PCA 403(b) Retirement Plan Remittances (Contributions)

Transcription

1 PCA 403(b) Retirement Plan Remittances (Cntributins) RBI wuld like t make the retirement plan remittance prcess as easy fr yu as nline banking. We have created a new prcess fr remitting retirement plan cntributins using the vendr Stewardship Technlgy and their Electrnic Giving System netwrk. Sme f ur rganizatins use an earlier frm f electrnic remittance using predetermined ACH accunt drafting; hwever, we wuld like all t cnsider the new, interactive nline remittance system. First, please cntact RBI Retirement Services at r retirement@pcanet.rg and state that yu wish t be setup fr nline retirement plan remittances. Secnd, we will setup yur cntact infrmatin and yur user name and passwrd. Next, each rganizatin will need t cmplete the registratin when using the system fr the first time (including such infrmatin as cntacts, bank accunts, establishing user IDs, etc.). Yu will need t knw the Organizatin number that yu use n the remittance frms (this is the same number listed n PCA Grup Insurance invices and n individual quarterly statements). T cmplete yur registratin, please visit this link: Once registered, yu may visit: t lgin r schedule future payments. If yu have any questins r cmments please cntact retirement@pcanet.rg r The User Guide and Registratin Prcedures fllw

2 Online (electrnic) Retirement Plan Cntributins Prcedures fr registratin and remittance Currently ptimized fr Internet Explrer usage Initial Registratin First time users need t register befre initially using the system. T register: visit Mst PCA rganizatins have been pre-laded int the nline system. But yu still need t register fr initial use by inputting yur Organizatin ID and assciated mailing address ZIP cde. The rganizatin ID is a fur-digit number listed n individual quarterly statements r n insurance invices, please cntact RBI at if yu d nt knw yurs. Select Cntinue If already registered, select I am an existing user and need t lg in 1

3 Cntact Infrmatin First time registrants, enter cntact infrmatin as seen n this next screen. Yur Username culd be the name f yur rganizatin and rganizatin ID, r yur rganizatin s name and name f the city where yur rganizatin is lcated. Yur user name shuld be 8-20 characters lng, with n spaces. Chse yur Passwrd. Passwrds shuld cntain at least ne uppercase letter, ne lwer case letter, ne number, and ne special character. Yur passwrd shuld be 8-20 characters lng, secure yet easy t remember. Yu will then enter yur persnal name under Name, r yur treasurer s name, whever will be lgging in t this prgram and making the cntributins t the retirement plan. Enter an Address and Phne Number. Once yu have entered yur cntact infrmatin, yu will mve t the financial infrmatin screen by clicking Cntinue. 2

4 Financial Accunt Infrmatin On the financial infrmatin page, yu will be asked t give yur financial infrmatin a nickname. (Pssible nicknames are Church Banking, Operating Accunt, etc.) Select whether this accunt is a checking r savings accunt. Enter yur bank s ruting number. The ruting number can be fund at the bttm f the check r savings accunt depsit slip. The ruting number is a nine digit bank cde, used in the United States, which appears n the bttm f negtiable instruments such as checks identifying the financial institutin n which it was drawn. The ruting number will start and end with this symbl Enter yur rganizatin s banking accunt number. Check yur infrmatin fr accuracy then select Save. An will be sent t yur rganizatin nce yur rganizatin has been verified. Once entered, yu can create a New Payment (cntributin), Edit an existing cntributin, r Manage Emplyees. 3

5 New Payments (cntributins) First time users chse New Payment (cntributin) n the right hand f yur screen next t the Manage Emplyees buttn. Yur list shuld be pre-ppulated. If nt, click n Lad All Emplyees. After scheduling yur payment (cntributin) make sure yur ttals match, then chse Submit. Wait fr the message t pp up telling yu a payment (cntributin) has been scheduled. This will take a few mments. Ensure that yu receive an cnfirmatin that a payment (cntributin) has been scheduled befre mving n. 4

6 Payment infrmatin Screen Transactin Reprting Yu may print a cmplete reprt f a transactin that was submitted. In the transactin histry sectin click the Print buttn. A full receipt will be visible. 5

7 Adding Emplyees Select Manage Emplyees (back n the first screen) t add, edit r terminate emplyees. Nte that we request salary infrmatin t ensure IRS cntributin limit cmpliance. 6

8 Adding Emplyees (cntinued) Enter a new emplyee by scrlling t the bttm f the emplyee list and entering their infrmatin. Select Update. Yu will then get anther blank line in which t add anther emplyee, if yu need t d s. Yu will receive an frm Administratr whether yur emplyee is apprved r nt; at that time yu may schedule a cntributin fr that persn. This apprval ntificatin applies during initial set up r later when adding new emplyees. Please d nt remit a cntributin fr this emplyee until yu receive cnfirmatin. 7

9 Yu can print a cmplete reprt f a transactin that was submitted. In the transactin histry sectin click the Print buttn. The full receipt will nw be visible. When yu first lg in t the nline remitting system yu see this screen: If yu click n View under Transactin Histry (lwer left hand side f screen), yu see the transactin but nt wh the transactin is fr. Yu see the details f the transactin such as banking infrmatin and amunt. If yu click n Print yu will see wh the transactin is fr, the name f the receiving participant. By Clicking Print, yu will get a receipt f yur transactin. By clicking n the Edit buttn in the Scheduled Payments at the tp f this screen yu will als see wh is getting hw much. 8

10 Ntes: The cntributin will be prcessed accrding t the date in the Send On field. ACH cntributins are prcessed every banking business day at 5AM ET and 4PM ET. S if yu are setting up a cntributin that yu want t prcess n the 9th, yu can start setting up the cntributin then click Submit t save the settings. As lng as the cntributin has nt prcessed, yu can edit the cntributin and add additinal emplyees r mdify cntributin amunts. Every time yu are dne editing a cntributin, click Submit t save the changes. Any scheduled cntributin can be edited right up t the time that it is prcessed. Once prcessing begins, the transactin cannt be changed r canceled. The submit buttn will save the data that has been entered. The Lad All Emplyees buttn clears ut any data currently shwing. If yu are editing an existing cntributin and wish t add anther emplyee, simply tabbing thrugh the fields will allw yu t add mre rws and therefre mre emplyees withut having t lad all f them at nce and reenter the amunts. When returning the fllwing mnth t create the next cntributin, yu wuld g t make a new cntributin rather than edit the existing ne (assuming that was a ne-time cntributin and nt a mnthly cntributin). At that pint there shuld als be a Lad Last Payment buttn, which shuld save sme time. If yu edit an existing cntributin, it shuld list all the emplyees already n that cntributin. Yu can als add new lines fr new emplyees by tabbing thrugh the fields. If yu press Lad All Emplyees, hwever, then it will remve whatever emplyees are currently listed and lad all the emplyees with blank amunts. Unless yu are lking t make a cntributin with a large number f emplyees, thugh, it will prbably be quicker t just add the emplyees individually. N negative cntributins allwed; if yu have ver cntributed t an emplyee then next mnth leave that persn s cntributin ff. Fr returning lgins, visit If yu have any suggestins t wrding r clarity within these prcedures, please let us knw at retirement@pcanet.rg. Thank yu. 9