(1) The division may mail materials to retirees for eligible non-profit retiree

groups. The division may send the materials to retirees, or to

members requesting estimates of their retirement benefits. The

information may also be sent to system participants as a part of or in addition to regular newsletters.

(2) Eligible non-profit groups are limited to groups formed for participants of board-administered retirement systems. The group must be tax exempt under section 501(c) (4) of the Internal Revenue Code. It must also hold a non-profit mailing permit from the U.S. postal service in Helena, Montana.

(3) The division will provide application forms. A non-profit group must submit an application to the division at least one month before any mailing. An application packet must contain:

(a) an application form signed by an officer of the non-profit group;

(b) a copy of the IRS letter exempting the group under section 501(c) (4) of the tax code;

(c) a copy of the certificate of incorporation as a non-profit entity in Montana;

(d) if requesting bulk mailing, a copy of the group's current U.S. postal mailing permit; and

(e) an exact copy of the materials to be mailed.

(4) Upon approval, the division will bill the organization for the estimated cost of the mailing, For bulk mailing, the division will provide a proposed completion date. The organization must pay the total estimated cost at least 10 working days before the mailing.

(5) When the mailing is complete, the division will bill the organization for any additional cost. For mail inserted with estimates, the division will send the group a bill each month. All charges must be paid within 30 days of billing. Thereafter, the division will charge the greater of interest at 9% compounded monthly from the billing date or $10 per day.