Seal of the Office of the State Comptroller
RETIREMENT & BENEFIT SERVICES DIVISION MEMORANDUM

August 29, 1997

TO THE HEADS OF ALL STATE AGENCIES

 

ATTENTION: Personnel and Payroll Officers
SUBJECT:1997 Personal Statement of Benefits for Tier I and Tier II Members of the State Employees Retirement System

GENERAL INFORMATION

The Personal Statement of Benefits for Tier I and Tier II 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, 1997. Agencies will receive notices to be enclosed with the payroll checks dated September 26, 1997 to advise members of this mailing.

Please be aware that the 1997 statements will contain benefit information as of June 30, 1997. The SEBAC V collective bargaining agreement which became effective July 1, 1997 provides for several major changes in the benefit plans. With the exception of the changes in health insurance coverage, the revisions to these plans pursuant to this agreement will be reflected in the 1998 statements.

SPECIFIC INFORMATION

  1. The statements will contain retirement and other employee benefit information as of June 30, 1997. Contributions and awarded interest balances will be reflected for Tier I members and Tier II Hazardous Duty members.
  2. 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 additional instructions. 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 including names of employees, dates and reasons for their terminations.
  3. With respect to Tier I and Tier II 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. Do not report missing statements for employees hired after June 5, 1997. Rather, inform such employees that they will receive their statements in the Fall of 1998.
  4. The rest of this memorandum is devoted to outlining the procedures which should be utilized to change or correct information reflected on the Personal Statement of Benefits and to 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. It should be stressed that all requests to change or correct personalized information must be initiated and processed at the agency level.
  1. YOUR RETIREMENT BENEFITS
  1. YOUR DISABILITY BENEFITS
  1. YOUR SURVIVORS' BENEFITS
  1. MEDICAL AND DENTAL BENEFITS AS AN ACTIVE EMPLOYEE
  1. EMPLOYEES' PERSONAL INFORMATION
Employees' personal information is extracted from the Retirement Data Base. If any of the following errors occur, submit the corrected information to:
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 and, if applicable, reemployment date and a copy of Form CO-931 completed at the time of reemployment.
  6. Employee address incorrect - agencies using the Connecticut State Employees Information System (CSEIS) must submit Form CO-931 or PER 201; 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 with the Division's Data Base Unit to resolve any discrepancies.
  7. Employee name incorrect - agencies using CSEIS submit Form CO-931 or PER 201; agencies on APS are no longer required to submit this information. 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 GR 1370-1 (revised, December 1986).
  1. ADDITIONAL SERVICE CREDIT
Questions concerning this memorandum may be directed to the Division's Data Base Unit at 702-3515; 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 and Benefit Services Division

TIER I MEMBERS & TIER II HAZARDOUS DUTY MEMBERS ONLY

REQUEST FOR EXPLANATION OF RETIREMENT CONTRIBUTION ACCOUNT BALANCE

(Please type or print)

EMPLOYEE NAME:
EMPLOYEE NUMBER:
SOCIAL SECURITY NUMBER:
EMPLOYEE ADDRESS: Street:
Town:
State, Zip Code:
SPECIFIC REASON FOR REQUEST:
______________________________
Employee Signature
________________
Date
_______________________________
Authorized Agency Signature
________________
Date
SEND TO: RETIREMENT & BENEFIT SERVICES DIVISION
OFFICE OF THE STATE COMPTROLLER
55 ELM STREET
HARTFORD, CT 06106
ATTN: DATA BASE UNIT

Back to Comptroller's Home Page
Back to Index of Retirement & Benefit Services Division Memoranda