Action required for disability recipients

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.

Michael Pramik

Michael Pramik is communication strategist for the Ohio Public Employees Retirement System and editor of the PERSpective blog. As an experienced business journalist, he clarifies complex pension policies and helps members make smart choices to secure their retirement.

Michael Pramik

Communication Strategist

4 thoughts on “Action required for disability recipients

  • February 18, 2020 at 12:29 pm
    Permalink

    Please make this form easier to complete by having it available online.

    Reply
    • February 20, 2020 at 2:35 pm
      Permalink

      Each E&E form has a barcode and is personalized with your identifying information.

      Julie, OPERS

      Reply
  • March 17, 2020 at 3:38 pm
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    How can i fill it out , when i havent received it in the mail ? Is there another way to get the form e&e statement form ?

    Reply
    • March 19, 2020 at 5:57 pm
      Permalink

      Deborah,

      Please call us at 1-800-222-7377 and we will send you a personalized form with a unique bar code.

      Thanks,

      Julie, OPERS

      Reply

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