Reporting - psers

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Chapter 10 Chapter 11 Chapter 12 Chapter 13 Chapter 14 Chapter 15 Chapter 16 Chapter 17 General Rules ............................................................................................................................................126 Verifying Your Reported Service Time is Correct ............................................................................127 How to Correct Reported Service Errors............................................................................................127 <strong>Reporting</strong> – Work Report Adjustments...................................................................129 When to Submit a Work Report Adjustment Record.......................................................................129 What Information is in a Work Report Adjustment Record............................................................130 Interest for Late Contributions..............................................................................................................130 Adjustments to Fiscal Years Prior to 2004-2005...............................................................................130 How are Work Report Adjustments Transmitted to PSERS? ........................................................131 Adjustments sub-menu ...................................................................................................................................................131 Work Report Adjustments – Create a Manual Report Online ........................................................131 Work Report Adjustments - Create by Uploading a File.................................................................133 Format for Work Report Adjustment Files .........................................................................................133 Header of the Work Report Adjustment File ...............................................................................................................134 Record Lines in the Work Report Adjustment File .....................................................................................................136 Uploading a Work Report Adjustment File.........................................................................................138 Adjustments Work Area..........................................................................................................................138 File Window.......................................................................................................................................................................139 Work Report Adjustments Created by File Upload ................................................................................................139 Work Report Adjustments Created Online ..............................................................................................................139 Record Detail Window.............................................................................................................................140 Access................................................................................................................................................................................140 Adding a Work Report Adjustment Record .................................................................................................................140 Using the Edit Window ....................................................................................................................................................141 Work Report Adjustment Record Fields.......................................................................................................................143 Saving Your Changes .....................................................................................................................................................149 Submitting the Work Report Adjustment(s) to PSERS ...................................................................149 Work Report Adjustments – Examples ...............................................................................................150 <strong>Reporting</strong> Information that was Previously OMITTED...............................................................................................150 Salary/Contributions Not Reported ...........................................................................................................................150 Employees Work Report was Rejected ...................................................................................................................151 Adjusting Information that was Reported INCORRECTLY.......................................................................................152 Incorrect Salary/Contributions Previously Reported..............................................................................................152 Incorrect Service Time was Previously Reported ..................................................................................................152 Incorrect Member Purchase of Service Installments .............................................................................................153 Arbitration and Court Decision Payments....................................................................................................................153 Non-Arbitration/Court-Awarded Lump Sum Payments .............................................................................................155 Retroactive Salary Increases Due to Late Contract Settlement ..........................................................................155 Back Pay Award ...........................................................................................................................................................155 Information Sub—Menu ..............................................................................................157 Member Demographics and Contract Records ..........................................................................................................157 Work Reports and Work Report Adjustments .............................................................................................................158 Submitting Records by Uploading Files.................................................................159 Correctly Formatting Files .........................................................................................161 Uploading an Information File...................................................................................163 Work Area – File Window ...........................................................................................167 Created by File Upload ...................................................................................................................................................167 Manual Files Created Online .........................................................................................................................................169 Work Area – Record Detail Window.........................................................................171 Submitting Records to PSERS..................................................................................175 iv
Chapter 18 Chapter 19 Chapter 20 Chapter 21 Chapter 22 How PSERS Responds to Work Reports and Payments....................................177 Employer Statement of Accounts........................................................................................................ 178 Accounts within the Statement ..................................................................................................................................179 Statement Header........................................................................................................................................................179 Account Transactions..................................................................................................................................................180 Account Totals..............................................................................................................................................................182 Employees Missing from the Employer Statement of Accounts..........................................................................182 Employer SOA Estimated Addendum Letter...............................................................................................................182 Remaining Balance Due After Estimated Payment ...............................................................................................183 Remaining Credit After Estimated Payment............................................................................................................183 No Wages and Contributions Report for Employees Entered as Members of PSERS...................................183 Employer’s Member Current Account Balance Report .................................................................. 184 Payments – Remitting to PSERS ..............................................................................185 Due Dates................................................................................................................................................... 185 Member (Employee) Contributions ...............................................................................................................................186 Member (Employee) Purchase of Service Installments ............................................................................................187 Employer Contributions...................................................................................................................................................188 Employer Share Income Aid Ratio & Reimbursements - Act 29 .........................................................................189 Administering Act 29 Subsidies.................................................................................................................................189 Income Aid Ratio..........................................................................................................................................................189 Subsidy Distribution.....................................................................................................................................................189 Non-School Entities & Act 29.....................................................................................................................................189 Delinquency Interest Calculations ...................................................................................................... 190 Avoiding Interest Charges ..............................................................................................................................................192 When your Employer Statement of Accounts shows a different due amount than you remitted.......................193 If the total amount remitted is lower than the charge.............................................................................................193 If the total amount remitted exceeds the charge ....................................................................................................193 Methods of Remittance .......................................................................................................................... 194 Payment By Check with a Payment Coupon ..............................................................................................................194 Payment By Check WITHOUT a Payment Coupon...............................................................................................195 Completion of Monthly Remittance of Employee Contributions Coupon (PSRS-70) ......................................195 Completion of Monthly Remittance of Member POS Installments Coupon (PSRS-2025)..............................196 Completion of Employer Contribution Remittance (PSRS-608) ..........................................................................196 Payment by Automated Clearing House (ACH) .........................................................................................................197 Internet Method ............................................................................................................................................................197 Touch-tone Method......................................................................................................................................................198 ACH Payment Corrections .........................................................................................................................................198 ACH Assistance ...........................................................................................................................................................198 If Payments Are Not Received by PSERS.......................................................................................... 198 School Districts.................................................................................................................................................................198 Charter Schools................................................................................................................................................................198 Refund of Contributions / Credit for Salary Reported.........................................199 Credit for Contributions for Part-Time Employees.......................................................................... 200 Credit for Salaries & Contributions During a Leave of Absence ................................................. 202 Health Insurance ...........................................................................................................205 Contacting PSERS........................................................................................................207 Contacting PSERS through the Online System ............................................................................... 207 Contacting PSERS by Telephone or Fax ........................................................................................... 208 Contacting PSERS by Mail .................................................................................................................... 208 Contacting PSERS by Email ................................................................................................................. 208 Obtaining PSERS Forms........................................................................................................................ 209 Forms within the Online System....................................................................................................................................209 Forms on the PSERS Website ......................................................................................................................................210 Paper Forms .....................................................................................................................................................................210 v
Page 1: Public School Employees’ Retireme
Page 5 and 6: Table of Contents Chapter 1 Chapter
Page 7: Chapter 6 Chapter 7 Chapter 8 Chapt
Page 12 and 13: Click the yellow arrow on the right
Page 14 and 15: Setting Up Your Online User Names a
Page 16 and 17: After entering information in all f
Page 18 and 19: The permission options allow or blo
Page 20 and 21: Entering Employer Contact Informati
Page 22 and 23: It may be necessary to scroll up or
Page 24 and 25: Part-Time Salaried Employees… •
Page 26 and 27: Part-Time in Your Employ, Full-Time
Page 28 and 29: Quick Reference Table Type of Emplo
Page 30 and 31: PSERS will review the questionnaire
Page 32 and 33: • If PSERS approves the waiver re
Page 34 and 35: How is Member Demographic Informati
Page 36 and 37: Demographic Information Change Requ
Page 38 and 39: Birth Date: Enter the date of birth
Page 40 and 41: Changing an Employee’s Member Dem
Page 42 and 43: Header of the Member Demographic In
Page 44 and 45: Uploading a Member Demographic Info
Page 47 and 48: Chapter 4 Member Contract Records W
Page 49 and 50: Employee Works Multiple Part-Time P
Page 51 and 52: Member Contract Records - Creating
Page 53 and 54: • Work Status Start Date - MM/DD/
Page 55 and 56: • Voting Status: Use the drop-dow
Page 57 and 58: To qualify for the leave, the emplo
Page 59 and 60:
• STUDYN - Professional Study Lea
Page 61 and 62:
Work Status Quick Reference Table W
Page 63 and 64:
Header of the Member Contract Infor
Page 65 and 66:
R/O/C R = Required O = Optional C =
Page 67 and 68:
Member Contract Info Work Area - Re
Page 69 and 70:
What You Do When an Employee… •
Page 71 and 72:
For more information on this window
Page 73:
Example #3: An employee dies. Submi
Page 76 and 77:
Quarterly, Annual, or As-Needed:
Page 78 and 79:
Example #1: All classroom reading t
Page 80 and 81:
Maximum Earnings Subject to Contrib
Page 82 and 83:
Payment of salary from sick leave,
Page 84 and 85:
Consequences of Reporting Earnings
Page 86 and 87:
Quick Reference - When the Contribu
Page 89 and 90:
Chapter 6 Reporting - Monthly Work
Page 91 and 92:
Reporting by Paycheck Date Some emp
Page 93 and 94:
Changes in an Employee’s Work Sta
Page 95 and 96:
Monthly Work Report - Create by Upl
Page 97 and 98:
Record Lines in the Work Report Fil
Page 99 and 100:
Wages No Contribution Excess Salary
Page 101 and 102:
File Window The File window display
Page 103 and 104:
Record Detail Window The Record Det
Page 105 and 106:
Using the Edit Window The Edit wind
Page 107 and 108:
• BASE: Enter the employee’s ba
Page 109 and 110:
• HRS (Hours): For employees who
Page 111 and 112:
The WNC field must be higher than z
Page 113:
Saving Your Changes After adding, d
Page 116 and 117:
Reporting an Employee Who Works Mul
Page 118 and 119:
Reporting an Employee Who Did Not W
Page 120 and 121:
• If an employee ends one job wit
Page 123 and 124:
Chapter 8 Reporting - Leaves of Abs
Page 125 and 126:
When an employee is on one of the a
Page 127 and 128:
Set the Work Status field to “ACT
Page 129 and 130:
Chapter 9 Reporting - Service Time
Page 131 and 132:
Per Diem Employees For per diem emp
Page 133 and 134:
• Part-Time Salaried Adjunct Prof
Page 135 and 136:
Employees Working Multiple Position
Page 137:
Verifying Your Reported Service Tim
Page 140 and 141:
What Information is in a Work Repor
Page 142 and 143:
Enter a description of the Adjustme
Page 144 and 145:
Header of the Work Report Adjustmen
Page 146 and 147:
Record Lines in the Work Report Adj
Page 148 and 149:
Uploading a Work Report Adjustment
Page 150 and 151:
Record Detail Window The Record Det
Page 152 and 153:
When done entering information, cli
Page 154 and 155:
POS Correction (Member Purchase of
Page 156 and 157:
• BASE: Enter the difference betw
Page 158 and 159:
• WNC (Wages No Contribution): En
Page 160 and 161:
Work Report Adjustments - Examples
Page 162 and 163:
Adjusting Information that was Repo
Page 164 and 165:
• Submit a copy of the arbitratio
Page 166 and 167:
Submit a Work Report Adjustment Rec
Page 168 and 169:
Work Reports and Work Report Adjust
Page 171 and 172:
Chapter 13 Correctly Formatting Fil
Page 173 and 174:
Chapter 14 Uploading an Information
Page 175:
Records Transmitted: 330 shows num
Page 178 and 179:
• Validate: The option appears in
Page 180 and 181:
You may view a file after PSERS has
Page 182 and 183:
• Save: Click to save any changes
Page 185 and 186:
Chapter 17 Submitting Records to PS
Page 187 and 188:
Chapter 18 How PSERS Responds to Wo
Page 189 and 190:
Accounts within the Statement The E
Page 191 and 192:
• END BAL: This shows the balance
Page 193 and 194:
Remaining Balance Due After Estimat
Page 195 and 196:
Chapter 19 Payments - Remitting to
Page 197 and 198:
Member (Employee) Purchase of Servi
Page 199 and 200:
Employer Share Income Aid Ratio & R
Page 201 and 202:
If interest is due, it is calculate
Page 203 and 204:
When your Employer Statement of Acc
Page 205 and 206:
Payment By Check WITHOUT a Payment
Page 207 and 208:
Employer Contribution Remittances (
Page 209 and 210:
Chapter 20 Refund of Contributions
Page 211 and 212:
• Contact PSERS as described in C
Page 213:
Complete the Request for Reporting
Page 217 and 218:
Chapter 22 Contacting PSERS Contact
Page 219 and 220:
Obtaining PSERS Forms Forms within
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