Non-Central Payroll State Employers & Local WRS Employers
Vol. 21, Local C
February 9, 2004
ANNUAL STATEMENT OF BENEFITS AND ADDRESS INFORMATION
March 5, 2004 Distribution Code/Address Option
Selection form must be submitted to indicate special distribution
April 1, 2004 All code and/or address data must
be submitted based on the special distribution option selection
WRS Statement of Benefits Distribution Option due March
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
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.
- 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