREDIT 

Any questions you have concerning this memorandum or the 2004 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: 

Thomas C. Woodruff, Ph.D., Director
Retirement & Benefit Services Division

TCW/JK/jk

Attachment

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