LRB-1598/1
RAC:jld:rs
2003 - 2004 LEGISLATURE
April 2, 2003 - Introduced by Senators Erpenbach and Roessler, cosponsored by
Representatives Travis, Bies, Turner, Albers and Freese. Referred to Joint
Committee on Retirement Systems.
SB93,1,4 1An Act to amend 20.515 (1) (a); and to create 40.27 (4) of the statutes; relating
2to:
crediting of certain prior service in the U.S. maritime service, including the
3merchant marine, for annuitants in the Wisconsin Retirement System and
4making an appropriation.
Analysis by the Legislative Reference Bureau
Under current law, participating employees in the Wisconsin Retirement
System (WRS) may receive creditable military service, for the purpose of calculating
retirement benefits, for active service in the various branches of the U.S. armed
forces if certain conditions are met. Beginning on April 28, 1990, creditable military
service included active service in the U.S. maritime service, including the merchant
marine, if the service was aboard an oceangoing vessel during the period beginning
on December 7, 1941, and ending on August 15, 1945.
This bill provides that an annuitant who terminated WRS covered employment
after May 31, 1988, but before April 28, 1990, must be granted creditable military
service for such maritime service. In order to qualify for the creditable military
service, the annuitant, no later than the first day of the fourth month beginning after
the effective date of the bill, must furnish to the Department of Employee Trust
Funds evidence that the annuitant's service included active service in the U.S.
maritime service, including the merchant marine, aboard an oceangoing vessel
during the period beginning on December 7, 1941, and ending on August 15, 1945.
The creditable military service granted under the bill may only be used for the
calculation of a WRS annuity payment that is paid after the effective date of the bill.

This bill will be referred to the Joint Survey Committee on Retirement Systems
for a detailed analysis, which will be printed as an appendix to this bill.
For further information see the state and local fiscal estimate, which will be
printed as an appendix to this bill.
The people of the state of Wisconsin, represented in senate and assembly, do
enact as follows:
SB93, s. 1 1Section 1. 20.515 (1) (a) of the statutes is amended to read:
SB93,2,62 20.515 (1) (a) Annuity supplements and payments. A sum sufficient to pay the
3benefits authorized under ss. 40.02 (17) (d) 2. and 40.27 (1), (1m) and, (3), and (4) in
4excess of the amounts payable under other provisions of ch. 40 and to reimburse any
5amounts expended under par. (w) for the costs of administering the benefits provided
6under ss. 40.02 (17) (d) 2. and 40.27 (1), (1m) and, (3), and (4).
SB93, s. 2 7Section 2. 40.27 (4) of the statutes is created to read:
SB93,2,188 40.27 (4) Benefit adjustment for certain annuitants with active service in
9the merchant marines.
(a) Notwithstanding s. 40.02 (15) (a), 1987 stats., any
10annuitant who terminated covered employment after May 31, 1988, but before April
1128, 1990, shall be granted creditable military service for any service under s. 40.02
12(15) (a) 7. In order to qualify for the creditable military service, the annuitant, no
13later than the first day of the 4th month beginning after the effective date of this
14paragraph .... [revisor inserts date], shall furnish to the department evidence
15satisfactory to the department that the annuitant satisfies the conditions required
16under s. 40.02 (15) (a) 7. The creditable military service granted under this
17paragraph may only be used for the calculation of an annuity payment that is paid
18after the effective date of this paragraph .... [revisor inserts date].
SB93,3,3
1(b) Any benefits authorized under par. (a) for any annuitant, which are in
2excess of the amounts otherwise payable to the annuitant under other provisions of
3this chapter, shall be paid from the appropriation under s. 20.515 (1) (a).
SB93,3,44 (End)
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