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Disability

1. Member or his/her department head submits a written application to the Board of
Trustees, via the Retirement Specialist located in the Monroe County Finance
Department, requesting a disability retirement (MCERS FORM: DIS-2).
2. The Board of Trustees accepts the application and designates a physician to serve as its Medical Advisor (Resolution: MCERS FORM: DIS-3).
3. The Board of Trustees shall forward correspondence (MCERS FORM: DIS-4) to
Applicant with the resolution, a copy of the Medical Authorization (MCERS FORM:
DIS-5), and the applicable disability retirement procedures (MCERS FORM: DIS-1).
Applicant must return an executed Medical Authorization within 14 days.
4. A copy of the Board’s resolution, the member’s application and the Medical
Authorization will be forwarded to the Human Resources Department or applicable
agency.
5. The department head or applicable agency will be requested to forward all medical
information and/or incident reports to the Board.
6. The Applicant or Applicant’s representative shall obtain the medical reports from all
physicians listed on the Applicant’s application and forward all medical and incident
reports to the Board’s Medical Advisor. The Retirement Specialist, on behalf of the
Board, may also obtain medical reports from all physicians listed on the individual’s
application and forward all medical and incident reports to the Board’s Medical Advisor.
7. The Board of Trustees sends a notice to the Board’s Medical Advisor requesting that the physician direct an examination of the Applicant (MCERS FORM: DIS-6). All communications sent by or on behalf of the Board shall be in writing and documented
with a certificate of mailing.
8. Examination of Applicant by Medical Advisor.
9. Medical Advisor forwards to the Board of Trustees its medical report and Certification
(MCERS FORM: DIS-7) on the issue of whether Applicant is disabled.
10. For disability applicants with less than ten (10) years of service, the Board of Trustees
shall decide the issue of whether a member’s disability is the direct and proximate result
of the member’s performance of duty as an employee of the County, County Library
System, County Community Mental Health Authority, or County Road Commission.
11. The Board of Trustees, based upon: (a) Medical Advisor’s findings and
recommendations; (b) its review of the Applicant’s records; and (c) any other evidence
deemed appropriate and relevant by the Board; resolves to grant or deny the disability
retirement and/or may request additional medical testing if it does not concur in the
opinion of the Medical Advisor (Resolution: MCERS FORM: DIS-8). A member’s
effective date of disability retirement shall be the later of (1) the date of application for
disability retirement, or (2) such date as the member actually last received compensation
from the County, County Library System, County Community Mental Health Authority,
or County Road Commission.
12. The applicant shall be notified in writing within 30 (thirty) days of the Board’s denial of a claim for benefits. The notification shall give the reason(s) for the denial. The
applicant may appeal the denial and request a hearing. The appeal shall be in writing
filed with the Board within 90 (ninety) days of the denial and shall contain a statement of
the applicant’s reason(s) for believing the denial to be improper. The Board shall
schedule a hearing of the appeal before the Board within 60 (sixty) days of receipt of the
appeal. The applicant will have the ability to present any new information to the Board
which may be forwarded to the Medical Advisor for consideration. A final decision on
the matter being appealed shall be made by the Retirement Board.
13. The Retirement Specialist will compute the member’s final average compensation, upon receipt of final payroll information from Finance Department or applicable agency, and forward the data sheet to the Board’s actuary. [MCERS FORM: SER-6]
14. Actuary completes benefit report and forwards data to Retirement Specialist who reviews same and then contacts the applicant to set up an appointment with Retirement Specialist to review pension benefit information and Option Election Form. [MCERS FORM:SER-7]
15. Applicant completes and submits to the Retirement Specialist a Refund of Accumulated Contributions Form (if applicable); Option Election Form; Direct Deposit Form (if applicable); Tax Withholding Form (W-4P), and a copy of the following supporting
documentation, if applicable: (1) member’s birth certificate; (2) beneficiary’s birth
certificate; and (3) marriage license. [MCERS FORMS: SER-3; SER-7; SER-8; SER-9]
16. Disability retirees shall be eligible for election of the annuity withdrawal option at the
time of their disability retirement. It is noted that members shall acknowledge and agree
in writing [MCERS FORM: DIS 9] as a condition of withdrawing their accumulated
contributions at the time of disability retirement that if disability retirement is terminated
and county employment is resumed, all accumulated contributions previously withdrawn
plus interest must be repaid to the Retirement System within one (1) year of
re-employment or the corresponding service credit will be forfeited.
17. Pension checks are processed on a monthly basis. A retiree should anticipate that benefit payments will commence within forty-five (45) days after the member’s effective date of retirement. Any retroactive benefits will be included with their first pension check.
18. A copy of the Disability Re-Examination procedures shall be provided to all disability
retirees.
19. Disability retirees shall be subject to annual certification of earnings. All communications sent by or on behalf of the Board shall be in writing and documented with a certificate of mailing. If a response is not received within 30 days, the annual certification of earnings shall be sent as certified mail.