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

8 thoughts on “Action required for disability recipients

  • February 9, 2021 at 9:08 am
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    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.

    Reply
    • April 2, 2021 at 7:33 am
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      You realize that you could have returned to work with reasonable accommodations after the law passed.

      Reply
  • February 25, 2021 at 12:46 pm
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    How do I get previous years 1099

    Reply
    • March 1, 2021 at 1:11 pm
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      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

      Reply
  • February 7, 2022 at 1:06 pm
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    I received an email that I hadn’t returned the Employment and Earnings form – which I did not receive. I have been searching online for over an hour trying to find the form to print and can’t find it anywhere. Where is this form???

    Reply
    • February 7, 2022 at 1:22 pm
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      Constance,

      We’ve just begun mailing the letters this week. When you receive it, fill it out and return it to us by April 15. You also can print out one from your online account.

      Reply
  • June 5, 2022 at 11:50 am
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    How long does someone have to send their paperwork back before they would have to reapply for disability.

    Reply
    • June 7, 2022 at 12:17 pm
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      Karen, A member applying for Disability has a maximum of 60 days to submit all required forms and documents. If the required documents are not received within 60 days, the members application will be voided, and the member will have to apply again with a new application.
      Thank you,
      OPERS

      Reply

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