UPS
UPS 401k plan # is
660002
What is FALSE?
All questions regarding death processing should be directed to
What is the the H-E-B Partner Service Center.
LCM stands for
what is Large Corporate Market
The name of the JA you use to find out what RR to input on a call
What is Task Manager - Request Matrix (RK/SP)
Fee for expedited delivery is
$15
What is True?
the HEB plan went live with VOYA on
What is 11/11/2024
for ADP in Inquiry screen status Suspended -Forfeiture Allocations only TTT
what is ppt in a waiting period check OMNI for date they can w/d
Hi my name is Joe and I don't work for Daimler any more. I requested a w/d and asked for 25% taxes to be w/h and yall w/h 21%. I need this fixed.
What is Distrebres
4 = UPS Retirement Contribution VESTING schedule
0-2 years = 0%
3 years = 100%
Caller is unavailable but hardship forms were received the automated system will
What is the automated system will leave the scripting message as a voicemail.
T/F we call HEB workers associates
False we call them partners
cost basis
What is the purchase price for all shares of the company stock fund (or mutual funds)
Patty is unhappy with the fact that at the old servicer they could do a partial payment on their loan but now at VOYA they can't. I need to tell somebody how I feel and complain.
What is COMMENTS
the reasons a hardship loan can be taken are
Unreimbursed Medical Expenses Post-Secondary Education Expenses Purchase of Principal Residence Repairs to Principal Residence Prevent Eviction or Foreclosure Funeral Expenses Payment of Adoption Expense Immediate Heavy Financial Need
Loans are available for Publix associates on this date
what is May 2, 2025
Phebe retired from HEB in 2025. She will be able to make a w/d from her PARTNER STOCK PLAN
After the blackout period following the year of retirement (typically January/February)
After tax contributions
supplemental contributions made to the participant’s retirement account through payroll deduction. After-tax money is deducted from the participant’s paycheck after all payroll taxes have been withheld.
What is VIPS CHECK STOP REISSUE FORM
(CHKSTPREIS) and LCM Plans - 200330
ppts can transfer SDBA in kind by _____
this process can take________
Ppt must _________
contacting Voya to initiate an in-kind transfer.
CSA should open a TRANSFRES task (sub-topic TRANSACTION STATUS)
including trustee name and account number for which the in-kind is being transferred.
This process will take 2-4 weeks to complete.
wait until Charles Schwab has processed the in-kind distribution before requesting a full distribution from their core funds.
Due to a system disruption, PAAG Edit Requests (submitted via the Submit Change Requests button in PAAG) are not routing to the support team for Lightning users. The work around for now is
what is to submit PAAG Edit Request suggestions using the PAAG Edit Request Submission email template in the meantime.
HEB Stock plan spousal and non-spousal beneficiaries _________ for distribution and may request/receive one at any time. Submit a _________ for this group to process distributions.________ will not allow this transaction to be requested.
What is immediately eligible/ manual form/ PSR(PSRC)
HINT: keyword QDD in KM search
A ppt has been displaced by a Qualified Disaster and wants their distribution/loan check (Full Service & Record Keeping) and PINs (record Keeping only) mailed to an alternate location if the plan has approved this temporary procedure. The procedure is
What is
The information on my 2024 tax form is coded incorrectly I need this fixed ASAP, The appropriate task to submit is and the time frame for a response
What is TAXINFO and 5 business days?