Generating Supplemental or Correction IRRs

Page Name

Definition Name

Usage

1st Rqst Authorization USF - Data Control Page

GVT_JOB0

Add IRR PAR information if you under-reported an employee's original deductions.

Correct IRR USF - Data Control Page

GVT_JOB0

Add IRR PAR information (SF-2806-1 or SF-3101) to correct reported PAR information and over-reported retirement deductions to the OPM. Changes can be related to a PAR or to the payroll.

Process Individual Retirement Records Page

RUN_FGPY007

Run the Individual Retirement Records process to generate a supplemental or correction IRR.

If you discover inaccuracies in an IRR after you send it to OPM, generate a supplemental IRR or correction IRR to make the necessary adjustments. This requires you to create another PAR.

Use a supplemental IRR if you originally under-reported an employee's retirement deductions. The system automatically calculates the difference after processing the payroll adjustments. Create a supplemental IRR to report the difference in the retirement deduction amount to OPM.

Use a correction IRR (SF-2806-1 or SF-3101) to correct the original IRR or if you over-reported retirement deductions.

Summary of Procedures

Here's a summary of the steps to generate a supplemental or correction IRR:

  1. Initiate a supplemental or correction IRR PAR.

  2. Review the IRR record.

  3. Create a supplemental or correction IRR worksheet.

  4. Create the final supplemental or correction IRR.

  5. Generate a corresponding ROST report.

  6. Submit to OPM.

Final Supplemental or Correction IRR Generation

Use the Individual Retirement Records process to generate a supplemental IRR or correction IRR. This is the same process and run control page that you use to generate a final IRR. On the run control page you link the original IRR that you are changing to the supplemental IRR or correction IRR.

When the system generates a supplemental IRR or correction IRR, it prints only the IRR-reportable PARs created since the original IRR, along with IRR remarks and adjustments to fiscal data.

In a correction IRR, IRR remarks appear in the Reason for Correction box. In a correction PAR, IRR remarks appear in the Corrected Data section of the SF-2806-1 (CSRS) or the SF-3101 (FERS) form.

Note: A supplemental IRR reports only the retirement deduction adjustment and IRR Remarks associated with the supplemental action. Unlike a regular IRR, it does not display a full history of all PARs. The Supplemental IRR displays only the difference between the original under-reported amount and the new amount.

Send the Supplemental IRR or Correction IRR, accompanied by a ROST form (SF-2807 or SF3103), to the OPM.

Use the 1st Rqst Authorization USF - Data Control page (GVT_JOB0) to add IRR PAR information if you under-reported an employee's original deductions.

Navigation

Workforce Administration > Job Information > 1st Rqst Authorization USF > Data Control

In the Actual Effective Date field, enter the date that the supplemental IRR or correction IRR becomes effective. When you create the new PAR, the system creates an IRR control record with an IRR type of C (correction) or S (supplemental).

Use the same pages that you use to create a new IRR.

Use the same page that you use to create a new IRR worksheet.

Use the Process Individual Retirement Records page (RUN_FGPY007) to run the Individual Retirement Records process to generate a supplemental or correction IRR.