KIOSK
2 - 4 things A person needs to know about a personal visit.
What are hours, parking, valid ID, address?
Retirees can add this for extra security.
What is a Passphrase?
This can be found at the top of every form.
Where is PERA's mailing address located on our forms?
The part of the Refund form that is left blank, the most often.
What is the Account Type?
It is so, so helpful to have these 2 pieces of info in the comments of a Refund/Rollover Intake.
What is Last Day of Job (LDOJ), last paycheck.
A place for a member to put forms after hours at Penn Center.
What is the Lockbox?
A member might be unable to save this online as they prepare to retire.
What is an expired appointment?
A form used to indicate additional tax withholding.
What is a W-4R?
The member & Notary Public need to do this at the same time, to be successful.
Whose signature dates need to match on a Refund or Rollover form? NEEDS WORK
2 places to look for more info about a Refund/Rollover process.
What are comments in CSC Refund, ER Refund Inquiry processes, GUI call tracking, sticky notes on DOCs?
2 Things a member can expect to do when they come into our office.
What is sign-in, wait to be called, show a photo ID?
Any of the reps should be able to handle one of these events.
What is a callback from a member who is returning a call from the MSS Team? LOADED - REWORD
Up to 6 months after they begin receiving benefit payments.
How long can a retiree defer their retroactive, lump-sum payment?
People from the institution listed in the Fin Cert.
Who can you talk to about a Rollover?
Alternate place to find information about a refund process.
What is an ER Team process/Intake?
The time of day that the lockbox is checked.
What is 7:30?
A member can write this on a form when they mail it in to make sure it gets processed as soon as possible.
What is a Passphrase?
Some people use this to receive deliveries from The United States Postal Service (USPS) if they live in a rural area.
What is a PO Box?
3 items needed for a partial Rollover.
What are the Rollover Request, Fin Cert & Refund ACH info?
At the end of the following month, at the earliest, no matter what.
When can PERA expect the Term Info?
A school district employee's Last Day on the Job (LDOJ) was Jan 21, so PERA gets Term Info at the end of February.
The time it takes for documents submitted at the kiosk to appear on an account.
What is 2 business days?
We need an answer
What is this question?
This form causes more questions than all other forms, combined.
What is the Refund Request?
The average time it takes PERA to process most Refund or Rollover requests.
What are 6-8 weeks?