The IRR Process

You must maintain an IRR for each employee who is covered by either the Civil Service Retirement System (CSRS) or the Federal Employee Retirement System (FERS). Employees who are covered by CSRS require SF-2806. Employees who are covered by FERS require SF-3100.

Summary of the IRR Process

Here is a summary of the steps in the IRR process:

1. Link a separation NOA code to a PAR.

   The system generates an IRR control record and the IRR process begins.

2. View and maintain IRR-related information in the IRR component.

3. Create an IRR worksheet to verify the information that is stored on the IRR pages.

4. Run the Individual Retirement Records SQR Report process (FGPY007) to generate the final IRR.

5. Generate a ROST form that summarizes the information in all of the IRRs for that payroll run.

6. Generate a supplemental IRR or correction IRR if adjustments are necessary.

7. Create an IRR Fiscal Data Accum (Individual Retirement Record fiscal data accumulation) report.

Illustration of the IRR Process

This illustration shows an overview of IRR and ROST processing:

This illustration shows an overview of IRR and ROST processing.