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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.)

□ Begin Date = blank when the employee is first retrieved □ Pay Status = 1 - Active □ TRS Status = 1 - Eligible □ Begin Date >= 09-01-2005 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).

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).