3307-1-03 Release of names, addresses and account information.

Information contained in records kept by the state teachers retirement system shall be released to third parties or the public in accordance with this rule.

(A) Except as provided by division (E) of section 3307.20 of the Revised Code, the following records may be released to a third party only upon the written authorization of the person to whom the record pertains:

(1) Any part of an individual's personal history record, including but not limited to, any record identifying beneficiary information, account balance, benefit or allowance paid or payable to any person, any record identifying the service history or service credit of a member or benefit recipient, or any record that includes address, e mail address, telephone number, social security number, appointments, requests, counseling information or correspondence with the retirement system.

(2) Medical reports and recommendations shall not be released, except that such reports or recommendations shall be made available to the member's or individual's physician, attorney or authorized agent upon the member's or individual's written authorization and, further, may be released to a physician assigned by the state teachers retirement board when necessary for the proper administration of the retirement system.

(B) Notwithstanding the restrictions set forth in paragraph (A)(1) of this rule, the retirement system shall provide complete lists of names and mailing addresses of members or benefit recipients at the written request of any person pursuant to division (E)(3) of section 3307.20 of the Revised Code. The retirement system may charge the requestor the costs of compiling and mailing the information.

(C) The executive director of the state teachers retirement system may designate the staff members who shall serve as custodians of the records of the system and who are authorized to authenticate copies of records being sent to the courts and officers of this state.

Effective: 06/02/2013
R.C. 119.032 review dates: 03/18/2013 and 05/23/2018
Promulgated Under: 111.15
Statutory Authority: 3307.04
Rule Amplifies: 3307.20
Prior Effective Dates: 12/23/76, 12/26/81, 8/28/82, 4/28/86, 11/4/91, 5/8/98, 7/1/01 (Emer.), 9/17/01, 7/18/03, 7/24/08, 3/23/09 (Emer), 7/16/09