You may notice new system data validations while reporting pension relief. While coming across these validations, it’s important to know which alerts require further action. View the list of conditions below to see which validations require member comments.
Employer-side Data Validations
| Field(s) | Condition | Result | Member Comment Required? |
|---|---|---|---|
| Member First Name | Different than any of the last three years' values | WARNING: "Member First Name is different than previously reported but is acceptable: please double-check the Member First Name for accuracy." | No |
| Member Last Name | Different than any of the last three years' values | WARNING: "Member Last Name is different than previously reported but is acceptable: please double-check the Member Last Name for accuracy." | No |
| Member DOB | Different than any of the last three years' values | WARNING: "Member Date of Birth is different than previously reported but is acceptable: please double-check the Member Date of Birth for accuracy." Member comment is required if the information reported is correct. | Yes |
| Member DOD | Different than any of the last three years' values | WARNING: "Member Date of Death is different than previously reported but is acceptable: please double-check the Member Date of Death for accuracy." Member comments are required if the information reported is correct. | Yes |
| Member DOD | Before 12/1 of the Report Year, no survivor is listed | WARNING: "This member is reported with a Date of Death but there is no survivor currently listed. Please verify there is no survivor or provide survivor information if there is." Member comment is required if the information reported is correct. | Yes |
| Payee First Name | Different than any of the last three years' values for same Payee SSN | WARNING: "Payee First Name is different than previously reported but is acceptable: please double-check the Payee First Name for accuracy." | No |
| Payee Last Name | Different than any of the last three years' values for same Payee SSN | WARNING: "Payee Last Name is different than previously reported but is acceptable: please double-check the Payee Last Name for accuracy." | No |
| Payee DOB | Different than any of the last three years' values for same Payee SSN | WARNING: "Payee Date of Birth is different than previously reported but is acceptable: please double-check the Payee Date of Birth for accuracy." Member comment is required if the information reported is correct. | Yes |
| Expected Cost-of-Living Amount | Converted Members Only Tolerance: ± $5 | WARNING: "Grand Total Paid cannot be more than the expected cost-of-living increase: please double-check the amounts for accuracy." Member comment is required if the information reported is correct. | Yes |
For more information, please visit here. Under “Pension Relief Information” you will find detailed resource guides to help with reporting. You can also reach out to the Employer Advocate Team at (888) 876-2707 Monday through Friday from 8:30 a.m. to 4:30 p.m. EST.