HomeMy WebLinkAboutMINUTES - 06232009 - C.16RECOMMENDATION(S):
APPROVE the attached report for the Relief of Shortage and Account Collection involving
a $7,500 life insurance refund and AUTHORIZE the referral to the County Office of
Revenue Collections for recovery of funds.
FISCAL IMPACT:
$8,467.23 ($7,500 life insurance policy plus interest) repayment to the ING ReliaStar Life
Insurance Company
BACKGROUND:
On April 27, 2007, the Contra Costa County Employee Benefits Services Unit authorized
payment of a life insurance benefit in the amount of $7,500 for a deceased employee. The
claim was processed as payable to the spouse of the deceased employee because no filed
designation of beneficiary was found. Later it was determined that proper designation of
beneficiary for the $7,500 was the mother of the deceased employee.
In accordance with Administrative Bulletin 207.7, Relief of Shortages and Account
Collections, it is recommended that the Board of Supervisors approve the request to relieve
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 06/23/2009 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I
Supervisor
Gayle B. Uilkema, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Susan A. Bonilla, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: Christine Penkala,
355-1747
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board
of Supervisors on the date shown.
ATTESTED: June 23, 2009
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: EMY L.SHARP, Deputy
cc:
C. 16
To:Board of Supervisors
From:David Twa, County Administrator
Date:June 23, 2009
Contra
Costa
County
Subject:Relief of Shortage and Account Collection - Life Insurance Policy
the cash
BACKGROUND: (CONT'D)
shortage of $8,467.23 ($7,500 life insurance policy plus interest) for payment to the ING
ReliaStar Life Insurance Company and refer the matter to the Office of Revenue
Collections for the recovery of funds paid in error to the spouse of the deceased employee.
ATTACHMENTS
HR Report - Life Insurance Policy