Post Retirement for Disability Pensions:
- Members who have been awarded disability pensions and have not reached their retirement age are required to provide ERSRI with periodic medical updates and earnings information.
- Currently, ERSRI sends out a Annual Continuing Statement which asks members receiving a disability pension to provide a copy of their tax returns (if filing) and updated medical information.
- Failure to provide ERSRI with earnings information may result in the suspension of pension benefits.
- Members who do not provide updated medical information may be assigned to an independent medical examination or ultimately have their pension benefits revoked.
- Members’ disability pension benefits will be adjusted if they have exceeded the statutory earning limits.
- Members who have recovered or appear to have recovered from their disability will be assigned to an IME. Members who are no longer disabled will be placed on a list with their former employer to return to work.
- Members will receive notification prior to adjustment, suspension or revocation of their disability pension benefits.
Annual Continuing Statement FAQ:
Please be advised that these questions and answers should not be relied upon in a legal setting and they do not supersede any law or promulgated rule or regulation. These questions and answers apply the laws, rules and regulations, and policies that are in effect as of December 31, 2015. Should the laws, rules and regulations, and/or policies change, these questions and answers will no longer be applicable.
Why does ERSRI require that I submit an Annual Continuing Statement?
Where can I find the laws regarding the earnings limitation for members receiving a disability retirement allowance?
How much money can I make before my retirement allowance is adjusted?
At what age will I no longer receive an Annual Continuing Statement?
Once a member attains his or her minimum age of service retirement, he or she will no longer receive an Annual Continuing Statement. Please note that you will receive an Annual Disclosure Statement the calendar year after you attain your minimum age of service retirement because we request your earnings information for the previous calendar year. For example, if you attain your minimum age of service retirement in 2015, you will receive an Annual Disclosure Statement in 2016 in which you must provide your 2015 tax information.
What happens if I do not submit an Annual Continuing Statement?
Will my tax return become a public document?
Why do I have to provide my spouse’s tax information?
If you filed a joint tax return, ERSRI will not be able to differentiate whether the earnings are attributable to you or your spouse without receiving the W-2s, wage attachments and other business income attachments and/or schedules for both you and your spouse.
If I made over the statutory limit, will I be notified before my disability retirement allowance is adjusted?
What if I cannot afford to see a doctor on an annual basis?
You are not required to see a doctor. However, ERSRI has the legal authority to send you for an independent medical examination (IME), at ERSRI’s expense, once per year. By not submitting an Annual Medical Update, ERSRI may be more likely to send you to an IME.
What happens if I refuse to see an IME which was assigned by ERSRI?
Where can I find the laws regarding ERSRI’s authority to send me to an IME?