reglab/housing_qa huggingface dataset:
UT Code § 49-11-616 (2021)
2021 Utah Code|Title 49 - Utah State Retirement and Insurance Benefit Act|Chapter 11 - Utah State Retirement Systems Administration|Part 6 - Procedures and Records|Section 616 - Benefits information.

 Effective 5/12/2015  49-11-616. Benefits information.    (1) The office shall provide written general information to each participating employer concerning benefits available under this title.     (2)   (a) A participating employer shall provide the information under Subsection (1) to each eligible employee:   (i) immediately upon termination of service, leave of absence, commencement of long-term disability benefits, or retirement; and     (ii) in person or, if the employee is unavailable to receive the information in person, by mailing the information to the employee's last known address.       (b)   (i) Each participating employer shall maintain the records necessary to demonstrate that the employer has provided the information outlined in Subsection (1) as required in Subsection (2)(a).     (ii) The records shall be made available to the office upon request.         (3)   (a) The office shall provide each participating employer with a form to be signed by each employee to verify that the employee has been given in person the information required by this section.     (b) If an employer provides information under Subsection (1) by mail as provided in Subsection (2)(a)(ii), the employer shall:   (i) indicate on the form that the information was mailed to the employee and the address to which the information was mailed;     (ii) maintain the records necessary to demonstrate that the employer complied with the requirements under this Subsection (3); and     (iii) make the records available to the office upon request.        Amended by Chapter 243, 2015 General Session
UT Code § 49-11-617 (2021)
2021 Utah Code|Title 49 - Utah State Retirement and Insurance Benefit Act|Chapter 11 - Utah State Retirement Systems Administration|Part 6 - Procedures and Records|Section 617 - Original documents.

49-11-617. Original documents.    (1) At the reasonable discretion of the office, any document relating to this title may be treated as an original, whether created by photocopy, facsimile, e-mail, electronic transmission, imaging, or other technology.     (2) The office may communicate with participating employers, members, beneficiaries, and others through electronic means as determined appropriate by the office.    Amended by Chapter 316, 2013 General Session
UT Code § 49-11-618 (2021)
2021 Utah Code|Title 49 - Utah State Retirement and Insurance Benefit Act|Chapter 11 - Utah State Retirement Systems Administration|Part 6 - Procedures and Records|Section 618 - Members and beneficiaries subject to chapter -- Furnishing of information -- Confidentiality of information.

49-11-618. Members and beneficiaries subject to chapter -- Furnishing of information -- Confidentiality of information.    (1)   (a) Every member, retiree, participant, covered individual, alternate payee, and beneficiary is subject to this chapter, rules made by the board or office, board actions, resolutions, policies, and procedures adopted under this title.     (b) Each member, retiree, participant, covered individual, alternate payee, and beneficiary shall furnish to the office any information required to carry out the purposes of this title.       (2)   (a) All data in the possession of the office is confidential, and may not be divulged by the office except as permitted by board action.     (b) All data in the possession of the office or divulged pursuant to board action shall be used for the sole purpose of carrying into effect the provisions of this title.      Renumbered and Amended by Chapter 250, 2002 General Session
UT Code § 49-11-619 (2021)
2021 Utah Code|Title 49 - Utah State Retirement and Insurance Benefit Act|Chapter 11 - Utah State Retirement Systems Administration|Part 6 - Procedures and Records|Section 619 - Permanent relinquishment of benefit -- Procedure.

49-11-619. Permanent relinquishment of benefit -- Procedure.    (1)   (a) Except for defined contribution plans authorized by this title, a member, retiree, or beneficiary may permanently relinquish a benefit under this title by signing an irrevocable written relinquishment.     (b) If the retiree has designated a beneficiary which is still living, the written relinquishment must be signed by both the retiree and the beneficiary.       (2) The value of the benefit permanently relinquished under Subsection (1) shall remain in the fund from which the benefit was relinquished and shall be used in the calculation of future contribution rates.     (3) A designated beneficiary may disclaim beneficiary status and the benefit shall then be payable first to any alternate designated beneficiary, then dispersed under Title 75, Chapter 2, Intestate Succession and Wills, as applicable.     (4) The office is not required to recognize or accept any written relinquishment that jeopardizes the tax qualified status of the systems, plans, or programs or otherwise violates federal law.    Amended by Chapter 252, 2008 General Session
UT Code § 49-11-620 (2021)
2021 Utah Code|Title 49 - Utah State Retirement and Insurance Benefit Act|Chapter 11 - Utah State Retirement Systems Administration|Part 6 - Procedures and Records|Section 620 - Closing the retirement account -- Status of retirees and beneficiaries.

49-11-620. Closing the retirement account -- Status of retirees and beneficiaries.    (1) The monthly benefit payable for the month a retiree, beneficiary, or alternate payee dies shall be a full monthly benefit and shall be payable to the estate of the deceased.     (2) If more than one year has elapsed since the death of a retiree whose designated beneficiary is deceased and whose account payable to the beneficiary amounts to $100 or less, the account shall be closed and further payment may not be made.    Enacted by Chapter 250, 2002 General Session
UT Code § 49-11-621 (2021)
2021 Utah Code|Title 49 - Utah State Retirement and Insurance Benefit Act|Chapter 11 - Utah State Retirement Systems Administration|Part 6 - Procedures and Records|Section 621 - Change in employer -- Eligibility for retirement.

49-11-621. Change in employer -- Eligibility for retirement.    (1) If a participating employer is dissolved, consolidated, merged, or is structurally changed in any way, but similar services are provided by the same members after the change, the members may not be considered terminated for purposes of eligibility for retirement until the members actually terminate and are otherwise eligible for retirement.     (2) The board may adopt rules to implement this section.    Enacted by Chapter 116, 2005 General Session
UT Code § 49-11-622 (2021)
2021 Utah Code|Title 49 - Utah State Retirement and Insurance Benefit Act|Chapter 11 - Utah State Retirement Systems Administration|Part 6 - Procedures and Records|Section 622 - Subsidiaries or other companies owned by independent corporations -- Participation -- Withdrawal.

49-11-622. Subsidiaries or other companies owned by independent corporations -- Participation -- Withdrawal.    (1) Notwithstanding any other provision of this title, an independent corporation, as defined in Section 63E-1-102, which participates in a system or plan prior to July 1, 2006, and which owns a subsidiary, or other company may provide for the participation of employees with that system or plan as follows:   (a) the independent corporation shall determine a date that is no later than January 1, 2007, on which the independent corporation shall make an election under Subsection (2);     (b) an employee hired by the independent corporation and transferred to a subsidiary, or other company on or after the date set under Subsection (1)(a) may not participate in a system or plan; and     (c) the independent corporation shall pay to the office any actuarial or administrative cost, determined by the office, to have arisen out of the transfer of the employees from the independent corporation.       (2) The independent corporation described under Subsection (1) shall elect to:   (a) continue its participation for all current employees covered by a system or plan and transferred to a subsidiary, or other company, as of the date set under Subsection (1)(a); or     (b) withdraw from participation in all systems or plans for all employees covered by a system or plan and transferred to the subsidiary, or other company, as of the date set under Subsection (1)(a).       (3) If an independent corporation elects to continue participation under Subsection (2)(a), the independent corporation and the transferred employees shall continue to be subject to the laws and the rules governing the system or plan in which the employee participates, including the accrual of service credit and payment of contributions.    Enacted by Chapter 309, 2006 General Session
UT Code § 49-11-701 (2021)
2021 Utah Code|Title 49 - Utah State Retirement and Insurance Benefit Act|Chapter 11 - Utah State Retirement Systems Administration|Part 7 - Allowance Increase|Section 701 - Allowance increase to offset tax liability -- Administration.

49-11-701. Allowance increase to offset tax liability -- Administration.    (1) This section applies to members of any system administered by the board under this title, whose retirement allowance remained exempt from the tax imposed under Title 59, Chapter 10, Individual Income Tax Act, pursuant to Laws of Utah 1988, Chapter 195, Section 2, but whose allowance has subsequently become subject to that tax.     (2) Any member who meets the conditions established under Subsection (1) shall receive the following:   (a) the administrator shall calculate the member's retirement allowance pursuant to the formula governing the system from which the member retired;     (b) the administrator shall then increase the allowance calculated under Subsection (2)(a) by 3%; and     (c) the adjusted retirement allowance under Subsection (2)(b) is the new basis upon which any future adjustments to benefits are made.       (3)   (a) For all members who retire or are receiving retirement allowances in calendar year 1989, the administrator shall apply the 3% adjustment under Subsection (2) to all retirement allowances received in 1989, so that the period for which the allowance becomes subject to the tax under Title 59, Chapter 10, Individual Income Tax Act, and the period for which the 3% adjustment is given are the same.     (b) For all members who retire after December 31, 1989, and who meet the requirements of Subsection (1), the administrator shall apply the 3% adjustment under Subsection (2) beginning on the effective date of retirement.       (4) Any penalty or interest for underpayment of taxes under Title 59, Chapter 1, General Taxation Policies, or Chapter 10, Individual Income Tax Act, shall be waived for members whose noncompliance is attributable to Section 49-11-611 and this section. This only applies to tax year 1989.     (5) The administrator shall comply with Title 59, Chapter 10, Part 4, Withholding of Tax, with respect to withholding of taxes.     (6)   (a) The retirement board shall annually certify the contribution rate necessary for each system to comply with this section and may adopt rules to administer this section.     (b) This contribution rate shall be reported separately from the total contribution rate necessary to fund the systems on an actuarially sound basis and may not be used in comparative studies of public employee benefits.      Amended by Chapter 250, 2008 General Session
UT Code § 49-11-801 (2021)
2021 Utah Code|Title 49 - Utah State Retirement and Insurance Benefit Act|Chapter 11 - Utah State Retirement Systems Administration|Part 8 - Defined Contribution Plans|Section 801 - Defined contribution plans authorized -- Subject to federal and state laws -- Rules to implement this provision -- Costs of administration -- Limitations on eligibility -- Protection of tax status.

 Effective 5/12/2015  49-11-801. Defined contribution plans authorized -- Subject to federal and state laws -- Rules to implement this provision -- Costs of administration -- Limitations on eligibility -- Protection of tax status.    (1)   (a) The board shall establish and administer defined contribution plans established under the Internal Revenue Code.     (b) Voluntary deferrals and nonelective contributions shall be permitted according to the provisions of these plans as established by the board.     (c) Except as provided in Subsections 49-22-303(2)(a), 49-22-401(3)(a), 49-23-302(2)(a), and 49-23-401(3)(a), the defined contribution account balance is vested in the participant.       (2)   (a) Voluntary deferrals and nonelective contributions shall be posted to the participant's account.     (b) Except as provided in Subsections 49-22-303(3), 49-22-401(4), 49-23-302(3), and 49-23-401(4), participants may direct the investment of their account in the investment options established by the board and in accordance with federal and state law.       (3)   (a) The board may make rules and create plan documents to implement and administer this section.     (b) The board may adopt rules under which a participant may put money into a defined contribution plan as permitted by federal law.     (c) The office may reject any payments if the office determines the tax status of the systems, plans, or programs would be jeopardized by allowing the payment.     (d) Costs of administration shall be paid as established by the board.       (4) Voluntary deferrals and nonelective contributions may be invested separately or in conjunction with the Utah State Retirement Investment Fund.     (5) The board or office may take actions necessary to protect the tax qualified status of the systems, plans, and programs under its control, including the movement of individuals from defined contribution plans to defined benefit systems or the creation of excess benefit plans authorized by federal law.     (6) The office may, at its sole discretion, correct errors made in the administration of its defined contribution plans.    Amended by Chapter 258, 2015 General Session
UT Code § 49-11-802 (2021)
2021 Utah Code|Title 49 - Utah State Retirement and Insurance Benefit Act|Chapter 11 - Utah State Retirement Systems Administration|Part 8 - Defined Contribution Plans|Section 802 - Permanent relinquishment of defined contribution benefit -- Procedure.

49-11-802. Permanent relinquishment of defined contribution benefit -- Procedure.  A participant or designated beneficiary under a defined contribution plan may permanently relinquish the benefit by signing an irrevocable written relinquishment.  Enacted by Chapter 250, 2002 General Session
UT Code § 49-11-901.5 (2021)
2021 Utah Code|Title 49 - Utah State Retirement and Insurance Benefit Act|Chapter 11 - Utah State Retirement Systems Administration|Part 9 - Insurance Premium Tax Revenues Distribution|Section 901.5 - Premium tax revenues -- Distribution.

49-11-901.5. Premium tax revenues -- Distribution.    (1)   (a) In accordance with this section there shall be paid to the office:   (i) 50% of the annual tax levied, assessed, and collected under Title 59, Chapter 9, Taxation of Admitted Insurers, upon premiums for property insurance, as defined under Section 31A-1-301, and as applied to fire and allied lines insurance collected by insurance companies within the state; and     (ii) 10% of all money assessed and collected under Title 59, Chapter 9, Taxation of Admitted Insurers, upon premiums for life insurance, as defined in Section 31A-1-301, within the state.       (b) Payments to the fund shall be made annually until the service liability under this part is liquidated, after which the tax revenue provided in this Subsection (1) ceases.       (2) The office shall distribute the premium tax revenue paid under Subsection (1) as follows:   (a) an amount determined by the office to fully fund the long-term disability program provided for firefighters under Section 49-23-601;     (b) an amount determined by the office to the Firefighters' Retirement Trust Fund created under Section 49-16-104 equal to the amount when calculated as a percentage of the certified contribution rate for members in Divisions A and B, as defined under Section 49-16-301, that is the percentage of the certified contribution rate paid to the Firefighters' Retirement Trust Fund on July 1, 2004; and     (c) any remaining amount in accordance with Section 49-11-902.      Enacted by Chapter 290, 2011 General SessionEnacted by Chapter 439, 2011 General Session
UT Code § 49-11-902 (2021)
2021 Utah Code|Title 49 - Utah State Retirement and Insurance Benefit Act|Chapter 11 - Utah State Retirement Systems Administration|Part 9 - Insurance Premium Tax Revenues Distribution|Section 902 - Premium tax revenues -- Formula -- Deposits.

49-11-902. Premium tax revenues -- Formula -- Deposits.    (1) If the premium tax revenue received by the office under Subsection 49-11-901.5(1) and first paid in accordance with Subsections 49-11-901.5(2)(a) and (b), including any remaining amount, the office shall deposit the amount in the:   (a) Public Safety Contributory Trust Fund created under Section 49-14-104; and     (b) Public Safety Noncontributory Retirement Trust Fund created under Section 49-15-104.       (2) The money deposited under this section shall be used to fund an increase for retirees in the public safety retirement systems from a 2.5% maximum annual cost-of-living adjustment to a 4% maximum annual cost-of-living adjustment under Sections 49-14-403 and 49-15-403 in the public safety retirement systems.     (3) As required to implement this section, the office shall make the calculations and deposits for the equitable apportionment of money between:   (a) Division A1 and B1; and     (b) the contributory and noncontributory trust funds.      Amended by Chapter 290, 2011 General SessionAmended by Chapter 439, 2011 General Session
UT Code § 49-11-903 (2021)
2021 Utah Code|Title 49 - Utah State Retirement and Insurance Benefit Act|Chapter 11 - Utah State Retirement Systems Administration|Part 9 - Insurance Premium Tax Revenues Distribution|Section 903 - State appropriation funding offset -- Proportionate share determination and reporting.

 Effective 7/1/2019  49-11-903. State appropriation funding offset -- Proportionate share determination and reporting.    (1) As used in this section:   (a) "Baseline period" means calendar years 2013, 2014, and 2015.     (b) "Premium tax receipts" means the money received by the office under Subsection 49-11-901.5(1) and paid in accordance with Subsections 49-11-901.5(2)(a) and (b).     (c) "State appropriation" means the ongoing state appropriation from the General Fund to the Firefighters Retirement Trust and Agency Fund that offsets the gross expense of the Firefighters' Retirement System.       (2) The office shall make a determination for the Firefighters' Retirement System, as recommended by the actuary and adopted by the executive director, as follows:   (a) determine for the baseline period:   (i) the average annual dollar amount of premium tax receipts;     (ii) the average annual dollar amount of total employer contributions; and     (iii) the proportionate share of total dollar employer contributions funded by premium tax receipts for the baseline period, which is calculated as the average annual dollar amount of premium tax receipts divided by the average annual dollar amount of total employer contributions;       (b) determine for each calendar year, beginning after calendar year 2020, the proportionate share of total dollar employer contributions funded by the state appropriation, which is calculated as the dollar amount of the state appropriation divided by the total dollar employer contributions; and     (c) if the proportionate share for the year exceeds the proportionate share for the baseline period under Subsection (2)(a)(iii), recommend the actuarially determined dollar amount, if any, that the state appropriation may be reduced by in the future to maintain an equivalent proportionate share that is not expected to exceed the proportionate share for the baseline period.       (3)   (a) If the determination under Subsection (2)(c) results in recommending a reduction to the state appropriation, the office shall report the dollar amount of the recommended reduction to the governor and Legislature, which may be included in the annual report on contribution rates required under Subsection 49-11-203(1)(h).     (b) If the Legislature reduces the state appropriation, the board's subsequent certified contribution rates for the Firefighters' Retirement System shall include any additional member or employer contributions required to maintain the system on a financially and actuarially sound basis due to the reduced funding offset dollars.       (4) As required to implement this section, the office may make the determinations using actuarial assumptions and methods adopted by the board.    Enacted by Chapter 473, 2019 General Session
UT Code § 49-11-904 (2021)
2021 Utah Code|Title 49 - Utah State Retirement and Insurance Benefit Act|Chapter 11 - Utah State Retirement Systems Administration|Part 9 - Insurance Premium Tax Revenues Distribution|Section 904 - New Public Safety and Firefighter Tier II Retirement Benefits Restricted Account -- Insurance premium tax revenues -- Distribution.

 Effective 7/1/2020  49-11-904. New Public Safety and Firefighter Tier II Retirement Benefits Restricted Account -- Insurance premium tax revenues -- Distribution.    (1) As used in this section, "account" means the New Public Safety and Firefighter Tier II Retirement Benefits Restricted Account created in this section.     (2) There is created in the General Fund a restricted account known as the "New Public Safety and Firefighter Tier II Retirement Benefits Restricted Account."     (3) The account shall be funded by:   (a) insurance premium tax revenues deposited into the account in accordance with this section; and     (b) interest and earnings on account money.       (4)   (a) Subject to Subsection (6), and in accordance with this section for a fiscal year beginning on or after July 1, 2021, an amount equal to the growth in the amount of net revenue deposited in the General Fund in the current fiscal year from the annual tax levied, assessed, and collected under Title 59, Chapter 9, Taxation of Admitted Insurers, after all transfers required by state statute have been made, that exceeds the amount of net revenue deposited in the General Fund in the 2015-16 fiscal year from the annual tax levied, assessed, and collected under Title 59, Chapter 9, Taxation of Admitted Insurers, after all transfers required by state statute have been made, shall be deposited into the account.     (b) The amount described in Subsection (4)(a) shall be deposited annually.       (5) The Legislature may appropriate money in the account to fund:   (a) the contributions that state agencies make on behalf of members as an employer pick up under Subsection 49-23-301(2)(c); and     (b) nonelective contributions that state agencies make under Subsection 49-23-401(1)(b).       (6) The amount deposited into the account under Subsection (4) may not exceed the amount required to cover the contributions described in Subsection (5).    Enacted by Chapter 437, 2020 General Session