SCERS Policy on Facilitating Communication by Third Parties with SCERS’ Retirees and Beneficiaries

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The Sacramento County Employees’ Retirement System (SCERS) considers protecting the confidentiality of retiree and beneficiary information to be a fundamental duty. As a corollary to that duty, it is SCERS’ position that individually identifying retiree and beneficiary information not be used to unduly or inappropriately intrude on the privacy of retirees and beneficiaries. The purpose of this policy statement is to outline when, how and why SCERS will facilitate written communication by third parties with SCERS’ retirees and beneficiaries through the use of individually identifying retiree and beneficiary information such as names and addresses.

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