MEMORANDUM #12, 2013

Commonwealth of Massachusetts | Public Employee Retirement Administration Commission
Five Middlesex Avenue, Suite 304, Somerville, MA 02145
Ph 617 666 4446 | Fax 617 628 4002 | TTY 617 591 8917 | www.mass.gov/perac
Domenic J. F. Russo, Chairman
Auditor Suzanne M. Bump | Alan Macdonald | James M. Machado | Donald R. Marquis | Robert B. McCarthy | Gregory R. Mennis

Joseph E. Connarton, Executive Director


M E M O R A N D U M

TO:           All Retirement Boards

FROM:    Thomas J. O’Donnell, Compliance Officer

RE:          2012 Statement of Financial Interests

DATE:      March 18, 2013

Please distribute to the Members of your Board a Statement of Financial Interests Form for Calendar Year 2012 which retirement board members must file in accordance with the provisions of Chapter 32, Section 20C.  Also enclosed is a Set of Instructions to assist Board Members in completing the Form.  Please note that each retirement board member must file the Statement of Financial Interests for Calendar Year 2012 with PERAC no later than 5:00 PM on May 1, 2013.  In addition, any newly appointed/elected member who has taken office in 2013 must file a Statement of Financial Interests for Calendar Year 2012 within thirty days of beginning service on a retirement board.

The Commission has made several changes to the Form and Instructions on the basis of our experience in the first year of filing which we hope will make it easier for retirement board members to complete this statutory requirement.  We are thankful for your cooperation and believe that with all of us working together this year’s process will proceed smoothly.

Please mail the completed Statement of Financial Interests for 2012 and a copy to PERAC, Five Middlesex Avenue, Suite 304, Somerville, MA 02145.

Enclosures