1 | 1 | | By: Truitt (Senate Sponsor - Wentworth) H.B. No. 2460 |
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2 | 2 | | (In the Senate - Received from the House May 13, 2011; |
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3 | 3 | | May 13, 2011, read first time and referred to Select Committee on |
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4 | 4 | | Open Government; May 19, 2011, reported favorably by the following |
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5 | 5 | | vote: Yeas 3, Nays 0; May 19, 2011, sent to printer.) |
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6 | 6 | | |
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7 | 7 | | |
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8 | 8 | | A BILL TO BE ENTITLED |
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9 | 9 | | AN ACT |
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10 | 10 | | relating to confidentiality of information held by a public |
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11 | 11 | | retirement system. |
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12 | 12 | | BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS: |
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13 | 13 | | SECTION 1. Subchapter A, Chapter 552, Government Code, is |
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14 | 14 | | amended by adding Section 552.0038 to read as follows: |
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15 | 15 | | Sec. 552.0038. PUBLIC RETIREMENT SYSTEMS SUBJECT TO LAW. |
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16 | 16 | | (a) In this section, "governing body of a public retirement system" |
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17 | 17 | | and "public retirement system" have the meanings assigned those |
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18 | 18 | | terms by Section 802.001. |
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19 | 19 | | (b) Except as provided by Subsections (c) through (i), the |
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20 | 20 | | governing body of a public retirement system is subject to this |
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21 | 21 | | chapter in the same manner as a governmental body. |
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22 | 22 | | (c) Records of individual members, annuitants, retirees, |
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23 | 23 | | beneficiaries, alternate payees, program participants, or persons |
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24 | 24 | | eligible for benefits from a retirement system under a retirement |
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25 | 25 | | plan or program administered by the retirement system that are in |
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26 | 26 | | the custody of the system or in the custody of an administering |
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27 | 27 | | firm, a carrier, or another governmental agency, including the |
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28 | 28 | | comptroller, acting in cooperation with or on behalf of the |
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29 | 29 | | retirement system are confidential and not subject to public |
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30 | 30 | | disclosure. The retirement system, administering firm, carrier, or |
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31 | 31 | | governmental agency is not required to accept or comply with a |
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32 | 32 | | request for a record or information about a record or to seek an |
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33 | 33 | | opinion from the attorney general because the records are exempt |
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34 | 34 | | from the provisions of this chapter, except as otherwise provided |
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35 | 35 | | by this section. |
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36 | 36 | | (d) Records may be released to a member, annuitant, retiree, |
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37 | 37 | | beneficiary, alternate payee, program participant, or person |
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38 | 38 | | eligible for benefits from the retirement system or to an |
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39 | 39 | | authorized attorney, family member, or representative acting on |
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40 | 40 | | behalf of the member, annuitant, retiree, beneficiary, alternate |
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41 | 41 | | payee, program participant, or person eligible for benefits. The |
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42 | 42 | | retirement system may release the records to: |
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43 | 43 | | (1) an administering firm, carrier, or agent or |
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44 | 44 | | attorney acting on behalf of the retirement system; |
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45 | 45 | | (2) another governmental entity having a legitimate |
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46 | 46 | | need for the information to perform the purposes of the retirement |
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47 | 47 | | system; or |
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48 | 48 | | (3) a party in response to a subpoena issued under |
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49 | 49 | | applicable law. |
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50 | 50 | | (e) A record released or received by the retirement system |
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51 | 51 | | under this section may be transmitted electronically, including |
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52 | 52 | | through the use of an electronic signature or certification in a |
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53 | 53 | | form acceptable to the retirement system. An unintentional |
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54 | 54 | | disclosure to, or unauthorized access by, a third party related to |
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55 | 55 | | the transmission or receipt of information under this section is |
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56 | 56 | | not a violation by the retirement system of any law, including a law |
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57 | 57 | | or rule relating to the protection of confidential information. |
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58 | 58 | | (f) The records of an individual member, annuitant, |
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59 | 59 | | retiree, beneficiary, alternate payee, program participant, or |
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60 | 60 | | person eligible for benefits from the retirement system remain |
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61 | 61 | | confidential after release to a person as authorized by this |
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62 | 62 | | section. The records may become part of the public record of an |
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63 | 63 | | administrative or judicial proceeding related to a contested case, |
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64 | 64 | | and the member, annuitant, retiree, beneficiary, alternate payee, |
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65 | 65 | | program participant, or person eligible for benefits waives the |
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66 | 66 | | confidentiality of the records, including medical records, unless |
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67 | 67 | | the records are closed to public access by a protective order issued |
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68 | 68 | | under applicable law. |
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69 | 69 | | (g) The retirement system may require a person to provide |
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70 | 70 | | the person's social security number as the system considers |
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71 | 71 | | necessary to ensure the proper administration of all services, |
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72 | 72 | | benefits, plans, and programs under the retirement system's |
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73 | 73 | | administration, oversight, or participation or as otherwise |
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74 | 74 | | required by state or federal law. |
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75 | 75 | | (h) The retirement system has sole discretion in |
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76 | 76 | | determining whether a record is subject to this section. For |
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77 | 77 | | purposes of this section, a record includes any identifying |
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78 | 78 | | information about a person, living or deceased, who is or was a |
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79 | 79 | | member, annuitant, retiree, beneficiary, alternate payee, program |
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80 | 80 | | participant, or person eligible for benefits from the retirement |
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81 | 81 | | system under any retirement plan or program administered by the |
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82 | 82 | | retirement system. |
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83 | 83 | | (i) To the extent of a conflict between this section and any |
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84 | 84 | | other law with respect to the confidential information held by a |
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85 | 85 | | public retirement system or other entity described by Subsection |
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86 | 86 | | (c) concerning an individual member, annuitant, retiree, |
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87 | 87 | | beneficiary, alternate payee, program participant, or person |
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88 | 88 | | eligible for benefits from the retirement system, the prevailing |
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89 | 89 | | provision is the provision that provides the greater substantive |
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90 | 90 | | and procedural protection for the privacy of information concerning |
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91 | 91 | | that individual member, annuitant, retiree, beneficiary, alternate |
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92 | 92 | | payee, program participant, or person eligible for benefits. |
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93 | 93 | | SECTION 2. This Act takes effect immediately if it receives |
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94 | 94 | | a vote of two-thirds of all the members elected to each house, as |
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95 | 95 | | provided by Section 39, Article III, Texas Constitution. If this |
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96 | 96 | | Act does not receive the vote necessary for immediate effect, this |
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97 | 97 | | Act takes effect September 1, 2011. |
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98 | 98 | | * * * * * |
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