4.9 - PPS - University of California, Santa Cruz
Contents
1. UNIVERSAL ACTIONS 4 9 RETIREMENT amp FICA DERIVATION Overview Retirement Codes This section describes the PPS derivation process for Retirement aaa tor rear mient system and FICA codes P Eligible and participating in the UCRS retirement system Background H Participating in the Safe Harbor retirement PPS automatically derives Retirement and FICA codes for all system employees See System Derivation of Retirement FICA Codes on Eligible bul not participating mi the UCRS page 4 of this section retirement system not currently in use It is the Service Center s responsibility for determining that Retirement and FICA codes are correct for employees University Of California Retirement System Membership Service Centers should contact the Payroll Office with any A non student employee appointed 50 or more for one year or questions or concerns on the derivation process It is important more is mandatorily eligible for UCRS retirement system that the Payroll Office be informed when the system derives membership Retirement FICA codes other than what was intended or when the Service Center is unclear what Retirement FICA codes will derive This is necessary in order to compute and maintain correct pay 1 By the appointment Begin and End Dates One year or more can be determined three ways Central Offices should be the ONLY units to explicitly enter 2 An appointment End Date of 99 99 99 Indefinite or Tenured Reen2. h FICA 1 2 3 Indicator that derivation is pending for a rehire Derivation For New Hires And Rehires PPS will evaluate all eligible appointments from the date of hire to determine whether the employee has the adequate percentage and duration of time to qualify for UCRP Derivation For Student Employees PPS will automatically derive Retirement and FICA codes for students based on number of units Contact the Career Center with questions or concerns on the Student FICA derivation process 4 9 2 Retirement amp FICA Derivation PPS User Manual UNIVERSAL ACTIONS Automatic Rederivation For Continuing Employees Post Authorization Notifications Triggers include but are not limited to changes in the following A change to Retirement FICA coding is a PAN event data elements f p SA A preparer can preview this event while in the PAN Preparation function by pressing F11 for detail e Citizenship Status Code A reviewer can view this event by selecting a PAN from the e Visa Type Code INBX or INRS function e UC Student Status Code Reminder A preparer and reviewer share equal responsibility e Number of Registered Units for correct and appropriate actions e Duration code e Appointment Begin Date EXAMPLE OF FICA EVENT e Appointment End Date e Title code Employee Name PENNY P PAN e Addition or deletion of an appointment ID Number 670000190 e Addition or deletion of a distribution A change to FICA and or Retirement infor
3. mation has been recorded e DOS code Previous Current Retirement H SFHBR U UCRP FICA M Medicare Only E OASDI Medicare Ret FICA Derive Y Elig Auto Derive Y Elig Auto Derive UC Student Status 1 Not Registered 1 Not Registered No of Reg Units 4 9 3 Payroll Personnel System Retirement amp FICA Derivation May 2000 University of California Santa Cruz PPS User Manual UNIVERSAL ACTIONS System Derivation of Retirement FICA Codes START HERE Is Employee Appointed Is Employee A 50 or More for Registered Student A Year or More Is employee enrolled in Yes minimum number of units e Undergraduates 6 0 units Is Employee Is Employee A e Graduates 5 0 units Appointed As A Non Resident Alien With Visiting Academic an F 1 or J 1 Visa No Is Employee Appointed No Is Employee A Into A Safety Title _ __ _ ____ Non Resident Alien With an F 1 or J 1 Visa Yes Yes Yes Is Employee A PEIN Non Resident Alien With No an F 1 or J 1 Visa a SEE See Safety Titles p 4 9 5 4 9 4 Payroll Personnel System Retirement amp FICA Derivation May 2000 University of California Santa Cruz PPS User Manual UNIVERSAL ACTIONS Safety Titles Title Code Translation 0478 Chief of Police 0479 Asst Chief of Police Police Captain 5312 Police Lieutenant 5313 Police Sergeant 5323 Police Officer ee Fire Specialist 4 9 5 Payroll Personnel System Retirement am
4. nent BIG ane griyo Codes 3 An appointment End Date that is identified For Budgetary The Retirement and FICA Codes can be viewed on the Inquiry Purposes Only Budget Function IGEN General Information 4 9 1 Payroll Personnel System Retirement amp FICA Derivation May 2000 University of California Santa Cruz PPS User Manual UNIVERSAL ACTIONS FICA Codes Not eligible to participate in FICA E Participating in FICA OASDI and Medicare M Participating in the Medicare portion of FICA only not participating in OASDI FICA Exemption Employees EXEMPT from OASDI Medicare are 1 UC students employed at UC with minimum course load requirement e Undergraduates 6 0 units e Graduates 5 0 units 2 Non resident aliens with Fl amp J1 visas Derivation Indicators A derivation indicator is a data element that indicates whether the Retirement System Code and FICA Eligibility Code should be automatically derived by the system and also what rules PPS should use for derivation The Retirement FICA Derivation Indicator can be viewed on the History function HPER Personal Data History Payroll Personnel System May 2000 University of California Santa Cruz Derivation Indicators Do NOT derive Retirement and FICA codes Derive Retirement and FICA codes L Derive Retirement and FICA codes using special derivation rules for UCRP members who in 1976 made a lifetime election not to be coordinated wit
5. p FICA Derivation May 2000 University of California Santa Cruz PPS User Manual
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