Data filed by any member or beneficiary with the board is confidential, and no individual record shall be divulged by any official or employee having access to it to any person other than the member to whom the information relates or his or her authorized representative, the contracting agency or school district by which he or she is employed, any state department or agency, or the university. The information shall be used by the board for the sole purpose of carrying into effect the provisions of this part. Any information that is requested for retirement purposes by any public agency shall be treated as confidential by the agency.
The gross amount of any benefit or any refund of a PERS contribution due to a member or beneficiary is not confidential and may be released upon request to the board.
The board may seek reimbursement for reasonable administrative expenses incurred when providing that information. Except as provided by this section, no member’s, beneficiary’s or annuitant’s address, home telephone number, or other personal information shall be released.
For purposes of this section, “authorized representative” includes the spouse or beneficiary of a member when no contrary appointment has been made and when, in the opinion of the board, the member is prevented from appointing an authorized representative because of mental or physical incapacity or death.
(Amended by Stats. 1996, Ch. 927, Sec. 2. Effective January 1, 1997.)
Last modified: October 25, 2018