State of Connecticut - RETIREMENT & BENEFIT SERVICES DIVISION MEMORANDUM - 2005 Personal Statement of Benefits for Tier I, Tier II and Tier IIA Members of the State Employees Retirement System
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 9, 2005

TO THE HEADS OF ALL STATE AGENCIES

ATTENTION: Personnel and Payroll Officers
SUBJECT: 2005 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, 2005 at the addresses on file with the Retirement & Benefit Services Division (Division) as of June 30, 2005. Notices to inform members of this mailing will be enclosed with the payroll checks dated September 30, 2005.

The statements will contain retirement and other employee benefit information as of June 30, 2005. 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. Please be aware that current employee addresses were obtained from Core-CT as of June 30, 2005 and Division records were updated accordingly; therefore, errors in employee addresses should be corrected through Core-CT. It is anticipated that employee address changes automatically transmitted to the Division from Core-CT will be updated on a bi-weekly basis in the near future. Agencies may also contact the Division's Data Base Unit by telephone at 702-3515 or by email to osc.databaseunit@po.state.ct.us if they have any questions regarding address discrepancies. 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 or by email to the address provided above. Please note: employees hired on or after June 10, 2005 will not receive a 2005 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 2006.

The rest of this memorandum is devoted to outlining the information provided on the 2005 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 the sections within the 2005 statement have changed due in part to the transition to a larger statement format. The 2005 statement will be an 8 ?? by 11? booklet with larger, easier to read print.

As in the past, to help safeguard employees' personal information, only the last four digits of an employee's social security number are 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 YOUR BENEFITS AT RETIREMENT

III ADDITIONAL SERVICE CREDIT

IV YOUR DISABILITY BENEFITS

V YOUR SURVIVORS' BENEFITS

VI MEDICAL AND DENTAL BENEFITS AS AN ACTIVE EMPLOYEE

VII PENSION AND HEALTH CARE BENEFITS FOR SAME SEX DOMESTIC PARTNERS

VIII ADDITIONAL BENEFITS FOR ACTIVE EMPLOYEES

IX 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 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.

Any questions you have concerning this memorandum or the 2005 Personal Statement of Benefits may be directed to the Division's Data Base Unit at 702-3515.

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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