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Employers

Employer Bulletin

Non-Central Payroll State Employers & Local WRS Employers
Vol. 21, Local C
February 9, 2004

IMPORTANT DEADLINES:
ANNUAL STATEMENT OF BENEFITS AND ADDRESS INFORMATION

March 5, 2004 Distribution Code/Address Option Selection form must be submitted to indicate special distribution option.

April 1, 2004 All code and/or address data must be submitted based on the special distribution option selection requested.

WRS Statement of Benefits Distribution Option due March 5, 2004

You are responsible for distributing individual Statement of Benefits to named employees when the January 1, 2004 annual Wisconsin Retirement System (WRS) Statement of Benefits are distributed to employers.

Please select one of the four special options to assist in distributing Statement of Benefits forms to your employees. The options are explained in detail below. Return the attached distribution option selection form to the Department of Employee Trust Funds (DETF) 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.


Mail or fax the attached Distribution Code/Address Option Selection form to DETF by March 5, 2004. When completing this form, please provide your WRS employer identification number (69 036 XXXX XXX) and check the appropriate box to indicate whether you will be submitting these codes and/or addresses on disk, paper, or File Transfer Protocol (FTP). DETF encourages you to use electronic reporting to increase accuracy and efficiency. The FTP process is new and we’ve received positive feedback regarding submission of data to DETF.

PLEASE REMEMBER:

  • You must complete the attached Distribution Code/Address Option Selection form and submit these codes/addresses (even if you have submitted codes and/or addresses in the past).
  • Provide DETF with your option selection form by March 5, 2004 even if you request Statements in straight alphabetical order by employee last name.

Employee Addresses Due April 1, 2004

The Department requests that all WRS employers report their employees’ addresses to DETF for purposes of updating WRS member files by April 1, 2004. Form ET-9060 (REV 01/2004), Distribution Code/Address Specifications for Statement of Benefits, is included with this bulletin. The ET-9060 contains the reporting format for use when reporting codes and/or addresses electronically (via disk or FTP). Please send codes and addresses as one file.

Employers may also submit the addresses on a paper report. Employers submitting distribution codes/addresses on paper reports must follow the same data format as disk and FTP reporters.

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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