Preparing Deposit and Service Reports

Preparing Deposit and Service Reports · Video Script

This webinar provides helpful tips for completing deposit and service reports for retiring members based on employee type. You will also learn when and how to complete the request for additional information form.

The webinar is broken into five parts that can be navigated by hovering your mouse over the right edge of the video. If you want to view the webinar in its entirety, it will move seamlessly through all parts. The following topics are covered in each part:

Part 1: Introduction, general explanation of deposit and service reports, what information you will need in order to complete the report

Part 2: Completing the deposit and service report and request for additional information for a full-time employee

Part 3: Completing the deposit and service report for a part-time employee

Part 4: Completing the deposit and service report and request for additional information for an administrator who works in July

Part 5: Retirement reporting checklists, conclusion

Below are the handouts provided: