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

Information contained in records kept by the retirement system shall be released to third parties or the public only in accordance with section 3307.20 of the Revised Code and this rule.

(A) Except as otherwise 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:

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, medical reports and recommendations including those related to health care coverage for a disabled adult child as defined in rule 3307:1-11-01 of the Administrative Code, or any record that includes address, e-mail address, telephone number, social security number, appointments, requests, counseling information or correspondence with the retirement system.

(B) The executive director of the retirement system may designate the staff members who shall serve as custodians of the records of the system for purposes of division (F) of section 3307.20 of the Revised Code, and who are authorized to authenticate copies of records being sent to any court or before any officer of this state.

Effective: 5/7/2020
Five Year Review (FYR) Dates: 6/4/2022
Promulgated Under: 111.15
Statutory Authority: 3307.04
Rule Amplifies: 3307.20
Prior Effective Dates: 12/23/1976, 12/26/1981, 08/28/1982, 04/28/1986, 11/04/1991, 05/08/1998, 07/01/2001 (Emer.), 09/17/2001, 07/18/2003, 07/24/2008, 03/23/2009 (Emer.), 07/16/2009, 06/02/2013, 06/04/2017