Service Credit Online Certification and Correction Training

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Service Credit Online Certification and
Correction Training

• By Paula C. Rhodes
• Created by Martha Rosa
• Updated 04/20/2007

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PURPOSE

• Teach employers how to use the new electronic
  service credit online certifications/corrections
  process.
• Identification of new and/or revised definitions.
• Demonstrate the process of updating service
  credit online.

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Electronic Service Credit Certification/Correction
s

• Electronic Reporting- Historical and Day-Forward
  service credit data
• - Correcting historical data online
• - Completing online corrections
• - Identifying and certifying only questionable
  years

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Definitions

• Full-time Earnings
• - Compensation that would be payable if the
  employee worked full-time for the full normal
  working period.
• Includes
• - Full-time base pay and any additional payments
  such as
• 1) PIP 4) Stipends
• 2) Summer School 5) Sales Taxes
• 3) Overtime 6) Bonuses
• Can be equal or greater than actual
• Do not reduce because a member is docked

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Definitions - continued

• Service Credit actual salary/full-time earnings
• Questionable Years
• - Actual salary decreases more than 5 from
  previous year
• - 1st year of employment not previously
  certified
• - Change employers during a fiscal year
• - All partial years of service credit not
  previously certified

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Updating Service Credit Online
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Receive a request to certify a members
employment history
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Questionable Years Letter
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1. Check member information to see if correct on
the Member Account Summary
3. Print a copy of the account history screen
2. Identify questionable years on Account History
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• Receive request to certify employment history
• Verify member info
• Identify questionable years

Salary has been reported incorrectly.
An identified questionable year is correct.
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System member belongs to
Employer is correcting the full time rate,
therefore, we select from the main menu
Members social security number
Year that is to be corrected
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1. Receive request to certify employment history
2. Check and compare the account history and
Annual Salary/Contribution History to the
reported employer information.
NOTE YEAR 2004/2005 FULL TIME RATE IS INCORRECT
ON THE ANNUAL SALARY/CONTRIBUTION HISTORY.
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3. From main menu select Full-Time Salary
Correction
a. Enter the full-time Salary reported by
employer.
b. Using the drop-down menu (see example) select
the reason for the change, in this case,
Full-Time not Previously Reported.
c. Enter a comment, if necessary.
EXAMPLE
EXAMPLE
d. Click the Replace Button to complete the
update.
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Part-Time Eligibility?

• Are you certifying an employees service who
  works less than a full day? This employee gets
  actual and eligibility credit.

Service Credit part-time salary paid divided by
full-time salary
Enter the Full-Time Salary as if the employee
worked the entire year at full pay.
Comment Type in the effort the employee
worked. Example 4 out of 8 hours 50 effort
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• Enter correct full time rate.
• Select reason for correction.
• Enter comment.
• Click Replace.

NOTE A message will be displayed along with the
changes made when the transaction is completed.
NOTE A message will be displayed along with the
changes made when the transaction is completed.
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Verification of Update

• Go to Account History
• a. Service Credit has been adjusted and marked
  as
• certified.
• b. Comment line, gives reason and shows
• member worked part-time and receives
• extra eligibility credit.
• c. Click on Sequence number and the
• correction entered will be displayed.

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• Receive Questionable Year Letter from TRSL
• Verify member information
• Use this to certify that all questionable years
  are correct.

Select Questionable Year Certification when
certification shows that all reported information
(actual salary, full-time rate, and service
credit) is correct.
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Employer is correcting the first year of
employment that is a questionable year. All
information that has been reported to TRSL is
correct, therefore, we select from the main menu
Members social security number
System member belongs to
Year that is questionable
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Verify information reported for questionable year
matches what has been previously reported to TRSL.
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Enter reason by clicking down arrow and
highlighting
Comment can be added if needed
Click Submit button when finished
NOTE A message will be displayed along with the
changes made when the transaction is completed.
NOTE A message will be displayed along with the
changes made when the transaction is completed.
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VERIFICATION OF UPDATE

• Go to Account History
• Service Credit has been marked as certified.
• Comment line, gives reason that verifies
  questionable year is certified.

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QUESTIONS?