Employer Bulletin
Non-Central Payroll State Employers and Local WRS Employers
Vol. 19, Local B
January 25, 2002
ETF Requests Employee Addresses By April 1, 2002 / Submit
Your WRS Statement of Benefits Distribution Option By March 1, 2002
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 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 April 1, 2002. For more information, contact Dale E.
Ferron at (608) 266-0728 or e-mail.
Submit Your WRS Statement of Benefits Distribution
Option by March 1, 2002
When the January 1, 2002 annual Statement of Benefits
(SOB) are distributed to employers, you are then responsible for
distributing individual statements to the named employees.
Employers should choose from one of the four special
options to assist in distributing Statement of Benefits
(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 that would group your
employees' statements by departments, individual
buildings where employees work, or by different cities
where 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.
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Mail or fax the attached Distribution Code/Address Option Selection
form to ETF by March 1, 2002. 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 March 1, 2002
even if you request statements in straight alphabetical order
by employee last name.
IMPORTANT DEADLINES
March
1, 2002 |
Tell
us which special distribution option desired by submitting
the attached Distribution Code/Address Option
Selection form. |
April
1, 2002 |
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.
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