|OSC is unable to identify:
- Pre-PayServ retirees of the State of New York
- Employees who retired from a local level government employer in New York State prior to January 1, 2016.
As a result, OSC must rely on agencies to identify employees that meet either of these conditions.
After these employees have been identified, agencies must send an email, with a spreadsheet, to the Tax and Compliance mailbox containing the DeptID, employee name, and the complete NYS EMPLID number of all employees OSC should uncheck the Retirement Plan check box for no later than December 9, 2016.
SUNY, CUNY and NYS Education Department agencies must carefully review the payroll records of rehired retirees to confirm that the employee did not make 403(b) contributions during 2016 to any of the following 403(b) plans before requesting OSC to uncheck the Retirement Plan check box.
403 – Supplemental Retirement Annuity CUNY
404 – Supplemental Retirement Annuity Program
408 – SUNY TDA Fidelity
413 – NBE Tax Deferred Annuity
414 – NYT Tax Deferred Annuity
415 – SUNY Tax Deferred Annuity
417 – HRC TDA
419 – CUNY TDA Copeland
432 – ED TDA Copeland
New: OSC will be running a program to automatically uncheck the Retirement checkbox based on the employee names provided by Agencies. Agencies who add a new row in an Employee’s tax record after January 9, 2017 up to and including January 13, 2017, must review the Federal Tax Data page and confirm the accuracy of the Retirement Plan checkbox. Agencies that have added a new row must use an effective date no earlier than January 1, 2017. Using an effective date before January 1, 2017 will reverse the actions of the program.