Direct Deposit
WHEN CAN DIRECT DEPOSIT BE UPDATED TO BE EFFECTIVE FOR 11/1/2022 VIA WEB?
10/9/2022
WHAT PAYMENT OPTION IS A MANADATORY 20%?
WHAT IS NEEDED FOR AN APPOINTMENT WITH RETIREMENT SPECIALIST?
ACTIVE AND CURRENT PACKAGE IN PTP HAND
WHAT IS THE PROCESSING TIME FOR FIRST TIME PAYMENT FROM ACTIVE STATUS?
SIX TO EIGHT WEEKS
WHEN CAN STOP AND REISSUE BE PROCESSED FOR LIVE CHECKS?
10 BUSINESS DAYS AFTER THE 1ST.
PTP MAILED DIRECT DEPOST FORM ON 6/9/2022, WHICH MONTH WILL PAYMENT LIKELY BE DEPOSTIED ON?
8/1/2022
YES
WHAT DAY OF THE WEEK ARE PAYMENTS PROCESSED THAT ARE OFF CYCLE?
MONDAYS
WHEN CAN STOP AND REISSUE BE PROCCESSED FOR DIRECT DEPOSIT?
IMMEDIATELY.
IF PTP WANTS A FORM MAILED TO THEIR ADDRESS, WHO DO WE ASSIGN THE FORMS TO?
RAY FORMS CLOSE
WHEN CAN PTP CALL IN TO REQUEST A DUPLICATE 1099R?
HOW MANY APPOINTMENTS CAN A PTP HAVE?
AS MANY AS THEY WANT
WHEN IS PAYMENTS ISSUED FOR ON CYCLE PAYMENTS?
FIRST OF THE MONTH PROVIDED THAT IT DOES NOT FALL ON A WEEKEND OR HOLIDAY?
WHAT IS THE PROCESSING TIME FOR STOP AND REISSUE?
FIVE BUSINESS DAYS
WHAT INFORMATION IS NEEDED IN PASS WHEN UPDATING DIRECT DEPOSIT WHEN PROCESSED ON THE WEB?
MONTHLY PAYMENT, PTP FIRST AND LAST NAME, BANK NAME, ACCOUNT TYPE, ROUTING NUMBER, ACCOUNT NUMBER.
WHERE IS 1099R LOCATED ON RTX WEBSITE?
BANK OF NEW YORK MELLON
WHAT SHOULD BE INCLUDE IN APPOINTMENT PASS?
DATE, TIME, SPECIALIST, TOPICS, PHONE NUMBER
DB7>INACTIVE>PAYMENT SCREEN
IF A PTP SAYS THAT THE LIVE CHECK WAS LOST WHEN CAN A STOP AND REISSUE BE COMPLETED?
PRIOR TO THE 10TH OF THE MONTH. WHEN ITS REPORTED IT CAN BE PROCESSED AS A STOP AND REISSUE.
WHAT IS THE DIRECT DEPOSIT DISCLAIMER?
I AUTHORIZE THAT MY BENEFIT PAYMENT BE DEPOSITED DIRECTLY INTO THE ACCOUNT NAMED ABOVE UNTIL I INSTRUCT OTHERWISE. IF AN INCORRECT AMOUNT IS DEPOSITED INTO MY ACCOUNT I AUTHORIZE THE APPROPRIATE ADJUSTMENT TO MY ACCOUNT.
WHICH PTPS GETS W2?
THOSE THAT GET NON QUALIFIED PENSION
WHERE DOES RETIREMENT SPECIALIST INITITALS GO?
ORG LEVEL 5
WHAT DATE IS NON QUALIFIED PAYMENT ISSUED?
THE LAST OF THE MONTH PROVIDED THAT IS NOT A HOLIDAY OR WEEKEND.
HOW SHOULD STOP AND REISSUE BE DOCUMENTED IN PASS?
AMOUNT ACCOUNT>CHECK PROCESSING>STOP AND REISSUE