CICS Screens Tutorial

Revised 05/01/03

Table of Contents
Preliminary Screens ........................................................................ 3 Fast Access ..................................................................................... 5
Fast Access F10 Screen ................................................................................................. 12

Notepad......................................................................................... 13 Membership System ..................................................................... 14

Membership A Member Information Screen.............................................................. 15 Membership B All Retirement Plans for a Member................................................... 16 Membership C Retirement Plans Detail Screen ......................................................... 17 Membership F Service Credit Screen......................................................................... 18 Membership K Address Change................................................................................. 21 Membership N Name Search...................................................................................... 22 Membership R Financial Transaction Screen.............................................................. 23 Membership T Membership Check write Screen ....................................................... 24 Membership U Browse Checks by Name................................................................... 25 Membership Z CAP Screen........................................................................................ 26 Membership \ F11 Buyback Detail ......................................................................... 27

Annuitant System ......................................................................... 28

Annuitant Payment A Annuitant Information ............................................................ 29 Annuitant Payment C Payment Detail........................................................................ 30 Annuitant Payment G Surepay ................................................................................... 31 Annuitant Payment E Year-to-date information......................................................... 32 Annuitant Payment N Name Search........................................................................... 33

Annuitant Insurance...................................................................... 34
Annuitant Insurance B Insurance Data....................................................................... 36 Annuitant Insurance C Dependants Screen ................................................................ 37 Annuitant Insurance D Insurance Carrier................................................................... 38 Annuitant Insurance E Insurance Payment Detail...................................................... 39 Annuitant Insurance G Premium Balance .................................................................. 40 Annuitant Insurance H Premium Information ............................................................ 41 Annuitant Insurance I Plan codes ............................................................................... 42 Annuitant Insurance N Name Search ......................................................................... 43

Loans ............................................................................................ 45
Loan A General Loan Information ............................................................................. 46 Loan B Loan Data....................................................................................................... 47 Loan D Loan Balance ................................................................................................. 48 Loan D F10 Payoff Screen ......................................................................................... 49 Loan F Loan Servicing Screen ................................................................................... 50 Loan L Processing/Funding/Origination .................................................................... 51

Index ............................................................................................. 52

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Preliminary Screens

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.

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This is the main menu of the system. The authorization code is given by your supervisor and is a four-character code. After typing your code the cursor will bring you to the "Select Menu Number" field. The menu numbers used by customer service are 1, 2, 3, 4, and 6. Press F5 to return to this screen at any time.

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Fast Access

Menu #6 - Fast Access screen presents data from both the membership and Annuitant Payment systems in a single screen that is easy to understand.

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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

Non-Contrib After-Tax Pretax CAP CAP 2

2 3 5 22 23

SVG EQY BND ICC MMK MAF

10 14 16 33 36 54

4 12 15 31 34 53

71 72 73 74 75 76

81 82 83 84 85 86

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Plan Codes - (Example A) A - Funds with a balance T - Funds were transferred Z - Funds were distributed
FLG/DTE: Surepay MBR STAT: Mbr status SUREPAY RET CD: Retirement Code PAYEE: Identifies payee TEL TRF: Obsolete (Not Used) RETIRE DATE: Retirement Date LOC: Location FED/ST TAX: Tax withholding UCRP DT: Entry date into UCRP OPTION: Retirement options LAST PAY: Last day on payroll status VERIP: Flag if mbr retired with VERIP TOT SC: Total SVC credit GROSS: Gross Benefit LIENS: Any liens that may be on the account TOTAL TAX FED/ST: Taxes withheld HAPC: Highest Annual Plan Compensation TOTAL DED/REIMB: Insurance Deduct PYI/TRIP: Y or N/ Y or N NET CHECK AMT: Net Benefit Amount DEPCARE: Y or N SW: Systematic Withdrawal CCL: Covered Compensation Limit G indicates the member was UCRP before 07/01/94 and will use a higher CCL amount N indicates the member was UCRP after 07/01/94 and will use the lower CCL amount USHC: Identifies UC/Stanford retirement options; A, S, B or E. A: SPP Member with Schedule A coverage S: SPP Member without Schedule A coverage B: Retirement Plan Member with Schedule A coverage E: Retirement Plan Member without Schedule A coverage 7

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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

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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.

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A C

This is a sample screen for a contingent annuitant receiving a survivor benefit. ANN TYPE and MEM TYPE can be: B for Beneficiary. (Example A) M for Member D for QDRO account R for 415(m) restoration account PAYEE is C/A for Contingent Annuitant. (Example B) CURR STAT is Surv for Survivor. (Example C) No data exists of the left side (Membership side) because this person is a survivor and did not work for the University.

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This is a sample screen for a student employee, identified by the Student (STU) code 3 or 4 as shown by Example A. Members last pay was 10/31/00. (Example B) Student employees do not necessarily make monthly contributions to the D.C. Plan.

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Fast Access F10 Screen

FID ACT: Fidelity Account; Y or N CALV ACT: Calvert Account; Y or N LOAN: Y or N SPOUSE/DP NAME: Name on record for a spouse or DP DOB/TYPE: Date of Birth and type of dependant. DEPENDENTS: Y or N MEDICAL: Y or N; Coverage for retirees only DENTAL: Y or N; Coverage for retirees only LEGAL: Y or N; Coverage for retirees only 415(m) : Y if mbr participates in the 415(m) restoration plan TRAVELERS: Y if mbr is covered by Travelers insurance U114: Y if mbr has submitted a beneficiary form for retirement funds

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Notepad

Notepad is used to record any member inquiries requiring research, allowing the status to be displayed F1 will allow updating of the notepad The format used is: Initials, Unit, Date and then note F4 will advance to the next page F7 will make a new page F8 will return to a previous page F11 will return to the screen viewed previous to notepad

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Membership System

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Membership A Member Information Screen

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.

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Membership B All Retirement Plans for a Member

B C

This screen provides a summary of information regarding all plans Data at the top of the page is repeated and is also found on the Membership A screen Screen Information (Example A): BASC: Totals for UCRP VOL: Totals for 403b and DC Plan. MBR: Total for all plans; 403b, DC Plan and UCRP This screen also shows the Employee number (Example B), and the 403b Maximum annual contribution (Example C) The screen also shows the break down if contributions and interest in each account; Current month contribution, Cumulative contribution, Total interest or units, Gain or Loss, and Plan total.

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Membership C Retirement Plans Detail Screen

Presents detailed information about a specific plan code This screen will show the last three transactions in each plan. (Example A) Any negative numbers are money that has been moved out of that account This screen shows (Example B): CURR MO-ACTIVITY: Current month Activity PAYROLL & INT: Credits/Debits and interest PENDING-TRANS: Pending Transactions will show before being posted to plan balance. This usually occurs between the first monthly update (the 11th) and the large check write (the 25th)

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Membership F Service Credit Screen

Service Credit Detail Screen History: Members records became computerized in 1982 University became coordinated with Social Security on 04/01/1976 Example A WORK YEAR: Based on Fiscal year; 07/01 06/30 LOC CD: Location code TITLE CD: Position Code YTD-COV GROSS: Salary earned on a fiscal year basis YTD-TIME: Months worked YTD-SERV CREDIT: Service credit earned during fiscal year ST: W: Service credit was withdrawn from the system R: Refund of UCRP accumulations or Moved to reserves A: Active service credit Example B PRE-COORD: Service Credit earned prior to 04/01/1976 POST-COORD: Service earned between 04/01/76 - 1982
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A B

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

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By pressing SHIFT F11: The HAPC will again be displayed The Monthly Covered Gross Salary is also displayed

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Membership K Address Change

Membership K is used to update the members address in the Membership System. After the address change has been input, press F2 and then F3 to save the change AUDIT STAMP: This Stamp is generated automatically by CICS whenever and address is changed. It will give the Date (ADDR-CHANGE-DATE) of the change and the RBP login of the person who changed the address. In the example above, the address was changed 10/07/02 by RBPAGC. (Example A) FLAG: The Flag field is used to indicate if the address is domestic (N) foreign (Y) or incorrect (*). (Example B) LIEN TYPE: Any lien on the members account will show here T: Tax lien Z: Disability lien R: Reciprocity

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Membership N Name Search

This screen allows a search of the Membership system by last name Once a member is located, you move the curser to the name and navigate to the desired screen

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Membership R Financial Transaction Screen

This screen shows all pending and past financial transactions Screen is sorted by social security number Hand issue checks do not always show up

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Membership T Membership Check write Screen

Confirms that a check from the membership system was sent Will show Check Number, Check Date, Check Amount, and distribution address.

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Membership U Browse Checks by Name

This screen will show all the checks issued under the membership system sorted by social and searchable by name.

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Membership Z CAP Screen

Shows all CAP allocations and interest earned to date Posting F Code (Example A): Shows the status of the CAP account Z: Funds were refunded to member A: CAP account is active REFND: Shows that the CAP was withdrawn DATE: : The date the account was credited with the funds

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Membership \ F11 Buyback Detail

A B

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 members 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

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Annuitant System

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Annuitant Payment A Annuitant Information

This screen allows for address changes to the Annuitant System Pressing F2 will allow updates It will also allow changes to the Check Address on Fast Access Only change the Annuitant Address if there is active SurePay or the member has submitted the change in writing. TYPE: M, B, and D are most common (Example A) M: Member B: Beneficiary D: Divorce R: 415(m) restoration account LOC: Location Code (Example A) Annuitant Check Information (Example B) RECOVERY AMT: Basis recovery amount left PYR SUBJ RECOV: Basis already recovered 415 Flag: Y indicates that the member has a 415 account. When changing a 415 member account you have to change the address under Membership Type M and R. (Example A)

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Annuitant Payment C Payment Detail

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)

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Annuitant Payment G Surepay

B A

Shows the status of an annuitants Surepay Under Detail Records: START DATE: The first month the check will be deposited (Example A) BANK TRANSIT: Bank transit Number (Example B) BANK ACCT NO: Account number (Example C)

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Annuitant Payment E Year-to-date information

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)

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Annuitant Payment N Name Search

This screen allows a search of the Annuitant Payment system by last name Once a member is located, you move the curser to the name and navigate to the desired screen

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Annuitant Insurance

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Annuitant Insurance A Member Information

Use this screen to change the address in the INS system This is the only place in CICS which will display a members phone number Press F2 to enter update mode, then make the necessary address updates in section A. Press F2 and then F1 to save the changes.

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Annuitant Insurance B Insurance Data

A B C

This screen shows useful information about the members 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
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Annuitant Insurance C Dependants Screen

This screen shows all dependants listed on Members insurance MEDICAL: Effective date of Medical for Dependant (Example A) DENTAL: Effective date of Dental for Dependant (Example B) LEGAL: Effective date of Legal for Dependant (Example C)

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Annuitant Insurance D Insurance Carrier

This screen shows the current coverage for the members 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).

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Annuitant Insurance E Insurance Payment Detail

B A C

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
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PART B Amount of Medicare B refund if any TRANS (Example C): REG Regular monthly transaction ADJ Retroactive Adjustment

Annuitant Insurance G Premium Balance

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

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Annuitant Insurance H Premium Information

This screen shows the premiums for any plan The system will display the premium based on the Plan Code, the Plan Year, the Graduated Eligibility information and the Location. This Plan is helpful in determining the rates for members who are on G.E. All of the Plan Codes can be found on the Insurance I screen

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Annuitant Insurance I Plan codes

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.
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Annuitant Insurance N Name Search

This screen allows a search of the Annuitant Insurance system by last name
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Once a member is located, you move the curser to the name and navigate to the desired screen

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Loans

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Loan A General Loan Information

Shows all outstanding loans (Example A), including loan number, type, start date and current balance). Shows 403(b) account balance (Example B)

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Loan B Loan Data

A B C

This screen displays all information on any one loan All information is sorted by loan number. The most current loan numbers are located at the top of the page. (Example A) Left side of screen (Example B): STATUS: Active or Inactive APPLICATN: When the member requested the loan CALL-UP: When the loan is scheduled to be funded COMMITMENT: The date the loan paperwork was received EXPIRATION: The date the loan request expires FUNDING: The date the check was mailed BALANCE: Current Balance of the loan Right Side of screen (Example C): PHONE NUMBER LOAN TYPE: S Short, or L Long 1st INSTL: Date of first payment MATURITY: Date of last payment GROSS-INT: The total interest rate on the loan SERV-FEE: The amount of the gross interest which is service fee
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Loan D Loan Balance

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)

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Loan D F10 Payoff Screen

This screen shows two possible payoff amounts NEW-BAL: Before the monthly update (From the 1st to the 12th): not used. After the month update: This is the current balance due. THEO-BAL: Before the update: This is the current balance After the update: This is the amount taking into account the next payment. It is important to remember that it takes one month to update campus payroll. When advising a member of the payoff amount, always indicate that there may be one additional deduction.

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Loan F Loan Servicing Screen

B A

This screen gives details on payments OTHER-TT (Example A): Shows all transactions in the account. FP: Forecast Payment. Normal payment sent from campus payroll CU: Curtailment. Partial re-payment of the loan PO: Payoff. Full payoff of the loan (Note: There may be one additional payment required) SEQ-NO (Example B): By entering the number located to the right of the transaction code (OTHER-TT) a full detail of the transaction will be displayed in the lower left area of the screen (Example C).

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Loan L Processing/Funding/Origination

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.

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Index
1
1099R ......................................................................32 12-88-BAL...............................................................15 1st-INSTL .................................................................47 DEPOSIT CURRENT BAL .................................. 40 DESC ...................................................................... 39 Distribution Check Amount ..................................................... 24 Check Date .......................................................... 24 Check Number ..................................................... 24 DP TAX FLAG ....................................................... 36 DPN-MEDICARE................................................... 36

4
403(b) Account Balance...................................................46 Maximum Annual Contribution ...........................16 415(m) restoration............................................10, 29

E
EE-SHARE ............................................................. 39 Employee I.D................................................... 15, 16 EXPIRATION ........................................................ 47

A
ACCOUNT TYPE ...................................................29 ACT SC POSTED ..................................................27 ADDR-CHANGE-DATE.........................................21 Address Change Annuitant .............................................................29 Insurance ............................................................35 ANN TYPE ..............................................................10 APPLICATN..........................................................47 AUDIT STAMP........................................................21 authorization code....................................................4 AVAIL NEW LOAN AMT ....................................51 AVAIL SHORT REFI AMT..................................51

F
Fast Access.......................................................... 5, 6 FED/ST TAX ............................................................ 7 financial transactions............................................. 23 FISCAL-YTD ......................................................... 48 FLAG................................................................. 15, 21 FP............................................................................. 50 FUNDING ............................................................... 47

G
Graduated Eligibility ........................................... 41 GROSS ...................................................................... 7 GROSS-INT............................................................ 47 GTN ......................................................................... 27

B
BALANCE...............................................................47 BASC.......................................................................16 BB-INSTLMNT .......................................................27 BB-PERIOD............................................................27 BB-TYPE.................................................................27 B-POSTED ..............................................................48 Buy Back ................................................................27

H
HAPC ............................................................ 7, 19, 20 Health Plan Code........................................... 41, 42 History ..................................................................... 18

C
CALL-UP ................................................................47 CAL-YTD ................................................................48 CAP allocations ......................................................26 DATE...................................................................26 F - CODE.............................................................26 carrier code .............................................................38 CCL ............................................................................7 COMMITMENT.....................................................47 contingent annuitant ..............................................10 Covered Gross Income.......................................19 CU ............................................................................50 CURR MO-ACTIVITY............................................17 CURR STAT ...........................................................10

I
Imputed Income tax.................................................. 36 INSTLMT AMT....................................................... 27 Insurance dependants .......................................... 37

L
LAST PAY ................................................................ 7 LAST YEAR AMOUNT ......................................... 32 LAST-MONTH ...................................................... 48 LIENS.................................................................. 7, 21 LIFE-TODATE ...................................................... 48 LOA......................................................................... 15 Loan Current Balance................................................. 46 Loan Data........................................................... 47 Loan Number ............................................... 46, 47 Loan type............................................................ 46 Start Date ........................................................... 46 Loan payments ...................................................... 50

D
DEDUCTION LAST POSTED..............................40 DepCare ....................................................................7

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Loan payoff .......................................................48, 49 LOAN TYPE ...........................................................47 Location Code .........................................7, 18, 29, 41

S
Separation Date ................................................... 15 SEQ-NO ................................................................... 50 SERV-FEE.............................................................. 47 Service credit ......................................................... 18 SPO-MEDICARE................................................... 36 ST ............................................................................ 18 STA.......................................................................... 38 STATUS .................................................................. 47 Surepay................................................................... 31 Bank Acct ............................................................ 31 Bank Transit......................................................... 31 Start Date ............................................................. 31 SUREPAY FLG/DTE .............................................. 7 SW ............................................................................. 7 System Codes Fast Access ............................................................ 7 Loans ................................................................... 50

M
MATURITY ............................................................47 MBR .........................................................................16 MBR STAT................................................................7 MBR-MEDICARE...................................................36 Medicare Eligibility ..................................................36 MEM TYPE ............................................................10 Membership Address.................................................................21 Membership Check write ..........................................24 Membership System .................................................14 MOS-LEFT..............................................................27

N
NET CHECK AMT ..................................................7 NEW-BAL ...............................................................49 Notepad ...................................................................13

T
THEO-BAL............................................................. 49 THIS YEAR AMOUNT .......................................... 32 THIS-MONTH ....................................................... 48 TITLE CD................................................................ 18 TO-DATE-DOLLAR-DISTRIBUTION-BY-PLAN ............................................................................. 48 TOT SC ..................................................................... 7 TOTAL DED/REIMB.............................................. 7 TOTAL TAX ............................................................ 7 TRANS.................................................................... 40

O
OPTION ....................................................................7 OTHER-BUYBACK-RECORDS ..........................27 OTHER-TT .............................................................50

P
Part B ......................................................................40 PAY CODES...........................................................30 PAYEE.......................................................................7 PAYROLL & INT....................................................17 PENDING-TRANS .................................................17 percent worked.....................................................19 Phone Number Insurance ..............................................................35 Loans ....................................................................47 PHONE-NUMBER .................................................47 PO.............................................................................50 POST-COORD .......................................................18 PRE-COORD ..........................................................18 PREMIUM ...............................................................39 PYI/TRIP...................................................................7 PYR SUBJ RECOV ...............................................29

U
UBEN 114................................................................ 12 UCRP DT .................................................................. 7 UC-SHARE............................................................. 39 user identification....................................................... 3 USHC ........................................................................ 7

V
VERIP ....................................................................... 7 VOL ......................................................................... 16

W
WORK YEAR......................................................... 18

R
RECOVERY AMT ..................................................29 REFND ....................................................................26 RET CD .....................................................................7 RETIRE DATE .........................................................7

Y
YR MO .................................................................... 39 YTD-COV GROSS ................................................ 18 YTD-SERV CREDIT.............................................. 18 YTD-TIME............................................................... 18

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