Vol. 17, No. 1
January 7, 2000
Submit Your WRS Statement of Benefits Distribution
Option by February 15, 2000
The January 1, 2000 annual Statement of Benefits (SOB)
forms distribution from the Department of Employe Trust Funds (ETF)
to employers will begin in April and conclude in May. As an employer,
you are then responsible for distributing individual statements
to the named employes.
Employers should choose from one of the four special
options to assist in distributing Statement of Benefits
(SOB) forms to employes. The options are explained in detail below.
Return the distribution option selection form to ETF even if you
select Option D (alphabetical order by employe last name).
THE FOUR SPECIAL OPTIONS ARE:
OPTION A: Distribution Codes
Under this option,
you receive your statements in alphabetical order by employe
last name within a distribution code order
specified by you. As an example, you could provide us with
distribution codes which would group your employes'
statements by departments, individual buildings in which
employes work, or by different cities in which employes
OPTION B: Employe Home Addresses
Under this option,
you receive your statements by your employes' home addresses
in zip code order. This would enable you
to simply attach postage and mail
the statements directly to employes, rather than distributing
statements at the work sites.
OPTION C: Sort by Distribution Codes and Also Print Home Addresses
Under this option
you receive your statements in alphabetical order
within distribution code order, with the addresses
of your employes printed on the statements. This allows
you to distinguish between different buildings/work sites,
but still have the option to mail some statements to employes
who might not be present at the time you distribute statements.
OPTION D: Sort in Alphabetical Order
Under this option,
you receive your statements in alphabetical order.
Distribution codes and/or addresses of employes can be printed
on the statements, if you provide us with that information.
Submit the enclosed Distribution Code/Address Option Selection
form to ETF by February 15, 2000. The selection
form is attached to this Employer Bulletin and may be torn
off and mailed or faxed to ETF. When completing this form, please
provide your WRS employer number and indicate whether you will be
submitting these codes and/or addresses on tape, diskette or paper
by checking the appropriate box. ETF encourages electronic
reporting, as it is more accurate and efficient than using paper.
Included with this Bulletin is form ET-9060 (10/95),
Distribution Code/Address Specifications for Statement of Benefits.
This form contains the reporting format (one file) for use when
reporting both codes and addresses. This format must be used to
report codes and addresses for Statement of Benefits. ETF
cannot process codes and addresses under an old file format.
- Even if you have submitted codes and/or addresses in past years,
you must complete the attached Distribution Code/Address Option
Selection form and resubmit these codes/addresses annually.
- Provide ETF with your option selection form by February 15,
2000 even if you request statements in straight alphabetical order
by employe last name.
us which special distribution option you want by submitting
the attached Distribution Code/Address Option
|March 31, 2000
deadline for submitting all code and/or address data for the
special distribution option selection you made.
Please address all correspondence related to Statement of Benefits
codes and addresses to Dale E. Ferron, Department of Employe Trust
Funds, P. O. Box 7931, Madison, WI 53707-7931.
Phone: (608) 266-0728 FAX: (608) 266-5801 Email: firstname.lastname@example.org.
CODE/ADDRESS OPTION SELECTION FOR JANUARY 1, 2000 WRS STATEMENTS