2706 - Employer Notification Requirements – Social Security Requirement

Category

Retirement

Audience List

  • Employee Benefits Officers
  • Personnel Officers
  • Personnel Transactions Staff
  • Personnel Transactions Supervisors

Synopsis

This policy:

Informs on the Social Security Protection Act of 2004 that requires state and local government employers to notify certain employees of the Windfall Elimination (WEP) and Government Pension Offset (GPO) provisions under the Social Security Law that could impact their Social Security benefits when hired into positions that are not subject to Social Security.

Introduction

The Social Security Protection Act of 2004 requires the state and local government employers to provide the Statement Concerning Your Employment in a Job Not Covered by Social Security (Form SSA-1945) to new employees hired on or after January 1, 2005, who are in jobs not covered by Social Security before the employment begins.

The State of California has employees who are appointed to positions that are not covered by Social Security benefits that should be provided the Statement.

Statement

Employer Notification Requirements

Statement Concerning Your Employment in a Job Not Covered by Social Security

State departments and agencies are required to provide the Statement to employees who are offered employment in positions that are not subject to Social Security coverage prior to the start of employment. The Statement provides information on the WEP and GPO provisions under the Social Security Law that could reduce benefits for individuals who receive a pension, based on their work in a position not covered by Social Security.

The Statement should be provided to individuals hired for positions that are subject to State Safety, Peace Officer/Firefighter, and Highway Patrol retirement classifications; teachers who become members of the California State Teachers’ Retirement System; and other positions not subject to Social Security coverage.

Employees who are provided the Statement are required to sign and date the Statement prior to when their employment begins. Departments should retain the original signed Statement in the employee’s Official Personnel File and send a copy to the pension paying system (e.g., California Public Employees’ Retirement System, California State Teachers’ Retirement System).

The address for notices to be sent to the California Public Employees’ Retirement System, State Social Security Program Administrator is:

 

CalPERS – 1945

P.O. Box 942715

Sacramento, CA 94229-2715

 

The address for notices to be sent to the California State Teachers’ Retirement System is:

                                                                                         

CalSTRS

P.O. Box 15275

Sacramento, CA 95851-0275

 

The Statement can be found on the Social Security Administration’s website. Departments should enter the employer and employee’s information on the Statement before distributing it to employees. The Employer Name should reflect State of California and the Employer ID should reflect #94-6001347 for departments that process payroll under the State Controller’s Office or the applicable Federal Tax ID for departments that process their own payroll (or have a third-party payroll processor).

Application

Not applicable

Authorities

Resources

Forms

Web Pages

Authorized By

Retirement Policy
CalHR, Benefits Division

Contact Person

Retirement Policy
CalHR , Retirement Policy
Phone: 916-322-0300
Email: Retirementrequests@calhr.ca.gov

Superseded Policies

Not Applicable.

History

View History



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Table of Contents

1000 - Equal Employment Opportunity

1100 - Selection

1200 - Appointments

1300 - Exempt Employees

1400 - Benefits and Insurance

1500 - Work Schedules

1600 - Third Party Pre-Tax Parking

1700 - Compensation

1800 - Savings Plus

1900 - Bona Fide Associations

2000 - Collective Bargaining

2100 - Leave

2200 - Travel/Relocation

2300 - State Owned Housing

2400 - Employee Recognition

2600 - Layoffs

2700 - Retirement

2800 - Training

2900 - Workforce Planning

3000 - Examination and Hiring

3100 - Drug-Free Workplace

3200 - Medical Screening

3300 - Apprenticeships

3400 - Temporary Assignment

3500 - Classification Plan