Debt Module. Defense Finance and Accounting Service. INDIANAPOLIS PAYROLL OFFICE Air Force. Integrity - Service - Innovation
|
|
- Margaret Norton
- 5 years ago
- Views:
Transcription
1 Debt Module Defense Finance and Accounting Service INDIANAPOLIS PAYROLL OFFICE Air Force Integrity - Service - Innovation
2 Topics Debt Reasons Full Due Process Debts Routine (DCIA) Debts Debt Module Screens Current Year Debts Prior Year Debts Mixed and Reduced Debts How Debts show on Pay History Debt Offset Requests 5/18/2018 Integrity - Service - Innovation 2
3 Debt Reasons T P A 5/18/2018 Integrity - Service - Innovation 3
4 Debt Type Q 5/18/2018 Integrity - Service - Innovation 4
5 Accessing a Debt Case in DCPS Payroll User Manual - dfas4dod.dfas.mil Systems/DCPS/Manuals 5/18/2018 Integrity - Service - Innovation 5
6 Debt Module Debt Case Screen 1 Main Debt Case Screen Shows Relevant Debt information To Navigate Screens 5/18/2018 Integrity - Service - Innovation 6
7 Breakdown of Debt ID field 5/18/2018 Integrity - Service - Innovation 7
8 Debt Module Debt Case Screen 2 (F5 Key) Remarks are added by PRO 5/18/2018 Integrity - Service - Innovation 8
9 Debt Module Debt Case Screen 3 (F10 Key) Line of Accounting (LOA) for Agency owed the money Press F2 to display more than one LOA Cash Payments and Adjustments are entered here by PRO. 5/18/2018 Integrity - Service - Innovation 9
10 Debt Module Debt Case Screen 4 (F9 Key) Waiver & Voluntary Repayment Agreement [VRA] See PRO Manual Section D, Chapter 9 for New Indicator Codes 5/18/2018 Integrity - Service - Innovation 10
11 Debt Module Debt Case Screen 5 (F6 Key) Hearing, Reconsideration and Involuntary Repayment See PRO Manual Section D, Chapter 9 for New Indicator Codes 5/18/2018 Integrity - Service - Innovation 11
12 Debt Module Debt Case Screen 6 (F12 Key) Shows Listing of Biweekly Deductions & Payments 5/18/2018 Integrity - Service - Innovation 12
13 Other Deduction Codes found in Debt Module 5/18/2018 Integrity - Service - Innovation 13
14 Debt Module Example XX Debt Case Manual Debt Creation Click F5 to View Notes on PRO Remarks 5/18/2018 Integrity - Service - Innovation 14
15 Debt Module Example XX Debt Case Remarks 5/18/2018 Integrity - Service - Innovation 15
16 Debt Module Example Debt Case Transfer Shows Transfer of Debt from CP1 (Air Force) to OMA (Army) 5/18/2018 Integrity - Service - Innovation 16
17 Current Year Debt General Information The Defense Civilian Payroll System (DCPS) automatically reduces current year-to-date payroll record when A Debt is created for the current year in the current year Entries will show on Pay History as negative numbers Taxes and some Deductions are used to offset (reduce) the Gross debt. Employee repays the Net debt Federal, State, Local Withholding Taxes Medicare, OASDI, Retirement TSP, FEHB, FEGLI Current Year Debt will automatically offset (be reduced) by Lump Sum Leave Pay when an employee separates 5/18/2018 Integrity - Service - Innovation 17
18 Current Year Debt General Information Not all deductions can be used to offset debts Cannot be recouped from providers. Some examples are: 5/18/2018 Integrity - Service - Innovation 18
19 Current Year Debt General Information Employees are due year-to-date reduction on a current year debt only when the net amount of the debt is repaid in the same year If the net amount of a current year debt is not paid in full by last pay period of the year DCPS recalculates (increases) employee taxable income Recalculation (Recalc) is computed by DCPS Recalc = Remaining Amount of Debt x Taxable Percentage (Screen #3) Recalc shows on Pay History for last PPE of calendar year Deduction offset is not removed from Debt Case (Screen #1) Debt stays at net amount in Debt Case (Screen #1) 5/18/2018 Integrity - Service - Innovation 19
20 DCPS Recalc on Last Pay Period of Year The Wages Subj. to Federal Tax (VC) and State Tax (VD) are increased by Recalc amount of $
21 Debt Module Screen 5 - Debt Recalc Formula Remain Amt of $ x Taxable% = $ /18/2018 Integrity - Service - Innovation 21
22 Current Year Debt Example Debt Module Letter Portion of Debt Letter Generated from Debt Module 5/18/2018 Integrity - Service - Innovation 22
23 Current Year Debt Example 1 - No Offset Amount Manual debt creation current year 5/18/2018 Integrity - Service - Innovation 23
24 Current Year Debt Example 1 Debt Case Remarks 5/18/2018 Integrity - Service - Innovation 24
25 Current Year Example 1 Pay History 5/18/2018 Integrity - Service - Innovation 25
26 Recap of Debt Calculation Employee claimed Hardship & withdrew TSP monies. RA debt created & XV was erroneously included in offset. PRO creates manual debt 5/18/2018 Integrity - Service - Innovation 26
27 Current Year Debt Example 2 Offset Amount Gross Debt $ LESS Offset $ EQUALS Remaining Balance $ /18/2018 Integrity - Service - Innovation 27
28 Current Year Debt Example 2 Debt Case Screen 3 $ will recalculate at 95% if not paid by Final 2016 PPE but PRO has posted Cash Payment 5/18/2018 Integrity - Service - Innovation 28
29 Current Year Debt Example 2 Debt Creation RA Gross Debt is ($753.35) + ($ ) = ($ ) R identifies Principal Remaining Debt Balance after Offset 5/18/2018 Integrity - Service - Innovation 29
30 Current Year Debt Example 2 Debt Creation 5/18/2018 Integrity - Service - Innovation 30
31 Time History for Example 2 5/18/2018 Integrity - Service - Innovation 31
32 Excerpt from PRO manual 5/18/2018 Integrity - Service - Innovation 32
33 Example QE FEHB debt QE Deduction Code with Address Code of 102 5/18/2018 Integrity - Service - Innovation 33
34 FEHB Debt Taxation W for Waived Applied, R for Reduction Applied 5/18/2018 Integrity - Service - Innovation 34
35 Pay History reflecting Q5 collection Q5 with waived pre-tax indicator did not reduce taxable income 5/18/2018 Integrity - Service - Innovation 35
36 Request for Debt Offset Remedy Ticket Used when a Debt was created in error & a Correction was processed Timely process of correction on pay close and/or at year end PRO under audit inspection, must make employee record correct as it impacts W2 s, Retirement record, etc HR, Timekeeper or CSR must submit ticket as soon as correction is processed to prevent retroactive monies from paying out to employee If retroactive monies pay out to the employee, employee will have been paid twice for the same time and will need to repay the debt PRO cannot offset Debt until retroactive corrections come through in DCPS 5 Day Suspense by PRO 5/18/2018 Integrity - Service - Innovation 36
37 Request for Debt Offset Remedy Ticket If a Debt Offset is not requested when corrections are made the employee will be paid twice for the same period of time and money The monies will be taxed Employees will have to use the tax certificate they receive from PRO to get credit for payment on taxable income Debt Offset tickets should not be used for other purposes Not to Cancel debts that require corrections to be processed Not to Correct offline debts (Debt Audit) 5/18/2018 Integrity - Service - Innovation 37
38 Debt Offset Debt Module Screen 1 Before Pay Process 5/18/2018 Integrity - Service - Innovation 38
39 Debt Offset Debt Module Screen 2 Remarks are added by PRO 5/18/2018 Integrity - Service - Innovation 39
40 Debt Offset Debt Module Screen 3 PRO releasing the debt to collect against Retro 5/18/2018 Integrity - Service - Innovation 40
41 Current Year Debt Retroactive Adjustment QA Debt collection of ($ ) on Pay Detail 5/18/2018 Integrity - Service - Innovation 41
42 Current Year Debt Module after Pay Closed 5/18/2018 Integrity - Service - Innovation 42
43 Prior Year Debt General Information Prior Year Debts are created with No Offset for Taxes Can have Offset for TSP & FEGLI IRS Publication 15 regulations (Wage Repayments) Employee Reporting of Repayment. The wages paid in error in the prior year remain taxable to the employee for that year. This is because the employee received and had use of those funds during that year... the employee is entitled to a deduction (or credit in some cases) for the repaid wages on his or her income tax return for the year of repayment. Tax Certificate 5/18/2018 Integrity - Service - Innovation 43
44 Prior Year Debt General Information Employee is entitled to a Tax Certificate from DFAS for all monies collected by DFAS for payroll debts that are taxable income This does not include: Non Payroll Debts Lost property Travel Debts Non Taxable Income Separate Maintenance Allowance (YH) COLA (YC) Living Quarters Allowance (YE) Temporary Quarters Subsistence Allowance (YJ) Prior Year Debt will automatically offset with any Lump Sum Leave Payment when an employee separates 5/18/2018 Integrity - Service - Innovation 44
45 Prior year Debt - Example 1 Created Current with Offset Prior year Debt Offset can consist of any Retro Action Occurring the same PPE 5/18/2018 Integrity - Service - Innovation 45
46 Prior Year Debt Pay History Offset = $47.17 RA & $3.54 ZG 5/18/2018 Integrity - Service - Innovation 46
47 Prior Year Debt Pay History 5/18/2018 Integrity - Service - Innovation 47
48 Prior Year Debt Pay History 5/18/2018 Integrity - Service - Innovation 48
49 Recap of Example 1 Prior Year Debt 5/18/2018 Integrity - Service - Innovation 49
50 Prior Year Debt Example 2 No Offset 5/18/2018 Integrity - Service - Innovation 50
51 Prior Year Debt Example 2 Created Current year 5/18/2018 Integrity - Service - Innovation 51
52 Example Debt Module with Receipt of VRA 5/18/2018 Integrity - Service - Innovation 52
53 Debt Module (F9) VRA screen & (F5) Remarks Screen 5/18/2018 Integrity - Service - Innovation 53
54 Mixed and Reduced Debts Defense Civilian Payroll System (DCPS) logic currently cannot identify and process two types of debts These Debts are identified as either Mixed or Reduced and require manual adjustments by the Payroll Office (PRO) Manual adjustments ensure that the Debt Module accurately reflects the correct amount of offset and correct principle remaining balance Manual adjustments certify that the employee receives an accurate Wage and Tax Statement (W-2) 5/18/2018 Integrity - Service - Innovation 54
55 Mixed Debt What is a Mixed Debt? The overpayment includes multiple pay periods crossing calendar years DCPS creates a single debt for the full timeframe Manual adjustments are required by the PRO Properly reflect the correct amount of offset with the correct debt Taxable income is accurately reflected Debt is split based on the following criteria o Prior Year o Current Year PY/CY indicator in Debt Module will reflect an M 5/18/2018 Integrity - Service - Innovation 55
56 Mixed Debt Module Example - Invalidated Debt Seq#06 created PPE 3/8/14 shows overpayment crossed 3 calendar years - PPE February 25, 2012 through PPE February 22, 2014 This debt was invalidated (Stop IDC I ) and then correctly split by PRO 5/18/2018 Integrity - Service - Innovation 56
57 PRO Remarks for Invalid Debt 5/18/2018 Integrity - Service - Innovation 57
58 Mixed Debt Module Example-Corrected 2012 Seq #7 Debt is manually created on PPE 5/17/14 Shows only calendar year 2012 overpayments Offset Amount is determined based on Master Pay Histories 5/18/2018 Integrity - Service - Innovation 58
59 PRO Remarks on Manual Debt Created by PRO 5/18/2018 Integrity - Service - Innovation 59
60 Mixed Debt Module Example- Corrected 2013 Seq #8 Debt is manually created on PPE 5/17/14 Shows only calendar year 2013 overpayments Offset Amount is determined based on Master Pay Histories 5/18/2018 Integrity - Service - Innovation 60
61 Mixed Module Debt Example-Corrected 2014 Seq #9 Debt is manually created on PPE 5/17/14 Shows only calendar year 2014 overpayments Offset Amount is determined based on Master Pay Histories 5/18/2018 Integrity - Service - Innovation 61
62 Master Pay History - M&R Debt Creation PRO researches Master Pay Histories and calculates total deductions for 2012, 2013 & 2014 to obtain the offset for each year s manual debt 5/18/2018 Integrity - Service - Innovation 62
63 Mixed Debt Audit PRO creates an Audit for the PPE that the Debt Created and calculates total deductions for each year (2012, 2013 & 2014) to obtain the offset amount for each year s manual debt 5/18/2018 Integrity - Service - Innovation 63
64 Reduced Debt Overpayment is received in the current calendar year for a prior year pay period. PY/CY indicator within the debt module shows as R DCPS cannot identify when the original monies associated with the debt were originally paid and reports the issue for PRO review PRO must: Identify when the monies associated with the debt were originally paid in order to calculate the proper offset Determine if debt should be prior year OR current year 5/18/2018 Integrity - Service - Innovation 64
65 Reduced Debt Module Example - Invalidated Debt Seq#01 created PPE 6/2/12 shows overpayment for monies paid for PPE December 17, DCPS did not calculate an Offset Amount.PRO invalidates Debt ( I ) & must determine when monies actually paid 5/18/2018 Integrity - Service - Innovation 65
66 Pay History Debt was created Master Pay History for PPE June 2, 2012 shows a debt created for Lump Sum Leave (PA) monies that were previously paid FOR pay period ending December 17, /18/2018 Integrity - Service - Innovation 66
67 PRO Creates Reduced Debt in Module with the Offset Debt Seq#02 manually created PPE June 16, 2012 shows: PRO calculation of correct $ Offset based on Master Pay History for PPE 2/25/12 5/18/2018 Integrity - Service - Innovation 67
68 PRO Calculates Offset using PPE when PA was Paid Lump Sum Leave (PA) was paid in current year 2012 as a retro payment. Since NO other monies were paid PPE 2/25/12 ALL of the deductions become the offset for the manual debt 5/18/2018 Integrity - Service - Innovation 68
69 Master Pay History of PPE that was corrected Master Pay History for PPE December 17, 2011 shows: Lump Sum Leave (PA) money is scheduled to be paid on PPE 2/25/12 & Debt will create for the Lump Sum Leave on PPE 6/2/2012 5/18/2018 Integrity - Service - Innovation 69
70 PRO Processes Offset for Reduced Debt Master Pay History for PPE February 25, 2012 shows: Lump Sum Leave (PA) FOR PPE 12/17/11 paid ON PPE 2/25/12. Debt is Current Year. PRO must correct Year to Date Information and Debt Module 5/18/2018 Integrity - Service - Innovation 70.
71 Summary for M/R debts Adjustments are required by PRO on all M/R debts M/R debt notifications may have erroneous offset amounts Due to debt volume PRO cannot stop notifications Multiple HRO and/or Timekeeper changes processed in the same pay period result in the possibility of Mixed Debts Crosses calendar years Positive and negative changes in the same pay period Prior year monies erroneously paid in the current year results in the possibility of Reduced Debts Ensure dates are correct and actions are proper before interfaced to DCPS 5/18/2018 Integrity - Service - Innovation 71
72 Miscellaneous Tips Pay.gov payment If payment is not received timely (prior to suspense date), the deduction from payroll will also occur. This causes: Employee to have paid the debt twice PRO to create a remedy ticket to refund the pay.gov payment When PRO refunds the pay.gov payment and employee stops pay.gov payment the employee is indebted for the erroneous refund Accelerated Pay DCPS gives notice when pay is accelerated Important for entering pay related items if needed to occur for the current pay period 5/18/2018 Integrity - Service - Innovation 72
73 QUESTIONS? 5/18/2018 Integrity - Service - Innovation 73
DD2481 s, VRA s, Out of Service Debts, Hearings and Waivers
DD2481 s, VRA s, Out of Service Debts, Hearings and Waivers Defense Finance and Accounting Service INDIANAPOLIS PAYROLL OFFICE November 14, 2014 Integrity - Service - Innovation Integrity - Service - Innovation
More informationPay History, LES & Pay Detail
Pay History, LES & Pay Detail Defense Finance and Accounting Service INDIANAPOLIS PAYROLL OFFICE Army 2015 Integrity - Service - Innovation Topics Pay History Common Pay Codes CSR User Manual-Section H
More informationPay History, LES & Pay Detail
Pay History, LES & Pay Detail Defense Finance and Accounting Service INDIANAPOLIS PAYROLL OFFICE September 2, 2014 Integrity - Service - Innovation Topics Pay History Common Pay Codes CSR User Manual-Section
More informationRetirements & Thrift Savings Plan
Retirements & Thrift Savings Plan Defense Finance and Accounting Service INDIANAPOLIS PAYROLL OFFICE Integrity - Service - Innovation Table of Contents Retirements Thrift Savings Plan (TSP) RCC and FERCCA
More informationDebt Audit Worksheets FEHB Audits
Debt Audit Worksheets FEHB Audits Defense Finance and Accounting Service INDIANAPOLIS PAYROLL OFFICE August 22, 2014 Integrity - Service - Innovation Training Objective Identify steps in processing a Debt
More informationSettlement Inquiry- Submission Settlement Inquiry- Follow Up Defense Finance and Accounting Service
Settlement Inquiry- Submission Settlement Inquiry- Follow Up Defense Finance and Accounting Service INDIANAPOLIS PAYROLL OFFICE Integrity - Service - Innovation Settlement Tickets- Back Pay DFAS often
More informationRoth/Thrift Savings Plan Options Retirements
Roth/Thrift Savings Plan Options Retirements Defense Finance and Accounting Service INDIANAPOLIS PAYROLL OFFICE October 27, 2014 Integrity - Service - Innovation Table of Contents Roth/Thrift Savings Plan
More informationADS Automated Disbursing System
ADS Automated Disbursing System Defense Finance and Accounting Service INDIANAPOLIS PAYROLL OFFICE August 2015 Integrity - Service - Innovation Topics Special Pays W2c s for Special Pays Check/EFT Returns
More informationADS Special Pays, Check-EFT Returns
ADS Special Pays, Check-EFT Returns Defense Finance and Accounting Service INDIANAPOLIS PAYROLL OFFICE 2018 Kristin Beck John Means Topics Special Pays W2c s for Special Pays Check/EFT Returns Replacement
More informationOVERVIEW of DEFENSE CIVILIAN PAYROLL SYSTEM (DCPS)
OVERVIEW of DEFENSE CIVILIAN PAYROLL SYSTEM (DCPS) Defense Finance and Accounting Service INDIANAPOLIS PAYROLL OFFICE Integrity - Service - Innovation Integrity - Service - Innovation Defense Finance and
More informationADS Special Pays, Check-EFT Returns
ADS Special Pays, Check-EFT Returns Defense Finance and Accounting Service Eileen Rehner 2018 Topics Special Pays W2c s for Special Pays Check/EFT Returns Replacement Checks - DD Form 2660 Health Savings
More informationDebt, Debt Waiver and Debt Repayment FAQs
Debt, Debt Waiver and Debt Repayment FAQs Defense Finance and Accounting Defense Service Finance and Accounting - 1 - Service, May 2013 1. When will I receive a letter from the DFAS saying I owe money
More informationDEFENSE FINANCE AND ACCOUNTING SERVICE U.S. Military Retired Pay 8899 E 56 th Street Indianapolis, IN
DEFENSE FINANCE AND ACCOUNTING SERVICE U.S. Military Retired Pay 8899 E 56 th Street Indianapolis, IN 46249-1200 www.dfas.mil/retiredmilitary.html, (Ret) Month XX, 20XX Dear : This letter addresses your
More informationADS Special Pays, Check-EFT Returns
ADS Special Pays, Check-EFT Returns Defense Finance and Accounting Service INDIANAPOLIS PAYROLL OFFICE 2017 Integrity - Service - Innovation Topics Special Pays W2c s for Special Pays Check/EFT Returns
More informationGlossary of Terms & Frequently Asked Questions >Terms CSRS FERS Trans-FERS Survivor Benefits Thrift Savings Plan FEGLI
Glossary of Terms & Frequently Asked Questions >Terms CSRS FERS Trans-FERS Survivor Benefits Thrift Savings Plan FEGLI CSRS 1. The Civil Service Retirement System (CSRS) is a defined benefit contributory
More informationFEDERAL EMPLOYEE RETIREMENT GUIDE Chapter 1 Introduction and General Overview 10 Employee Responsibilities 10 Agency Responsibilities 10
TABLE OF CONTENTS Chapter 1 Introduction and General Overview 10 Employee Responsibilities 10 Agency Responsibilities 10 Chapter 2 What All Employees Need to Do Early in Their Careers 12 Knowing When You
More informationQuestions and Answers on Benefits, Pay, and Leave Under Voluntary Early Retirement Authority (VERA)
Questions and s on Benefits, Pay, and Leave Under Voluntary Early Retirement Authority (VERA) NOTE: For more information related to any questions and answers presented in this document, you should review
More informationCONTENTS. Chapter 1 Introduction and General Overview... 1 Employee Responsibilities... 1 Agency Responsibilities... 1
CONTENTS Chapter 1 Introduction and General Overview... 1 Employee Responsibilities... 1 Agency Responsibilities... 1 Chapter 2 What All Employees Need to Do Early in Their Careers... 3 Knowing When You'll
More informationAF CSR OVERVIEW OF FOREIGN ENTITLEMENTS & DEPLOYED CIVILIANS Defense Finance and Accounting Service
AF CSR OVERVIEW OF FOREIGN ENTITLEMENTS & DEPLOYED CIVILIANS Defense Finance and Accounting Service INDIANAPOLIS PAYROLL OFFICE Integrity - Service - Innovation OVERSEAS ENTITLEMENTS ARE UNDER THE STATE
More informationNonappropriated Fund (NAF) Portability of Benefits. Donna Tranum (NAF Policy)
Nonappropriated Fund (NAF) Portability of Benefits Donna Tranum (NAF Policy) Portability of Benefits between DoD Nonappropriated Fund (NAF) and Civil Service Positions Why do DoD Civil Service Human Resources
More informationSalary Overpayments. Taxable income includes all wages actually or constructively received in a tax year.
Salary Overpayments Taxable income includes all wages actually or constructively received in a tax year. When an overpayment is discovered, the district must notify the employee. The notification should
More informationInformation Guide for Civilian Employees who perform Active Military Duty
U.S. ARMY Information Guide for Civilian Employees who perform Active Military Duty 10/15/2009 [Type the abstract of the document here. The abstract is typically a short summary of the contents of the
More informationN I T P. Federal Benefits. National Institute of Transition Planning, Inc. Retirement Benefits Social Security Insurance TSP
N I T P National Institute of Transition Planning, Inc. Federal Benefits Retirement Benefits Social Security Insurance TSP Copyright 2017 NITP, Inc. www.nitpinc.com All rights reserved. No part of this
More informationQuestions and Answers on Benefits, Pay, and Leave Under Voluntary Early Retirement Authority (VERA)
Questions and s on Benefits, Pay, and Leave Under Voluntary Early Retirement Authority (VERA) Updated January 2018 The date above indicates the date that this document was reviewed and updated. The date
More informationQuestions and Answers on Benefits, Pay, and Leave Under Voluntary Early Retirement Authority (VERA)
Questions and s on Benefits, Pay, and Leave Under Voluntary Early Retirement Authority (VERA) The date above indicates the date that this document was reviewed and updated. Whenever this document is updated,
More informationDEPLOYED CIVILIANS OVERVIEW
DEPLOYED CIVILIANS OVERVIEW Defense Finance and Accounting Service INDIANAPOLIS PAYROLL OFFICE 2016 Integrity - Service - Innovation DEPLOYED CIVILIANS-TOPICS FOR DISCUSSION Pay Limitations Biweekly Annual
More informationDeductions. Defense Finance and Accounting Service. Eileen Rehner DFAS Cleveland. Integrity - Service - Innovation
Deductions Defense Finance and Accounting Service Eileen Rehner DFAS Cleveland Integrity - Service - Innovation Agenda Charity Union Dues FSA/Vision/Dental Garnishments Tax Levy 5/10/2018 Integrity - Service
More informationCurrent Issues in Payroll. March 17, :30am-11:45am March 17, :45pm 4:00pm
Current Issues in Payroll March 17, 2009 10:30am-11:45am March 17, 2009 2:45pm 4:00pm Workshop Presenter(s) Name: Laurie M Pitner Title: Executive Director Contact Information: pitner@uillinois.edu Name:
More informationDEPLOYED CIVILIANS OVERVIEW
DEPLOYED CIVILIANS OVERVIEW Defense Finance and Accounting Service INDIANAPOLIS PAYROLL OFFICE 2017 Integrity - Service - Innovation DEPLOYED CIVILIANS-TOPICS FOR DISCUSSION Pay Limitations Biweekly Annual
More informationPREMIUM PAY LIMITS. Defense Finance and Accounting Service INDIANAPOLIS PAYROLL OFFICE. Integrity - Service - Innovation
PREMIUM PAY LIMITS Defense Finance and Accounting Service INDIANAPOLIS PAYROLL OFFICE Integrity - Service - Innovation PREMIUM PAY LIMITS-TOPICS FOR DISCUSSION Pay Limitations Biweekly Pay Cap Waivers
More informationWHEN DIVORCE HAPPENS Things to Think About A Guide for Human Resources Specialist and Employees
Reference Guide WHEN DIVORCE HAPPENS Things to Think About A Guide for Human Resources Specialist and Employees Defense Civilian Personnel Advisory Service Benefits and Work Life Programs Division Benefits
More informationIntroduction Change to Lower Level Severance Pay and Discontinued Service Annuity Health Insurance Life Insurance...
Contents Introduction................................................ 3 Change to Lower Level...................................... 4 Severance Pay and Discontinued Service Annuity.............................................
More informationNote: The material in this publication is based on the law in effect at the time it went to publication.
Note: The material in this publication is based on the law in effect at the time it went to publication. Under the Balanced Budget Act of 1997, Public Law 105-33, for fiscal year 1998, employee retirement
More informationCHAPTER 15 RETIREMENT AND INSURANCE. (1) At least 5 years of creditable civilian service with the Federal Government.
CHAPTER 15 RETIREMENT AND INSURANCE 15-1. General. The purpose of this section is to provide information on the Civil Service Retirement System (CSRS) and the Federal Employees Retirement System (FERS),
More informationNovember 2018 Section 705-1
705 Salary Abatement Payroll and W-2 Manual Repayment Rules Repayment rules that districts and DFS follow regarding the overpayment of an employee are dictated by the state of California, the IRS, and
More informationGuide for Managing Travel-Incurred Debt
Defense Travel Management Office Defense Travel System Guide for Managing Travel-Incurred Debt October 26, 2018 Table of Contents Table of Contents Chapter 1: Introduction... 6 Chapter 2: Roles in Debt
More informationErroneous Payment of Living Quarters Allowance
Erroneous Payment of Living Quarters Allowance Notification of Debt and Debt Waiver Process (APF) 1 Debt Notification Process Once an employee is notified of erroneously receiving Living Quarters Allowance
More informationNALC RETIREMENT MANUAL REVISED EDITION - JANUARY A Guide to Retirement for NALC Activists. William H. Young President. Donald T.
NALC A Guide to Retirement for NALC Activists William H. Young President Donald T. Southern Director of Retired Members RETIREMENT MANUAL REVISED EDITION - JANUARY 2006 Retirement Department National Association
More informationHow to Utilize Insufficiency Codes and Benefit Arrears Munis: Payroll
[MU-PR-12-A] How to Utilize Insufficiency Codes and Benefit Arrears Munis: Payroll CLASS DESCRIPTION When employees go on leave, or do not have sufficient earnings to cover their expected deduction withholdings
More informationFERS. Documentation of Service. Annuity Estimates. Actions Necessary. Annuity Commencing Dates. Lump Sum Annual Leave Payments
FERS Retirement Process Documentation of Service Annuity Estimates Actions Necessary Annuity Commencing Dates Lump Sum Annual Leave Payments Submitting Your Application Cost of Living Adjustments (COLA)
More informationINSTRUCTIONS FOR APPLICATION OF MILITARY SERVICE CREDIT
INSTRUCTIONS FOR APPLICATION OF MILITARY SERVICE CREDIT Step 1 Submit the listed/required information to your local personnel office within 90 days of your date of enrollment in the Marine Corps NAF Employee
More informationDeath-In-Service Claims Processing. Sera Hong Senior Benefits & Work Life Program Manager
Death-In-Service Claims Processing Sera Hong Senior Benefits & Work Life Program Manager Objectives Discuss Survivor Benefits Discuss Unpaid Compensations, Federal Employees Group Life Insurance (FEGLI),
More informationPhased Retirement. Gary Pugh Program Manager
Phased Retirement Gary Pugh Program Manager Agenda WHAT IS PHASED RETIREMENT? ELIGIBILITY REQUIREMENTS FOR PHASED RETIREMENT HOW TO APPLY FOR PHASED RETIREMENT TIME LIMITATION FOR PHASED RETIREMENT EFFECT
More informationCSRS. Documentation of Service. Annuity Estimates. Actions Necessary. Annuity Commencing Dates. Lump Sum Annual Leave Payments
CSRS Retirement Process Documentation of Service Annuity Estimates Actions Necessary Annuity Commencing Dates Lump Sum Annual Leave Payments Submitting Your Application Cost of Living Adjustments (COLA)
More informationIncome Tax Information About Pay Equity Employment Income and Pay Equity Interest Payments Received in 2000
Income Tax Information About Pay Equity Employment Income and Pay Equity Interest Payments Received in 2000 2 Table of Contents Page Introduction..3 Part 1 - General tax information 4 Part 2 - Tax information
More informationThe Double Edged Sword of Participant Loans Sunday, April 28, 2013
The Double Edged Sword of Participant Loans Sunday, April 28, 2013 Kimberly B. Martin, APA, CPC, QPA, Director of Education, National Institute of Pension Administrators What We Will Cover Participants
More informationCIVIL SERVICE RETIREMENT SYSTEM
CIVIL SERVICE RETIREMENT SYSTEM CSRS ELIGIBILITY TYPES OF RETIREMENT: AGE YEARS OF SERVICE OPTIONAL 55 30** 60 20 62 5 DISABILITY ANY 5 DEFERRED 62 5 EARLY OPTIONAL 50 20* (Agencies must have approval
More informationStudy Guide for 2011 ChFEBC Renewal Exam
Study Guide for 2011 ChFEBC Renewal Exam The 2011 ChFEBC Renewal Exam will be different from renewal exams in the past. It will include not only updates for 2011 but will also include questions from all
More informationModule: Budget Processing Topic: Next Year Budget Entry Next Year Budget Entry Munis Version 11
Module: Budget Processing Topic: Next Year Budget Entry Next Year Budget Entry Munis Version 11 Objective This document provides instructions on how to enter next year budget requests. Overview Departments
More informationREPRESENTING ALEX SINK CHIEF FINANCIAL OFFICER STATE OF FLORIDA
REPRESENTING ALEX SINK CHIEF FINANCIAL OFFICER STATE OF FLORIDA IN REPLY REFER TO: DFSBP 10-06 TO: FROM: SUBJECT: John Bennett, Chief Bureau of State Payrolls 2010 CALENDAR YEAR-END INFORMATION The following
More informationDEPLOYED CIVILIANS OVERVIEW
DEPLOYED CIVILIANS OVERVIEW Defense Finance and Accounting Service INDIANAPOLIS PAYROLL OFFICE Integrity - Service - Innovation DEPLOYED CIVILIANS-TOPICS FOR DISCUSSION Pay Limitations Biweekly Annual
More informationOffices of the Governor and Lt. Governor s Employees Pay Adjustments
Offices of the Governor and Lt. Governor s Employees Pay Adjustments Performance Audit January 2014 through April 2016 OPA Report No. 16-05 June 2016 Offices of the Governor and Lt. Governor s Employees
More informationFor Internal Use Only. CSRS/FERS Retirement & Benefits
CSRS/FERS Retirement & Benefits CSRS Eligibility AGE YEARS OF SERVICE 55 30 60 20 62 5 FERS Eligibility AGE YEARS OF SERVICE MRA 10 MRA 30 60 20 62 5 Minimum Retirement Age (FERS) IF YOU WERE BORN YOUR
More informationFERS FACTS 1. Information for Separating FERS Employees Who Are Not Eligible for an Immediate Annuity. U.S. Office of Personnel Management
FERS FACTS 1 Information for Separating FERS Employees Who Are Not Eligible for an Immediate Annuity U.S. Office of Personnel Management RI 90-11 Revised August 2009 Previous edition is usable Additional
More informationU.S. COAST GUARD RETIRED PAY. Payslip Field Descriptions
U.S. COAST GUARD RETIRED PAY Payslip Field Descriptions Table of Contents Introduction 2 Payslip Field Descriptions 2 How to Read Your Payslip 8 Payslip Field Descriptions 1 Payslip Field Descriptions
More informationTABLE OF CONTENTS. FORMS CONTROL Page 1. MANAGEMENT SUPERVISORY RESPONSIBILITIES Page 1. EMPLOYEE RESPONSIBILITIES Page 3
TABLE OF CONTENTS FORMS CONTROL Page 1 MANAGEMENT SUPERVISORY RESPONSIBILITIES Page 1 EMPLOYEE RESPONSIBILITIES Page 3 EMPLOYEE ACCESS TO ABC-C Page 3 THRIFT SAVINGS PLAN A. TSP Open Season Page 4 B. TSP
More informationSubj: COLLECTION OF BAD DEBTS INCURRED BY NAVY MORALE, WELFARE AND RECREATION (MWR) NONAPPROPRIATED FUND INSTRUMENTALITIES (NAFIS)
PERS-652 BUPERS INSTRUCTION 7200.2A From: Chief of Naval Personnel Subj: COLLECTION OF BAD DEBTS INCURRED BY NAVY MORALE, WELFARE AND RECREATION (MWR) NONAPPROPRIATED FUND INSTRUMENTALITIES (NAFIS) Ref:
More informationRemittance Advice and Financial Updates
Insert photo here Remittance Advice and Financial Updates Presented by EDS Provider Field Consultants August 2007 Agenda Session Objectives Remittance Advice (RA) General Information The 835 Electronic
More informationIntroduction to Basic Benefits Course
Introduction to Basic Benefits Course Federal Employees Health Benefits Program Federal Employees Health Benefits Program FEHBP Objectives 1 2 3 Provide an overview of the FEHB Program and current updates
More informationTRICARE Operations Manual M, April 1, 2015 Claims Adjustments And Recoupments
Chapter 10 TRICARE Operations Manual 6010.59-M, April 1, 2015 Claims Adjustments And Recoupments Addendum A Revision: FIGURE 10.A-1 SAMPLE LETTER TO BENEFICIARY REGARDING OVERPAYMENT (RECOUPMENT) (FINANCIALLY
More informationCLEARING CLAIMS FROM SAP PAYROLL
CLEARING CLAIMS FROM SAP PAYROLL INTRODUCTION... 2 WHAT IS A CLAIM?... 3 CLAIMS AND RETROCALCULATION... 3 GENERATING /561 (CLAIM) AMOUNTS... 4 THE CLAIMS REPORT (RPCLMSU0)...5 CONFIGURATION AND INFOTYPES...
More informationDate: November 14, 2012 IN REPLY REFER TO: DFSBP Agencies Addressed. John Bennett, Chief Bureau of State Payrolls
Date: November 14, 2012 IN REPLY REFER TO: DFSBP 12-04 TO: FROM: SUBJECT: Agencies Addressed John Bennett, Chief Bureau of State Payrolls 2012 Calendar Year-End Information The following payroll related
More informationTo see a 1 page summary of the following documentation, go to the last page.
You may choose to pay the premiums on life insurance coverage for your employees. There are many different types of life insurance plans that an employer can provide, Group Permanent Life, Whole Life,
More informationErrors and Acceptable Correction Methods, Index
Errors and Acceptable Correction Methods, Index Error Index Error Description SCP Failure to properly provide the minimum top-heavy benefit or contribution to non-key employees. AND VCP Failure to satisfy
More informationFederal Employee Benefits Analysis
Federal Employee Benefits Analysis August 4, 2015 Sample Federal Employee Benefits Report MN 55417 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Innovate Financial, Inc. Michael Nakashima 6701 Penn Avenue South Suite
More informationGEORGIA DEPARTMENT OF EDUCATION OFFICE OF THE STATE SUPERINTENDENT OF SCHOOLS TWIN TOWERS EAST ATLANTA, GA TELEPHONE: (404) FAX:
GEORGIA DEPARTMENT OF EDUCATION OFFICE OF THE STATE SUPERINTENDENT OF SCHOOLS TWIN TOWERS EAST ATLANTA, GA 30034-5001 TELEPHONE: (404) 651 9500 FAX: (404) 651-5006 http://www.doe.k12.ga.us January 20,
More informationAnnual Limit on Elective Deferrals
Annual Limit on Elective Deferrals Part I of this fact sheet describes the Internal Revenue Code s (IRC) annual limit on elective deferrals (tax-deferred and Roth contributions from your pay) and explains
More informationRetirement Basics. Bureau of Indian Education Human Resources Office 2014
Retirement Basics Bureau of Indian Education Human Resources Office 2014 Objectives Participants will be able to: Describe the 3 retirement systems Explain factors considered for retirement eligibility
More informationemployee savings investment plan (ESIP) summary plan description effective january 1, 2017 human energy. yours. TM
employee savings investment plan (ESIP) summary plan description effective january 1, 2017 human energy. yours. TM This summary plan description (SPD) describes the Chevron ( the plan or the ESIP ). It
More informationIn-Service Debts Overview
In-Service Debts Overview Introduction This guide provides the procedures for Identifying In-Service Debts, Determining the Remaining Balance for a Debt and Researching Multiple Debts for a Member. Information
More informationFEDERAL TAX REPORTING INFORMATION
2018 FEDERAL TAX REPORTING INFORMATION for OP&F benefit recipients Securing the future for Ohio s police and firefighters FEDERAL TAX REPORTING INFORMATION The Ohio Police & Fire Pension Fund (OP&F), which
More informationFrequently Asked Questions DROP
Frequently Asked Questions DROP Application Changing Employers Contributions Cost-of-Living Adjustment (COLA) Eligibility Extension Health Insurance Subsidy (HIS) Miscellaneous Reemployment Survivor Benefits
More informationFEDERAL RETIREMENT GUIDE PROVIDED BY THE NATIONAL POSTAL MAIL HANDLERS UNION LOCAL 304 ADMINISTRATION
FEDERAL RETIREMENT GUIDE PROVIDED BY THE NATIONAL POSTAL MAIL HANDLERS UNION LOCAL 304 ADMINISTRATION William H. McLemore III- Local President Rondal Pitcock- Indiana State Representative Rhonda Hinkle-Kentucky
More informationRetirement Facts 11. Information for Separating CSRS Employees Who Are Not Eligible for an Immediate Annuity
Retirement Facts 11 Information for Separating CSRS Employees Who Are Not Eligible for an Immediate Annuity This is a non-technical summary of the laws and regulations on the subject. It should not be
More informationENTERING AUTOMOBILE FRINGE IN A SEPARATE PAYROLL: EMPLOYEE PAYING TAXES
ENTERING AUTOMOBILE FRINGE IN A SEPARATE PAYROLL: EMPLOYEE PAYING TAXES When calculating automobile fringe, you have the option to do so in a payroll cycle separate from your normal payroll. If you choose
More informationShutdown Furlough Questions and Answers 09-15
Shutdown Furlough Questions and Answers 09-15 Q1: DLA receives the majority of its funding from the Defense Working Capital Fund. What does that mean? A1: Ninety-eight percent of the agency s budget is
More informationemployee savings investment plan (ESIP) summary plan description effective january 1, 2018 human energy. yours. TM
employee savings investment plan (ESIP) summary plan description effective january 1, 2018 human energy. yours. TM This summary plan description (SPD) describes the Chevron Employee Savings Investment
More informationU.S. Office of Personnel Management Staffing and Restructuring Policy Division
U.S. Office of Personnel Management Staffing and Restructuring Policy Division June 2001 (Revised) Reduction in Force Downgrading or Separation Benefits The Office of Personnel Management (OPM) created
More informationCity of Tacoma Tacoma Employees Retirement System
City of Tacoma Tacoma Employees Retirement System MEMBER HANDBOOK 12-7-2017 Tacoma Employee s Retirement System (TERS) Overview...3 History Oversight How to Contact the Retirement Department TERS Summary
More informationVITA/TCE Training. Preparing a Return in Practice Lab
The National Tax Training Committee has modified this manual to more accurately reflect Tax-Aide policies and scope and to clarify instructions that relate to Practice Lab versus the desktop version of
More informationCompensation, Relocation Benefits, and Reinstatement Policies for Career Employees in Transition: Q s and A s
Compensation, Relocation Benefits, and Reinstatement Policies for Career Employees in Transition: Q s and A s Publication 164 September 2007 Contents Introduction.................................. 1 Managing
More informationIRS and Treasury provide relief for certain 409A failures
February 11, 2009 By John Lowell, Vice President, Aon Consulting Under Code section 409A, there are two key types of failures those that are from a failure to properly document a plan and those that are
More informationAmerican Multi-Cinema, Inc. 401(k) Savings Plan
American Multi-Cinema, Inc. 401(k) Savings Plan Table of Contents Introduction... 3 Important Information About the Plan... 4 Joining the Plan... 5 Contributions to the Plan... 6 Managing Your Account...
More informationPart Overpayments Recovery
Title 32 National Defense Revision: Rule: (a) General. Actions to recover overpayments arise when the government has a right to recover money, funds or property from any person, partnership, association,
More informationFinancials for Non-Financial Folks
Financials for Non-Financial Folks Sandi Reyes Yolo County Business Services Manager Velita Rish Orange County Special Services/Collections Manager Denisse Rojas Los Angeles County Child Support Officer
More informationFERS FEDERAL EMPLOYEE RETIREMENT SYSTEM
FERS FEDERAL EMPLOYEE RETIREMENT SYSTEM Special Retirement Provisions for Fire fighters Taska Elin References United States Code: 5 U.S.C. 8401 (14); 8412(d); 8425 Code of Federal Regulations: 5 C.F.R.
More informationApplying for Immediate Retirement Under the Civil Service Retirement System
Applying for Immediate Retirement Under the Civil Service Retirement System This pamphlet is for you if you are currently a Federal employee covered by the Civil Service Retirement System (CSRS) and you
More informationFrequently Asked Questions DROP
Frequently Asked Questions DROP Application Changing Employers Contributions Cost-of-Living Adjustment (COLA) Eligibility Extension Health Insurance Subsidy (HIS) Miscellaneous Reemployment Survivor Benefits
More informationCorrecting Qualified Plan Errors under EPCRS
Correcting Qualified Plan Errors under EPCRS This is just one example of the many online resources Practical Law Company offers. Andy Wang and Jennifer Kobayashi, Wang Kobayashi Austin, LLC with PLC Employee
More informationProvider-Level Adjustments
835 Solutions Provider-Level Adjustments The basics Locating PLBs Provider-level adjustments can increase or decrease the transaction payment amount. Adjustment codes are located in PLB03-1, PLB05-1, PLB07-1,
More information460 Collection of Postal Debts From Bargaining Unit Employees
460 Pay Administration 460 Collection of Postal Debts From Bargaining Unit Employees 461 General 461.1 Scope These regulations apply to the collection of any debt owed the Postal Service by a current postal
More informationInformation for FERS Annuitants
Information for FERS Annuitants Federal Employees Retirement System (FERS) U.S. Office of Personnel Management RI 90-8 Revised December 2008 Previous edition is not usable We provide retirement information
More informationBiweekly Lag Pay Frequently Asked Questions
Biweekly Lag Pay Frequently Asked Questions Transition Resources As you may know from previous communications, the Judicial Branch was informed of a decision made by the Colorado Executive Branch to change
More informationChapter 5 Eligible Earnings
IN THIS CHAPTER: PERA-Eligible Salary Compensation that is not Salary Closer Look at Some Types of Pay Workers Compensation Payments Pay while on Personal, Parental or Military Leave Members on Paid Medical
More informationCENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: FIS Payroll
CENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: FIS Payroll End of Fiscal Year Processes Learning Guide 2017 Central Susquehanna Intermediate Unit, USA Table of Contents Pay Period Calendar... 1 Accrual
More informationDistribution Request Form. Instructions
Distribution Request Form (Applicable to Plans that do not include Annuity Distribution Options.) A Distribution Request Form must be completed, signed and returned to the Plan Administrator to request
More informationScientific Games Corporation Employee Stock Purchase Plan Guide. For Participants in the United States
Scientific Games Corporation Employee Stock Purchase Plan Guide For Participants in the United States November 2016 Dear Scientific Games Employee: The Scientific Games Corporation 2016 Employee Stock
More informationRecoupment Policy 7 th ed (027)
1 2 3 4 5 6 7 8 9 10 PBGC OPERATING POLICY MANUAL Chapter 6. Benefit Calculation Title Repayment of Benefit Overpayments through Recoupment, Recovery and Administrative Correction Issue Date: MM/DD/20YY
More informationTable of Contents. Job Aid Umoja Travel ESS Create Expense Report (Expired Funds) Job Aid
Table of Contents Overview... 2 1. Claim for Additional Miscellaneous Charges... 2 2. DSA Entitlement Exceeds Original Authorised Amount... 5 Umoja Training 1/8 Overview This job aid provides workarounds
More informationMEBT. Municipal Employees Benefit Trust. Summary Plan Description April City of Edmonds Employees Retirement Benefit Plan
MEBT Municipal Employees Benefit Trust City of Edmonds Employees Retirement Benefit Plan Summary Plan Description April 2004 Prepared by Human Resources and the MEBT Plan Committee April 2004 Dear City
More information