|55 ELM STREET
TELEPHONE: (860) 702-3480
|MEDICAL EXAMINING BOARD
for DISABILITY RETIREMENT
|HEALTH CARE COST
|STATE OF CONNECTICUT
RETIREMENT AND BENEFIT SERVICES DIVISION
OFFICE OF THE STATE COMPTROLLER
RETIREMENT & BENEFIT SERVICES DIVISION MEMORANDUM
September 5, 2003
TO THE HEADS OF ALL STATE AGENCIES
|ATTENTION:||Personnel and Payroll Officers|
|SUBJECT:||2003 Personal Statement of Benefits for Tier I, Tier II and Tier IIA Members of the State Employees Retirement System|
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, 2003 at the addresses on file with the Retirement & Benefit Services Division (Division) as of June 30, 2003. Notices to inform members of this mailing will be enclosed with the payroll checks dated September 19, 2003.
The statements will contain retirement and other employee benefit information as of June 30, 2003. 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 using the Automated Personnel System (APS) should verify the information on APS and contact the Division's Data Base Unit; agencies not using APS must submit a Form CO-931, "Designation of Retirement System-Tier-Plan-Beneficiary" reflecting the correct address information. 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 directed to the Division's Data Base Unit accompanied by 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. Please note: employees hired on or after June 13, 2003 will not receive a 2003 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 2004.
The rest of this memorandum is devoted to outlining the information provided on the 2003 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.
Please remember that all requests to change or correct personalized information must be initiated and processed at the agency level.
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.
To correct the following errors, the appropriate information as outlined below must be submitted to the Division's Data Base Unit for processing.
Group life insurance beneficiary changes must be submitted to the Division's Employee Benefits Unit via Form ML-9200 Change Request Card.
VIII ADDITIONAL SERVICE CREDIT
The additional service credit information is obtained from the State Employees Retirement Data Base. It indicates miscellaneous service credit purchased by Tier I, Tier II hazardous duty and Tier IIA members and obtained by Tier II non-hazardous duty members. Purchases in progress are not reflected. Please note that this section does not reflect prior Connecticut state service for which Tier II members may automatically receive retirement credit provided there is no permanent break in service.
If the additional service credit information is incorrect or incomplete, the employee is advised to return the panel to the Division's Data Base Unit, with a copy of the Division's acknowledgment of credit which may be obtained from their own or agency records. The Division reviewed all the additional service credit panels that were returned last year; corrections or adjustments were made if necessary and are reflected in this year's statement.
Any questions you have concerning this memorandum or the 2003 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
Steven Weinberger, Director
Retirement & Benefit Services Division
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