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 1, 2000

TO THE HEADS OF ALL STATE AGENCIES

ATTENTION: Personnel and Payroll Officers
SUBJECT: 2000 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, 2000. Agencies will receive notices to be enclosed with the payroll checks dated September 22, 2000 to advise members of this mailing.

SPECIFIC INFORMATION

  1. The statements will contain retirement and other employee benefit information as of June 30, 2000. Contributions and awarded interest balances will be reflected for Tier I members, Tier II hazardous duty members and Tier IIA members.
  1. 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.
  1. 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. Do not report missing statements for employees hired after June 3, 2000. Rather, inform such employees that they will receive their statements in the Fall of 2001.
  1. Accurate Social Security benefit amounts may only be supplied by the Social Security Administration. Such information may now be obtained from the Social Security Administration at any time, free of charge. Therefore, in order to obtain such information, we encourage members to contact the Social Security Administration directly at 1-800-772-1213 for a Request for Earnings and Benefit Estimate form. Estimated Social Security benefits are no longer provided on the Personal Statement of Benefits. All questions regarding Social Security should be directed to the employee's local Social Security office.
  1. 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.

I. YOUR RETIREMENT BENEFITS

II. YOUR DISABILITY BENEFITS

III. YOUR SURVIVORS' BENEFITS

IV.  MEDICAL AND DENTAL BENEFITS AS AN ACTIVE EMPLOYEE

V. EMPLOYEES' PERSONAL INFORMATION

Employees' personal information is extracted from the State Employees Retirement Data Base. If any of the errors outlined on page 4 of this memorandum 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".
  1. Employee number incorrect - notify of the correct number by memorandum.
  1. Date of birth incorrect - submit a copy of birth certificate attached to a copy of the employee's latest Form CO-931.
  1. Retirement plan beneficiaries incorrect, missing or require change - submit Form CO-931.
  1. 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.
  1. 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.
  1. 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.
  1. 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.

VI. 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 & Benefit Services Division

 

SW/JK/jk
Attachments

 

TIER I, TIER II HAZARDOUS DUTY & TIER IIA 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

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