ENROLLED ACT No. 140 2021 Regular Session HOUSE BILL NO. 28 BY REPRESENTATIVES ADAMS, BACALA, BEAULLIEU, FIRMENT, HARRIS, AND NELSON 1 AN ACT 2 To amend and reenact R.S. 11:2252(6), 2256(B)(3) and (G), 2256.2(A) and (E), and 3 2259(A)(3) and to enact R.S. 11:2256.2(F) and 2259(A)(4), relative to the 4 Firefighters' Retirement System; to provide relative to members' beneficiaries; to 5 provide for payment of benefits to estate administrators; to provide relative to 6 certification of a child's disability; and to provide for related matters. 7 Notice of intention to introduce this Act has been published 8 as provided by Article X, Section 29(C) of the Constitution 9 of Louisiana. 10 Be it enacted by the Legislature of Louisiana: 11 Section 1. R.S. 11:2252(6), 2256 (B)(3) and (G), 2256.2(A) and (E), and 2259(A)(3) 12 are here by amended and reenacted and R.S. 11:2256.2(F) and 2259(A)(4) are hereby 13 enacted to read as follows: 14 §2252. Definitions 15 The following words and phrases, as used in this Chapter, unless a different 16 meaning is plainly required by context, shall have the following meaning: 17 * * * 18 (6) "Beneficiary" shall mean any natural or juridical person or estate 19 administrator designated to receive a pension, an annuity, a retirement allowance, or 20 other benefit as provided by this Chapter. 21 * * * Page 1 of 4 CODING: Words in struck through type are deletions from existing law; words underscored are additions. HB NO. 28 ENROLLED 1 §2256. Benefits; refund of contributions, application, and payment 2 * * * 3 B. 4 * * * 5 (3)(a) Benefits shall be payable as specified in this Paragraph to any 6 surviving child of a deceased member or retiree if the child has a total physical 7 disability or an intellectual disability. The surviving child of a deceased active 8 contributing member, a deceased disability retiree, or a deceased regular retiree, 9 whether under or over the age of eighteen years, shall be entitled to the same 10 benefits, payable in the same manner as are provided in this Section for minor 11 children, if the child has a total physical disability or an intellectual disability and 12 had such disability at the time of death of the member or retiree, and the child is 13 dependent upon the surviving spouse or other legal guardian for subsistence. 14 Benefits payable under the provisions of this Paragraph may be paid in trust as 15 provided in R.S. 11:2256.2. 16 (b) A medical determination of permanent mental or physical disability of 17 a member's child or children that is approved by the board of trustees pursuant to 18 R.S. 11:2259(A)(1)(Option 4) shall also be sufficient certification of such disability 19 for purposes of this Paragraph. 20 * * * 21 G. Notwithstanding any other provision of law to the contrary, the board of 22 trustees may implement a court order directing payment of any portion of a benefit 23 to a trust or estate administrator pursuant to the provisions of R.S. 11:2256.2. 24 §2256.2. Designation of benefits to be paid in trust payable to trust or estate 25 administrator 26 A. A member may designate all or a portion of any benefit paid in 27 accordance with R.S. 11:2256 or 2259 this Chapter to be paid in trust to his surviving 28 minor child or his child with a physical or mental disability regardless of such child's 29 age any beneficiary, if the terms of the trust so provide and if the system is provided Page 2 of 4 CODING: Words in struck through type are deletions from existing law; words underscored are additions. HB NO. 28 ENROLLED 1 with a certified copy of the trust document. Such benefit or designated portion of a 2 benefit shall be paid to the trust for addition to the trust property. 3 * * * 4 E. A member may designate all or a portion of any benefit paid in 5 accordance with this Chapter to be paid monthly to a court-appointed estate 6 administrator on behalf of the member's surviving spouse, children, or both, for the 7 purpose of probating a valid testament wherein such spouse, children, or both are 8 named as legatees and the testament contains a provision for informal acceptance. 9 For payment to be made to an estate administrator, the system shall be furnished a 10 certified copy of the testament. This system's actuary shall determine the 11 methodology for calculating the amount and duration of monthly benefits payable 12 to the estate administrator based on the provisions of the testament. Such benefit or 13 designated portion that is paid to the estate administrator shall not be treated as an 14 addition to the estate assets and shall not be accessible to creditors for payment of 15 any estate debt or the estate administrator's fees. The estate administrator shall pay 16 such monthly benefits to the appropriate legatee in accordance with the instructions 17 set forth in the testament. The estate administrator shall immediately notify this 18 system in writing of the death of any legatee receiving benefits pursuant to this 19 Subsection. If payment of a benefit or portion pursuant to this Subsection is 20 contested by any party, the system shall withhold all disputed benefit payments and 21 institute a concursus action and deposit such benefits into the registry of the court 22 until there is a final binding legal agreement or judgement regarding the proper 23 payment. 24 F. For purposes of this Section only, the term "child" means the issue of a 25 marriage of a member of this system, the legally adopted child of a member of this 26 system, a child born outside of marriage of a female member of this system, or the 27 child of a male member of this system if acknowledged or filiated pursuant to the 28 provisions of the Civil Code. 29 * * * Page 3 of 4 CODING: Words in struck through type are deletions from existing law; words underscored are additions. HB NO. 28 ENROLLED 1 §2259. Optional allowances 2 A. 3 * * * 4 (3) If a member nominates his child or children diagnosed with a permanent 5 mental or physical disability to receive a benefit pursuant to Option 4 of this 6 Subsection, the medical determination of such disability shall be performed in 7 immediate proximity to, but before the effective date of, such member's retirement 8 or entry into the Deferred Retirement Option Plan. If a member requests the system 9 to perform a medical determination of disability for his child or children and the 10 member does not allocate to the child or children at least one-half of his reduced 11 benefit, at the discretion of the board of trustees, the member shall have the cost of 12 the medical determination deducted from his retirement benefit. 13 (4) For the purpose of this Subsection, the term "person" includes a trust or 14 estate administrator as provided in R.S. 11:2256.2. 15 * * * SPEAKER OF THE HOUSE OF REPRESENTATIVES PRESIDENT OF THE SENATE GOVERNOR OF THE STATE OF LOUISIANA APPROVED: Page 4 of 4 CODING: Words in struck through type are deletions from existing law; words underscored are additions.