Federal/State Payroll Withholding
These types of users are involved in the Payroll Withholding process
Who are Members and Member Services Representatives?
These are the types of Subpoenas the process is meant to aid in processing
What are Testimony and Document based Subpoenas?
This process will identify and impact this type of Member
Who are Members with a Seasonal Address on file?
Update Contact Details:
These types of users can start an Update Contact Details process
Who are the Member, and the Member Services Representative?
This feature/application within IntelliPlan allows users to upload and index documentation
What is the Document Scanner?
This is what happens when a Member living outside of Michigan, or nearby states, attempts to complete the State Withholding Process
These are the steps of the Subpoena Checklist
What are:
- Management has reviewed Subpoena
- Management has collected all required testimony
- Management has collected all required documentation
This is the value provided by the process to Members and RSCD
What is the ability to find and fix potential problems with communication between RSCD and the Member?
Submit Documents:
These are the avenues a Member can use to Submit Documents to RSCD
What are:
- The Member Self Service Site (Submit Documents)
- Send to RSCD through the mail (Document Scanner)
- Bring in the documents in Person (Document Scanner)
This functionality allows users to find all cases associated to a specific Member
What is the Cases by Participant functionality?
This is the main difference between the State and Federal Payroll Withholding processes
What is the document/form which needs to be distributed and filled out (W4-P vs W4-P MI)?
This portion of the Subpoena process can be saved and returned to when needed
What is the Subpoena Checklist?
The time period that this process is concerned with
What is the 60-90 day period from the day the process is ran?
Power of Attorney
This process requires input from these types of user(s)
What are the Member, Member Services Representative, and Member Services Supervisor?
This major section (large menu item on the left) contains information tied to a specific Member
What is the Member Data section?
This is the portion of the Federal Payroll Withholding form which is Mandatory
What is the top most section of the W4-P document?
(The rest of the document is worksheets to aid the Member in calculating values in the top most section)
This is how a Document Subpoena differs from a Testimony Subpoena
What is the ability to download the documents directly from the Personal Documents screen of the Member?
Seasonal Addresses are set in this process
What is the Update Contact Details process?
Social Security Number Change
This process requires users to use this external resource for validation of Social Security Numbers
What is the IRS/SSA website?
Users can make detailed searches for users with this feature
What is the Advanced Search and Select feature?
These are the states which allow a Michigan W4-P to be submitted instead of their own state version
What are:
Illinois, Wisconsin, Indiana, Kentucky, Michigan
This is the time limit that a Subpoena case can be remain active
(Trick Question - Sorry)
What is no time limit?
Clarification: While a Due Date is set, this does not mean the case is closed if that Date is in the past
Seasonal Addresses have these characteristics
What are:
- Address information
- Start Date
- End Date
Social Security Number Verification:
This process differs from the Social Security Number Change process in this way
What is changing the SSN within the IntelliPlan system and reaching out to the Member (unless changes are needed)?
Queues are used for this reason
To allocate work to the right group of people.
Default - Member Services Representative
Authorization - Member Services Supervisors