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general:trs
StatusRequired TRS reporting field.

Click Drop-down Arrow to select the code indicating the employee's status in regard to having a TRS deposit computed.

1 Eligible
2 Non-eligible
3 Substitute
4 Retirement waived
5 Retired
6 Other (non-eligible)

IMPORTANT: In order for the retiree pension surcharge to apply to an employee, the Status field must be set to 4 or 5, and Take Retiree Surcharge on the Employment Info page must be selected. (In the next year pay frequency, NY Take Retiree Surcharge should be selected for the retiree pension surcharge to apply to an employee.)

Begin DateType the date the employee started contributing to TRS in the MM-DD-YYYY format.

Be sure to log on to the TRS Reporting Entity Portal to verify the employee's information.

New Member Fee Information: If the employee has satisfied the 90-day New Member requirement per the TRS Portal, the LEA should determine and enter a date outside of the 90-day period to prevent the new member Employer TRS Contribution from being calculated. For example, some LEAs may use the earliest date from the employee's service record.

End 90 Day Period

Type the end date of the 90-day waiting period in the MM-DD-YYYY format. This field is populated by the system if:

Pay Status = 1 - Active
TRS Status = 1 - Eligible
Begin Date >= 09-01-2005

Note: The End 90-day Period Date no longer has to be blank in order for the End 90 Day Period link to function.

Click End 90 Day Period to calculate the end date of the 90-day waiting period.

If the date in this field is within the TRS Month for the processed pay dates in the Pay Dates table, the employee is not included on the Statutory Minimum Report #373 (HRS4000). If the distribution is to a federal fund, the employee is not included in the TRS 3 Report (HRS4050). However, the employee is included in the TRS 489 Report (HRS4100) and on the Payments for New Member report (HRS9865).

general/trs.txt · Last modified: 2023/04/14 15:37 by emoreno