The first row of your file contains your first transaction. There should not be any headers or footers.
The table below details the fields needed for each transaction:
- Field Name: Denotes what information must be provided.
- Is This Field Required?: Indicates when a field must have a valid entry in it.
- Required: Field must contain an allowable value or else the file cannot be successfully submitted.
- Optional: Field does not need a value to successfully submit the file. If you are not entering anything into this field, enter a pipe character (|) before entering the next value. (An example of this can be seen in the Terminating a Transaction row below.)
- Field Values: Describes the format of the value to be entered.
- Example: Provides an example of an allowable value that would be entered into the field.
- Additional Details: Provides additional information for the corresponding field.
| Field Name | Is This Field Required? | Field Values | Example | Additional Details |
|---|---|---|---|---|
| NYSLRS ID | REQUIRED | R######## | R12345678 | Unique identifier assigned to the retiree by NYSLRS. NYSLRS ID is an alphanumeric character string that begins with an R and is followed by eight numbers. Note: NYSLRS will not provide you with the NYSLRS ID of a retiree. You will need to request this information from the retiree. |
| Social Security Number | REQUIRED | ######### | 123456789 | The retiree’s complete nine-digit Social Security number. Do not include hyphens or spaces. |
| Name | REQUIRED | N/A | John Doe | The retiree’s first and last name, in that order. This field is not case sensitive and can include prefixes, suffixes, hyphens and special characters. |
| Retirement System | OPTIONAL | - ERS - PFRS |
ERS | The retirement system (Employees’ Retirement System [ERS] or Police and Fire Retirement System [PFRS]) from which the credit/deduction should be applied against. Note: If no value is provided, NYSLRS will apply based on a predetermined hierarchy order. |
| Data Processing | REQUIRED | - A - U - T |
A | The type of transaction:
|
| Code Type | REQUIRED | - ### - #### |
027 | The unique identifier assigned to each organization's deduction type(s). Code types vary by organization and are either three or four digits. Please refer to the ‘Code Types’ that were sent to you separately. |
| Amount | REQUIRED | ########.## | 100.00 | Amount of the deduction. Do not use commas. You do need to use a decimal point and two numbers following the decimal point. |
| Goal Amount | OPTIONAL | ########.## | 1000.00 | Maximum "not to exceed" amount of the deduction. Do not use commas. You do need to use a decimal point and two numbers following the decimal point. For example, if the goal amount is $1,000 and monthly deduction amount is $50, then NYSLRS will automatically stop the deduction after 20 months. |
| Begin Date | REQUIRED | MM/DD/YYYY | 02/01/2022 | The date the deduction should begin, entered in the format of MM/DD/YYYY. 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. |
| End Date | OPTIONAL | MM/DD/YYYY | 02/01/2024 | The date the deduction should end, entered in the format of MM/DD/YYYY. |
Example Rows:
Adding a Transaction
R12345678|123456789|John Doe|ERS|A|027|100.00|1000.00|02/01/2022|02/01/2024
OR
R12345678|123456789|John Doe||A|027|100.00||02/01/2022|
Updating a Transaction
R12345678|123456789|John Doe|ERS|U|027|200.00|2000.00|02/02/2021|12/31/2021
Terminating a Transaction
R12345678|123456789|John Doe|ERS|T|027|200.00||02/02/2021|
Note: When there is no end date, the line will end with a pipe character ( | ). When an end date is included, there will be no pipe at the end of the line of data.