Overview
This job aid shows Benefits officers how to process FERP Vision Deductions.
Background
- Faculty Early Retirement Program (FERP) employees are eligible to the CSU FERP Vision plan for up to 5 years after retirement if they are currently teaching courses.
- Faculty Affairs, Payroll and Benefits work together to identify the active FERP appointments.
- The annual FERP Vision Deduction is transmitted to the SCO via the SCO Interface.
- Benefits should use the FERP Vision page only to checkmark (i.e., pay) the second or subsequent year annual premium (this page is not used to pay the first FERP annual premium).
- See also: Run Benefits SCO Interface
FERP Vision Eligibility Requirements
- Employee must be retired.
- The date must be within 5 years of retirement.
- The employee must be teaching up to 20 hours per week.
- The employee is enrolled in FERP Vision plan.
Timing
You must complete this procedure within the appropriate time frame. FERPs should be keyed into PIMS by February 5 and September 5 so the FERP employee does not have Plan 403(b) participation impacts.
If you use this page outside of the correct time period, an incorrect coverage effective date is entered.
If the coverage effective date is incorrect, you can change it in the SCO Interface text file before you submit the file to the SCO. This process is faster than submitting individual SCO Misc. Forms for each FERP member when there are issues. If you do not make date corrections in the SCO interface text file before submitting, you must create and submit an SCO Misc Form to correct incorrect coverage effective dates.
| Semester | When to enter | Annual premium pay period |
|---|---|---|
| Spring FERP appointments |
Before
February 15 of each calendar year |
2/CCYY effective 3/1/CCYY |
| Fall FERP appointments |
Before
September 15 of each calendar year |
9/CCYY effective 10/1/CCYY |
Before you start
-
Review the FERP Vision Deduction page.
- Identify new FERPs (no prior FERP appointment).
- Identify returning FERPs (have had a prior FERP appointment).
- Use the Job Data component to confirm.
-
For new FERPs (first appointment):
- Go to Health Benefits or CSU Benefits Summary.
- Confirm enrollment in VSPFR.
- Do NOT place a checkmark on the CSU FERP Vision Deduction page.
-
For returning FERPs:
- Place a checkmark on the CSU FERP Vision Deduction page.
-
Timing:
- Complete the above steps before running the SCO Interface process in February and September.
-
Verify in PIMS:
- Ensure all new and returning FERP appointments are entered in PIMS before submitting the SCO interface.
- If appointments are missing from PIMS when the interface runs, it will cause an SCO interface error, requiring an SCO Misc Form to fix.
Select employees to process FERP deduction
Step 1: From the CSU Administator Home Page, click the CSU Benefits Administrator tile.
Step 2: Navigate to Interface with Providers > FERP Vision Deduction.
Step 3: Search for employees:
- Enter your business unit.
- Click Search.
Step 4: Select the check box for employees to process the FERP Vision deduction with the next CSU SCO Interface.
Do not check mark the Work Break or Terminated appointments.
Step 5: Click Save.
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