The Report

04/19/2023

The Texas A&M University SystemBudget/Payroll/Personnel

Operations Center(B/P/P)

Insurance BillingWorking Error Reports

04/19/2023

Reading this Document

• Shown for each report is– The report– Notes about the report

• For each message on the report– Report section showing message– Notes about that message– Research– Solutions

04/19/2023

The Report

DATE: 02/22/2011 TEXAS A&M UNIVERSITY SYSTEM PAGE: 7 P JOB NAME: BILL0008 BUDGET/PAYROLL/PERSONNEL SYSTEM BANK DRAFT REPORT - DRAFTS NOT SENT NAME UIN INVOICE TOTAL BL MED DEN VIS OL ADD LTD DL LTCE LTCS EMPLOYEE NAME 802002777 0705578 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00EMPLOYEE NAME 101001001 0700452 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00

NotesMay not have banking information filled in. Invoices are still created, but draft not created.

Drafts Not Sent (BILL0008 BP7500)

04/19/2023

Research

SolutionChange Bill Status to blank or value other than D(draft).

118 TAMUS B/P/P - Billing Info - Inquiry 05/27/11 09:50 Screen: ___ P BPP0005 R082 UIN: 802002777 Name: EMPLOYEE NAME Bill Status D Bill Addr H Med Carr 05 Den Carr 04 Percent Local Bank Draft Acct Change Date 11 08 2007 Retired From: Wrk Stn P ADLOC 05117310 Emp-Loc 05117310 Chk-Distr 05110220 Employer Retiree Days FYTD Available Total Amt Due Amt Due Due Past FYTD Paid To Pay Owed Carrier Carrier Date Due Received Carrier Carrier Carrier BL 3.97 06012011 MED 572.13 352.79 06012011 3390.24 3390.24 352.79 DEN 22.16 06012011 199.44 199.44 22.16 VIS OL 51.84 06012011 466.56 466.56 51.84 ADD 4.60 06012011 41.40 41.40 4.60 LTD DL 26.35 06012011 237.15 237.15 26.35 LTCE LTCS Total 576.10 457.74 4334.79 4334.79 457.74 ADDL-MED ADDL-DEN Comment PF1=Help,PF2=Comm,PF3=Exit,PF4=Main,PF5=Prev,PF6=Next,PF11=Right

Drafts Not Sent (BILL0008 BP7500)

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Errors for <from> Past Due Process (BILL0006 BP7502-02 )The Report

BILL0006 PGM BP7502-2 WORK STATION A PAGE 1 ERROR REPORT - FOR PAST DUE PROCESS -- DUE DATE 02-01-2011 UIN NAME INVOICE DUE DT PD AMT INV AMT ERROR MESSAGE UIN HERE EMPLOYEE NAME 0184944 20071001 0.00 0.00 OLDEST DUE DATE NOT = OPTION DUE DT UIN HERE EMPLOYEE NAME 20071001 73.24 100.08 BALANCE DUE ON PD NOT = INVOICE TOTALS UIN HERE EMPLOYEE NAME 20071001 73.24 100.08 BILL COVERAGE DATES MAY BE INCORRECT

UIN HERE EMPLOYEE NAME 20110101 0.00 0.00 MED DUE DT NOT = OPTION DUE DT UIN HERE EMPLOYEE NAME 20110101 0.00 0.00 DEN DUE DT NOT = OPTION DUE DT UIN HERE EMPLOYEE NAME 20110101 0.00 0.00 VIS DUE DT NOT = OPTION DUE DT

UIN HERE EMPLOYEE NAME 0498716 20110101 0.00 0.00 OLDEST DUE DATE NOT = OPTION DUE DT

UIN HERE EMPLOYEE NAME 20110201 163.01 171.01 BALANCE DUE ON PD NOT = INVOICE TOTALS UIN HERE EMPLOYEE NAME 20110201 163.01 171.01 BILL COVERAGE DATES MAY BE INCORRECT

NotesShows invoice and date of invoice that is probably causing past due situation and possible cancellation. Option Due Date is date for which report is run, shown in title. In this example, due date is 2/1/2011.

Since this Due Date is the same as that in the report heading, there’s a possible problem in current month

Balance due on screen 118 is not the same as the total of all invoices.

Prior invoice still overdue. Shows oldest invoice due and due date of that invoice.

The zeroes are placeholders and not related to the invoices.

04/19/2023

The Report (used for the pages following)

BILL0006 PGM BP7502-2 WORK STATION A ERROR REPORT - FOR PAST DUE PROCESS -- DUE DATE 05-01-2011 UIN NAME INVOICE DUE DT PD AMT INV AMT ERROR MESSAGE 202-00-6722 EMPLOYEE NAME 0496956 20110101 0.00 0.00 OLDEST DUE DATE NOT = OPTION DUE DT 202-00-6722 EMPLOYEE NAME 20110101 31.88 33.24 BALANCE DUE ON PD NOT = INVOICE TOTALS 202-00-6722 EMPLOYEE NAME 20110101 31.88 33.24 BILL COVERAGE DATES MAY BE INCORRECT 301-00-9539 EMPLOYEE NAME 20110401 0.00 0.00 MED DUE DT NOT = OPTION DUE DT 301-00-9539 EMPLOYEE NAME 20110401 0.00 0.00 ADD DUE DT NOT = OPTION DUE DT 301-00-9539 EMPLOYEE NAME 20110401 0.00 0.00 DEN DUE DT NOT = OPTION DUE DT 301-00-9539 EMPLOYEE NAME 20110401 0.00 0.00 VIS DUE DT NOT = OPTION DUE DT

Errors for <from> Past Due Process (BILL0006 BP7502-02 )

04/19/2023

643 TAMUS B/P/P System - Invoice History Screen Screen: ___ UIN: 202006722 Select Line Nbr: 0 Name: EMPLOYEE NAME WS: A Start next with: 09 01 2010 Outstanding Only: _ MM DD YYYY (Enter 'Y' to limit) Select Coverage Line Due-Date-- Month Med Den Balance Nbr Invoice Typ Status MM DD YYYY MM YYYY Comment Carr Carr Due 1 0530327 A Paid 05 01 2011 05 2011 01 2 0521934 A Paid 04 01 2011 04 2011 01 3 0513571 A Printed 03 01 2011 03 2011 01 0.12 looks due 4 0505212 A Credit 02 01 2011 02 2011 01 -0.12 5 0496956 A Printed 01 01 2011 01 2011 01 1.24 looks due, this is the oldest 6 0488712 A Credit 12 01 2010 12 2010 01 -1.12 7 0480389 A Credit 11 01 2010 11 2010 01 -0.12 8 0472081 A Paid 10 01 2010 10 2010 01 9 0463800 A Paid 09 01 2010 09 2010 01

Message 1: Oldest Due Date… UIN NAME INVOICE DUE DT PD AMT INV AMT ERROR MESSAGE 202-00-6722 EMPLOYEE NAME 0496956 20110101 0.00 0.00 OLDEST DUE DATE NOT = OPTION DUE DT

Notes1. This error looks only for balances due and does not take into consideration any credits. 2. Reports invoice with oldest due date.

Research

SolutionApply any credits to the offending invoices. If there are no credits the money is still due and the coverage will be cancelled when cancellations run.


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Message 2: Balance on PD not Equal to Invoice TotalsUIN NAME INVOICE DUE DT PD AMT INV AMT ERROR MESSAGE202-00-6722 EMPLOYEE NAME 20110101 31.88 33.24 BALANCE DUE ON PD NOT = INVOICE TOTALS

Notes1. PD Amt is the amount on screen 118. 2. INV Amt is the total of the invoices with balances due (not including credits).3. Message means the balance due on screen 118 is not the same as the total of all invoices. 4. This error looks at balances due and does not take into consideration any credits.

Research 118 TAMUS B/P/P - Billing Info - Inquiry

Screen: ___ UIN: 202006722 Name: EMPLOYEE NAME Bill Status Bill Addr Med Carr 01 Den Carr 03 Percent Local Bank Draft Retired From: Wrk Stn A ADLOC 06111222 Emp-Loc 06111222 Chk-Distr 06111222 Employer Retiree Days FYTD Available Total Amt Due Amt Due Due Past FYTD Paid To Pay Owed Carrier Carrier Date Due Received Carrier Carrier Carrier BL 3.97 05012011 MED 387.48 31.88 05012011 191.28 191.28 DEN VIS OL ADD LTD DL LTCE LTCS Total 391.45 31.88 191.28 191.28 ADDL-MED 05 ADDL-DEN Comment

04/19/2023

SolutionApply the credits to the offending invoice.


Research, cont.

643 TAMUS B/P/P System - Invoice History Screen Screen: ___ UIN: 202006722 Select Line Nbr: 0 Name: EMPLOYEE NAME WS: A Start next with: 09 01 2010 Outstanding Only: _ MM DD YYYY (Enter 'Y' to limit) Select Coverage Line Due-Date-- Month Med Den Balance Nbr Invoice Typ Status MM DD YYYY MM YYYY Comment Carr Carr Due 1 0530327 A Paid 05 01 2011 05 2011 01 31.88 looks due 2 0521934 A Paid 04 01 2011 04 2011 01 3 0513571 A Printed 03 01 2011 03 2011 01 0.12 looks due 4 0505212 A Credit 02 01 2011 02 2011 01 -0.12 5 0496956 A Printed 01 01 2011 01 2011 01 1.24 looks due 6 0488712 A Credit 12 01 2010 12 2010 01 -1.12 7 0480389 A Credit 11 01 2010 11 2010 01 -0.12 8 0472081 A Paid 10 01 2010 10 2010 01 9 0463800 A Paid 09 01 2010 09 2010 01 33.24 Total that looks due

04/19/2023

Message 3: Bill Coverage Dates may be IncorrectUIN NAME INVOICE DUE DT PD AMT INV AMT ERROR MESSAGE202-00-6722 EMPLOYEE NAME 20110101 31.88 33.24 BILL COVERAGE DATES MAY BE INCORRECT

NotesMessage means this invoice may have incorrect due or coverage dates. The program assumes premiums increase every year. So when the total of all invoices is more than the total on screen 118, the program thinks the due or coverage dates might be wrong. The result is this hint.

ResearchWe can see from screen 643 that this error message is incorrect since all the Due and Coverage dates are fine.


643 TAMUS B/P/P System - Invoice History Screen Screen: ___ UIN: 202006722 Select Line Nbr: 0 Name: EMPLOYEE NAME WS: A Start next with: 09 01 2010 Outstanding Only: _ MM DD YYYY (Enter 'Y' to limit) Select Coverage Line Due-Date-- Month Med Den Balance Nbr Invoice Typ Status MM DD YYYY MM YYYY Comment Carr Carr Due 1 0530327 A Paid 05 01 2011 05 2011 01 31.88 2 0521934 A Paid 04 01 2011 04 2011 01 3 0513571 A Printed 03 01 2011 03 2011 01 0.12 4 0505212 A Credit 02 01 2011 02 2011 01 -0.12 5 0496956 A Printed 01 01 2011 01 2011 01 1.24 6 0488712 A Credit 12 01 2010 12 2010 01 -1.12 7 0480389 A Credit 11 01 2010 11 2010 01 -0.12 8 0472081 A Paid 10 01 2010 10 2010 01 9 0463800 A Paid 09 01 2010 09 2010 01

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Message 4: Due Date not Equal to Option Due Date UIN NAME INVOICE DUE DT PD AMT INV AMT ERROR MESSAGE 301-00-9539 EMPLOYEE NAME 20110401 0.00 0.00 MED DUE DT NOT = OPTION DUE DT 301-00-9539 EMPLOYEE NAME 20110401 0.00 0.00 ADD DUE DT NOT = OPTION DUE DT 301-00-9539 EMPLOYEE NAME 20110401 0.00 0.00 DEN DUE DT NOT = OPTION DUE DT 301-00-9539 EMPLOYEE NAME 20110401 0.00 0.00 VIS DUE DT NOT = OPTION DUE DT

Notes1. No Invoice number and no amounts are shown (the zeroes are placeholders only). 2. These warnings are based on the due dates from screen 106 (shown on 118); not based on particular invoices.3. Usually occurs when payment was made late, or no payment was made, and a bill was created for current coverage.

Due dates are advanced only when the person has paid all bills in full and the next month’s bill is created.4. Also occurs when due dates are set forward to future dates. Due dates should never be future dates!

04/19/2023

Research

Remember, this report example is for May coverage due May 1, so we expect to see due dates of 05/01. But the due dates on Screen 106 were 04/01. (BL, OL are waived and LTD is turned off)

106 TAMUS B/P/P - Benefit Maintenance - Inquiry Screen: ___ UIN: 301009539 Name: EMPLOYEE NAME WS: M Status: R SGIP-Rate F SGIP-Dt 06181998 GS-Sup PreTaxWaive Tob N Ben-Salary 29002 D P P C F Certified-other-med OL-Salary 29002 Ins e t l a a Cover Deduct Payment Start Due Change Stop d y n r m Amount Amount Amount Date Date Date Date BL W 1 7500 01172002 04012011 04012011 99999999 MED R 2 1 05 E 1 107.43 391.45 02012002 04012011 04012011 99999999 DEN R N 1 03 E 1 29.41 02012002 04012011 04012011 99999999 VIS R N E 1 6.39 09012002 04012011 04012011 99999999 OL W 5 145000 02012002 04012011 04012011 99999999 DL Spouse Children ADD R N 1 E 150000 4.20 02012002 04012011 04012011 99999999 LTD N N 02012002 04012011 04012011 03312011 LTCE LTCS SAHC 0 SADC 0 Direct-Dep MedCr ABO LWOP-Start-Date FMLA-Start-Date Comments Dis ret efft 3-31-11 PF1=Help,PF2=Comm,PF3=Exit,PF4=Main,PF5=Prev,PF6=Next


04/19/2023

Solution

This error/warning occurs when the person still owes for past bills or made a late payment for the current bill. The due dates will automatically catch up when the next bills run (if payment is made in full before that). If not paid in full, the coverage will be cancelled when cancellations run later in the month. The processor need take no action in these cases.

This error/warning also occurs when a bill is requested for a new retiree and the due dates on screen 106 were not updated for their new coverage choices. Retirees pay for the coming month’s coverage, whereas employees pay for the current month’s coverage. If bills have been automatically created for the coming month and you create a bill (or two) for a retiree, you may need to update the due dates on screen 106. Always check the due dates of a person current on billing, then back up the date one month for each month of money still due.

Infrequently this error occurs due to due dates set to future dates on screen 106 (also seen on 118). Due dates should never have a future date beyond the current billing cycle.


04/19/2023

Errors for <from> Cancellation Process (BILL0009 BP7513N-02 )

The Report

DATE: 05/16/2011 TEXAS A&M UNIVERSITY SYSTEM BILL0009 PROGRAM: BP7513N-02 BUDGET/PAYROLL/PERSONNEL SYSTEM CAUTION REPORT FOR CANCELLATION PROCESS - DUE DATE 05-01-2011 NAME UIN INVOICE DUE DATE PD AMT INV AMT MESSAGE Employee Name 501 00 7451 0488740 12-01-2010 0.00 0.00 OLDEST DUE DATE NOT = OPTION DUE DATE 12-01-2010 61.29 62.49 BALANCE DUE ON PD NOT = INVOICE TOTALS Employee Name 601 00 7867 0505251 02-01-2011 0.00 0.00 OLDEST DUE DATE NOT = OPTION DUE DATE 02-01-2011 171.01 179.01 BALANCE DUE ON PD NOT = INVOICE TOTALS Employee Name 221 00 3163 07-01-2011 0.00 0.00 VIS DUE DATE AFTER OPTION DUE DATE

NotesMost errors same as from Past Due Process (refer to BILL0006 BP7502-02, in previous pages).

Only the different message is addressed here.

04/19/2023

SolutionThis is usually due to a typo or misunderstanding of due dates. Due dates should never have a future date beyond the current billing cycle. Correct the due date.

106 TAMUS B/P/P - Benefit Maintenance - Inquiry 05/26/11 16:09 Screen: ___ P BPP0005 R165 UIN: 221003163 Name: EMPLOYEE NAME WS: H Status: L SGIP-Rate F SGIP-Dt 01012011 GS-Sup PreTaxWaive Tob Y Ben-Salary D P P C F Certified-other-med OL-Salary Ins e t l a a Cover Deduct Payment Start Due Change Stop d y n r m Amount Amount Amount Date Date Date Date BL M 1 7500 3.97 10012010 06012011 10012010 99999999 MED M 2 1 01 E 1 90.69 387.48 10012010 06012011 10012010 99999999 DEN M N 1 03 E 1 29.41 10012010 06012011 10012010 99999999 VIS M N E 1 6.39 10012010 07012011 10012010 99999999 OL DL …

Errors for <from> Cancellation Process (BILL0009 BP7513N-02 )

Message: … DUE DATE AFTER OPTION DUE DATENAME UIN INVOICE DUE DATE PD AMT INV AMT MESSAGEEMPLOYEE NAME 221 00 3163 07-01-2011 0.00 0.00 VIS DUE DATE AFTER OPTION DUE DATE

Notes1. This error reported based on due dates from screen 106 (shown on 118)2. Warns of future due dates

Research

04/19/2023

The ReportDATE: 05/19/2011 TEXAS A&M UNIVERSITY SYSTEMBILL0007 PROGRAM: BP7504-03 BUDGET/PAYROLL/PERSONNEL SYSTEM CAUTION REPORT - BILLING MONTH-END -- PERIOD ENDING 05-31-2011 UIN NAME INS TYPE ERROR MESSAGE PREM ON BE AMT TO PAY 401-00-7588 EMPLOYEE NAME MED NO MED CARRIER-CORRECT 106 .00 .00 701-00-6484 EMPLOYEE NAME MED NOT PAID-ADDL CARR BLANK 182.72 .00 401-00-7420 EMPLOYEE NAME DEN DEN AMT PAID NOT = PREMIUM .00 147.05- 501-00-7451 EMPLOYEE NAME MED MED AMT PAID NOT = PREMIUM 31.88 95.64 501-00-7451 EMPLOYEE NAME MED MED EMPR AMT NOT = BE EMPR 387.48 1,162.44 702-00-0304 EMPLOYEE NAME BL BL EMPR AMT NOT = BE EMPR .00 3.97

Notes1. NO … CARRIER is also referred to as “blank carrier”.2. PREM ON BE is deduct amount on screen 106.3. AMT TO PAY is the amount from screen 118 4. PREMIUM is the current employee deduct amount from screen 106.5. BE EMPR is the employer payment amount from screen 106.

Caution Report – Billing Month-End (BILL0007 BP7504-03 )

04/19/2023

Message 1: NO … CARRIER-CORRECT 106 UIN NAME INS TYPE ERROR MESSAGE PREM ON BE AMT TO PAY401-00-7588 Employee Name MED NO MED CARRIER-CORRECT 106 .00 .00

NotesPayments are not processed and sent thru if it seems payment might be refunded. When the deduct code on screen 106 is off (an N), processing assumes any payments are for the coming month and no money need be sent since the person’s coverage ended this month or earlier.

Research

118 TAMUS B/P/P - Billing Info - Inquiry 05/24/11 16:08 Screen: ___ P BPP0005 R122 UIN: 401007588 Name: EMPLOYEE NAME Bill Status D Bill Addr Med Carr Den Carr Percent Local Bank Draft C 000000000 Acct 0000000000 Change Date 05 06 2011 Retired From: Wrk Stn I ADLOC 15320011 Emp-Loc 15320011 Chk-Distr 15100000 Employer Retiree Days FYTD Available Total Amt Due Amt Due Due Past FYTD Paid To Pay Owed Carrier Carrier Date Due Received Carrier Carrier Carrier BL MED 341.56 14.07 14.07 14.07 DEN 06012011 VIS

SolutionTurn deduct code on so money will flow thru to vendor at next Billing Month-End. Then turn if off before bills run.


04/19/2023


Message 2: NOT PAID-ADDL CARR BLANK UIN NAME INS TYPE ERROR MESSAGE PREM ON BE AMT TO PAY 701-00-6484 EMPLOYEE NAME MED NOT PAID-ADDL CARR BLANK 182.72 .00

NotesSince no carrier is shown w/the additional med payment on screen 118, we don’t know to which vendor to send payment.

Research118 TAMUS B/P/P - Billing Info - Inquiry 05/24/11 16:15 Screen: ___ P BPP0005 R122 UIN: 701006484 Name: EMPLOYEE NAME Bill Status D Bill Addr Med Carr Den Carr Percent Local Bank Draft C Acct Change Date 01 30 2008 Retired From: Wrk Stn I ADLOC 15120023 Emp-Loc 15170700 Chk-Distr 15120023 Employer Retiree Days FYTD Available Total Amt Due Amt Due Due Past FYTD Paid To Pay Owed Carrier Carrier Date Due Received Carrier Carrier Carrier BL 06012011 MED 06012011 1644.48 1644.48 DEN 09012010 VIS 09012010 OL 06012011 388.80 388.80 ADD 06012011 62.10 62.10 LTD DL 06012011 324.00 324.00 LTCE LTCS Total 2419.38 2419.38 ADDL-MED 182.72 ADDL-DEN Comment

SolutionFind the offending invoice and remove amount. Then create new invoice w/proper carrier and indicate this amount. You may want to move the receipt from the offending invoice to the new one.

04/19/2023

Message 3: … AMT PAID NOT = PREMIUM

UIN NAME INS TYPE ERROR MESSAGE PREM ON BE AMT TO PAY 401-00-7420 EMPLOYEE NAME DEN DEN AMT PAID NOT = PREMIUM .00 147.05-

NotesThis is a warning that the employee portion of the amount sent thru to the vendor (amount that was on screen 118) was not equal to the amount of the employee portion shown on screen 106.

Since the amount in this example is negative, we know it was a credit to the employee/retiree that resulted from an adjustment a processor entered.

SolutionThe amount was sent to the vendor. No action needed unless the action was unexpected.


04/19/2023

Message 4: … EMPR AMT NOT = BE EMPR

UIN NAME INS TYPE ERROR MESSAGE PREM ON BE AMT TO PAY 702-00-0304 EMPLOYEE NAME BL BL EMPR AMT NOT = BE EMPR .00 3.97

NotesThis is a warning that the employer portion (SGIP) of the amount sent thru to the vendor (amount that was on screen 118) was not equal to the amount of the employer portion (SGIP) shown on screen 106.

Since the amount in this example from screen 106 is zero, it’s possible this person was not getting SGIP.

SolutionThe amount was sent to the vendor. If this person was not to receive SGIP, then the offending invoice(s) would need to be adjusted so money would return from the vendor.


04/19/2023

PRTY CODE, PREMIUM UPDATE FOR EMP REACHING SGIP ELIG DATE (BILL0015 BP7005N)

The Report

Date: 05/24/2011 THE TEXAS A&M UNIVERSITY SYSTEM - B/P/P SYSTEM BILL0015 BP7005N PRTY CODE, PREMIUM UPDATE FOR EMP REACHING SGIP ELIG DATE SGIP SGIP CERT SGIP UIN NAME DATE ELIG OTHR RATE ERROR MESSAGE--------- ------------------- ---------- ---- ---- ---- ------------------------------------------------------620009759 Employee Name 01-01-2011 2 Y F --> LTD PRTY N MAY NEED MANUAL UPDATE620002793 Employee Name 06-01-2011 2 F NO BL UPDATE, DUE DATE 05-01-2011 PRIOR TO SGIP DATE NO DEN UPDATE, DUE DATE 05-01-2011 PRIOR TO SGIP DATE NO MED UPDATE, DUE DATE 05-01-2011 PRIOR TO SGIP DATE

NotesYou must take action, since the person listed and the message shown will not appear on any other report.

SGIP date has been reached so premiums and priority codes have been updated.

04/19/2023


Message 1: --> LTD PRTY N MAY NEED MANUAL UPDATE

SGIP SGIP CERT SGIP UIN NAME DATE ELIG OTHR RATE ERROR MESSAGE--------- ------------------------ ---------- ---- ---- ---- ------------------------------------------620009759 Employee Name 01-01-2011 2 Y F --> LTD PRTY N MAY NEED MANUAL UPDATE

NotesAs the message states, LTD priority code may need updating. It’s currently an N but the employee may want a 6 (meaning use SGIP for the premium).

ResearchCheck submissions from the employee, either in iBenefits or on paper forms.

SolutionYou must take action, since this will not be reported elsewhere. If the employee wanted SGIP applied to LTD premiums, update the priority for LTD on screen 106 to 6.

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Message 2: NO … UPDATE, DUE DATE … PRIOR TO SGIP DATE SGIP SGIP CERT SGIP UIN NAME DATE ELIG OTHR RATE ERROR MESSAGE--------- ------------------- ---------- ---- ---- ---- ------------------------------------------------------620002793 Employee Name 06-01-2011 2 F NO BL UPDATE, DUE DATE 05-01-2011 PRIOR TO SGIP DATE NO MED UPDATE, DUE DATE 05-01-2011 PRIOR TO SGIP DATE NO DEN UPDATE, DUE DATE 05-01-2011 PRIOR TO SGIP DATE

Notes1. You probably won’t see these messages (from BILL00015). 2. This message means the employer portion (SGIP) was not applied on screen 106, so the full premium amount is

shown as the employee/retiree’s deduction amount. The SGIP wasn’t applied since it appears the person’s payments are not up to date.

3. Any invoices created for the coming month’s coverage are probably incorrect, since deduct amounts on screen 106 are incorrect.

04/19/2023


Research

106 TAMUS B/P/P - Benefit Maintenance - Inquiry Screen: ___ UIN: 620002793 Name: Employee Name WS: H Status: A SGIP-Rate F SGIP-Dt 06012011 GS-Sup PreTaxWaive Tob N Ben-Salary 37000 D P P C F Certified-other-med OL-Salary 37000 Ins e t l a a Cover Deduct Payment Start Due Change Stop d y n r m Amount Amount Amount Date Date Date Date BL 2 1 7500 3.97 03012011 05012011 03012011 99999999 MED 2 2 1 01 E 1 478.17 03012011 05012011 03012011 99999999 DEN 2 N 1 03 E 1 29.41 04012011 05012011 04012011 99999999 VIS OL DL Spouse Children ADD LTD LTCE LTCS SAHC 0 SADC 0 Direct-Dep MedCr ABO LWOP-Start-Date FMLA-Start-Date

SolutionYou must take action, since this will not be reported elsewhere. Actions might include:

• Create any past invoices needed for past coverage not paid• Correct invoices, being sure SGIP and premiums have been adjusted (if after the SGIP date)

04/19/2023

Errors in updating insurance coverage because of stop date (BILL0015 BP8049N )

The Report

Date: 05/24/2011 THE TEXAS A&M UNIVERSITY SYSTEMBILL0015 BP8049N - 02 BUDGET/PAYROLL/PERSONNEL SYSTEM Errors in updating insurance coverage because of stop date Due Stop Name UIN Ins Date Date ______________________________ _________ ____ ________ ________ Employee Name 511005931 BL 04012011 05312011 MED 04012011 05312011 DEN 04012011 05312011 Employee Name 920005543 MED 05152011 05312011

Notes1. Not unusual to have no errors to report.2. Coverage is still turned off.3. Due date earlier than stop date means person probably owes premiums.4. Terminated persons paid biweekly often show here w/due dates of the 15th.

04/19/2023


Research

757 TAMUS B/P/P - Benefit History - Status As Of Date Listed 05/27/11 14:19 Screen: ___ UIN: 511005931 As Of: 05 24 2011 18:03:24 P BPP0005 R082 Name: Employee Name LCD: 05 24 2011 18:03:24 WS: A Status: T SGIP-Rate SGIP-Dt GS-Sup PreTaxWaive Tob N Ben-Sal 15000 D P P C F SGIP-Elig N Cert-othr OL-Sal 15000 Ins e t l a a Cover Deduct Payment Start Due Change Stop d y n r m Amount Amount Amount Date Date Date Date BL N N 10012009 04012011 06012011 05312011 MED N N 1 03 10012009 04012011 06012011 05312011 DEN N N 1 03 E 10012009 04012011 06012011 05312011

SolutionIn this case, since the person didn’t pay their premiums, stop date was set to end of month last for which the premium was received.

757 TAMUS B/P/P - Benefit History - Status As Of Date Listed 05/27/11 14:16 Screen: ___ UIN: 511005931 As Of: 05 26 2011 10:19:28 P BPP0005 R082 Name: Employee Name LCD: 05 26 2011 10:19:28 WS: A Status: T SGIP-Rate SGIP-Dt GS-Sup PreTaxWaive Tob N Ben-Sal 15000 D P P C F SGIP-Elig N Cert-othr OL-Sal 15000 Ins e t l a a Cover Deduct Payment Start Due Change Stop d y n r m Amount Amount Amount Date Date Date Date BL N N 10012009 04012011 04012011 03312011 MED N N 1 03 10012009 04012011 04012011 03312011 DEN N N 1 03 E 10012009 04012011 04012011 03312011 VIS OL DL Comments insur ended 3/31/11 due to non-payment

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Solution, cont. In this case, since the person didn’t pay the second half of their premiums, stop date was set to end of month last for which the premium was received, and refund given.

106 TAMUS B/P/P - Benefit Maintenance - Inquiry 05/27/11 14:26 Screen: ___ P BPP0005 R082 UIN: 920005543 Name: Employee Name WS: M Status: T SGIP-Rate SGIP-Dt GS-Sup PreTaxWaive Tob S Ben-Salary 28585 D P P C F Certified-other-med OL-Salary 28585 Ins e t l a a Cover Deduct Payment Start Due Change Stop d y n r m Amount Amount Amount Date Date Date Date BL N N 7500 01012010 05012011 05012011 04302011 MED N N 1 01 01012010 05012011 05012011 04302011 DEN Comments EE refused to pay 2nd 1/2 of May prem. refund and rolled end date back

Documents

The Report