AB75-SSA1,427,76
(a)
Each individual is at least 18 years old and otherwise competent to enter
7into a contract.
AB75-SSA1,427,98
(b)
Neither individual is married to, or in a domestic partnership with, another
9individual.
AB75-SSA1,427,1110
(c) The 2 individuals are not related by blood in any way that would prohibit
11marriage under s. 765.03.
AB75-SSA1,427,1312
(d) The 2 individuals consider themselves to be members of each other's
13immediate family.
AB75-SSA1,427,1514
(e) The 2 individuals agree to be responsible for each other's basic living
15expenses.
AB75-SSA1,427,1716
(f) The 2 individuals share a common residence. Two individuals may share
17a common residence even if any of the following applies:
AB75-SSA1,427,1818
1. Only one of the individuals has legal ownership of the residence.
AB75-SSA1,427,2019
2. One or both of the individuals have one or more additional residences not
20shared with the other individual.
AB75-SSA1,427,2121
3. One of the individuals leaves the common residence with the intent to return.
AB75-SSA1,427,2424
40.02
(25) (b) 2c. A state employee described in s. 49.825 (4)
or 49.826 (4).
AB75-SSA1, s. 776
25Section
776. 40.02 (25) (b) 3. of the statutes is amended to read:
AB75-SSA1,428,5
140.02
(25) (b) 3. The surviving spouse
or domestic partner of an employee, or
2of a retired employee, who is currently covered by health insurance at the time of
3death of the employee or retired employee. The spouse
or domestic partner shall
4have the same right to health insurance coverage as the deceased employee or retired
5employee, but without state contribution, under rules promulgated by the secretary.
AB75-SSA1, s. 777
6Section
777. 40.02 (25) (b) 8. of the statutes is amended to read:
AB75-SSA1,428,97
40.02
(25) (b) 8. Any other state employee for whom coverage is authorized
8under a collective bargaining agreement pursuant to subch. I
or, V
, or VI of ch. 111
9or under s. 230.12 or 233.10.
AB75-SSA1,428,2112
40.02
(28) "Employer" means the state, including each state agency, any
13county, city, village, town, school district, other governmental unit or
14instrumentality of 2 or more units of government now existing or hereafter created
15within the state, any federated public library system established under s. 43.19
16whose territory lies within a single county with a population of 500,000 or more, a
17local exposition district created under subch. II of ch. 229
, a transit authority created
18under s. 66.1039, and a long-term care district created under s. 46.2895, except as
19provided under ss. 40.51 (7) and 40.61 (3) and subch. X. "Employer" does not include
20a local cultural arts district created under subch. V of ch. 229. Each employer shall
21be a separate legal jurisdiction for OASDHI purposes.
AB75-SSA1,429,824
40.02
(28) "Employer" means the state, including each state agency, any
25county, city, village, town, school district, other governmental unit or
1instrumentality of 2 or more units of government now existing or hereafter created
2within the state, any federated public library system established under s. 43.19
3whose territory lies within a single county with a population of 500,000 or more, a
4local exposition district created under subch. II of ch. 229, a transit authority created
5under s. 66.1039, and a long-term care district created under s. 46.2895, except as
6provided under ss. 40.51 (7) and 40.61 (3). "Employer" does not include a local
7cultural arts district created under subch. V of ch. 229. Each employer shall be a
8separate legal jurisdiction for OASDHI purposes.
AB75-SSA1,429,2010
40.03
(2) (im) Shall permit an annuitant who is a member of a retiree
11organization that is affiliated with an employee organization to have the department
12deduct from the annuitant's annuity monthly voluntary payments for the employee
13or retiree organization or any other entity affiliated with either organization. The
14secretary shall establish a procedure for deducting monthly voluntary payments and
15for designating the organizations and affiliated entities eligible to receive the
16voluntary payments. When remitting deducted voluntary payments to an employee
17or retiree organization or affiliated entity, the secretary shall, for each annuitant
18from whose annuity voluntary payments are deducted, provide the employee or
19retiree organization or affiliated entity with the annuitant's name, amount of the
20deduction, and a unique identifier.
AB75-SSA1,430,2422
40.05
(1) (b) In lieu of employee payment, the employer may pay all or part of
23the contributions required by par. (a), but all the payments shall be available for
24benefit purposes to the same extent as required contributions deducted from
25earnings of the participating employees. Action to assume employee contributions
1as provided under this paragraph shall be taken at the time and in the form
2determined by the governing body of the participating employer. The state shall pay
3under this paragraph for employees who are covered by a collective bargaining
4agreement under subch. V
or VI of ch. 111 and for employees whose fringe benefits
5are determined under s. 230.12 an amount equal to 4% of the earnings paid by the
6state unless otherwise provided in a collective bargaining agreement under subch.
7V
or VI of ch. 111 or unless otherwise determined under s. 230.12. The University
8of Wisconsin Hospitals and Clinics Authority shall pay under this paragraph for
9employees who are covered by a collective bargaining agreement under subch. I of
10ch. 111 and for employees whose fringe benefits are determined under s. 233.10 an
11amount equal to 4% of the earnings paid by the authority unless otherwise provided
12in a collective bargaining agreement under subch. I of ch. 111 or unless otherwise
13determined under s. 233.10. The state shall pay under this paragraph for employees
14who are not covered by a collective bargaining agreement under subch. V
or VI of ch.
15111 and for employees whose fringe benefits are not determined under s. 230.12 an
16amount equal to 4% of the earnings paid by the state unless a different amount is
17recommended by the director of the office of state employment relations and
18approved by the joint committee on employment relations in the manner provided
19for approval of changes in the compensation plan under s. 230.12 (3). The University
20of Wisconsin Hospitals and Clinics Authority shall pay under this paragraph for its
21employees who are not covered by a collective bargaining agreement under subch.
22I of ch. 111 an amount equal to 4% of the earnings paid by the authority unless a
23different amount is established by the board of directors of the authority under s.
24233.10.
AB75-SSA1, s. 785
25Section
785. 40.05 (4) (ag) (intro.) of the statutes is amended to read:
AB75-SSA1,431,4
140.05
(4) (ag) (intro.) Beginning on January 1, 2004, except as otherwise
2provided in accordance with a collective bargaining agreement under subch. I
or, V
,
3or VI of ch. 111 or s. 230.12 or 233.10, the employer shall pay for its currently
4employed insured employees:
AB75-SSA1,431,136
40.05
(4) (ar) The employer shall pay under par. (a) for employees who are not
7covered by a collective bargaining agreement under subch. I
or, V
, or VI of ch. 111 and
8for employees whose health insurance premium contribution rates are not
9determined under s. 230.12 or 233.10 an amount equal to the amount specified in par.
10(ag) unless a different amount is recommended by the director of the office of state
11employment relations and approved by the joint committee on employment relations
12in the manner provided for approval of changes in the compensation plan under s.
13230.12 (3).
AB75-SSA1,432,2215
40.05
(4) (b) Except as provided under pars. (bc) and (bp), accumulated unused
16sick leave under ss. 13.121 (4), 36.30, 230.35 (2), 233.10, and 757.02 (5) and subch.
17I
or, V
, or VI of ch. 111 of any eligible employee shall, at the time of death, upon
18qualifying for an immediate annuity or for a lump sum payment under s. 40.25 (1)
19or upon termination of creditable service and qualifying as an eligible employee
20under s. 40.02 (25) (b) 6. or 10., be converted, at the employee's highest basic pay rate
21he or she received while employed by the state, to credits for payment of health
22insurance premiums on behalf of the employee or the employee's surviving insured
23dependents. Any supplemental compensation that is paid to a state employee who
24is classified under the state classified civil service as a teacher, teacher supervisor,
25or education director for the employee's completion of educational courses that have
1been approved by the employee's employer is considered as part of the employee's
2basic pay for purposes of this paragraph. The full premium for any eligible employee
3who is insured at the time of retirement, or for the surviving insured dependents of
4an eligible employee who is deceased, shall be deducted from the credits until the
5credits are exhausted and paid from the account under s. 40.04 (10), and then
6deducted from annuity payments, if the annuity is sufficient. The department shall
7provide for the direct payment of premiums by the insured to the insurer if the
8premium to be withheld exceeds the annuity payment. Upon conversion of an
9employee's unused sick leave to credits under this paragraph or par. (bf), the
10employee or, if the employee is deceased, the employee's surviving insured
11dependents may initiate deductions from those credits or may elect to delay
12initiation of deductions from those credits, but only if the employee or surviving
13insured dependents are covered by a comparable health insurance plan or policy
14during the period beginning on the date of the conversion and ending on the date on
15which the employee or surviving insured dependents later elect to initiate
16deductions from those credits. If an employee or an employee's surviving insured
17dependents elect to delay initiation of deductions from those credits, an employee or
18the employee's surviving insured dependents may only later elect to initiate
19deductions from those credits during the annual enrollment period under par. (be).
20A health insurance plan or policy is considered comparable if it provides hospital and
21medical benefits that are substantially equivalent to the standard health insurance
22plan established under s. 40.52 (1).
AB75-SSA1,433,924
40.05
(4) (bw) On converting accumulated unused sick leave to credits for the
25payment of health insurance premiums under par. (b), the department shall add
1additional credits, calculated in the same manner as are credits under par. (b), that
2are based on a state employee's accumulated sabbatical leave or earned vacation
3leave from the state employee's last year of service prior to retirement, or both. The
4department shall apply the credits awarded under this paragraph for the payment
5of health insurance premiums only after the credits awarded under par. (b) are
6exhausted. This paragraph applies only to state employees who are eligible for
7accumulated unused sick leave conversion under par. (b) and who are entitled to the
8benefits under this paragraph pursuant to a collective bargaining agreement under
9subch. V
or VI of ch. 111.
AB75-SSA1, s. 789
10Section
789. 40.05 (4g) (a) 4. of the statutes is amended to read:
AB75-SSA1,433,1511
40.05
(4g) (a) 4. Has received a military leave of absence under s. 230.32 (3) (a)
12or 230.35 (3), under a collective bargaining agreement under subch. V
or VI of ch. 111
13or under rules promulgated by the director of the office of state employment relations
14or is eligible for reemployment with the state under s. 321.64 after completion of his
15or her service in the U.S. armed forces.
AB75-SSA1, s. 790
16Section
790. 40.05 (5) (intro.) of the statutes is amended to read:
AB75-SSA1,433,2117
40.05
(5) Income continuation insurance premiums. (intro.) For the income
18continuation insurance provided under subch. V the employee shall pay the amount
19remaining after the employer has contributed the following or, if different, the
20amount determined under a collective bargaining agreement under subch. I
or, V
, or
21VI of ch. 111 or s. 230.12 or 233.10:
AB75-SSA1, s. 791
22Section
791. 40.05 (5) (b) 4. of the statutes is amended to read:
AB75-SSA1,433,2523
40.05
(5) (b) 4. The accrual and crediting of sick leave shall be determined in
24accordance with ss. 13.121 (4), 36.30, 230.35 (2), 233.10 and 757.02 (5) and subch. I
25or, V
, or VI of ch. 111.
AB75-SSA1,434,92
40.05
(6) (a) Except as otherwise provided in accordance with a collective
3bargaining agreement under subch. I
or, V
, or VI of ch. 111 or s. 230.12 or 233.10, each
4insured employee under the age of 70 and annuitant under the age of 65 shall pay
5for group life insurance coverage a sum, approved by the group insurance board,
6which shall not exceed 60 cents monthly for each $1,000 of group life insurance,
7based upon the last amount of insurance in force during the month for which
8earnings are paid. The equivalent premium may be fixed by the group insurance
9board if the annual compensation is paid in other than 12 monthly installments.
AB75-SSA1,434,1311
40.07
(1) Notwithstanding any other statutory provision, individual personal
12information in the records of the department is not a public record and shall not be
13disclosed except as provided in this section
and s. 40.03 (2) (im).
AB75-SSA1,434,1715
40.07
(3) The Except as provided in sub. (4) (b), the department shall not
16furnish lists of participants, annuitants or beneficiaries to any person or
17organization except as required for the proper administration of the department.
AB75-SSA1,434,2119
40.07
(4) (a) An employee or retiree organization or affiliated entity eligible to
20receive voluntary payments under s. 40.03 (2) (im) may mail printed information and
21membership materials to annuitants using the procedure under par. (b).
AB75-SSA1,435,522
(b) At the request of an employee or retiree organization or affiliated entity
23eligible to receive voluntary payments under s. 40.03 (2) (im), the department shall
24select a vendor to mail to annuitants any printed information and membership
25materials for the organization or entity and shall provide that vendor with a list of
1names and mailing addresses of all annuitants. The department shall identify the
2total number of annuitants to the organization or entity and the organization or
3entity shall provide the vendor any printed information and membership materials
4to mail to the annuitants. The organization or entity shall pay to the vendor all costs
5for mailing the printed information and any membership materials.
AB75-SSA1,435,106
(c) The vendor may not provide the names or address of any annuitant to any
7person, including the organization or entity. After mailing the printed information
8and any membership materials to the annuitants, on behalf of the organization or
9entity, the vendor shall return the list of annuitant names and mailing addresses to
10the department and may not retain any copies of the list.
AB75-SSA1,435,1512
40.08
(1j) Voluntary payments to employee or retiree organizations and
13affiliated entities. Notwithstanding sub. (1), an annuitant may have the
14department deduct from his or her annuity monthly voluntary payments to an
15employee or retiree organization or affiliated entity under s. 40.03 (2) (im).
AB75-SSA1, s. 793
16Section
793. 40.08 (8) (a) 4. of the statutes is amended to read:
AB75-SSA1,436,217
40.08
(8) (a) 4. The former spouse
or domestic partner of a participant who is
18an alternate payee and whom the department cannot locate by reasonable efforts,
19with such efforts beginning by the end of the month in which the participant attains,
20or would have attained, the age of 65, shall be considered to have abandoned all
21benefits under the Wisconsin retirement system on the date on which the participant
22attains, or would have attained, the age of 70. The department shall close the
23alternate payee's account and shall transfer the moneys in the account to the
24employer accumulation reserve. The department shall restore the alternate payee's
25account and shall debit the employer accumulation reserve accordingly if the
1alternate payee subsequently applies for retirement benefits under this chapter
2before the participant attains or would have attained the age of 80.
AB75-SSA1,436,124
40.08
(8) (c) The department shall publish a
class 1 notice
, under ch. 985, in
5the official state paper on the department's Web site for a reasonable period of time 6stating the names of persons presumed to have died intestate, without heirs or
7beneficiary, or whose accounts are presumed to be abandoned under par. (a), and the
8fact that a benefit will be paid, if applied for within the time limits under par. (a) and
9if the participant, alternate payee or other person offers proof satisfactory to the
10department that the participant, alternate payee or other person is entitled to the
11benefit. Such proof shall include, but is not limited to, evidence that the participant
12died and that the person is the beneficiary under s. 40.02 (8).
AB75-SSA1,436,1914
40.08
(9) Payments of benefits to minors and individuals found incompetent. 15In any case in which a benefit amount becomes payable to a minor or to an individual
16adjudicated incompetent, the department may waive guardianship proceedings, and
17pay the benefit to the person providing for or caring for the minor, or to the spouse
18or domestic partner, parent, or other relative by blood or adoption providing for or
19caring for the individual adjudicated incompetent.
AB75-SSA1,437,322
40.22
(2) (m) Notwithstanding sub. (3m), the employee was formerly employed
23by Milwaukee County, is a state employee described in s. 49.825 (4)
or 49.826 (4), and
24elects to remain a covered employee under the retirement system established under
25chapter 201, laws of 1937, pursuant to s. 49.825 (4) (c)
or 49.826 (4) (c). This
1paragraph shall not apply if the employee remains a state employee, but is no longer
2performing services for the Milwaukee County enrollment services unit under s.
349.825
or the child care provider services unit under s. 49.826.
AB75-SSA1,437,85
40.22
(2m) (a) At least one year for at least one-third of what is considered
6full-time employment by the department, as determined by rule
, or, for an
7educational support personnel employee, at least one year for at least one-third of
8what is considered full-time employment for a teacher.
AB75-SSA1,437,2210
40.23
(2m) (fm) Notwithstanding s. 40.02 (17) (intro.), for purposes of
11determining creditable service under par. (f) 2.,
participants with at least 0.75 of a
12year a participant's amount of creditable service in any annual earnings period shall
13be treated as
having one year the amount of creditable service
that a teacher would
14earn for that annual earnings period. To be eligible for the treatment provided by
15this paragraph, the participant must have earned only a partial year of creditable
16service in at least 5 of the 10 annual earnings periods immediately preceding the
17annual earnings period in which the participant terminated covered employment
,
18and the participant must notify the department of the applicability of this paragraph
19to the participant's service. The participant is not eligible for the treatment provided
20by this paragraph if such notification is provided by the participant later than 60
21days after the participant's annuity effective date. This paragraph does not apply
22to service credited under s. 40.02 (15)
or to creditable service as a teacher.
AB75-SSA1,438,224
40.23
(4) (e) 1. Subject to subds. 2. to 4., if a participant dies before the
25distribution of benefits has commenced and the participant's beneficiary is the
1spouse
or domestic partner, the department shall begin the distribution within 5
2years after the date of the participant's death.
AB75-SSA1,438,63
2. If the spouse
or domestic partner files a subsequent beneficiary designation
4with the department, the payment of the distribution may be deferred until the
5January 1 of the year in which the participant would have attained the age of 70.5
6years.
AB75-SSA1,438,97
3. If the spouse
or domestic partner does not apply for a distribution, the
8distribution shall begin as an automatic distribution as provided under subd. 1. or
9under par. (c), whichever distribution date is earlier.
AB75-SSA1,438,1210
4. If the spouse
or domestic partner dies, but has designated a new beneficiary,
11the birth date of the spouse
or domestic partner shall be used for the purposes of
12determining the required beginning date.
AB75-SSA1,438,1513
5. The department shall specify by rule all procedures relating to an automatic
14distribution to the spouse
or domestic partner. These rules shall comply with the
15internal revenue code.
AB75-SSA1, s. 798
16Section
798. 40.23 (4) (f) (intro.) of the statutes is amended to read:
AB75-SSA1,438,1917
40.23
(4) (f) (intro.) If a participant dies before the distribution of benefits has
18commenced and the participant's beneficiary is not the spouse
or domestic partner,
19the beneficiary shall do one of the following:
AB75-SSA1, s. 799
20Section
799. 40.24 (7) (a) (intro.) of the statutes is amended to read:
AB75-SSA1,439,921
40.24
(7) (a) (intro.) Any participant who has been married to the same spouse
,
22or in a domestic partnership with the same domestic partner, for at least one year
23immediately preceding the participant's annuity effective date shall elect the
24annuity option under sub. (1) (d), the annuity option under sub. (1) (e), if the reduced
25annuity under sub. (1) (e) is payable in an optional life form provided under sub. (1)
1(d), or an annuity option in a form provided by rule, if the annuity is payable for life
2with monthly payments of at least 75% of the amount of the annuity to be continued
3to the beneficiary, for life, upon the death of the participant, and the participant shall
4designate the spouse
or domestic partner as the beneficiary, unless the participant's
5application for a retirement annuity in a different optional annuity form is signed
6by both the participant and the participant's spouse
or domestic partner or unless the
7participant establishes to the satisfaction of the department that, by reason of
8absence or other inability, the spouse's
or domestic partner's signature may not be
9obtained. This subsection does not apply to any of the following:
AB75-SSA1,439,2211
40.24
(7) (b) In administering this subsection, the secretary may require the
12participant to provide the department with a certification of the participant's marital
13or domestic partnership status and of the validity of the spouse's
or domestic
14partner's signature. If a participant is exempted from the requirements under par.
15(a) on the basis of a certification which the department or a court subsequently
16determines to be invalid, the liability of the fund and the department shall be limited
17to a conversion of annuity options at the time the certification is determined to be
18invalid. The conversion shall be from the present value of the annuity in the optional
19form originally elected by the participant to an annuity with the same present value
20but in the optional form under sub. (1) (d) and with monthly payments of 100% of the
21amount of the annuity paid to the annuitant to be continued to the spouse
or domestic
22partner beneficiary.
AB75-SSA1,440,724
40.25
(3m) A participant's application for a lump sum payment under sub. (1)
25(b) or (2), filed after May 7, 1994, shall be signed by both the participant and the
1participant's spouse
or domestic partner, if the participant has been married to that
2spouse
, or in a domestic partnership with that domestic partner, for at least one year
3immediately preceding the date the application is filed. The department may
4promulgate rules that allow for the waiver of the requirements of this subsection for
5a situation in which, by reason of absence or incompetency, the spouse's
or domestic
6partner's signature may not be obtained. This subsection does not apply to any
7benefits paid from accumulated additional contributions.
AB75-SSA1,440,219
40.51
(2m) (a) In addition to the restriction under par. (b), a domestic partner
10of an eligible employee may not become covered under a group health insurance plan
11under this subchapter unless the eligible employee submits an affidavit, designed by
12the group insurance board, attesting that the eligible employee and his or her
13domestic partner satisfy the requirements for a domestic partnership under s. 40.02
14(21d). The eligible employee shall submit this affidavit to his or her employer at the
15time the eligible employee first enrolls in a group health insurance plan under this
16subchapter or at the time the eligible employee requests a change in dependent
17status while the eligible employee is enrolled in a group health insurance plan under
18this subchapter. Upon the dissolution of a domestic partnership, the eligible
19employee shall submit in a timely manner to his or her employer an affidavit,
20designed by the group insurance board, attesting to the dissolution of the domestic
21partnership.
AB75-SSA1,440,2522
(b) If an eligible employee is divorced or was a domestic partner in a dissolved
23domestic partnership, the eligible employee may not enroll a new spouse or domestic
24partner in a group health insurance plan under this subchapter until 6 months have
25elapsed since the date of the divorce or dissolved domestic partnership.
AB75-SSA1,441,63
40.51
(8) Every health care coverage plan offered by the state under sub. (6)
4shall comply with ss. 631.89, 631.90, 631.93 (2), 631.95, 632.72 (2), 632.746 (1) to (8)
5and (10), 632.747, 632.748, 632.83, 632.835, 632.85, 632.853, 632.855, 632.87 (3) to
6(6), 632.895 (5m) and (8) to
(16) (17), and 632.896.
AB75-SSA1,441,119
40.51
(8m) Every health care coverage plan offered by the group insurance
10board under sub. (7) shall comply with ss. 631.95, 632.746 (1) to (8) and (10), 632.747,
11632.748, 632.83, 632.835, 632.85, 632.853, 632.855, and 632.895 (11) to
(16) (17).
AB75-SSA1,441,2513
40.52
(2) Health insurance benefits under this subchapter shall be integrated,
14with exceptions determined appropriate by the group insurance board, with benefits
15under federal plans for hospital and health care for the aged and disabled.
16Exclusions and limitations with respect to benefits and different rates may be
17established for persons eligible under federal plans for hospital and health care for
18the aged and disabled in recognition of the utilization by persons within the age
19limits eligible under the federal program. The plan may include special provisions
20for spouses
, domestic partners, and other dependents covered under a plan
21established under this subchapter where one spouse
or domestic partner is eligible
22under federal plans for hospital and health care for the aged but the others are not
23eligible because of age or other reasons. As part of the integration, the department
24may, out of premiums collected under s. 40.05 (4), pay premiums for the federal
25health insurance.
AB75-SSA1, s. 803
1Section
803. 40.53 of the statutes is renumbered 146.45, and 146.45 (2) and
2(3), as renumbered, are amended to read:
AB75-SSA1,442,123
146.45
(2) The
group insurance board
department shall develop a purchasing
4pool for pharmacy benefits that uses a preferred list of covered prescription drugs.
5The pool shall consist of
the state and any eligible party that satisfies the conditions
6established under sub. (3) for joining the pool. The
group insurance board 7department shall seek to develop the preferred list of covered prescription drugs
8under an evidence-based analysis that first identifies the relative effectiveness of
9prescription drugs within therapeutic classes for particular diseases and conditions
10and next identifies the least costly prescription drugs, including prescription drugs
11with generic names that are alternatives to prescription drugs with brand names,
12among those found to be equally effective.
AB75-SSA1,442,14
13(3) The
group insurance board department shall propose conditions that an
14eligible party must satisfy to join the purchasing pool established under sub. (2).
AB75-SSA1,442,2316
40.55
(1) Except as provided in sub. (5), the state shall offer, through the group
17insurance board, to eligible employees under s. 40.02 (25) (bm) and to state
18annuitants long-term care insurance policies which have been filed with the office
19of the commissioner of insurance and which have been approved for offering under
20contracts established by the group insurance board if the insurer requests that the
21policy be offered and the state shall also allow an eligible employee or a state
22annuitant to purchase those policies for his or her spouse
, domestic partner, or
23parent.