Purpose
To provide agencies with procedures to change the contributing status of affected employees
Affected Employees
Tier 3 and 4 ERS and TRS members with 10 years of membership or credited service who have been identified as eligible by the appropriate retirement system
Effective Date
Effective October 5, 2000 for the Institution check date of October 19, 2000 current and November 2, 2000 lag
Effective October 12, 2000 for the Administration check date of October 25, 2000 current and November 8, 2000 lag
Processing for ERS Members
Due to the volume of ERS transactions, no action is required by payroll agencies. A file will be submitted directly to OSC by the Employees' Retirement System to cancel contributions for eligible employees
Processing On-Line Transactions for TRS Members
TRS will provide written authorization as to the employee eligibility. No file will be submitted by TRS to OSC. Upon receipt of such authorization, the agency should change the eligible employees record as follows:
- Open the Retirement Plans panel. (Path: Start-Compensate Employees-Administer Base Benefits Use-Retirement Plans-Update/Display All).
- Enter Emplid of the employee.
- Click OK.
- Select correct Empl Rcd#.
- Click on middle scroll bar.
- Press F7 key to insert row.
- Enter Begin Date*
- Tab to Elect Date*
- Enter appropriate date.
- *Begin date and elect date will default to date of entry if no other date is entered.
- Tab to Benefit Plan.
- Single click on drop down box.
- Double click on TRS After Tax
- Tier should remain the same
- Registration # should remain the same
- Tab to Contribution Status
- Single click on drop down box
- Double click on Non-contributing
- Tab to Election Options
- Double click on SNC
- Press enter to save panel and .0300 will disappear
Questions
Questions regarding this bulletin may be directed to the Payroll Audit mailbox.
For questions regarding eligibility requirements contact:
ERS - Denise Landry at (518) 402-2603
TRS - Cindy DeMarco at 1-800-348-7298 ext 6075