Location: Disability Process
After a disability application has been received, uploaded to the database, and approved a Disability Calculation is performed and saved as 'Pending'. Then an option letter is generated and sent to the member. Upon receipt of the returned option form, Final Processing is performed to set Payment, Tax, and Deduction Instructions and change the Status to 'Process'. Lastly, the Disbursements/Payroll batch is run to disburse the benefit.
The following procedure describes the DB Disability process.
Ensure that the correct plan is selected and from the Disability process click to select the Receive Notification event. The system displays the Document Upload wizard.
Enter a Document Description and under Document Type, select Other.
Click the Browse button, navigate to the drive where the member's application is stored, and click Open.
Click Submit to upload the application to the database.
Click Next to display a Summary.
If the Summary is correct, click Finish. The system displays the member's Documents browser.
Click the View icon to open and view the member's disability application.
Click to select the Review Disability Status event. The system displays the member's Status Codes double browser. Select the Disability status codes group in the primary browser to display disability status records in the secondary browser (if any).
In the secondary browser, click the New link. Use the calendar to record the data the application was received, and select Disability application received from the status options list and click Submit. The system creates the Disability application received record.
After the application has been approved, repeat Step 9 to create the Disability application approved record. The member's browser's now looks similar to the following:
Ensure that the correct plan is selected and from the Disability process, and then click to select the Disability Calculation event. The system displays the Calculation wizard with the Calculation Type Disability' selected.
Select the Calculation Subtype Total Disability.
Select the Date of Disability and Trade/Payment Date as shown.
Click Next to display a Summary.
If the Summary is correct, click Next. The system displays the Calculation Results worksheet.
The system displays the Calculation Results screen for the selected member. Calculation tabs include Options, General, Contributions, Service, Earnings, Pension, Summary, and Factors. In addition, you can access system table data by selecting the table you want from the Data folder.
To save the calculation, scroll down and click Finish. The system saves the calculation as Pending and displays the Calculation History browser from which you can open and review the calculation.
From the Disability process, ensure that the correct plan is selected and then click to select the Disability Letter event. An option letter is generated and sent to the member.
From the Disability process, ensure that the correct plan is selected and then click to select the Final Calculation event. The Benefit Disbursement Wizard launches and displays a list of available payment options for this member. Payment options are based on the optional forms and disbursement rules set up for the selected plan. In this case there is only one option.
Select the option required by the member and then click Next. You see the disbursements Summary screen from which you can modify the default values for the Disbursement Fee, Tax Instructions, Deduction Instructions, and Payment Instructions.
Click the Modify button beside the Disbursement Fee, set the fee to $100.00, and click Next to return to the Summary screen.
Click the Modify button beside the Tax Instructions to open the Modify Pension Tax Instructions screen. Set the Tax Type, Tax Calculation Method, Tax Marital Status, and Tax Form. If necessary, enter a Flat Amount.
Click Next to return to the Summary screen.
Click the Modify button beside the Deductions Instructions to open the Modify Deduction Instructions screen. Set the Effective Date, and select the Deduction Account from the drop-down list (Options include all entries set up under Deduction Accounts). Set the Deduction Amount and select the Before/After Tax indicator.
Click Next to return to the Summary screen.
Click the Modify button beside Payment to open the Modify Payment Instructions screen.
Set the Payment Method, Issue Method, Percent, Payee, and Address ID/Financial Information
Click Next to return to the Summary screen.
If the summary is correct, click Finish. The system completes the final processing and displays the Pensioner Status screen.
From the Disability process, ensure that the correct plan is selected and then click to select the View Pension Information event. The system displays the member's Disbursements browser showing information about the member's disability pension.
For information on how to disburse the benefit, see How to Run a DB Disbursements/Payroll Batch Online.
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