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Employers

Employer Bulletin

All WRS Employers
Vol. 18, No. 1
January 5, 2001

ETF Requests Employee Addresses by March 30, 2001

The Department requests that all Wisconsin Retirement System (WRS) employers report their employees' addresses to Employee Trust Funds (ETF) electronically for purposes of updating WRS member files. Please use the format as described in the attached Distribution Code/Address Specifications for Statement of Benefits, ET-9060 (10/95). Employers unable to report addresses electronically may report on paper following this same format. Please submit your employees' addresses by March 30, 2001. For more information, contact Dale E. Ferron at (608) 266-0728 or e-mail: dale.ferron@etf.state.wi.us.

Submit Your WRS Statement of Benefits Distribution Option by February 16, 2001

The January 1, 2001 annual Statement of Benefits(SOB) forms distribution from ETF to employers will begin in April and conclude in May. As an employer, you are responsible for distributing individual statements to the named employees.

Employers should choose from one of the four special options to assist in distributing SOB forms to employees. The options are explained in detail below. Return the distribution option selection form to ETF even if you select Option D (alphabetical order by employee last name).

THE FOUR SPECIAL OPTIONS ARE:

OPTION A: Distribution Codes

Under this option, you receive your statements in alphabetical order by employee last name within a distribution code order specified by you. As an example, you could provide us with distribution codes which would group your employees' statements by departments, individual buildings in which employees work, or by different cities in which employees work.

OPTION B: Employee Home Addresses

Under this option, you receive your statements by your employees' home addresses in zip code order. This would enable you to simply attach postage and mail the statements directly to employees, 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 employees printed on the statements. This allows you to distinguish between different buildings/work sites, but still have the option to mail some statements to employees 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 employees will be printed on the statements, if you provide us with that information.

Mail or fax the attached Distribution Code/Address Option Selection form to ETF by February 16, 2001. When completing this form, please provide your WRS employer number (69-036-XXXX-XXX) and indicate whether you will be submitting these codes and/or addresses on tape, diskette, or paper by checking the appropriate box. Electronic reporting increases accuracy and efficiency.

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/or addresses. This format must be used to report codes and addresses for Statement of Benefits.

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 16, 2001 even if you request statements in straight alphabetical order by employee last name.

IMPORTANT DEADLINES

February 16, 2001

Tell us which special distribution option desired by submitting the attached Distribution Code/Address Option Selection form.

March 30, 2001

Final deadline for submitting all code and/or address data for the special distribution option selection requested.

Please address all correspondence related to Statement of Benefits codes and addresses to Dale E. Ferron, Department of Employee Trust Funds, P. O. Box 7931, Madison, WI 53707-7931.

Phone: (608) 266-0728
FAX: (608) 266-5801
e-mail: dale.ferron@etf.state.wi.us.

 

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