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CICS Screens Tutorial: Revised 05/01/03
CICS Screens Tutorial: Revised 05/01/03
Revised 05/01/03
Table of Contents
• Type "RBP_ _ _" as your user identification (tab) then type your Password
and press Enter.
Note - Passwords need to be changed every 31 days. The system will prompt when an update is required.
• Menu #6 - Fast Access screen presents data from both the membership and
Annuitant Payment systems in a single screen that is easy to understand.
• The Fast Access Screen is created by combining data from both the
Membership and Annuitant Payment systems.
• The left half of the screen (Example A) shows Membership system data.
• The right half of the screen (Example B) shows the Annuitant Payment
system data.
• Fast Access gives a quick profile of the caller. For example: This member is
an annuitant who is receiving a monthly income benefit and also has a D.C.
plan and 403B plan.
PLAN CODES
UCRP Code Fund 403b DCP After DCP DCP Safe CSU Plan
Tax UCRP Harbor Code
SVG 10 4 71 81 24
Non-Contrib 2 EQY 14 12 72 82
After-Tax 3 BND 16 15 73 83
Pretax 5 ICC 33 31 74 84
CAP 22 MMK 36 34 75 85
CAP 2 23 MAF 54 53 76 86
University of California Office of the President 6
Revised 05/01/03
A
• The bottom of every screen will show the available navigational options
(Example A)
• F7 will take you to the Membership A Screen
• F8 will take you to the Annuitant Payment A Screen
• F10 will take you to additional information on the member
• F9 will show any additional accounts that do not fit on Fast Access
• Including any active Fidelity or Calvert contributions
• F11 will take you to the notepad
• This is the sample screen of an active employee. Nothing exists on the right
side (Annuitant system) since the member is not receiving an annuitant
payment.
• The asterisks next to the Plan Codes indicate that a debit/credit took place in
these funds with the last pay period. (Example A)
• There will be no INS information because CICS will not show any information
on Active Employees Insurance.
C
B
B
C
A
D
• Most information on this page is found on the fast access with the exception
of the Separation Date (Example A) and Employee I.D. (Example B)
• FLAG (Example C): The address flags will be:
• N – Not an incorrect address
• * – Bad address, mail was returned by post office and asterisk prevents
other system generated mail from being sent.
• Y – Foreign address
• 12-88-BAL (Example D): 403(b) plan 12/88 balance.
• May not be accurate
• LOA START - LOA END: Start and end dates for most recent Leave of
Absences. Not all LOAs will appear only the most recent.
B
C
• By pressing F1
• The HAPC (Example A) will be displayed if there is one in the system
• The Covered Gross Income and percent worked for previous month
will also be displayed
B
A
• This screen will show all the checks issued under the membership system
sorted by social and searchable by name.
• This screen shows all information regarding buybacks for any member.
• The buy back is organized by GTN number (In Example A).
• Left Side of Screen (Example A):
• BB-TYPE: Shows why the buy back was granted
• GTN: Changing the GTN will show information on all buy backs for
any member. All possible GTNs for a specific member are located
at the bottom of example A under OTHER-BUYBACK-RECORDS.
• ACT SC POSTED: The actual service credit credited to the
member’s account
• Right side of screen (Example B):
• BB-PERIOD: The dates the bay back are to reinstate
• BB-INSTLMNT: Date of the first payment
• MOS-LEFT: The total number of months remaining in the buy back
• INSTLMT-AMT: The cost per month for the buy back
• Screen shows all funds issued from the Annuitant System, when they
started and when they will end
• Commonly Used PAY CODES (Example A):
• 001 – Retirement Income (the 2nd 001 is the SS Supplement)
• 002 – Pre-Retirement Survivor Income and DWE
• 003 – Disability Income
• 004 – COLA
• 005 – Social Security Guarantee Supplement
• 006 – PERS VERIP retirement annuity
• 008 – PERS VERIP 25% COLA
• 101 – Federal Tax withholding
• 100 – California State tax withholding
• 106 – Basis Recovery (non taxable amount) for the SS Supplement
• 107 – Basis Recovery (non taxable amount)
B
C
A
A B
• This screen shows all payments out of the Annuitant System for the
Current year, the Last year, and all years prior.
• This screen shows both Hand-issue checks as well as system generated.
• The Payment codes are the same as Annuitant C screen (See page 29)
• This screen is helpful when members call regarding 1099Rs.
• THIS YEAR AMOUNT: Shows all annuitant payments during this calendar
year. (Example A)
• LAST YEAR AMOUNT: Shows all annuitant payments during the last
calendar year. (Example B)
B
C
• This screen shows useful information about the member’s insurance. This
screen is broken into three sections; Personal Data, Insurance Payment
Data, and Insurance Disability and Medicare.
• Personal Data (Example A)
• Insurance Payment Data (Example B)
• DP TAX FLAG: “0 or blank” indicates that we do not withhold state
FICA for imputed income.
• Insurance Disability And Medicare
• This section displays the Medicare status of the member and spouse
under the MBR-MEDICARE, SPO-MEDICARE, and DPN-MEDICARE
• This field can have the following values:
• A – Medicare part A only
• C – Member or Dependent is enrolled in both Medicare A and B
• E – Member or dependant is covered under Employee Group
Health Plan
• O – There is currently a Medicare offset based on this individual
• N – Member is not eligible for Medicare Part A free of cost
A B C
• This screen shows the current coverage for the member’s account
• The carrier code indicates the most recent plans in which the member is
enrolled, the type of coverage the member has and the Medicare status of
the member and dependants. The Audit-Stamp indicates the date the
coverage was changed in CICS. For Example, this member and
dependant are enrolled in High Option effective 01/01/03 and the
coverage was updated in CICS on 09/26/02.
• The STA field indicates whether the coverage is Active (A) or Inactive (I).
B
A
• Example A:
• DESC – Two letter code for the health carrier
• YR MO – The year and month of the insurance premium
• Example B:
• PREMIUM – Gross Premium
• UC-SHARE – Amount paid by the University
• EE-SHARE – Amount deducted from the annuitants check
• Shows the balance a member has in there account if they have to pay
semiannually for insurance
• DEDUCTION LAST POSTED: Last amount deducted and applied to ins.
• DEPOSIT CURRENT BAL: Amount left in Account
• This screen shows the Plan Codes for all the UC plans
• Pressing F4 will show the next page of plans
• If you enter the plan code at the top of the page and press F12, you will go
to the Insurance H screen and the selected plans information will be
displayed.
University of California Office of the President 42
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Annuitant Insurance N – Name Search
• This screen allows a search of the Annuitant Insurance system by last name
B
A
• Shows all outstanding loans (Example A), including loan number, type,
start date and current balance).
• Shows 403(b) account balance (Example B)
A
B C
A
B
• This screen shows current loan payoff amount, terms of the loan, and next
payment due.
• POSTED (Example A): Shows all posted information
• LIFE-TODATE: All cumulative totals for the life of the loan
• CAL-YTD: All totals for the current calendar year
• FISCAL-YTD: All totals for the current fiscal year (July 1 – June 30)
• LAST-MONTH: Payment information for last month
• THIS-MONTH: The payment structure expected for the next payment
• TO-DATE DOLLAR DISTRIBUTION BY PLAN (Example B): Shows how
the payments have been credited to the 403(b)
• This screen can be very MISLEADING. It will show the amount the
member can borrow, IF THE MEMBER IS ELIGIBLE. This screen does
not determine if the member is eligible for a loan.
• AVAIL NEW LOAN AMT: The maximum amount the IVR/Web will allow
the member to request.
• AVAIL SHORT REFI AMT: The maximum amount the IVR/Web will allow
the member to request on a refinance.