RF New Vestors Default Enrollment Report

Description

Purpose

The RF New Vestors Default Enrollment Report provides each campus with a list of employees who were enrolled by default into an age appropriate Lifecycle Fund.

Frequency

This report should be run biweekly to keep you informed of recently vested employees for whom we notified TIAA-CREF of their vesting status and requested the transfer of funds from a Research Foundation-owned to an employee-owned contract.

Setting Report Parameters

This report may be run under the following responsibilities:

The following table describes the required parameters needed to run the RF New Vestors Default Enrollment Report:

Parameter

Description

Required Parameters

Location

Enter your campus location number

Payroll End Date

Enter the payroll date for which you are looking for data.

Current Payroll Run Date

The system will automatically enter data in this field if payroll was run on a normal schedule. If payroll didn't run on a normal schedule, you must change this field to the payroll run date for which you need data.

Last Payroll Run Date

The system will automatically enter data in this field if payroll was run on a normal schedule. If payroll didn't run on a normal schedule, you must change this field to the date the previous payroll was run.

Understanding the Output

The RF New Vestors Default Enrollment Report produces a report in alphabetical order with vesting date and address. This data may be useful if you wish to send any other correspondence regarding individuals who are vesting.

Helpful Tips

Effective Date: 5/3/2007 11:28:15 AM