PERAC Memo #36 - 2020: 2020 Disability Data
2020 Disability Data
View original on mass.gov →Summary
This memo requests that retirement boards review and update their disability retiree records in PROSPER by January 18, 2021, reflecting any address changes, deaths, nursing home placements, allowance waivers, or returns to active status that occurred during 2020. Boards can now update addresses directly in PROSPER; deceased member records require entering the date of death and uploading documentation; Power of Attorney address changes must go through Sandra King. Boards with no changes must notify Ms. King by email.
Full Text
M E M O R A N D U M
TO: All Retirement Boards
FROM: John Parsons, Esq., Executive Director
RE: 2020 Disability Data
DATE: December 18, 2020
In order to make an accurate determination on the statutory limit of your members' post retirement earnings as a disabled public retiree, we need to maintain an accurate and current disability retiree database. We respectfully request that you review the list of your board's disability retirees in PROSPER, and make all necessary address and status changes that occurred in the year 2020. These changes should be made when a member is deceased, confined to a nursing home, has waived his/her allowance, has returned to active status, and/or has had a change of address.
To locate the list in PROSPER you will need to enter through the Members tab, select Member Update, and then after clicking on Export Member Info, a CSV file is created. This file will show what we have on your disability retirees. If an address needs to be changed you can now do it yourself by searching for an individual under the Member Update Refinement after clicking on the Members tab, and entering the new address.
If a member is deceased, you will need to update PROSPER by accessing the member through the Members Tab, clicking on member search, entering the member's name and clicking search. After you select the member you are looking for, a window will open where you can enter the date of death and upload either a death certificate or death notice.
If a member has a Power of Attorney (POA) and needs an address change, please notify Sandra King and she will make the change. If the exported list indicates that there is a POA, then the POA documents are not needed.
Please note, due to Chapter 176 of the Acts of 2011, certain disability retirees no longer need to file the Annual Statement of Earned Income. As a result, you will notice your report will soon show who has filed an Affidavit. You may also notice a member may have a Special Status such as Waived, Modified, Nursing Home, or Special Act. If any of these Statuses are incorrect or need to be adjusted, please comment next to such member, and email the list back to Ms. King.
If any member is missing from the list, please add them at the bottom of the list with a comment, and email it back to Ms. King. It is imperative that all information be updated or returned to PERAC no later than January 18, 2021 to ensure accuracy in our member database prior to our mailing of the 2020 Annual Statements of Earned Income (91A), which traditionally takes place in February.
Should you have any questions, or if you need any assistance please do not hesitate to contact Ms. King. Also, if you have no changes to any of your disability retirees please notify Ms. King, at SEKing@per.state.ma.us confirming no changes.
Thank you for your continued cooperation in this matter.