Return “E&E” statement to avoid interruption of benefits
By Michael Pramik, Ohio Public Employees Retirement System
Feb. 18, 2020 – OPERS disability recipients are required to report to us any employment during the previous year, as well as total earnings, employer information and job descriptions.
Thus, most OPERS disability benefit recipients need to annually complete an Employment and Earnings Statement. Even if you didn’t work in 2019, you must complete and submit the E&E statement.
OPERS will waive the Employment and Earning Statement submission for disability recipients who meet one of the following criteria:
- Are under legal guardianship
- Reside in a skilled nursing facility
- Were age 70 or older as of Dec. 31, 2018
Taking this action will ensure you continue to receive your disability benefit payments and Health Reimbursement Arrangement deposits (if applicable) and avoid any disruption to health care coverage.
OPERS began mailing the forms last week. We’ll send a second notice on March 10 to those disability benefit recipients who do not mail back a completed statement by then. If we do not receive your completed statement by April 15, your May disability benefit payment and subsequent payments will be suspended until we receive the form.
If you’re on disability and enrolled in the OPERS Medicare Connector and do not provide the form, your Health Reimbursement Arrangement monthly allowance and coverage for yourself and any dependents enrolled in OPERS health care coverage will be terminated as of May 1.
You need to report only income from employment. Social Security income, spousal support, child support and volunteer service do not require to be reported on the statement.
Make sure to provide the following when completing and submitting the form:
- Your signature within the Member Acknowledgment and Authorization section
- All requested employer information (if employed in 2019) as noted/requested in Section three
- The amount of total earnings within the Employment Information section
- Social Security Disability Insurance declaration within the Social Security Disability Insurance Income section
For more information, please contact us at 800-222-7377.