Amendment SSA1-AB75

AB75-SSA1,434,17 40.07 (3) The Except as provided in sub. (4) (b), the department shall not furnish lists of participants, annuitants or beneficiaries to any person or organization except as required for the proper administration of the department.

AB75-SSA1, s. 792g Section 792g. 40.07 (4) of the statutes is created to read:

AB75-SSA1,434,21 40.07 (4) (a) An employee or retiree organization or affiliated entity eligible to receive voluntary payments under s. 40.03 (2) (im) may mail printed information and membership materials to annuitants using the procedure under par. (b).

AB75-SSA1,435,5 (b) At the request of an employee or retiree organization or affiliated entity eligible to receive voluntary payments under s. 40.03 (2) (im), the department shall select a vendor to mail to annuitants any printed information and membership materials for the organization or entity and shall provide that vendor with a list of names and mailing addresses of all annuitants. The department shall identify the total number of annuitants to the organization or entity and the organization or entity shall provide the vendor any printed information and membership materials to mail to the annuitants. The organization or entity shall pay to the vendor all costs for mailing the printed information and any membership materials.

AB75-SSA1,435,10 (c) The vendor may not provide the names or address of any annuitant to any person, including the organization or entity. After mailing the printed information and any membership materials to the annuitants, on behalf of the organization or entity, the vendor shall return the list of annuitant names and mailing addresses to the department and may not retain any copies of the list.

AB75-SSA1, s. 792h Section 792h. 40.08 (1j) of the statutes is created to read:

AB75-SSA1,435,15 40.08 (1j) Voluntary payments to employee or retiree organizations and affiliated entities. Notwithstanding sub. (1), an annuitant may have the department deduct from his or her annuity monthly voluntary payments to an employee or retiree organization or affiliated entity under s. 40.03 (2) (im).

AB75-SSA1, s. 793 Section 793. 40.08 (8) (a) 4. of the statutes is amended to read:

AB75-SSA1,436,2 40.08 (8) (a) 4. The former spouse or domestic partner of a participant who is an alternate payee and whom the department cannot locate by reasonable efforts, with such efforts beginning by the end of the month in which the participant attains, or would have attained, the age of 65, shall be considered to have abandoned all benefits under the Wisconsin retirement system on the date on which the participant attains, or would have attained, the age of 70. The department shall close the alternate payee's account and shall transfer the moneys in the account to the employer accumulation reserve. The department shall restore the alternate payee's account and shall debit the employer accumulation reserve accordingly if the alternate payee subsequently applies for retirement benefits under this chapter before the participant attains or would have attained the age of 80.

AB75-SSA1, s. 793g Section 793g. 40.08 (8) (c) of the statutes is amended to read:

AB75-SSA1,436,12 40.08 (8) (c) The department shall publish a class 1 notice, under ch. 985, in the official state paper on the department's Web site for a reasonable period of time stating the names of persons presumed to have died intestate, without heirs or beneficiary, or whose accounts are presumed to be abandoned under par. (a), and the fact that a benefit will be paid, if applied for within the time limits under par. (a) and if the participant, alternate payee or other person offers proof satisfactory to the department that the participant, alternate payee or other person is entitled to the benefit. Such proof shall include, but is not limited to, evidence that the participant died and that the person is the beneficiary under s. 40.02 (8).

AB75-SSA1, s. 794 Section 794. 40.08 (9) of the statutes is amended to read:

AB75-SSA1,436,19 40.08 (9) Payments of benefits to minors and individuals found incompetent. In any case in which a benefit amount becomes payable to a minor or to an individual adjudicated incompetent, the department may waive guardianship proceedings, and pay the benefit to the person providing for or caring for the minor, or to the spouse or domestic partner, parent, or other relative by blood or adoption providing for or caring for the individual adjudicated incompetent.

AB75-SSA1, s. 794r Section 794r. 40.22 (2) (m) of the statutes, as created by 2009 Wisconsin Act 15, is amended to read:

AB75-SSA1,437,3 40.22 (2) (m) Notwithstanding sub. (3m), the employee was formerly employed by Milwaukee County, is a state employee described in s. 49.825 (4) or 49.826 (4), and elects to remain a covered employee under the retirement system established under chapter 201, laws of 1937, pursuant to s. 49.825 (4) (c) or 49.826 (4) (c). This paragraph shall not apply if the employee remains a state employee, but is no longer performing services for the Milwaukee County enrollment services unit under s. 49.825 or the child care provider services unit under s. 49.826.

AB75-SSA1, s. 795 Section 795. 40.22 (2m) (a) of the statutes is amended to read:

AB75-SSA1,437,8 40.22 (2m) (a) At least one year for at least one-third of what is considered full-time employment by the department, as determined by rule, or, for an educational support personnel employee, at least one year for at least one-third of what is considered full-time employment for a teacher.

AB75-SSA1, s. 796 Section 796. 40.23 (2m) (fm) of the statutes is amended to read:

AB75-SSA1,437,22 40.23 (2m) (fm) Notwithstanding s. 40.02 (17) (intro.), for purposes of determining creditable service under par. (f) 2., participants with at least 0.75 of a year a participant's amount of creditable service in any annual earnings period shall be treated as having one year the amount of creditable service that a teacher would earn for that annual earnings period. To be eligible for the treatment provided by this paragraph, the participant must have earned only a partial year of creditable service in at least 5 of the 10 annual earnings periods immediately preceding the annual earnings period in which the participant terminated covered employment, and the participant must notify the department of the applicability of this paragraph to the participant's service. The participant is not eligible for the treatment provided by this paragraph if such notification is provided by the participant later than 60 days after the participant's annuity effective date. This paragraph does not apply to service credited under s. 40.02 (15) or to creditable service as a teacher.

AB75-SSA1, s. 797 Section 797. 40.23 (4) (e) of the statutes is amended to read:

AB75-SSA1,438,2 40.23 (4) (e) 1. Subject to subds. 2. to 4., if a participant dies before the distribution of benefits has commenced and the participant's beneficiary is the spouse or domestic partner, the department shall begin the distribution within 5 years after the date of the participant's death.

AB75-SSA1,438,6 2. If the spouse or domestic partner files a subsequent beneficiary designation with the department, the payment of the distribution may be deferred until the January 1 of the year in which the participant would have attained the age of 70.5 years.

AB75-SSA1,438,9 3. If the spouse or domestic partner does not apply for a distribution, the distribution shall begin as an automatic distribution as provided under subd. 1. or under par. (c), whichever distribution date is earlier.

AB75-SSA1,438,12 4. If the spouse or domestic partner dies, but has designated a new beneficiary, the birth date of the spouse or domestic partner shall be used for the purposes of determining the required beginning date.

AB75-SSA1,438,15 5. The department shall specify by rule all procedures relating to an automatic distribution to the spouse or domestic partner. These rules shall comply with the internal revenue code.

AB75-SSA1, s. 798 Section 798. 40.23 (4) (f) (intro.) of the statutes is amended to read:

AB75-SSA1,438,19 40.23 (4) (f) (intro.) If a participant dies before the distribution of benefits has commenced and the participant's beneficiary is not the spouse or domestic partner, the beneficiary shall do one of the following:

AB75-SSA1, s. 799 Section 799. 40.24 (7) (a) (intro.) of the statutes is amended to read:

AB75-SSA1,439,9 40.24 (7) (a) (intro.) Any participant who has been married to the same spouse, or in a domestic partnership with the same domestic partner, for at least one year immediately preceding the participant's annuity effective date shall elect the annuity option under sub. (1) (d), the annuity option under sub. (1) (e), if the reduced annuity under sub. (1) (e) is payable in an optional life form provided under sub. (1) (d), or an annuity option in a form provided by rule, if the annuity is payable for life with monthly payments of at least 75% of the amount of the annuity to be continued to the beneficiary, for life, upon the death of the participant, and the participant shall designate the spouse or domestic partner as the beneficiary, unless the participant's application for a retirement annuity in a different optional annuity form is signed by both the participant and the participant's spouse or domestic partner or unless the participant establishes to the satisfaction of the department that, by reason of absence or other inability, the spouse's or domestic partner's signature may not be obtained. This subsection does not apply to any of the following:

AB75-SSA1, s. 800 Section 800. 40.24 (7) (b) of the statutes is amended to read:

AB75-SSA1,439,22 40.24 (7) (b) In administering this subsection, the secretary may require the participant to provide the department with a certification of the participant's marital or domestic partnership status and of the validity of the spouse's or domestic partner's signature. If a participant is exempted from the requirements under par. (a) on the basis of a certification which the department or a court subsequently determines to be invalid, the liability of the fund and the department shall be limited to a conversion of annuity options at the time the certification is determined to be invalid. The conversion shall be from the present value of the annuity in the optional form originally elected by the participant to an annuity with the same present value but in the optional form under sub. (1) (d) and with monthly payments of 100% of the amount of the annuity paid to the annuitant to be continued to the spouse or domestic partner beneficiary.

AB75-SSA1, s. 801 Section 801. 40.25 (3m) of the statutes is amended to read:

AB75-SSA1,440,7 40.25 (3m) A participant's application for a lump sum payment under sub. (1) (b) or (2), filed after May 7, 1994, shall be signed by both the participant and the participant's spouse or domestic partner, if the participant has been married to that spouse, or in a domestic partnership with that domestic partner, for at least one year immediately preceding the date the application is filed. The department may promulgate rules that allow for the waiver of the requirements of this subsection for a situation in which, by reason of absence or incompetency, the spouse's or domestic partner's signature may not be obtained. This subsection does not apply to any benefits paid from accumulated additional contributions.

AB75-SSA1, s. 801m Section 801m. 40.51 (2m) of the statutes is created to read:

AB75-SSA1,440,21 40.51 (2m) (a) In addition to the restriction under par. (b), a domestic partner of an eligible employee may not become covered under a group health insurance plan under this subchapter unless the eligible employee submits an affidavit, designed by the group insurance board, attesting that the eligible employee and his or her domestic partner satisfy the requirements for a domestic partnership under s. 40.02 (21d). The eligible employee shall submit this affidavit to his or her employer at the time the eligible employee first enrolls in a group health insurance plan under this subchapter or at the time the eligible employee requests a change in dependent status while the eligible employee is enrolled in a group health insurance plan under this subchapter. Upon the dissolution of a domestic partnership, the eligible employee shall submit in a timely manner to his or her employer an affidavit, designed by the group insurance board, attesting to the dissolution of the domestic partnership.

AB75-SSA1,440,25 (b) If an eligible employee is divorced or was a domestic partner in a dissolved domestic partnership, the eligible employee may not enroll a new spouse or domestic partner in a group health insurance plan under this subchapter until 6 months have elapsed since the date of the divorce or dissolved domestic partnership.

AB75-SSA1, s. 801r Section 801r. 40.51 (8) of the statutes, as affected by 2009 Wisconsin Act 14, is amended to read:

AB75-SSA1,441,6 40.51 (8) Every health care coverage plan offered by the state under sub. (6) shall comply with ss. 631.89, 631.90, 631.93 (2), 631.95, 632.72 (2), 632.746 (1) to (8) and (10), 632.747, 632.748, 632.83, 632.835, 632.85, 632.853, 632.855, 632.87 (3) to (6), 632.895 (5m) and (8) to (16) (17), and 632.896.

AB75-SSA1, s. 801t Section 801t. 40.51 (8m) of the statutes, as affected by 2009 Wisconsin Act 14, is amended to read:

AB75-SSA1,441,11 40.51 (8m) Every health care coverage plan offered by the group insurance board under sub. (7) shall comply with ss. 631.95, 632.746 (1) to (8) and (10), 632.747, 632.748, 632.83, 632.835, 632.85, 632.853, 632.855, and 632.895 (11) to (16) (17).

AB75-SSA1, s. 802 Section 802. 40.52 (2) of the statutes is amended to read:

AB75-SSA1,441,25 40.52 (2) Health insurance benefits under this subchapter shall be integrated, with exceptions determined appropriate by the group insurance board, with benefits under federal plans for hospital and health care for the aged and disabled. Exclusions and limitations with respect to benefits and different rates may be established for persons eligible under federal plans for hospital and health care for the aged and disabled in recognition of the utilization by persons within the age limits eligible under the federal program. The plan may include special provisions for spouses, domestic partners, and other dependents covered under a plan established under this subchapter where one spouse or domestic partner is eligible under federal plans for hospital and health care for the aged but the others are not eligible because of age or other reasons. As part of the integration, the department may, out of premiums collected under s. 40.05 (4), pay premiums for the federal health insurance.

AB75-SSA1, s. 803 Section 803. 40.53 of the statutes is renumbered 146.45, and 146.45 (2) and (3), as renumbered, are amended to read:

AB75-SSA1,442,12 146.45 (2) The group insurance board department shall develop a purchasing pool for pharmacy benefits that uses a preferred list of covered prescription drugs. The pool shall consist of the state and any eligible party that satisfies the conditions established under sub. (3) for joining the pool. The group insurance board department shall seek to develop the preferred list of covered prescription drugs under an evidence-based analysis that first identifies the relative effectiveness of prescription drugs within therapeutic classes for particular diseases and conditions and next identifies the least costly prescription drugs, including prescription drugs with generic names that are alternatives to prescription drugs with brand names, among those found to be equally effective.

AB75-SSA1,442,14 (3) The group insurance board department shall propose conditions that an eligible party must satisfy to join the purchasing pool established under sub. (2).

AB75-SSA1, s. 804 Section 804. 40.55 (1) of the statutes is amended to read:

AB75-SSA1,442,23 40.55 (1) Except as provided in sub. (5), the state shall offer, through the group insurance board, to eligible employees under s. 40.02 (25) (bm) and to state annuitants long-term care insurance policies which have been filed with the office of the commissioner of insurance and which have been approved for offering under contracts established by the group insurance board if the insurer requests that the policy be offered and the state shall also allow an eligible employee or a state annuitant to purchase those policies for his or her spouse, domestic partner, or parent.

AB75-SSA1, s. 805 Section 805. 40.62 (2) of the statutes, as affected by 2009 Wisconsin Act 15, is amended to read:

AB75-SSA1,443,4 40.62 (2) Sick leave accumulation shall be determined in accordance with rules of the department, any collective bargaining agreement under subch. I or, V, or VI of ch. 111, and ss. 13.121 (4), 36.30, 49.825 (4) (d), 49.826 (4) (d), 230.35 (2), 233.10, 757.02 (5) and 978.12 (3).

AB75-SSA1, s. 806 Section 806. 40.65 (5) (b) 1. of the statutes is amended to read:

AB75-SSA1,443,8 40.65 (5) (b) 1. Any OASDHI benefit payable to the participant or the participant's spouse, domestic partner, or a dependent because of the participant's work record.

AB75-SSA1, s. 807 Section 807. 40.65 (5) (c) of the statutes is amended to read:

AB75-SSA1,443,14 40.65 (5) (c) The Wisconsin retirement board may not reduce a participant's benefit because of income or benefits that are attributable to the earnings or work record of the participant's spouse, domestic partner, or other member of the participant's family, or because of income or benefits attributable to an insurance contract, including income continuation programs.

AB75-SSA1, s. 808 Section 808. 40.65 (7) (am) (intro.) of the statutes is amended to read:

AB75-SSA1,443,20 40.65 (7) (am) (intro.) This paragraph applies to benefits based on applications filed on or after May 3, 1988. If a protective occupation participant dies as a result of an injury or a disease for which a benefit is paid or would be payable under sub. (4), and the participant is survived by a spouse, domestic partner, or an unmarried child under the age of 18, a monthly benefit shall be paid as follows:

AB75-SSA1, s. 809 Section 809. 40.65 (7) (am) 1. of the statutes is amended to read:

AB75-SSA1,444,3 40.65 (7) (am) 1. To the surviving spouse or domestic partner until the surviving spouse remarries or the surviving domestic partner enters into a new domestic partnership or marries, if the spouse was married to the participant on the date that the participant was disabled under sub. (4) or the domestic partner was in a domestic partnership with the participant on the date that the participant was disabled under sub. (4), 50% of the participant's monthly salary at the time of death, but reduced by any amount payable under sub. (5) (b) 1. to 6.

AB75-SSA1, s. 810 Section 810. 40.65 (7) (am) 2. of the statutes is amended to read:

AB75-SSA1,444,10 40.65 (7) (am) 2. To a guardian for each of that guardian's wards who is an unmarried surviving child under the age of 18, 10% of the participant's monthly salary at the time of death, payable until the child marries, dies or reaches the age of 18, whichever occurs first. The marital or domestic partnership status of the surviving spouse or domestic partner shall have no effect on the payments under this subdivision.

AB75-SSA1, s. 811 Section 811. 40.65 (7) (ar) 1. of the statutes is amended to read:

AB75-SSA1,444,17 40.65 (7) (ar) 1. This paragraph applies to benefits based on applications filed on or after May 12, 1998. If a protective occupation participant, who is covered by the presumption under s. 891.455, dies as a result of an injury or a disease for which a benefit is paid or would be payable under sub. (4), and the participant is survived by a spouse, domestic partner, or an unmarried child under the age of 18, a monthly benefit shall be paid as follows:

AB75-SSA1,444,24 a. To the surviving spouse or domestic partner until the surviving spouse or domestic partner remarries or enters into a new domestic partnership, if the surviving spouse was married to the participant on the date that the participant was disabled under sub. (4) or the domestic partner was in a domestic partnership with the participant on the date that the participant was disabled under sub. (4), 70% of the participant's monthly salary at the time of death, but reduced by any amount payable under sub. (5) (b) 1. to 6.

AB75-SSA1,445,5 b. If there is no surviving spouse or domestic partner or the surviving spouse or domestic partner subsequently dies, to a guardian for each of that guardian's wards who is an unmarried surviving child under the age of 18, 10% of the participant's monthly salary at the time of death, payable until the child marries, dies or reaches the age of 18, whichever occurs first.

AB75-SSA1, s. 812 Section 812. 40.80 (2r) (a) 2. of the statutes is amended to read:

AB75-SSA1,445,10 40.80 (2r) (a) 2. Assigns all or part of a participant's accumulated assets held in a deferred compensation plan under this subchapter to a spouse, former spouse, domestic partner, former domestic partner, child, or other dependent to satisfy a family support or marital property obligation.

AB75-SSA1, s. 813 Section 813. 40.80 (3) of the statutes is amended to read:

AB75-SSA1,445,13 40.80 (3) Any action taken under this section shall apply to employees covered by a collective bargaining agreement under subch. V or VI of ch. 111.

AB75-SSA1, s. 814 Section 814. 40.81 (3) of the statutes is amended to read:

AB75-SSA1,445,16 40.81 (3) Any action taken under this section shall apply to employees covered by a collective bargaining agreement under subch. IV or , V, or VI of ch. 111.

AB75-SSA1, s. 815 Section 815. 40.95 (1) (a) 2. of the statutes is amended to read:

AB75-SSA1,445,19 40.95 (1) (a) 2. The employee has his or her compensation established in a collective bargaining agreement under subch. V or VI of ch. 111.

AB75-SSA1, s. 816m Section 816m. 41.11 (6) (d) of the statutes is amended to read:

AB75-SSA1,445,23 41.11 (6) (d) In each biennium, at least not less than $200,000 for grants to conduct or contract for marketing activities related to exhibits or activities on behalf of the Milwaukee Public Museum for Native American exhibits and activities.

AB75-SSA1, s. 817 Section 817. 41.11 (6) (e) of the statutes is created to read:

AB75-SSA1,446,2 41.11 (6) (e) In each fiscal year, at least $200,000 for grants to Native American Tourism of Wisconsin.

AB75-SSA1, s. 817m Section 817m. 41.16 of the statutes is created to read:

AB75-SSA1,446,5 41.16 Grants to municipalities and organizations for regional tourist information centers. (1) Definitions. In this section:

AB75-SSA1,446,7 (a) "Applicant" means any of the following and any combination of any of the following:

AB75-SSA1,446,9 1. A nonprofit organization, as defined in s. 106.13 (4) (a) 1r., whose purposes include tourism to or within the state or a particular region in the state.

AB75-SSA1,446,11 2. An organization, including an elected governing body, of a federally recognized American Indian tribe or band in this state.

AB75-SSA1,446,12 3. A city, village, town, or county.

AB75-SSA1,446,13 (b) "Region" means 2 or more counties in this state.

AB75-SSA1,446,23 (2) Grant eligibility. From the appropriation under s. 20.380 (1) (km), the department may award a grant under this section to an applicant to reimburse the applicant for up to 50 percent of eligible costs incurred by the applicant to operate a regional tourist information center. The tourist information center must provide informational and promotional materials on cultural or recreational attractions in the region and must be located in a place at which a tourist to the state or region would be reasonably assumed to stop while traveling to or from a recreational or cultural destination. Eligible costs under this subsection include costs to staff the regional tourist information center and to acquire promotional materials and standard display equipment for the tourist information center.

AB75-SSA1,446,25 (3) Application and written agreement. (a) An applicant shall apply for a grant under this section on a form prepared by the department.

AB75-SSA1,447,3 (b) The department shall enter into a written agreement with each grant recipient. The agreement shall specify the terms of the grant, including all of the following:

AB75-SSA1,447,4 1. The name, address, and contact person of the grant recipient.

AB75-SSA1,447,6 2. A description of the regional tourist information center being operated with grant moneys.

AB75-SSA1,447,7 3. A preliminary itemized statement of the estimated total costs of the project.

AB75-SSA1,447,10 4. A statement that the grant recipient must submit to the department an itemized statement of the actual expenditures incurred as a condition for receiving reimbursement under the grant.