9.2 E-191 Retirement Fields

Purpose:  Review retirement fields in ctcLink.

Audience:  HCM Administrator.

E-191 Retirement Fields

Section 1 - Add a New Retirement Value

Navigation:  NavBar > Navigator > Benefits > CTC Custom > Retirement Fields

  1. The Retirement Fields search page displays.
  2. On the search page, enter the desired value into the EMPL ID field.
  3. Select the Search button.  
Retirement Fields search page
  1. The Retirement Fields page displays.
  2. Select the desired data for these fields from their respective drop-down menus. Not every data field is filled in for every retirement type; some fields apply to DRS or TIA, but not both:
    • Effective Date
    • TIAA-CREF Mode
    • Retiree Type
    • DRS Option
    • DRS Option Date
    • Ret Deduction Ind
    • Prior RET Plan
    • Retirement Plan Effective Date
  3. The Current Retirement Plan displays results if currently enrolled.
  4. Select the Save button.  The page is saved successfully.
Retirement Fields page

Section 2 - Add a New Effective Dated Row

Navigation:  NavBar > Navigator > Benefits > CTC Custom > Retirement Fields

  1. The Retirement Fields search page displays.
  2. Enter the desired value into the EMPL ID field.
  3. Select the Search button.  
  1. The Retirement Fields page displays.
  2. Select the Add button to insert a new row.
  3. Select the desired data for these applicable fields from their respective drop-down menus:
    • Effective Date
    • TIAA-CREF Mode
    • Retiree Type
    • DRS Option
    • DRS Option Date
    • Ret Deduction Ind
    • Prior RET Plan
  4. Verify Current Retirement Plan value.
  5. Select the Save button.  
  6. Page is saved successfully and there are two effective dated rows of data available for the employee.
Add new Effective Date page

Section 3 - Correct a Value

Navigation:  NavBar > Navigator > Benefits > CTC Custom > Retirement Fields

  1. The Retirement Fields search page displays.
  2. Enter the desired value into the EMPL ID field.
  3. Select the Correct History checkbox.
  4. Select the Search button.  
correct history
  1. The Retirement Fields page displays.
  2. Verify you are on the row that you want to make the correction.  If necessary, select the arrows to scroll through the dates.  
  3. Enter the Effective Date.
  4. Select the DRS Option field. Overwrite the existing value with the corrected value.
  5. Select the Save button. Page is saved successfully.
Correct history DRS Option
  1. The process to work with retirement fields is now complete.
  2. End of procedure.

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