KIOSK
A person needs to know 4 things about a personal visit.
What are hours, parking, valid ID, address?
Retirees often add this for extra security.
What is a Passphrase?
At the top of every form, this can be found.
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?
These 2 pieces of info are needed 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.
What is the Lockbox?
Something a member may not complete online as they prepare to retire.
What is an unsuccessfully scheduled appointment?
A member could use this to indicate additional tax withholding.
What is a W-4R?
The timing for the member & Notary Public to do this, is important.
Whose signature dates need to match on a Refund or Rollover form?
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 and 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?
Up to 6 months after they begin receiving benefit payments.
How long can a retiree defer their retroactive, lump-sum payment?
The receiving institution named in the Fin Cert.
Who can you talk to about a Rollover?
The name of the team that is doing this training today.
Sadly, MSS stands for Member Solution Specialist, instead of Flying Buttresses.
Submit your form(s) by this time so it gets processed the same day.
What is 2:00?
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?
The United States Postal Service (USPS) has some people use this if they live in a rural area.
What is a PO Box?
3 items that are needed when part of a Rollover is treated as a Refund.
What are the Rollover Request, Fin Cert & Refund ACH info?
A school district employee's Last Day on the Job (LDOJ) was Jan 21. PERA can expect the Term Info?
What is the end of the following month, no matter what?
This is a source of information when a member doesn't call or go online.
What is The Kiosk?
A call to this country will cost more than a call to any other country.
What is Indonesia?
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?
Representatives use this to tell the MSS Team to get busy.
What is an Intake?