UG PSi Participant Information Final V2 users... · Participant or Multiple Participants) and resume with Step 1 below. Updating One Participant Upon selecting the Update indicative

USER GUIDE

Participant Information

© 2007. Transamerica Life Insurance Company. All rights reserved. Information in

this document is subject to change without notice. No part of this document may be

copied, reproduced, translated, transmitted, or reduced to any electronic medium or

machine-readable form without prior written consent from Transamerica Life

Insurance Company.


© 2007. Transamerica Life Insurance Company. All rights reserved. i

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USING THIS GUIDE ......................................................................................... 1 Navigating Through this Guide.......................................................................... 1

Guide Icons ............................................................................................. 1 Guide Tables............................................................................................ 2 Standard Field Names and Descriptions ................................................. 3 Standard Address Format ....................................................................... 3

PARTICIPANT INFORMATION ......................................................................... 5 Account Access .................................................................................................. 6

Search Results......................................................................................... 8 Account Statement .......................................................................................... 10

Search Results....................................................................................... 11 Confirmation ......................................................................................... 13

Indicative Data ................................................................................................ 13 Updating One Participant...................................................................... 15 Updating Multiple Participants ............................................................. 20

User Guide

ii © 2007. Transamerica Life Insurance Company. All rights reserved. Version 2

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Figure 1: Participant Information Window................................................................. 6 Figure 2: Account Access Window .............................................................................. 7 Figure 3: Account Access Window Search Results–Last Name .................................. 8 Figure 4: Account Access Window Search Results–Social Security Number.............. 9 Figure 5: Account Statement Window ...................................................................... 11 Figure 6: Account Statement Window Search Results–Last Name .......................... 12 Figure 7: Account Statement Window Search Results–Social Security Number ..... 12 Figure 8: Account Statement–Confirmation Window............................................... 13 Figure 9: Indicative Data Window ............................................................................ 14 Figure 10: Indicative Data Window–Update Individual Participant ........................ 15 Figure 11: Indicative Data Window Search Results–Last Name .............................. 16 Figure 12: Indicative Data Window Search Results–Social Security Number ......... 16 Figure 13: Change Indicative Data Window–Frame 1.............................................. 17 Figure 14: Change Indicative Data Window–Frame 2.............................................. 18 Figure 15: Change Indicative Data Window–Frame 3.............................................. 19 Figure 16: Indicative Data Window–Update Multiple Participants .......................... 21


© 2007. Transamerica Life Insurance Company. All rights reserved. 1

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The Transamerica Retirement Services (TRS) website, www.TA-Retirement.com, provides TPA

firms with access to client information within the TRS recordkeeping system. This guide

provides an overview of the functionality, field descriptions, and navigational steps for the

Partner I Series Participant Information section of the website.

Navigating Through this Guide

Screen captures display a visual graphic of a window to assist in understanding functionality.

Additional icons and tables that display throughout the guide consist of the following:

Guide Icons

Online Instructions

The Online Instructions icon and text display prior to a Step Action Table containing specific instruction for navigating within the website

Business Rule

The Business Rule icon and text display when there are specific Business Rules relevant to a particular process

User Guide

2 © 2007. Transamerica Life Insurance Company. All rights reserved. Version 2

Guide Tables

The Field Name and Description table outlines the names and the descriptions of each field

within a window.

Field Name Description

The Notice Type and Timing table displays the types of notices provided at various stages of a

process. The timing column explains when the notices are distributed.

Notice Type Timing

The Step Action table displays specific instructions for navigating within the website.

Step Action

1



Standard Field Names and Descriptions

The following Field Names and Descriptions display on multiple windows within the website.

This section of the guide details their respective definitions and meaning. Additional tables

within the guide define Field Names and Descriptions specific to a single window or process.


Company Name Name of Company

Plan Name Name of plan

Contract ID Identifying number assigned by TRS

• A six digit number followed by a four digit sub id

Standard Address Format

The following Address format displays on multiple windows within the website. This Address

field functions similarly throughout this guide.


Address System generated or required fields. Type of field is dependent upon purpose of the window

Current contact address information

Street address

• Maximum characters 50 City

• Maximum characters 50 State

• Drop-down list contains available options • 2 character state code

User Guide



ZIP/Postal Code

• Maximum characters 15 Country

• Maximum characters 30 Zip Code

• Maximum characters 15 City, Province

• Maximum characters 50 Daytime Telephone

• Format: ###-###-#### Evening Telephone

• Format: ###-###-#### Email Address



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Participant Information provides access to participant accounts and data. The following menu

items display in the Participant Information window:

Account Access

Account Statement

Indicative Data

Business Rule

Read the following business rules carefully as they apply to user rights viewing participant information.

TPA Owners have the ability to search for participants in all the TPA firms’ contracts

TPA users associated with a specific TPA location only have the ability to search for participants associated with the location

Online Instructions


To access Participant Information, complete the following steps:

Step Action

1 Open Internet Explorer and access www.TA-Retirement.com

Result: The TA-Retirement.com Home page displays

2 Log on with Username and Password

Result: The TPA Home page displays

User Guide


Step Action

3 Click Participant Information from the left navigation menu

Result: The Participant Information window displays

Figure 1: Participant Information Window

Account Access

The Account Access window provides a search function to locate a participant and view account

information.



Online Instructions

Account Access

To view Account Access, complete the following steps:

Step Action

1 Click Account Access from the Participant Information window

Result: The Account Access window displays

Figure 2: Account Access Window

User Guide


Step Action

2 Enter the Participant’s Last Name or Social Security Number (SSN)

• SSN without spaces or dashes

3 Click Search to view the results of the search criteria

Search Results

Performing the Account Access search by populating the Last Name or Social Security Number

(SSN) field provides different views of the Account Access window.

Figure 3: Account Access Window Search Results–Last Name



Figure 4: Account Access Window Search Results–Social Security Number

Step Action

4 For a Last Name search, select the radio button for the appropriate participant in the window that displays. Click Submit to advance to the Account Information window OR

For a Social Security Number (SSN) search, click Continue in the window that displays to advance to the Account Information window

In both instances, Click Cancel to return to the Participant Information window

5 Click X to close the window with the participant account information


6 Click TPA Home from the left navigation menu to return to the TPA Home page OR

Click LOGOUT from the upper left hand corner of the window to log off TA-Retirement.com

User Guide


Account Statement

The Account Statement window provides the ability to generate participant statements for a

designated period.

Business Rule

Read the following business rule carefully as it applies to generating participant statements.

Once generated, the participant statement is stored in the Recently Generated Reports section of Plan Reports for 72 hours

Online Instructions

Account Statement

To access Account Statement, complete the following steps:

Step Action







4 Click Account Statement from the Participant Information window

Result: The Account Statement window displays



Figure 5: Account Statement Window

Step Action



6 Enter the Start Date and End Date

• Format: mm/dd/yyyy

7 Click Submit to view the results of the search criteria OR

Click Cancel to return to the Participant Information window

Search Results

Performing the Account Statement search by populating the Last Name or Social Security

Number (SSN) field provides different views of the Account Statement window.

User Guide


Figure 6: Account Statement Window Search Results–Last Name

Figure 7: Account Statement Window Search Results–Social Security Number

Step Action

1 For a Last Name search, select the radio button for the appropriate participant in the window that displays. Click Submit to view the participant statement in another window OR

For a Social Security Number (SSN) search, click Continue in the window that displays to view the participant statement in another window

2 In both instances, click X to close the window displaying the participant statement






Confirmation

This window provides notification that the participant statement is generated. If the participant

statement does not automatically open, the confirmation provides a link to view the participant

statement. Other links on this page allow generating a statement for another participant,

accessing a participant’s account and changing a participant’s indicative data.

Figure 8: Account Statement–Confirmation Window

Indicative Data

The Indicative Data window provides the ability to update participant indicative data. Updating

participant indicative data is completed on an individual basis or for multiple participants via a

file upload.

Online Instructions

Indicative Data

To access Indicative Data, complete the following steps:

Step Action





User Guide


Step Action



4 Click Indicative Data from the Participant Information window

Result: The Indicative Data window displays

Figure 9: Indicative Data Window

Step Action

5 Select the appropriate radio button. Options are:

• Update indicative data for an individual participant • Update indicative data for multiple participants via file upload

6 Click Next to advance to either the Indicative Data–Participant Search window or the Indicative Data–Select Plan for Upload window depending on the option selected



To continue with the next section of the user guide, locate the appropriate type of update (One

Participant or Multiple Participants) and resume with Step 1 below.

Updating One Participant

Upon selecting the Update indicative data for an individual participant option, a window displays

providing a search function to locate the participant to update.

Figure 10: Indicative Data Window–Update Individual Participant

Step Action



2 Click Back to return to the Indicative Data window OR

Click Search to view the results of the search criteria OR


Performing the Indicative Data search by populating the Last Name or Social Security Number

(SSN) field provides different views of the Indicative Data window.

User Guide


Figure 11: Indicative Data Window Search Results–Last Name

Figure 12: Indicative Data Window Search Results–Social Security Number

Step Action

1 For a Last Name search, select the radio button for the appropriate participant in the window that displays. Click Submit to advance to the Change Indicative Data window OR

For a Social Security Number (SSN) search, click Continue in the window that displays to advance to the Change Indicative Data window

In both instances, Click Cancel to return to the Participant Information window

The Change Indicative Data window allows edits to existing participant data. The window pre-

populates with information regarding the selected participant.



Business Rule

Read the following business rule carefully as it applies to Indicative Data updates to vesting.

Vesting for Partner i Series contracts updates per the data entered in the vesting panel of this window. Vesting for all other contracts updates per the Hours Worked YTD field

Figure 13: Change Indicative Data Window–Frame 1

User Guide






Step Action

1 Enter changes to Indicative Data in the appropriate fields

Note: Vesting fields only display for Partner i Series plans

2 Click Submit to advance to the Participant Information–Change Indicative Data Review window OR


The Change Indicative Data Review window allows the user to edit existing participant

indicative data. From this window, the user can also confirm edits to existing participant data.

User Guide


Step Action

3 Click Confirm to advance to the Indicative Data Confirmation window OR

Click Edit to return to the Change Indicative Data window OR


The Indicative Data Confirmation window provides confirmation of the edits to existing

participant indicative data. From this window, the user views the Confirmation Number and

Transaction Date followed by the edits to existing participant data.

Step Action

4 Click Print Page to display the print window and enable specific print instructions



Updating Multiple Participants

Upon selecting the Update indicative data for multiple participants via file upload option, a

window displays allowing selection of the plan to update. After specifying the plan, update data

via a file upload.



Figure 16: Indicative Data Window–Update Multiple Participants

Step Action

1 Select the radio button for the appropriate plan

2 Click Back to return to the Indicative Data window OR

Click Submit to advance to the Census Information–Send Data window OR


3 Select the radio button for the File Type

4 Click the Calendar icon to select and populate the date

5 Click Browse to select the File to Upload

6 Click Upload to advance to the Send Data–Validation window



User Guide


Documents

UG PSi Participant Information Final V2 users... · Participant or Multiple Participants) and resume with Step 1 below. Updating One Participant Upon selecting the Update indicative