Illinois Administrative Code › Title 80 - PUBLIC OFFICIALS AND EMPLOYEES › Part 1600 - UNIVERSITIES RETIREMENT › Subpart D - BENEFIT CALCULATION AND PAYMENT › Section 1600.440 - Voluntary Deductions from Annuity Payments

Current through Register Vol. 48, No. 28, July 12, 2024
Purpose. This Section implements procedures for voluntary
				  deductions from annuities and disability benefits as authorized under Section 4
				  of the State Salary and Annuity Withholding Act (SSAWA) [5 ILCS
				  365/4 ] and Section
				  4.5 of the Voluntary
				  Payroll Deductions Act of 1983 (VPDA) [5 ILCS
				  340/4.5 ]. The SSAWA allows a SURS annuitant receiving
				  an annuity or disability benefit to authorize the withholding of a portion of
				  his or her annuity or disability benefit for purposes enumerated in Section
				  4(1) through (13) of the SSAWA. In furtherance of Section 4(12) of the SSAWA,
				  the VPDA allows a SURS annuitant receiving an annuity or disability benefit
				  under Article 15 of the Code to authorize the withholding of a portion of his
				  or her annuity or disability benefit for contribution to a maximum of four
				  organizations described in Section 3(b) and (c) of the VPDA. Upon written
				  request of the annuitant, SURS may deduct from the annuity or disability
				  benefit of the annuitant the amount specified in the voluntary deduction
				  authorization to the entity designated by the annuitant.
a) Written Authorizations. The written
				request for voluntary annuity or disability benefit deductions shall be made by
				filling out and signing a SURS-prepared voluntary deduction authorization form,
				by written correspondence from the annuitant, or by a voluntary deduction
				authorization form prepared by an organization or entity authorized to solicit
				annuitants under the SSAWA and VPDA.
b) Form of Authorization. The voluntary
				deduction authorization form or correspondence shall contain the following to
				be an effective authorization for voluntary deductions:
1) one or more of the following purposes
				authorized under the SSAWA, including the name and address of the organization
				or entity to receive the deduction:
A) for
				purchase of United States Savings Bonds;
B) subject to restrictions under the SSAWA,
				for payment of premiums on: life or accident and health insurance, as defined
				in Section 4 of the Illinois Insurance Code [215
				ILCS 5/4 ]; policies of automobile insurance as
				defined in Section 143.13 of the Illinois Insurance Code; and personal
				multiperil coverages commonly known as homeowner's insurance;
C) for payment to any labor organization
				designated by the employee;
D) for
				payment of dues to any association the membership of which consists of State
				employees and former State employees;
E) for deposit in any credit union in which
				State employees are within the field of membership as a result of their
				employment;
F) for payment to or
				for the benefit of an institution of higher education by an employee of that
				institution;
G) for payment of
				parking fees at the underground facility located south of the William G.
				Stratton State Office Building in Springfield, the parking ramp located at 401
				South College Street, west of the William G. Stratton State Office Building in
				Springfield, or the parking facilities located on the Urbana-Champaign campus
				of the University of Illinois;
H)
				for voluntary payment to the State of Illinois of amounts then due and payable
				to the State;
I) for investment
				purchases made as a participant in College Savings Programs established
				pursuant to Section 30-15.8a of the School Code [105 ILCS 5/30-15.8a
				];
J) for voluntary payment to the
				Illinois Department of Revenue of amounts due or to become due under the
				Illinois Income Tax Act [35 ILCS 5 ];
K) for payment of optional contributions to a
				retirement system subject to the provisions of the Code;
L) for contributions to organizations found
				qualified by the State Comptroller under the requirements set forth in the VPDA
				(this purpose must be accompanied by a deduction code issued by the State
				Comptroller);
M) for payment of
				fringe benefit contributions to employee benefit trust funds; (Section 4 of the
				SSAWA)