What do I populate the Begin Date field with when submitting an Add or Update transaction?

For any add (A) or update (U) rows, the Begin Date field should be populated with the date you want the deduction to take effect. Generally, this will be the first day of the month you want the deduction to be taken or changed.

If you need to submit a corrected transaction for a retiree or beneficiary within the same month you already submitted a transaction, make sure you set the Begin Date field to the next available date for that transaction.

What do I populate the Begin Date field with when submitting a Terminate transaction?

For any terminate (T) rows, the Begin Date field must be the first day of the month you want to terminate the deduction for the retiree.

Can I submit an Update (U) transaction for a retiree that has a $0.00 deduction amount in my system?

No. If you have a retiree with a $0.00 deduction, you must submit an add (A) transaction to establish the retiree under that deduction code.

The retiree’s deduction skipped a month (or more). How do I take a deduction for more than one month?  

For a new retiree, you would submit an add (A) transaction with the balloon payment to your monthly file to establish the retiree with that deduction code. Then, on the next month’s file, you would submit an Update (U) transaction to the actual monthly deduction amount.

For an existing retiree, you would submit an Update (U) transaction to an existing deduction on your monthly file to the amount of the balloon payment. Then, on the next month’s file, you would submit an update (U) to the deduction to the actual monthly deduction amount.