Deductions. Defense Finance and Accounting Service. Eileen Rehner DFAS Cleveland. Integrity - Service - Innovation

Transcription

1 Deductions Defense Finance and Accounting Service Eileen Rehner DFAS Cleveland Integrity - Service - Innovation

2 Agenda Charity Union Dues FSA/Vision/Dental Garnishments Tax Levy 5/10/2018 Integrity - Service - Innovation 2

3 17-2 CFC Update GiveBack Background In April 2014 the Office of the Personnel Management (OPM) issued final regulations in 5 CFR 950 concerning the Combined Federal Campaign (CFC). They were designed in response to the recommendations of the CFC 50 Commission in the Federal Advisory Committee Report on the Combined Federal Campaign, issued in July, These final regulations were issued in order to strengthen the integrity, streamline the operations and increase the effectiveness of the program to ensure its continued growth and success. As such, OPM expects these regulations will improve donor participation, CFC infrastructure, and standards of transparency and accountability. The final regulations were to take effect January 1, 2016; however a proposal by the U.S. Office of Personnel Management (OPM) to delay the effective date for revisions of 5 CFR 950 to January 1, 2017 was approved. In accordance with 5 CFR 950, all Federal employees are directed to one giving system. The Office of Personnel Management (OPM) has contracted with the Give Back Foundation to deploy a new web-based system that will replace manual processing in the Defense Civilian Pay System (DCPS) and various electronic CFC modules in mypay, Employee Express, and a variety of local systems such as CFC Nexus. Please direct employees that wish to contribute to a participating charity to sign up using the OPM-approved site: 5/10/2018 Integrity - Service - Innovation 3

4 Finding CFC Campaign 5/10/2018 Integrity - Service - Innovation 4

5 Finding CFC Campaign 5/10/2018 Integrity - Service - Innovation 5

6 CFC - Link 5/10/2018 Integrity - Service - Innovation 6

7 Charity - FAQ Employee typed in yearly amount instead of bi-weekly amount and wants to stop and refund Employee will need to stop by logging into their giveback account Refund will be charged to Agency LOA and Agency will be responsible to receive funds from CFC Employee didn t sign up for CFC but deductions have been taken Employee had to have created an account for Give Back to interface information. Employee will need to inquire with Give Back to terminate at Are CFC contributions pre-tax? While tax deductible, CFC deductions are not pre-tax. Federal law does not allow for charitable donations through payroll deduction. The deductions are eligible to itemize charitable contributions on income tax returns may include contributions made through the CFC. Donors should contact a tax advisor for more information. 5/10/2018 Integrity - Service - Innovation 7

8 Employee Organization - Union Dues Established/Changes/Delete Union Organization from DCPS Union Officer completes Form EmpOrgInfoChgFrm.pdf Set up 1 st time Change Address for the report/change bi-weekly amount Forwards to Customer Service Desk Columbus DFAS.DSCC.ZTD.MBX.CCO-CCC@MAIL.MIL CSD Columbus Creates a Ticket for request to systems CSR can check the next Release Change Document (RCD) from DFAS4DOD 5/10/2018 Integrity - Service - Innovation 8

9 Union Dues FAQ Union did not receive current report Make sure the address/ we have is correct in DCPS Create Remedy ticket for copy Union did not receive check Make sure the address/ we have is correct in DCPS Report will tell them the check number that they can check their system to ensure it wasn t recorded incorrectly Complete/Submit DD2660 Form 5/10/2018 Integrity - Service - Innovation 9

10 View Current Union Due Information 5/10/2018 Integrity - Service - Innovation 10

11 Union Office Information in DCPS 5/10/2018 Integrity - Service - Innovation 11

12 Union Office DCPS screen page 2 5/10/2018 Integrity - Service - Innovation 12

13 Flexible Spending Account (FSA) Enroll through FSAFEDS but is under the BeneFeds program Open Season New Hire Qualifying Life event There are 2 different types of FSA Health Care Dependent Care A Health Care FSA (HCFSA) is a pre-tax benefit account that s used to pay for eligible medical, dental, and vision care expenses those not covered by your health care plan or elsewhere. The contributions to a Health Care FSA is not subject to payroll taxes. A Dependent Care FSA (DCFSA) is a pre-tax benefit account used to pay for eligible dependent care services, such as preschool, summer day camp, before or after school programs, and child or adult daycare. 5/10/2018 Integrity - Service - Innovation 13

14 Dental Vision - Long Term Care General Information Enroll through the BeneFeds program Open Season New Hire Qualifying Life event Three types of Plans Dental Vision Long Term Care Dental & Vision (FEDVIP) The Federal Employees Dental and Vision Insurance Program (FEDVIP) is a voluntary program designed to provide supplemental dental and vision benefits, which are available on an enrollee-pay-all basis (no government contribution toward premiums) to Federal Civilian and U.S. Postal Service employees, retirees, and their family members. 5/10/2018 Integrity - Service - Innovation 14

15 Long Term Care General Information Long Term Care (FLTCIP) BENEFEDS administers the premium payment processes on behalf of the Federal Long Term Care Insurance Program (FLTCIP). The FLTCIP provides long term care insurance to help pay for costs of care when enrollees need help with activities they perform every day, or they have a severe cognitive impairment, such as Alzheimer's disease. 5/10/2018 Integrity - Service - Innovation 15

16 FSA/Dental/Vision/Long Term Care Process FSAFEDS interfaces information to BeneFeds BeneFeds then interfaces information for FSA/Dental, Vision and Long Term Care to DCPS DCPS will take deductions based on information interfaced. PRO does not have access to change, start or stop these deductions 5/10/2018 Integrity - Service - Innovation 16

17 FSAFEDS FAQ PRO does not withhold correct amount? Employee should contact FSAFEDS for FSA and BeneFeds directly for the Dental, Vision and Long Term Care Deductions did not transfer to new database? Employee should contact FSAFEDS for FSA and BeneFeds directly for the Dental, Vision and Long Term Care and inform BeneFeds of new payroll office number for faster interface If employee does not contact BeneFeds then it may take them up to 3 PPs to recognize the new PRO # and interface information with updated amounts. 5/10/2018 Integrity - Service - Innovation 17

18 Garnishments PRO only processes Voluntary Garnishments Memo with information of Amount, Whom to pay and where to send payment (Address or Bank Information) Attach to Remedy titled Garnishments Court Ordered Garnishments are processed to the Garnishments Office Information is sent directly to the Garnishments Office through godocs If there is an issue then employee will need to contact the Garnishment Office Directly at More information on web 5/10/2018 Integrity - Service - Innovation 18

19 Tax Levy General Information The Internal Revenue Code (IRC) authorizes levies to collect delinquent tax. See IRC Any property or right to property that belongs to the taxpayer or on which there is a Federal tax lien can be levied, unless the IRC exempts the property from levy. The IRS will usually levy only after these three requirements are met: The IRS assessed the tax and sent a Notice and Demand for Payment Employee neglected or refused to pay the tax The IRS sent a Final Notice of Intent to Levy and Notice of Your Right to A Hearing (levy notice) at least 30 days before the levy 5/10/2018 Integrity - Service - Innovation 19

20 Tax Levy Deductions There are 2 types of Tax Levies XG Tax Levy This is when PRO receives the letter from the IRS and process into DCPS JJ Tax Levy Continuous This is an interface from IRS and PRO does not have access or authorization to intervene with these deductions Employee cannot and should not attempt to Make a new or increase Voluntary type of deductions TSP, Bank Allotments, and Charity 5/10/2018 Integrity - Service - Innovation 20

21 XG Tax Levy PRO Receives a Letter from IRS 5/10/2018 Integrity - Service - Innovation 21

22 XG Tax Levy Parts 2,3,4, and 5 is then forwarded to employee and they have the 3 days to complete the bottom and return 5/10/2018 Integrity - Service - Innovation 22

23 XG Tax Levy If employee returns parts 3 and 4 PRO inputs per IRS Table based on information on the form. In this case employee claimed If not then the next PP we input as Married filing separate with 1 exemption All of the pay goes to tax levy minus the Exemption 5/10/2018 Integrity - Service - Innovation 23

24 XG Tax Levy DCPS Deductions Screen 5/10/2018 Integrity - Service - Innovation 24

25 XG Tax Levy Changes and Release If employee exemption change (get married or add a child) Employee can send in the form with the added exemptions listed PRO can only release the Levy when a Levy Release is received from IRS Can attach to Remedy Or Fax to godocs 5/10/2018 Integrity - Service - Innovation 25

26 JJ Tax Levy Interface from the Treasury Offset Program (TOP) takes 15% of Disposable Pay DCPS will take deductions until an Interface from TOP to stop Debt is paid in full If employee has question or issue they need to call the IRS Make sure that employee is telling IRS that it is a Federal Payment Levy Program 5/10/2018 Integrity - Service - Innovation 26

27 JJ Tax Levy On PP the deduction starts the IRS phone number will be in the Remarks 5/10/2018 Integrity - Service - Innovation 27

28 ? 5/10/2018 Integrity - Service - Innovation 28