San Bernardino County Employees Retirement Association
File #: 19-399    Name:
Type: Closed Session
File created: 6/24/2019 In control: BOARD OF RETIREMENT
On agenda: 7/11/2019 Final action: 7/11/2019
Title: Approve the staff's determination to deny Peggy Brewer's request to apply for the Supplemental Disability Retirement Allowance (Gov. Code ?31740).

 

FROM:                                            Barbara Hannah, Chief Counsel

 

SUBJECT:                                            Benefit Appeal - Supplemental Retirement Allowance

 

RECOMMENDATION:

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Approve the staff’s determination to deny Peggy Brewer’s request to apply for the Supplemental Disability Retirement Allowance (Gov. Code §31740).

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BACKGROUND:

See Exhibit A - Confidential Staff Memo.

 

STAFF CONTACT:

David Lantzer

 

ATTACHMENTS:

Exhibit A:  Confidential Staff Memo

Exhibit B:  Minutes Board of Retirement, dated March 5, 2015.

Exhibit C:  Disability Retirement Applicant’s Statement of Facts and Circumstances, dated November 7, 2014.

Exhibit D:  Declaration of Dawn Peterson, dated May 22, 2019.

Exhibit E:  Disability Retirement Interview Checklist.

Exhibit F:  Disability Retirement Evaluation, Board Packet.

Exhibit G:  Declaration for Supplemental Disability Benefit, dated July 6, 2018.

Exhibit H:  Letter from Peggy Brewer received September 6, 2018.

Exhibit I:  Letter from SBCERA to Peggy Brewer, dated October 10, 2018.

Exhibit J:  Letter from Peggy Brewer received February 7, 2019.

Exhibit K:  Letter from Peggy Brewer received February 20, 2019.

Exhibit L:  SBCERA By-Laws, effective March 3, 2010