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H0039........................................................by MR. SPEAKER
Requested by: Public Employee Retirement System of Idaho
PUBLIC EMPLOYEE RETIREMENT SYSTEM - Amends existing law to clarify the
information the Public Employee Retirement Board may provide to a spouse or
former spouse of a member.
01/08 House intro - 1st rdg - to printing
Rpt prt - to St Aff
01/11 Rpt out - to Com/HuRes
02/02 Rpt out - rec d/p - to 2nd rdg
02/05 2nd rdg - to 3rd rdg
02/07 3rd rdg - PASSED - 66-0-4
AYES -- Barraclough, Barrett, Bedke, Bell, Black, Boe, Bolz,
Bradford, Bruneel, Callister, Campbell, Chase, Clark, Collins, Deal,
Denney, Ellis, Ellsworth, Eskridge, Field(13), Field(20), Gagner,
Gould, Hadley, Hammond, Harwood, Henbest, Higgins, Hornbeck, Jaquet,
Jones, Kellogg, Kendell, Kunz, Lake, Langford, Loertscher, Mader,
Marley, McKague, Meyer, Montgomery, Mortensen, Moss, Moyle, Pearce,
Pischner, Pomeroy, Raybould, Ridinger, Roberts, Robison, Sali,
Schaefer, Sellman, Shepherd, Smith, Smylie, Stevenson, Stone, Swan,
Tilman, Trail, Wheeler, Wood, Young
NAYS -- None
Absent and excused -- Bieter, Crow, Cuddy, Mr. Speaker
Floor Sponsor -- Bolz
Title apvd - to Senate
02/08 Senate intro - 1st rdg - to Com/HuRes
03/07 Rpt out - rec d/p - to 2nd rdg
03/08 2nd rdg - to 3rd rdg
03/16 3rd rdg - PASSED - 34-0-1
AYES -- Andreason, Boatright, Branch(Bartlett), Brandt, Bunderson,
Burtenshaw, Cameron, Danielson, Darrington, Davis, Deide, Dunklin,
Frasure, Geddes, Goedde, Hawkins, Ingram, Ipsen, Keough,
King-Barrutia, Lee, Lodge, Noh, Richardson, Risch, Sandy, Schroeder,
Sims, Sorensen, Stegner, Stennett, Thorne, Wheeler, Whitworth
NAYS -- None
Absent and excused -- Williams
Floor Sponsors -- Bunderson & Stegner
Title apvd - to House
03/19 To enrol
03/20 Rpt enrol - Sp signed
03/21 Pres signed - to Governor
03/22 Governor signed
Session Law Chapter 90
Effective: 07/01/01
|||| LEGISLATURE OF THE STATE OF IDAHO |||| Fifty-sixth Legislature First Regular Session - 2001IN THE HOUSE OF REPRESENTATIVES HOUSE BILL NO. 39 BY MR. SPEAKER Requested by: Public Employee Retirement System of Idaho 1 AN ACT 2 RELATING TO THE PUBLIC EMPLOYEE RETIREMENT SYSTEM; AMENDING SECTION 59-1316, 3 IDAHO CODE, TO CLARIFY THE INFORMATION THE RETIREMENT BOARD MAY PROVIDE TO 4 A SPOUSE OR FORMER SPOUSE OF A MEMBER. 5 Be It Enacted by the Legislature of the State of Idaho: 6 SECTION 1. That Section 59-1316, Idaho Code, be, and the same is hereby 7 amended to read as follows: 8 59-1316. MEMBER'S RETIREMENT RECORDS CONFIDENTIAL. (1) Each member shall 9 furnish the board with such information as the board shall deem necessary for 10 the proper operation of the system. As provided in section 9-340C, Idaho Code, 11 information contained in the retirement system mortgage portfolio loan docu- 12 ments and in each member's retirement system records is confidential and may 13 not be divulged except as ordered by a court; or except as may be required by 14 the employer member or by the retirement board and its staff in order to carry 15 into effect the purposes of this chapter. 16 (2) A member may by his written authorization release specific informa- 17 tion from his own retirement system records to a stated designee. If the mem- 18 ber is deceased, the member's contingent annuitant or beneficiary may, by 19 written authorization, release specific information from the member's retire- 20 ment system records to a stated designee. 21 (3) The retirement system mayalsodisclose the identity of a deceased 22 member's beneficiary to the member's spouse, children, and to the court-ap- 23 pointed administrator of the member's estate. 24 (4) Should a court order direct distribution or partial distribution of a 25 member's benefit as defined in either chapter 13, title 59, Idaho Code, or 26 chapter 14, title 72, Idaho Code, to the member's spouse or former spouse, the 27 system may release to the spouse, former spouse, or the court issuing the 28 order, information pertaining to themember's retirement account only with29regard to the calculation,divisionand distribution of the spouse's or former30spouse's community property portionor segregation of the member's accounts or 31 benefit. This information includes account balances, service accumulations, 32 and related information and histories, but does not include current addresses 33 and phone numbers. The system may release the same information to a member's 34 current spouse at any time, regardless of whether a court has ordered a dis- 35 tribution or division of the member's account.
STATEMENT OF PURPOSE
RS 10521
Section 59-1316, Idaho Code, authorizes the retirement system
to provide certain information to a spouse or former spouse
when a court orders a division of PERSI benefits. However,
due to the recent introduction of domestic retirement orders
it is necessary to further clarify what information is
available to a spouse or former spouse.
This bill permits the retirement system to provide certain
information pertaining to the division or segregation of a
member's accounts or benefits to a spouse or former spouse.
It also specifically exempts from disclosure current addresses
or phone numbers. This is intended to make information more
readily available to those with legitimate property interests
in an account, while continuing to protect a member's legitimate
privacy interests.
FISCAL IMPACT
None.
Contact
Name: Alan Winkle
Agency: PERSI
Phone: 334-3365
STATEMENT OF PURPOSE/FISCAL NOTE H 39