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HomeMy WebLinkAboutTAMU Retiree's Club R e t iree • sources • Texas A &M University Retiree Newsletter Supplement July /August 1993 Helping to keep Retiree club news you in touch Officers meetings set At the request of many retir- If you're looking for a way to Margaret Gardner; Secretary: ees in a survey last fall, we are stay involved, in touch, and "in Alvin and Ann Jones. pleased to bring you a periodic the know" about issues impor- Each month, members of the supplement to the Texas A&M tant to Texas A&M retirees, this club receive notice by mail of University Employee Newsletter club is for you. the next meeting. (Re:sources). All retirees are invited to McMullan says there's a wide With this supplement, we will become members of The Texas spectrum of people who attend make every attempt to keep A&M University System the retiree club meetings, you updated and informed on Retiree Club. from people in issues of special importance to This group their 90s to the retirees of The Texas A&M meets bi- 0 - people in University System. monthly for --- ' 1 1 \ ; !, , 1 -- the early - To make sure this supple- lunch, fol- ti ` �,. .� years of ment is of greatest use and lowed by a retirement. interest to you, we invite you to presentation. 4-1, \ Past pro - send us requests for certain "It's some- grams have kinds of information, sugges- times difficult —1� ~— included tions on better ways to conunu- for retirees u University nicate with you, and feedback to find [i P resident t about the articles that appear in many - William H. the newsletter. opportuni- Mobley, We also invite your questions ties to get out and meet with Aggie baseball coach Mark and comments on the services people they used to work Johnson, the Singing Cadets, we provide you. Thank you for with," says Ann McMullan, and local business people. your continuing interest in manager of the Retirement The dates for this year's Texas A&M. Services Center (RSC). "This meetings are: -- Ann McMullan, Manager, gives them a chance to visit and Monday, September 13, Retirement Services Center have a good time." Monday, October 25, Monday, The group is led by retirees, November 29, Monday, January r and coordinated by the RSC, 17 (1994), Monday, March 21 MI located in the basement of the (1994), and Monday, May 16 � YMCA building. (1994). J Officers for 1993 -1994 are: For more information about President: George and Janie the club, call the Retirement Lffi , McBee; Vice President and Services Center at 845 -3798. Program Chair: Will and Kitty Please let us know if you will �' t 11 Worley; Treasurer: Fred and need any special assistance due � {��� i{ ' to a disability. RSVP in BV Better benefits Choosing beneficiary For our retirees in the local area, the Retired Senior Volun- If you died tomorrow, who your beneficiary, you need to teer Program (RSVP) brings would get the money from your establish a testamentary trust in senior citizens with time, talents life insurance? your will through an attorney. and skills together with non- The person you want to © believing that changing profit, service and health care receive your life insurance your beneficiary in your will agencies that need quality benefit may not be the one who affects your life insurance. volunteers. receives it if you have not To change the beneficiary of The result: important jobs in properly coinplet- 3 , your life insur- the community get done by ed a beneficiary === , ance, you must people who are well- suited to designation ~ l submit a benefi- do them. with the r ' _ : - a ciary change 4 As a retired person, you may Human Re- 1 t1 � 2 � p s 1 '-' form to the ■ have the spirit, experience, and sources ' � �' 0 • _ °i: Human Re- freedom to respond to your Department. ` - ' sources Depart- community's needs. You've When you started work with ment. spent a lifetime developing the state, you selected a benefi- © believing that only one skills, knowledge and talents. ciary on your Benefit Enroll- person can be listed as pri- Through RSVP, retired people ment Form. If you made an mary beneficiary. If you 60 and over find creative ways error, it could delay payment to choose to name multiple prima - to use their expertise, energy heirs or even cause payment to ry beneficiaries, attach their and wisdom. Volunteers may be made to someone other than names and relationships on a serve in their profession, follow your intended beneficiary. separate page and have the a hobby or pursue an interest. It is your responsibility to document witnessed. The RSVP members receive acci- ensure you've made your inten- payments will be made to as dent and excess liability incur- tions clear when designating a many person(s) as are listed as ance, reimbursement for volun- beneficiary. Attention to detail primary beneficiaries. teer travel and meal expenses, could mean the difference © not changing your the RSVP newsletter, social and between a simple matter and a beneficiary designation recognition events, and mem- long court battle. when appropriate. Your bership in a national organiza- Common problems or errors beneficiary designation remains tion. RSVP is: include: in effect until you change it. If ift the person picking up IN naming a minor child your beneficiary dies, your surplus food and delivering it to as beneficiary. It is legal to marital status changes or other the food bank; name a minor as a beneficiary, family status changes occur, ift the group visiting the but payments cannot be made you need to file a new benefi- homebound, bringing compan- to a minor (under age 18). If ciary designation to make the ionship and a listening ear; you name a minor as your required change. the volunteer helping beneficiary a guardian must be Remember your insurance organize and train neighbor- named in your will. account is separate from your hood crime prevention groups. 111 naming a trustee with retirement account — designation . and much more! out establishing a trust. If you for one will not affect the To learn more, call 775 -8111 intend to name a trustee as other. or write RSVP at 307 S. Main #100, Bryan, TX 77803. 2 Retiree:sources - July /August 1993 The -rni, F , Golden F aglc 1994, Eagle Printing Co. March 31, 1994 Vol. 6, No. 3 -- _ iMMI . These retirees u on campus grew p p Campus life much = different in 1930's By JODY BATES Special to Golden Eagle rank Anderson Jr. and F others who attended a y - „ A recent meeting of { Texas A &M Retirees re- member Texas A &M Uni- " versity as a special place to _ < grow up.� The lunch meeting pro- f duced a number of wonderful ' �l _ stories about growing up on .. the campus — which was f g %� smaller than today and iso- ,; lated. But that made Texas — �_ le A &M a special place for _ young children of faculty housed around Simpson - Drill Field and Houston Street in the 1920's and 30's. Golden Eagle photo by Jody Bates Anderson, who was born Among those who gathered at a Texas A &M Retirees meeting to recall growing up on the campus were (from left) Red Cashion, and raised on the campus, Mary Munson Hirsch, Nancy Reynolds Tiner, Mary Bolton Eckles, Bill Hensel and Helen Perry. recalls the many services provided by the college. Helen Thomas Perry said thought!" Perry said. pull in from Dallas to Hous- "Groceries, dairy products, "the high school was built in Bill Hensel remembers rid- ton." laundry service, ice, food 1887. The walls were pink ing bikes down the ramps at "On Saturdays, we took the storage, meat were all availa- and the bricks fell out, but it Kyle Field, and that "despite trolley into Bryan," Hensel ble, and we could also use was a wonderful place to the Depression we had lots of said. the Down's natatorium, take learn." On graduation she fun watching parades at the Until he was eight, his fam- e riding classes and attend recalls climbing the water drill field, going to sporting ily's house was right behind school from first grade tower on a dare and nearly events, riding bikes over to the bleachers at Kyle Field. through high school at Pfeif- falling off. the train station to watch the fer Hall." "1 shudder today at the fast train — the Sunbeam — Please see CAMPUS, page 8 We'd climb into the trees to C amp us get a better view," Tiner said. "One year, the Aggies caught From 1 the Baylor Bear mascot on the train and painted it maroon and white." The communities were con - Mary Leland tells of chin- siderably smaller when Jim aberry fights and capture the Cashion was growing up. For flag games at night with the proof, Cashion notes a slim, Anderson boys, Knox Walker, 16 -page telephone book for the Gammon boys, herself and Bryan, College Station and her brother, Preston Bolton, Kurten dated 1935. and Florence Richey. "There were Just a few "We also put on plays that phones on campus," Cashion we made up," Leland said. "In said. "Frank Anderson and I the ravine behind KAMU (tele- made trips on our bikes from vision) is now, we would put the telephone office to the up a clothesline with a cur- dorms to find students that tain, dress up in costumes had a call. It was worth a and invite all the other faculty dime." kids to come to the play. Jim's brother, Red Cashion, Mary Munson Hirsch recalls recalls a big wagon he used to the horses. own. "The charge of Cavalry hor- ses across the drill field was "When school term was most thrillin said Hirsch, nearly out, I would rent my g' wagon to students to carry who also remembers "stacking their trunks to storage for the sticks and wood scraps at the summer. One of the rules for curb for Aggies to take to the renting the wagon is that I had bonfire. Also, people would get to ride and they had to pull. All off the special trains arranged for 25 cents." for the football games and Mary Bolton Eckles loved come up onto our porches for the season after spring. a drink of water on their way "All the summers were quiet to Kyle Field." and delightful," Eckles said. Nancy Reynolds Tiner loved "All the faculty families sat out to watch the Aggie band on their lawns or porches in march by their house on the the evening breeze and visited way to the football field. with one another." TEXAS A &M UNIVERSITY BUDGET AND PAYROLL SERVICES ■ YMCA BLDG. (0 /ij /9_3 Date Memo to: V ►'"1 Ai 1 0 For your information. _ For your signature. Please prepare reply for my signature. _ Please take charge of this. Please answer, sending me a copy. _ Please note and see me. Please furnish data for my reply. _ Please note and return. For your recommendation/comments. _ For our files. With the assistance of Jim Ashton, local IRS agent, this ID # was _ _ Worley. — dim wrote Mr. Worley & ask that he nnntart we about this matter. Earlier this week Mr. Worley called. I explained to him the concerns of the Texas A&M name and the addressing problems. Mr. Worley was very under 5 L.dndizrg . He explained that this was for a retiree association that ma-f 2 -3 times a year for a banquet & etc. He recently went to open a bank account and was told he needed an ID #, thus explaining the attached. He also stated that he used the name dlle dddi of Texas A&M because a lot of the retiree correspondence & nther rfDlatPd items are handled by Anne McMullen and Gary McNutt in the Human Resources - Benefits /Retirements Section. I devised Mr. Worley we would get back to him later. What action would ynu advise us to tako a this point? °°1 Form 8822 Change of Address ► Pl ease OMB No. 1545 -1163 (Rev. May 1992) type or print. Expires 5 -31 -95 Department of the Treasury Internal Revenue Service ■ See instructions on back. ■ Do not attach this form to your return. Part I Complete This Part To Change Your Home Mailing Address Check ALL boxes this change affects: 1 ❑ Individual income tax returns (Forms 1040, 1040A, 1040EZ, 1040NR, etc.) • If your last return was a joint return and you are now establishing a residence separate from the spouse with whom you filed that return, check here • ❑ 2 ❑ Employment tax returns for household employers (Forms 942, 940, and 940 -EZ) �6� / / 12 • Enter your employer identification number here ► t7 3 ❑ Gift, estate, or generation- skipping transfer tax returns (Forms 706, 709, etc.) • For Forms 706 and 706NA, enter the decedent's name and social security number below. • Name • Social security number 4a Your name (first name, initial, and last name) 4b Your social security number 5a Spouse's name (first name, initial, and last name) 5b Spouse's social security number 6 Prior name(s). See instructions 7a Your old address (no., street, city or town, state, and ZIP code). If a P.O. box or foreign address, see instructions Apt. no. 7b Spouse's old address, if different from line 7a (no., street, city or town, state, and ZIP code). If a P.O. box or foreign address, see instructions Apt. no. 8 New address (no., street, city or town, state, and ZIP code). If a P.O. box or foreign address, see instructions Apt. no. Part II Complete This Part To Change Your Business Mailing Address or Business Location Check ALL boxes this change affects: 9 ❑ Employment, excise, and other business returns (Forms 720, 941, 990, 1041, 1065, 1120, etc.) 10 ❑ Employee plan returns (Forms 5500, 5500 C /R, and 5500EZ) 11 ❑ Business location 12a Business name 12b Employer identification number 13 Old address (no., street, city or town, state, and ZIP code). If a P.O. box or foreign address, see instructions Room or suite no. 14 New address (no., street, city or town, state, and ZIP code). If a P.O. box or foreign address, see instructions Room or suite no. 15 New business location (no., street, city or town, state, and ZIP code). If a foreign address, see instructions Room or suite no. Part III Signature Daytime telephone no. of person to contact (optional) ■ ( ) Please Sign J Here Your signature Date Spouse's signature. If joint return, both should sign Date If Part II completed, signature of owner, officer, or representative Date Title For Privacy Act and Paperwork Reduction Act Notice, see back of form. Cat. No. 12081V Form 8822 (Rev. 5 - 92) TEXAS A &M UNIVERSITY COLLEGE STATION, TEXAS ZIP CODE 77843 -1255 Hu \lAN RESou11(.ES DEPARTMENT June 24, 1993 A SUMMARY OF RETIREMENT PROCESSING PROCEDURES AND BENEFITS The purpose of this summary is to provide retirees with a convenient source of general information to assist them as they prepare for retirement. It includes information about retirement processing procedures, group insurance continuation, and post- retirement benefits and privileges. The source for parts of this summary is the Texas A &M University Policy and Procedures Manual, Section 2.4.9. Please keep in mind that these policies and procedures are subject to change in the future. If you have any questions concerning the contents of this summary, contact the TAMU Human Resources Department's Retirement Services Center at (409) 845 -3798. RETIREMENT PROGRAMS I. TEACHER RETIREMENT SYSTEM (TRS) A. At least six months prior to the proposed retirement date, make an appointment with the TAMU Retirement Services Center in the Human Resources Department to discuss your retirement plans. The following documents will need to be forwarded through the Retirement Services Center to the Teacher Retirement System: (1) Birth records for the member and the member's primary beneficiary. (2) Verification and /or purchase of any withdrawn, unreported, military, or out -of -state service for retirement credit. (3) Completion of a form TRS -18, Request for Estimate of Retirement Benefits. This request does not bind the retiree to a particular retirement date. B. The Teacher Retirement System will respond by forwarding a folder (this may take up to 60 days) containing the following forms which are necessary to finalize the application for retirement: (1) TRS 31, Instructions for Retirement (2) TRS 25, Estimate of Retirement Benefits (3) TRS 30, Application for Service Retirement (4) TRS 7, Notice of Final Deposit Before Retirement (5) TRS 278, Direct Deposit Request (6) Any other TRS forms necessary to complete the retirement process. Page 2 C. After reviewing the information in the TRS folder, call and make an appointment with the TAMU Retirement Services Center for assistance in completing the TRS retirement forms. At this time, the following Texas A &M University forms will be completed: (1) Acknowledgment of Retirement Counseling form which is forwarded to the retiree's department. (2) Insurance continuation forms and billing documents to continue any eligible group insurances after retirement. D. This entire process should be completed approximately two to three months prior to the actual retirement date. II. OPTIONAL RETIREMENT PROGRAM (ORP) A. Six months prior to the proposed retirement date, a prospective retiree should contact his /her ORP agent or carrier to discuss the available retirement options. The carrier may need an original or certified copy of both the retiree's and the primary beneficiary's certificate of birth. B. Approximately three months prior to the retirement date, contact the TAMU Retirement Services Center in the Human Resources Department for an appointment to complete the following forms: (1) TAMUS's Form HR #92 -15, ORP Notification of Change in Status. (2) An Acknowledgment of Retirement Counseling which will be sent to the retiree's department. (3) Insurance continuation forms and billing documents to continue any eligible group insurances after retirement. III. SOCIAL SECURITY (Local office phone number - 846 -1955) A. If you are eligible for Social Security retirement benefits (age 62 or older), you should contact the local Social Security office at least six months prior to the date of retirement. The Social Security office can provide an estimate of benefits. When applying for Social Security benefits, the following documents are necessary: (1) W -2 tax forms for the two years prior to retirement. (2) An estimate of earnings for the year of retirement. (3) A record of date of birth (the oldest available record is best). B. Application should be made for Medicare benefits at least three months prior to your 65th birthday. Page 3 IV. TAX DEFERRED PLANS (TDA OR TSA) Employees should contact the company(s) with which their funds are invested at least three months prior to retirement. Each company will have procedures and retirement annuity options which the retirees should explore. Some questions which you may wish to consider are: A. What annuity or surrender options are available? B. Can the money be transferred to another plan? If so, at what cost? C. What are the tax consequences of taking money out of the account and are there any charges assessed by the carrier? D. Who is the designated beneficiary? E. What are my beneficiary's rights in the event I predecease them? V. DEFERRED COMPENSATION PLAN (DCP) All participants in the State of Texas Deferred Compensation Plan are required to file a distribution plan with the Employees Retirement System of Texas (ERS) through Texas A &M University Budget and Payroll Office within 30 days of separating employment. Failure to file a distribution plan may result in an immediate lump -sum distribution to the participant with the entire amount reported for federal income tax purposes. At least three months prior to retirement, participants should contact their DCP vendor (i.e., insurance company, bank, savings and loan, etc.) to explore the distribution options available. Distribution of a DCP account must begin between the date of separation of employment and 60 days following the end of the year in which one turns 70 1/2 years old. Once a date of distribution has been selected, the date cannot be changed. The manner of distribution may be altered if the Employees Retirement System of Texas is notified at least 30 days before distribution begins. Once distribution begins, the plan of distribution cannot be changed. CONTINUATION OF GROUP INSURANCE COVERAGES I. LIFE INSURANCE Employees who are insured under the Basic Life, Optional Life and /or Dependent Life insurance plans at the time of retirement may continue a reduced portion of these coverages provided they have met the applicable age and service requirements for retirement. A. Basic Life: $2,500 of this term insurance plan must be continued if the retiree has health coverage with Texas A &M University. Included with the Basic Life is an additional $2,500 of Accidental Death and Dismemberment Coverage. Page 4 B. Optional Life: Coverage up to $30,000 may be continued in increments of $7,500. The amount of Optional Life Insurance elected at retirement may not exceed the amount of coverage in force during employment. C. Dependent Life: Retired. employees shall be allowed to retain a portion of their Dependent Life insurance. The amount which may be continued depends on the plan of coverage: (1) Plan A: Spouse covered by an amount equal to one -half of retiree's optional life coverage. Dependent Child(ren) covered by an amount equal to 10% of retiree's optional life coverage. (2) Plan B: Spouse covered by $2,500 of term life insurance, Dependent Child(ren) covered by $2,500 of term life insurance on each eligible dependent child. II. HEALTH INSURANCE A. Upon retirement, group medical insurance may be continued on the retiree and any eligible dependents. Retiree health coverage is the same coverage provided active employees. However, when a retiree or a retiree's dependent becomes eligible for Medicare (at age 65), the Texas A &M University medical plan will be secondary to the Medicare coverage. It is very important for eligible retirees to enroll in both Parts A and B of Medicare. Otherwise, a gap in coverage may be created because the TAMU health plans will pay benefits as if the retiree or dependent has both Parts A and B of Medicare. B. Retirees who return to part -time employment with the University are reminded that the TAMU medical plans become primary to Medicare during those periods of re- employment. Working retirees may elect to have their group insurance premiums in excess of the State Group Insurance Premium Contribution deducted from their paycheck rather than being billed monthly or having their bank account drafted. If working retirees are employed for 50% time and work at least 4.5 months or for a semester of more than 4 months during the fiscal year, they may participate in the Pretax Health Premium Plan. This allows the amount of the health premium that exceeds the State Group Insurance Premium Contribution to be paid with tax -free dollars. Retirees meeting the above employment criteria may also participate in the Tax Saver Spending Accounts Plan. Spending Accounts allow you to pay certain unreimbursed health and /or dependent care expenses with tax -free dollars. Unreimbursed health expenses include those medically related items that are not paid by either an insurance /HMO provider or Medicare, and would be eligible to be taken as an itemized deduction on your federal tax return. Dependent care expenses are those costs incurred for care of a dependent so you and /or your spouse can work. The forms to participate in either of the plans may be obtained in the TAMU Retirement Services Center of the Human Resources Department. The forms will need to be returned and received within 31 days of your rehire date. Page 5 III. Accidental Death and Dismemberment Retirees may continue this coverage on themselves and their dependents on the following basis in increments of $10,000: (1) to age 70, up to $100,000 of coverage may be continued; (2) from age 70, up to $30,000 of coverage may be continued; (3) the amount of dependent spouse coverage is equal to 60 percent of the coverage a retiree receives if there are no eligible children. If there are eligible children, coverage for each child is 10% and coverage for the spouse is 50 %. IV. LONG TERM DISABILITY INSURANCE Since the benefit from this coverage is based on a percentage of your Texas A &M salary, the coverage is automatically terminated at retirement. V. STATE GROUP INSURANCE PREMIUM CONTRIBUTION (SGIP) The State of Texas provides eligible retirees with a monthly contribution to be applied toward the cost of the retiree's health insurance premiums. As of September, 1992, this contribution may be used to offset the cost of the basic life and health coverage only. An eligible retiree is defined in terms of service and age. In order to be eligible to continue your TAMU group insurance coverages and receive the state contribution, you must be: (1) Age 55 with 5 or more years of service, or; (2) Any age below 55 with 30 or more years of service. Beginning in September 1993 retirees may be eligible to use one -half of the employee only state contribution to buy Optional Life, Accidental Death and Dismemberment, and Dental insurance. To have this benefit, employees must decline TAMU health coverage and certify they have other health coverage. VI. CONVERSION PRIVILEGES The difference between the amounts of life insurance coverage a retiree is permitted to retain and the amounts the retiree carried as an active employee may be converted to individual policies by completing a request for conversion form available from the TAMU Retirement Services Center. The type of policy and premiums for converted coverages are determined by the carrier at the time of conversion. To obtain more information about your conversion privileges and the resulting cost to you, contact the local Metropolitan Life Insurance office at (409) 693 -6265. Page 6 UNIVERSITY RETIREE PRIVILEGES AND BENEFITS Faculty and staff who have retired from service at Texas A &M University shall be given the following privileges and benefits: A. Survivor Continuation: Should a retiree die before their insured eligible dependents, a survivin sou will be ermitted to retain AMU medical coverage in in efite y ig an a i a ependents may re ain coverage subject E the age maximum, provided that premiums are paid. B. A Retiree Identification Card is available through the TAMU Retirement Services Center. Contact them on your retirement date at 845 -3798. C. ■ "rnurt.P v ", Texas A &M University Retiree Parking Permit will be issued bythe Il epar tm e nt of P ark i Iansit & Traffic upon presenting ro er identifi tas fre e. Be sure to request a refund i ca you are retiring in mi -year. more information, call 845 -9700. D. Library privileges may be continued by presenting the Retiree I.D. Card at the circulation desk of Evans Library and /or the Medical Services Library. E. Purchase of recreational activities will be on the same basis as active faculty or staff members. For information call 845 -2624. F. Football Ticket Purchase Priority is unaffected by retirement. Al -.Pr G. The Texas A &M University System Retirees Club meets bi- monthly for lunch followed by a presentation. A Request for Reservation Card will be mailed to the retiree's home address. For more information, call the Retirement Services Center at 845 -3798. GENERAL RETIREMENT INFORMATION A. Employees /retirees who have not already done so should review their estates with their attorneys and determine whether a Last Will and Testament should be executed in order to protect their interests and to assure the desired distribution of their estates. B. Keep the University and TRS /ORP informed if your mailing address changes. Annual statements of account, newsletters, election ballots, or other important communications may be missed without such updates. C. Make certain that your monthly financial needs will be met by your retirement income. Practice living on your retirement budget for a month. D. Review the taxation of your retirement income with your accountant or tax consultant. E. Many volunteer opportunities exist in the local communities. Contact the Retired Senior Volunteer Program (RSVP) at (409) 775 -8111. FPM U Nr` rweing m 3 WV N' "4 4876 TEXAS A &M UNIVERSITY Parking, Transit and Traffic College Station -, Texas 77843 -1250 (409) 845-9700 FAX (409) 847 -8685 MEMORANDUM TO: Retired Employees Texas A &M University SUBJECT: Retired Parking Permits The Department of Parking, Transit and Traffic Services honors your years of dedication to Texas A &M University by providing a Retired Parking Permit at no cost. Permits are designed to be displayed from the rearview mirror and may be moved from vehicle to vehicle. The permit is for your use only. Do not loan your permit to anyone. Spouses are not eligible to use your permit. Arrangements have been made for surviving spouses. You may contact the Benefits Office for details concerning these provisions. Retired Parking Permits allow parking in the following areas: * Pay Parking Areas - Pull a ticket when you enter the garage. When exiting present your Retired Parking Permit to the cashier for proper validation. * Staff Parking Areas - (that are not controlled by a gate) Be sure to avoid Re- served Numbered Spaces and 24 Hour Reserved Spaces. Remember, when you park in staff areas you are taking the space of a TAMU employee who has paid to park in that particular area. Parking in the pay areas does not dislocate employees and is always preferable to staff areas. When you must park in staff areas, we ask that you try to keep your visits as short as possible. The permit is not intended to provide daily parking for those individuals who have returned to work part time. Working individuals should contact their Departmental Parking Representatives to arrange parking. The Retired Parking Permit does not allow parking in the following areas: * 30 minute spaces for longer than 30 minutes * Golf course parking lot unless you are playing golf and have signed in on the list at the Pro -Shop. If you have any questions, please call 862 -PARK to speak with a Parking Counselor. Thank you for your cooperation. e. The Department of Parking, T Transit and Traffic Services Page 7 RETIREMENT CHECKLIST 1. Complete appropriate TRS or ORP forms. 2. Complete forms for continuing Texas A &M University's group insurance coverages as a retiree. 3. Contact Tax Sheltered Annuity Carrier (TDA). 4. Contact Deferred Compensation Carrier (DCP). 5. Contact Social Security Administration for Social Security benefits. 6. Sign up for Medicare at your local Social Security Office, if eligible. 7. Inform your health carrier (i.e., Metropolitan, Scott & White, PCA, etc.) that you are enrolled in Medicare Parts A and B. 8. Contact the Retirement Services Center concerning a Texas A &M Retiree Identification Card. 9. Contact the Department of Parking, Transit & Traffic at 845 -9700 for a Retiree Parking Permit. 10. Contact Evans Library and /or the Medical Sciences Library concerning library privileges. 11. Review your will and estate with an attorney. 12. Review your taxes with an accountant. 13. Review The Texas A &M University Policy and Procedures Manual, Section 2.4.9, RETIREMENT. Texas A &M University System Retiree's Assoc. 1993 -94 Officers: President: George & Janie McBee 3704 Oak Ridge Dr., Bryan, TX 77802 Ph. No. 846 -2545 Vice Pres./ Will & Kitty Worley Prog. Chm. 1001 Village Dr., Col. Sta., TX 77840 Ph. No. 696 -6570 Treasurer Fred & Margaret Gardner 301 Pershing Ave., Col. Sta., TX 77840 Ph. No. 696 -7220 Secretary Alvin & Ann Jones 2809 Mescalero Court, Col. Sta., TX 77845 Ph. No. 696 -7042 Meeting Dates: 1993 1994 September 13 January 17 October 25 March 21 November 29 May 16 TEXAS A &M RETIREES CLUB September 13, 1993 TO: George McBee From: Fred Gardner Subject: Announcements The following individuals from the Human Resources Dept are in attendance today. You may want to recognize them. 1. Marianne Gardner 2. Ann MacMullen 3. Gary McNutt Gfen TEXAS A &M UNIVERSITY SYSTEM RETIREES CLUB TO: All Texas A &M University System Retired Personnel SUBJECT: September 13, 1993 Luncheon Meeting and Program TIME: 11:40 a.m. (Fellowship); 12:00 Noon (Luncheon) PLACE: Ramada Inn COST: $8.50 per person which includes tax and tip. Please have money or check payable to Texas A &M Retirees Club. PROGRAM: Mr. Cory R. Ortigoza, Research Associate, Mosher Institute for International Policy Studies, TAMU. 1. RETURN CARD. Please return the enclosed card indicating whether or not you will attend this luncheon. DO SO PROMPTLY. Be sure to sign the card for meal reservations. If you have to cancel, please do so by calling Fred Gardner, Treasurer, 696 -7220. Please understand that if you cancel a reservation, it must be done before 8:30 a.m. the day of the luncheon, at which time we must guarantee the Ramada the number of meals reserved. Any cancellations made after that deadline will require payment of the meal, regardless of the reason for the cancellation. If you make meal reservations and do not cancel if you find you are unable to attend, we would appreciate your forwarding your money to the Club (in care of Fred Gardner) to cover the cost of the meal preparation. To ensure that additions, deletions, and /or corrections are made to the membership list, please be sure your name is legible on the card you return for meal reservations. Also print your name. 2. NAME TAG. Your completed name tag will be available when you arrive. 3. SPECIAL SEATING. Eight (8) seats will be reserved near the entrance to the meeting room to accommodate those with limited mobility. 4. NEXT MEETING DATE. October 25, 1993 5. SPECIAL THANKS to the Retirement Services Center and the Texas A &M Human Resources Department for preparing and mailing the notices. George and Janie McBee, President Fred and Margaret Gardner, Treasurer 846 -2545 696 -7220 Will and Kitty Worley, Vice President Alvin and Ann Jones, Secretary and Program Chairman 696 -6570 696 -7024 • :µ y� THE MOSHER INSTITUTE FOR , "111 INTERNATIONAL POLICY STUDIES ` July 13, 1993 Ronald L. Hatchett, Ph.D. Director Mr. W.P. Worley 1001 Village Drive College Station, Texas 77840 Dear Mr. Worley, I have confirmed the Texas A &M Retirees Systems luncheon meeting with Mr. Ortigoza for September 13, 1993 at 11:30am. Please send him information on the location for this meeting. Enclosed is the requested bio on Cory. Our office is in transition at the moment. If you need to contact him and our office is closed, please call 713/444 -0704. If you need anything further, please call me. Sincerely, Air r. ",/ _ ice Deborah A. Riley dr Assistant to the Director Enclosures Texas A&M University • College Station, Texas 77843 -2400 USA • (409) 845 -9900 • Fax (409) 845 -2555 CORY ROSSING ORTIGOZA Biographical Summary Cory R. Ortigoza is a Research Associate at the Mosher Institute for International Policy Studies at Texas A &M University. He has been a guest on various television and radio programs as a commentator on Soviet and Russian affairs. Mr. Ortigoza has presented several papers on the Soviet Union, including a paper on the civilian control of the military to the conference on "The Role of the Armed Forces in a Civil Society ", which was sponsored by the USSR Ministry of Defense in November of 1991. Since joining Mosher in 1991, Mr. Ortigoza has written nearly 25 articles on the situation in the former Soviet Union. These opinion pieces have appeared on the editorial pages of such newspapers as the Chicago Tribune, Dallas Morning News, Houston Chronicle, Journal of Commerce, San Diego Union - Tribune, Corpus Christi Caller- Times, and the Bryan- College Station Eagle. Mr. Ortigoza is a graduate of Texas A &M University with focuses in Russian Studies and International Finance. TEXAS A &M UNIVERSITY SYSTEM RETIREES CLUB TO: All Texas A &M University System Retired Personnel SUBJECT: October 25, 1993 Luncheon Meeting and Program TIME: 11:40 a.m. (Fellowship); 12:00 Noon (Luncheon) PLACE: Ramada Inn COST: $8.50 per person which includes tax and tip. Please have money or check payable to Texas A &M Retirees Club. PROGRAM: Dr. William H. Mobley, "Comments from the Chancellor's Office" 1. RETURN CARD. Please return the enclosed card indicating whether or not you will attend this luncheon. DO SO PROMPTLY. Be sure to sign the card for meal reservations. If you have to cancel, please do so by calling Fred Gardner, Treasurer, 696 -7220. Please understand that if you cancel a reservation, it must be done before 8:30 a.m. the day of the luncheon, at which time we must guarantee the Ramada the number of meals reserved. Any cancellations made after that deadline will require payment of the meal, regardless of the reason for the cancellation. If you make meal reservations and do not cancel if you find you are unable to attend, we would appreciate your forwarding your money to the Club (in care of Fred Gardner) to cover the cost of the meal preparation. To ensure that additions, deletions, and /or corrections are made to the membership list, please be sure your name is legible on the card you return for meal reservations. Also print your name. 2. NAME TAG. Your completed name tag will be available when you arrive. 3. SPECIAL SEATING. Eight (8) seats will be reserved near the entrance to the meeting room to accommodate those with limited mobility. 4. NEXT MEETING DATE. November 29, 1993 with the Singing Cadets 5. SPECIAL THANKS to the Texas A &M Human Resources Department Retirement Service Center for preparing and mailing the notices. George and Janie McBee, President Fred and Margaret Gardner, Treasurer 846 -2545 696 -7220 Will and Kitty Worley, Vice President Alvin and Ann Jones, Secretary and Program Chairman 696 -6570 696 -7024 TEXAS A &M UNIVERSITY SYSTEM RETIREES CLUB TO: All Texas A &M University System Retired Personnel SUBJECT: May 17, 1993 Luncheon Meeting and Program TIME: 11:40 a.m. (Fellowship); 12:00 Noon (Luncheon) PLACE: Ramada Inn COST: $8.00 per person which includes tax and tip. Please have money or check payable to Texas A &M Retirees Club. PROGRAM: Mr. Jeff Braun, News Director, KBTX /TV, will speak about "TV News - How It Is Done." 1. RETURN CARD. Please return the enclosed card indicating whether or not you will attend this luncheon. DO SO PROMPTLY. Be sure to sign the card for meal reservations. If you have to cancel, please do so by calling Will Worley, Treasurer, 696 -6570. Please understand that if you cancel a reservation, it must be done before 8:30 a.m. the day of the luncheon, at which time we must guarantee the Ramada the number of meals reserved. Any cancellations made after that deadline will require payment of the meal, regardless of the reason for the cancellation. If you make meal reservations and do not cancel if you find you are unable to attend, we would appreciate your forwarding your money to the Club (in care of Will Worley) to cover the cost of the meal preparation. To ensure that additions, deletions, and /or corrections are made to the membership list, please be sure your name is legible on the card you return for meal reservations. Also print your name. 2. NAME TAG. Your completed name tag will be available when you arrive. 3. SPECIAL SEATING. Eight (8) seats will be reserved near the entrance to the meeting room to accommodate those with limited mobility. 4. NEXT MEETING DATE. September, 1993 5. SPECIAL THANKS to the Retirement Services Center and the Texas A &M Human Resources Department for preparing and mailing the notices. Dan and Shirley Pfannstiel, President Will and Kitty Worley, Treasurer 693 -1285 696 -6570 George and Janie McBee, Vice President Myra and Art Bright, Secretary and Program Chairman 846 -2545 693 -6528 TEXAS A &M UNIVERSITY COLLEGE STATION, TEXAS 77843 -1246 (409) 845 -2217 William H. Mobley President 20 July 1993 Dr. Will Worley, Treasurer The Texas A &M University System Retirees Club 1001 Village Drive College Station, Texas 77840 Dear Will: Thank you for your gracious invitation to be your speaker at the October 25, 1993 luncheon meeting of the Retirees Club. Jayne and I will be delighted to attend, and I will be honored to speak at the luncheon. I look forward to spending time with the Texas A &M University System Retirees Club. Sincerely, William H. Mobley WHM:mw &; �vrcle � irvrve ? d.* , , .e - 77840 ee . /ff3 Avf itZ;(1, r 47, ‘1/11 ./"ne‘'L. .1,1e1e447%. tee �``1- Gy m 271ASL /e.a r • TEXAS A &M UNIVERSITY SYSTEM RETIREES CLUB TO: All Texas A &M University System Retired Personnel SUBJECT: November 29, 1993 Luncheon Meeting and Program TIME: 11:40 a.m. (Fellowship); 12:00 Noon (Luncheon) PLACE: Ramada Inn COST: $8.50 per person which includes tax and tip. Please have money or check payable to Texas A &M Retirees Club. PROGRAM: The Singing Cadets 1. RETURN CARD. Please return the enclosed card indicating whether or not you will attend this luncheon. DO SO PROMPTLY. Be sure to sign the card for meal reservations. If you have to cancel, please do so by calling Fred Gardner, Treasurer, 696 -7220. Please understand that if you cancel a reservation, it must be done before 8:30 a.m. the day of the luncheon, at which time we must guarantee the Ramada the number of meals reserved. Any cancellations made after that deadline will require payment of the meal, regardless of the reason for the cancellation. If you make meal reservations and do not cancel if you find you are unable to attend, we would appreciate your forwarding your money to the Club (in care of Fred Gardner) to cover the cost of the meal preparation. To ensure that additions, deletions, and /or corrections are made to the membership list, please be sure your name is legible on the card you return for meal reservations. Also print your name. 2. NAME TAG. Your completed name tag will be available when you arrive. 3. SPECIAL SEATING. Eight (8) seats will be reserved near the entrance to the meeting room to accommodate those with limited mobility. 4. NEXT MEETING DATE. January 17, 1994 5. SPECIAL THANKS to the Texas A &M Human Resources Department Retirement Service Center for preparing and mailing the notices. George and Janie McBee, President Fred and Margaret Gardner, Treasurer 846 -2545 696 -7220 Will and Kitty Worley, Vice President Alvin and Ann Jones, Secretary and Program Chairman 696 -6570 696 -7024 lac 8dPv dN CA/uPUS (1f04 PM (15HlOh TEXAS A &M UNIVERSITY SYSTEM RETIREES CLUB M'WW &Mu F(/ OLS ( o i)' M1 r /t & TO: All Texas A &M University System Retired Personnel Qi K5 �FF� 03/ LL �tiSfL SUBJECT: January 17, 1994 Luncheon Meeting and Program TIME: 11:40 a.m. (Fellowship); 12:00 Noon (Luncheon) PLACE: Ramada Inn COST: $8.50 per person which includes tax and tip. Please have money or check payable to Texas A &M Retirees Club. PROGRAM: Tony Barone, Coach, Texas A &M Men's Basketball Team 1. RETURN CARD. Please return the enclosed card indicating whether or not you will attend this luncheon. DO SO PROMPTLY. Be sure to sign the card for meal reservations. If you have to cancel, please do so by calling Fred Gardner, Treasurer, 696 -7220. Please understand that if you cancel a reservation, it must be done before 8:30 a.m. the day of the luncheon, at which time we must guarantee the Ramada the number of meals reserved. Any cancellations made after that deadline will require payment of the meal, regardless of the reason for the cancellation. If you make meal reservations and do not cancel if you find you are unable to attend, we would appreciate your forwarding your money to the Club (in care of Fred Gardner) to cover the cost of the meal preparation. To ensure that additions, deletions, and /or corrections are made to the membership list, please be sure your name is legible on the card you return for meal reservations. Also print your name. 2. NAME TAG. Your completed name tag will be available when you arrive. 3. SPECIAL SEATING. Eight (8) seats will be reserved near the entrance to the meeting room to accommodate those with limited mobility. 4. NEXT MEETING DATE. March 21, 1994 5. SPECIAL THANKS to the Texas A &M Human Resources Department Retirement Service Center for preparing and mailing the notices. George and Janie McBee, President Fred and Margaret Gardner, Treasurer 846 -2545 696 -7220 Will and Kitty Worley, Vice President Alvin and Ann Jones, Secretary and Program Chairman 696 -6570 696 -7024 RED CASHION -- I would get to the Assembly Hall before the picture show started because I didn't have enough money to buy peanuts. I'd pick one up from the floor and throw it at an Aggie. Usually about five Aggies would throw peanuts back at me and I "d put four in my pocket and throw one at some other Aggies. By the time the show started, I had a pocket full of peanuts! I had a big wagon and when school was nearly out at the end of spring, I would rent out the wagon to the students to carry their trunks for storage for the summer. One of the rules for renting the wagon is that I had to ride and they had to pull! All for twenty -five cents! BILL HENSEL -- Everyone knew each other, we all lived around the drill field and south of that. The trolley came from Bryan right onto campus to where the All Faith's Chapel is now. Until I was eight we lived in a house that backed up to the bleachers at Kyle Field. I loved to ride my bike down the ramps there. Later, we moved to a house at the corner of the drill field, so we got to see all the parades. It was the depression, so they were quiet times but we had lots of fun without money. We always went down to the train station in the evening to see who might be arriving on the fast train -- the Sunbeam Special -- a streamlined train from Dallas to Houston. MARY LELAND -- Walking to Old Main with her Dad each day for mail was a special memory, then on Saturday night we'd go to the movies in the old wooden building and throw peanut shells at other kids. My favorite games were capture the flag at night, and chinaberry fights. We would make up plays, get the costumes together and put a curtain across a clothesline. Florence Richey was the instigator, Frank Anderson, Preston Bolton, my brother, the Gammon boys and Knox Walker were usually in the plays as swordsmen. They loved to "play dead!" FRANK ANDERSON JR. -- The campus wasn't without eccentrics. Doctor Asberry had his house surrounded with multiple rows of oil rig -like towers and trellises for his climbing roses. His intent was to develop a black rose. Although he was deaf he continued to have several pianos which he enjoyed having played in unison. His bathroom was said to have paintings on the ceiling! About the third grade, when I finally accepted the fact that the educational process applied to me, I began to read books. First I read the books in our library and then at the Gammons, finally venturing four blocks down Houston Street to the Waltons. Mrs Walton usually rewarded me with an elaborate cool, soft drink. Tom Leland lived next door and had an affinity for chemistry -- he used their garage as a lab. I once asked too many questions about the contents of his bottles. He replied one was Deuteronomy, the other Leviticus. I retained those names long enough until Sunday School in the basement of Guion Hall gave me new insights. Tom later became head of the Chemical Engineering department at Rice . Clod fights, acorn fights and firecracker cannon battles were a major activity for the campus boys. Once Billy Gammon and I held off the rest of the neighborhood from the workshop behind the Gammon's house with our firecracker cannon. MARY BOLTON ECKLES -- Summers were quiet and delightful. All the faculty families sat on their lawns or porches in the evening breeze and visited one another. No one entertained formallyin the summer because all the kitchen help and maids went to work in the cotton fields. Basically everything stopped until after the harvest and students returned to campus. There weren't any hotels, so the faculty wives served as hostesses and chaperons for all the big events. Sometimes we would have five or six girls -- with their crinolines stored on the roof for lack of space! -- packed into the house for the Thanksgiving or graduation dance. It began a lifetime of happy memories, according to most of those who grew up on the Texas A &M campus. Here are their stories as recalled by: HELEN PERRY -- Growing up on the campus was a privilege and a joy. I was born at the old St. Joseph's Hospital, and my Dad rode the trolley, getting there shortly after I did! I was the youngest of five children. The campus faculty was like a big family. We all cared about and knew each other well. The children were always welcome in every home and every office -- even in roller skates! The kids on the south side of campus used to challenge the north side kids to water fights. We constantly stole plums off trees in the Hedges' yard. At halloween we prowled the college dump. Helen also remembers winning a silver cup at the College Horse Show, bonfire, yell practice, following the Aggie Band down Military Walk and cokes at Casey's. KNOX WALKER -- Guion Hall was condemned, but that didn't keep the Sunday School class from meeting in the basement. Later they redid the foundation and used it again, so the church teacher had the right idea! There were only two campus police so it was bedlam for football games. In 1937 FD Roosevelt came on his presidental train with his touring car on board, they unloaded it and drove him to Kyle Field where the student body, faculty and entire county were waiting to hear him talk. Wally Anderson was dressed in a Palm Beach linen suit, but was barefoot! He ran out and jumped on the running board to shake hands with FDR. JIM CASHION -- Summertime was my favorite, but you couldn't go barefoot because of the goathead stickers! The only landscaping was done by students with push mowers, the stickers were so tough they would puncture your bike tires! In the Fall we played touch football, basketball in the winter and softball in the summer. With a $3 pass we could spend the entire summer in the swimming pool -- it was the most comfortable place in a town without air conditioning! Our house was across from the college hospital, so when we got hurt (one time I threw a softball at Red and hit him bad enough for stitches) we would go to Mrs. Cleghorn at the hospital and she would fix us up. MARY MUNSON HIRSCH -- I remember gathering sticks and wood for the Aggies to put on their bonfire. We would watch on the drill field. And I loved it when the cavalry horses would charge across the field. People on the way to a football game from the train station would stop at our porch and ask for a drink of water. I loved going to the train station to watch the fast train from Dallas come through. It was quite an event when we moved from the old 2 -story house that was our school on campus, to the new school on Timber. I was in second grade. NANCY REYNOLDS TINER -- I lived where the MSC is now, and I loved to watch the Aggie Band march on their way to the football field. Special trains would come in for the games. One time the Aggies caught the Baylor Bear mascot and painted it maroon and white, then paraded it down our street. I remember Frank Anderson riding by our house on his trike, and climbing the trees around the drill field to watch the military reviews. It began a lifetime of happy memories, according to most of those who grew up on the Texas A &M campus. Here are their stories as recalled by: HELEN PERRY -- Growing up on the campus was a privilege and a joy. I was born at the old St. Joseph's Hospital, and my Dad rode the trolley, getting there shortly after I did! I was the youngest of five children. The campus faculty was like a big family. We all cared about and knew each other well. The children were always welcome in every home and every office -- even in roller skates! The kids on the south side of campus used to challenge the north side kids to water fights. We constantly stole plums off trees in the Hedges' yard. At halloween we prowled the college dump. Helen also remembers winning a silver cup at the College Horse Show, bonfire, yell practice, following the Aggie Band down Military Walk and cokes at Casey's. KNOX WALKER -- Guion Hall was condemned, but that didn't keep the Sunday School class from meeting in the basement. Later they redid the foundation and used it again, so the church teacher had the right idea! There were only two campus police so it was bedlam for football games. In 1937 FD Roosevelt came on his presidental train with his touring car on board, they unloaded it and drove him to Kyle Field where the student body, faculty and entire county were waiting to hear him talk. Wally Anderson was dressed in a Palm Beach linen suit, but was barefoot! He ran out and jumped on the running board to shake hands with FDR. JIM CASHION -- Summertime was my favorite, but you couldn't go barefoot because of the goathead stickers! The only landscaping was done by students with push mowers, the stickers were so tough they would puncture your bike tires! In the Fall we played touch football, basketball in the winter and softball in the summer. With a $3 pass we could spend the entire summer in the swimming pool -- it was the most comfortable place in a town without air conditioning! Our house was across from the college hospital, so when we got hurt (one time I threw a softball at Red and hit him bad enough for stitches) we would go to Mrs. Cleghorn at the hospital and she would fix us up. MARY MUNSON HIRSCH -- I remember gathering sticks and wood for the Aggies to put on their bonfire. We would watch on the drill field. And I loved it when the cavalry horses would charge across the field. People on the way to a football game from the train station would stop at our porch and ask for a drink of water. I loved going to the train station to watch the fast train from Dallas come through. It was quite an event when we moved from the old 2 -story house that was our school on campus, to the new school on Timber. I was in second grade. NANCY REYNOLDS TINER -- I lived where the MSC is now, and I loved to watch the Aggie Band march on their way to the football field. Special trains would come in for the games. One time the Aggies caught the Baylor Bear mascot and painted it maroon and white, then paraded it down our street. I remember Frank Anderson riding by our house on his trike, and climbing the trees around the drill field to watch the military reviews. X DEPARTMENT OF THE TREASURY DATE OF THIS NOTICE: 09 -16 -93 INTERNAL REVENUE SERVICE NUMBER OF THIS NOTICE: CP 575 K AUSTIN TX 73301 EMPLOYER IDENTIFICATION NUMBER= 7 681642 FORM= TELE -TIN TAX PERIOD' N 1817100319 0 FOR ASSISTANCE PLEASE WRITE TO US AT INTERNAL REVENUE SERVICE AUSTIN TX 73301 TEXAS A & M UNIVERSITY SYSTEM RETIREES ASSOCIATION BE SURE TO ATTACH THE RETIREMENT SERVICES CENTER BOTTOM PART OF NOTICE COLLEGE STATION TX 77843 OR YOU MAY CALL US AT: 1- 800 - 829 -1040 NOTICE OF NEW EMPLOYER IDENTIFICATION NUMBER ASSIGNED Thank you for your Tele -TIN phone call. The Employer Identification Number (EIN) assigned to you is shown above. It will be used to identify your business account, tax returns and documents, ever if you don't have employees. 1. Keep a copy of the number in your permanent records. 2. Use your name and the number exactly as shown above on all Federal tax forms. 3. Use the number on all tax payments and tax - related correspondence or documents. Using a variation of your name or number may result in delays or errors in posting payments to your account. It also could result in the assignment of more than one Employer Identification Number. We have established the filing requirements and tax period shown above for your account based upon the information provided. If you need help to determine your required tax year, get publication 538, Accounting Periods and Methods, which is available at most IRS offices. Assigning an Employer Identification Humber does not grant tax- exempt status to nonprofit organizations. Any organization, other than a private foundation, having annual gross receipts normally of $5,000 or less is exempt by statute if it meets Internal Revenue Code requirements. Such organizations are not required to file Form 1023, Application for Recognition of Exemption, or Form 990, Return of Organization Exempt from Income Tax. However, if your organization wants to establish its exemption and receive a ruling or determination letter recognizing its exempt status, file Form 1023 with the Key District Director. For details on how to apply for the exemption, see Publication 557, Tax - Exempt Status for Your Organization. If you haven't done so, please send your completed For SS -4, Application for Employer Identification Number, to the service center address shown above. Be sure it's properly signed and dated. Also be sure your EIN shown at the top of this notice is written in the upper right -hand corner of the form. Thank you for your cooperation. Keep this part for your records. CP 575 K (Rev. 8 -90) Only return this part with your correspondence if you have any questions so we may identify your account. CP 575 K Please correct any errors in your name or address.