PERAC Memo #28 - 2023: 202 3 Disability Data Changes
202 3 Disability Data Changes
View original on mass.gov →Summary
This memo requests that retirement boards review and update their disability retiree records in PROSPER by January 15, 2024 to reflect all changes that occurred in 2023, including deaths, nursing home placements, allowance waivers, returns to active status, and address changes. Boards can now update addresses directly in PROSPER via the Member Update function; status changes and discrepancies should be annotated on the exported member list and emailed to Sandra King, and boards with no changes must still send a confirmation email. Accurate data must be submitted by the deadline to ensure PERAC's disability retiree database is correct before the February mailing of the 2023 Annual Statements of Earned Income (91A forms).
Full Text
PERAC MEMO #28/2023
M E M O R A N D U M
TO: All Retirement Boards
FROM: John W. Parsons, Esq., Executive Director
RE: 202 3 Disability Data Changes
DATE: December 13, 2023
In order to make an accurate determination on the statutory limit of your member’s 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 2023.
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 will be created. This file
will show what information we have regarding your disability retirees.
(Screen shot shown below -
Table A).
If an address needs to be changed you can now do it yourself by searching for an individual under
the Member Update Refinement within the Members tab. From there, you will be able to enter
the new address. (Screen shot shown below - Table B).
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 a death notice.
If a member has a Power of Attorney (POA), and needs an address change please notify Sandra
King, at Sandra.E.King@mass.gov and she will make the change. If the exported list indicates
that there is a POA, then the POA documents are not needed. However, if you are adding a POA
for a member the POA documents must be emailed in .PDF format to Ms. King.
PERAC
Auditor DIANA DIZOGLIO | KATHLEEN M. FALLON | KATE FITZPATRICK | JAMES J. GUIDO | RICHARD MACKINNON, JR. | JENNIFER F. SULLIVAN, ESQ.
JOHN W. PARSONS, ESQ., Executive Director
FIVE MIDDLESEX AVENUE, SUITE 304 | SOMERVILLE, MA 02145
PH 617 666 4446 | FAX 617 628 4002 | TTY 617 591 8917 | WWW.MASS.GOV/PERAC
COMMONWEALTH OF MASSACHUSETTS | PUBLIC EMPLOYEE RETIREMENT ADMINISTRATION COMMISSION
PHILIP Y. BROWN, ESQ., Chair
M E M O R A N D U M - Page Two TO: All Retirement Boards FROM: John W. Parsons, Esq., Executive Director RE: 2023 Disability Data Changes
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, your report will 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 15, 2024, to ensure accuracy in our member database prior to our mailing of the 2023 Annual Statements of Earned Income (91A), which usually takes place in February.
Also, if you have no changes to any of your disability retirees please send an email to Ms. King stating there will be no changes. Should you have any questions, or if you need any assistance please do not hesitate to contact Ms. King.
Thank you for your continued cooperation in this matter.
Table A:
Under the Member tab, select Member Update, then Export Member Info
M E M O R A N D U M - Page Three TO: All Retirement Boards FROM: John W. Parsons, Esq., Executive Director RE: 202 3 Disability Data Changes Table B: The following screen shot shows how to change an address. /cjc p:\admin\pera & perac memos\2023 perac memos\perac memo #28 2023.docx