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Employers

Employer Bulletin

All Employers
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 work.

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.

PLEASE REMEMBER:

  • 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.

IMPORTANT DEADLINES

February 15, 2000 Tell us which special distribution option you want by submitting the attached Distribution Code/Address Option Selection form.
March 31, 2000 Final 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: dale.ferron@etf.state.wi.us.

DISTRIBUTION CODE/ADDRESS OPTION SELECTION FOR JANUARY 1, 2000 WRS STATEMENTS OF BENEFITS

 

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