Action required for disability recipients

Return ‘E&E’ statement to avoid interruption of benefits, health care

By Michael Pramik, Ohio Public Employees Retirement System

Feb. 9, 2021 – 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, OPERS disability benefit recipients need to annually complete an Employment and Earnings Statement, which we’ve begun mailing this week. Even if you didn’t work in 2020, you must complete and submit the E&E statement. Only income from employment should be reported: spousal support, child support, and volunteer service are not required information.

However, if you applied for OPERS disability benefits on or after Jan. 7, 2013, you’re required to report any Social Security income.

If OPERS does not receive your completed statement by April 15, your May disability benefit payment and subsequent payments will be suspended until we receive the form. In addition, if you do not provide this form, your Health Reimbursement Arrangement monthly allowance and coverage for yourself or any dependents enrolled in OPERS health care coverage will be terminated as of May 1.

OPERS will waive the 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, 2019

Beginning this year, you’re now able to access your Employment and Earnings Statement through your online account. If you misplace the initial statement we mail to you in February, you can log in to your OPERS online account and print a new form. Forms can’t be submitted electronically, but you can print, complete and mail the form to us.

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

  • I was expecting this form! But I turned 70 in December- now I know I will not need to return it. Since I was forced to retire on disability the ADA was passed. I hope current county and state employees with disabilities are receiving the reasonable accommodations not available to me when I retired.

    • You realize that you could have returned to work with reasonable accommodations after the law passed.

    • Sheila,
      The 1099-R’s can be printed from the online account Document History. If you need further assistance please forward your inquiry through our online message center, there we will be able to review your account specific information and respond to your question. Thanks MS

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