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Trace: • RP Records • Job Code - HRS3400 • (If necessary) Add alternate approvers • ASCENDER - Process 1095 Forms • process_separation
general:trs

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general:trs [2017/11/02 21:13] – created emorenogeneral:trs [2023/04/14 15:37] (current) – emoreno
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-^Status|Click {{:images:dropdown.gif|}} to select the code indicating the employee's status in regard to having a TRS deposit computed.+^Status|<color #00a2e8>Required TRS reporting field.</color>\\  \\  Click {{:images:dropdown.gif|Drop-down Arrow}} to select the code indicating the employee's status in regard to having a TRS deposit computed. <div indent>  BBB //1 Eligible//\\  BBB //2 Non-eligible//\\  BBB //3 Substitute//\\  BBB //4 Retirement waived//\\  BBB //5 Retired//\\  BBB //6 Other (non-eligible)// </div>|
  
-<color #ed1c24>**Caution**:  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.)</color>+<WRAP center round important> 
 +**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.) 
 +</WRAP>
  
-^Begin Date|Type the date the employee started contributing to TRS in the MMDDYYYY format.| 
-^End 90 Day Period|Type the end date of the 90-day waiting period in the MMDDYYYY format. This field is populated by the system if: 
  
-□           Begin Date = blank when the employee is first retrieved +<color #ed1c24></color> 
-□           Pay Status = 1 - Active + 
-□           TRS Status = 1 - Eligible +^Begin Date|Type 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.\\  \\  <WRAP box>**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.  
-□           Begin Date >= 09-01-2005 +</WRAP>| 
-Note:  As long as the date in this field is within the beginning and ending dates for the pay dates processed from 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 on the TRS 3 Report (HRS4050). However, the employee is included on the TRS 489 Report (HRS4100) and on the Payments for New Member report (HRS9865).+^End 90 Day Period|{{page>general:end_90_day_period}}|
  
-Effective September 1, 2015, 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 on the TRS 3 Report (HRS4050). However, the employee is included on the TRS 489 Report (HRS4100) and on the Payments for New Member report (HRS9865). 
  
  
  
general/trs.1509657232.txt.gz · Last modified: 2017/11/02 16:13 (external edit)

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