Navigation:  NavBar > Menu > Benefits > Enroll in Benefits > Retirement Plans

1. The Retirement Plans search page displays.
2. You must know the Empl ID or name of the employee you want to enroll in the benefit. Enter their ID in the Empl ID field.
3. Select the Search button.  

4. The Retirement Plans page displays.
5. Confirm the employee is enrolled in either SB1 (primary benefits) or SB2 (secondary benefits) Benefit Program. (If the employee's benefit program is set to SB0 (403b/457 retire/tax dfer cont), you will not be able to enroll this employee in benefits inclusive of retirement plan setup).
6. Select the lookup (magnifying glass) next to Plan Type at the top of the page and choose the desired option:
   • 7X - SBRP Retirement Plan TIAA-CREF
   • 7Y - Teacher's Retirement System WA
   • 7Z - Public Employees Retirement WA
7. Enter the Deduction Begin Date, which is the first day employee became eligible for retirement benefit.
8. Coverage Election should be Elect.
9. Election Date for employee's retirement plan setup is synonymous with Benefit Eligibility Date.  Because this date will default to the system's effective date, make sure that this date is updated to reflect the correct benefit eligibility/election date.
   • While an Election Date can be earlier than a Deduction Begin Date, it must never be later than the Deduction Begin Date.
   • When moving employee, for example, from PERS2 to PERS3 plan, the Election Date (Benefit Eligibility Date) will not change.
   • Retirement is the only enrollment screen in which Election Date must be changed purposefully. (Refer to Dates on Retirement Plan Page QRG).
10. Use the lookup tool to choose the desired Benefit Plan (Benefit Plan options will be limited to the Plan Type chosen).
11. Select the Save button.

Navigation:  NavBar > Menu > Benefits > Enroll in Benefits > Retirement Plans

1. The Retirement Plans search page displays.
2. You must know the Empl ID or name of the employee you want to enroll in the benefit. Enter their ID in the Empl ID field.
3. Select the Search button.  

4. The Retirement Plans page displays.

5. Select the plus sign (+) in the lower portion of the Retirement Plans window to add a new row.

6. New data row populates - see image below.

7. Update Election Date (Benefit Eligibility Date)  to reflect the date populated on the original data row.  (Moving an employee, for example, from PERS2 to PERS3 plan, the Election Date (Benefit Eligibility Date) will not change.)
8. Enter the Deduction Begin Date to  coincide with the first day of the payroll cycle on which the new Benefit Plan deduction starts.
9. Select Benefit Plan.
10. Select the Save button.

End of procedure.