2023 Texas Statutes › Government Code › Title 8 - Public Retirement Systems › Subtitle G - Texas Municipal Retirement System › Chapter 855 - Administration › Subchapter B. Powers and Duties of Board of Trustees › Section 855.115. Confidentiality of Information About Members, Retirees, Annuitants, or Beneficiaries

Sec. 855.115.  CONFIDENTIALITY OF INFORMATION ABOUT MEMBERS, RETIREES, ANNUITANTS, OR BENEFICIARIES.
(a)  In this section, "participant" has the meaning assigned by Section 855.114.
(a-1)  Information contained in records that are in the custody of the retirement system or maintained in the custody of another governmental entity or an administrator or carrier acting in cooperation with or on behalf of the retirement system concerning a participant is confidential and not subject to public disclosure.  Except as otherwise provided by this section, the retirement system is not required to accept or comply with a request for a record or information about a record of a participant, or to seek an opinion from the attorney general because the records of a participant are not public records and are exempt from disclosure and the public information provisions of Chapter 552.  Participant information may not be disclosed unless:
(1)  the information is disclosed to:
(A)  the participant or the participant's attorney, guardian, executor, administrator, conservator, or other person who the director determines is acting in the interest of the participant or the participant's estate;
(B)  a spouse or former spouse of a participant after the director determines that the information is relevant to the spouse's or former spouse's interest in member accounts, benefits, or other amounts payable by the retirement system;
(C)  a governmental official or employee after the director determines that disclosure of the information requested is reasonably necessary to:
(i)  the performance of the duties of the official or employee; or
(ii)  perform the purposes of the retirement system; or
(D)  a person authorized by the participant in writing to receive the information; or
(2)  the information is disclosed pursuant to a subpoena and the director determines that the participant will have a reasonable opportunity to contest the subpoena.
(b)  This section does not prevent the disclosure of the status or identity of an individual as a member, former member, retiree, deceased member or retiree, or beneficiary of the retirement system.
(b-1)  This section does not require the retirement system to compile or disclose a list of participants' names, addresses, social security numbers, or other descriptive or demographic information.
(c)  The director may designate other employees of the retirement system to make the necessary determinations under Subsection (a-1).
(d)  A determination and disclosure under Subsection (a-1) may be made without notice to the participant.
(e)  A record released or received by the retirement system under this section may be transmitted electronically, including through the use of an electronic signature or certification in a form acceptable to the retirement system.  An unintentional disclosure to, or unauthorized access by, a third party related to the transmission or receipt of information under this section is not a violation by the retirement system of any law, including any law or rule relating to the protection of confidential information.
(f)  The records of a participant remain confidential after release to a person, including a governmental official or employee, as authorized by this section.  The records of the participant may become part of a public record of an administrative or judicial proceeding, and the participant waives the confidentiality of the records, including medical records, unless the records are closed to public access by a protective order issued under applicable law.
(g)  The retirement system may require a participant to provide the participant's social security number as the retirement system considers necessary to ensure the proper administration of all services, benefits, plans, and programs under the retirement system's administration or as otherwise required by state or federal law.
(h)  The retirement system has sole discretion in determining if a record is subject to this section.  For purposes of this section, a record includes any record of the retirement system containing information about a participant, living or deceased.
Added by Acts 1991, 72nd Leg., ch. 466, Sec. 8, eff. Aug. 26, 1991.  Amended by Acts 1995, 74th Leg., ch. 76, Sec. 5.95(97), eff. Sept. 1, 1995.
Amended by:
Acts 2019, 86th Leg., R.S., Ch. 991 (S.B. 1337), Sec. 22, eff. January 1, 2020.