COAR - Workflows - All Documents (sharepoint.com)
This guide shows the progression of an RPS Defined Benefit Distribution Request from initial request to disbursement.
Please see your departments procedure for step-by-step instructions.
RPS Defined Benefit Plan Payments - Normal Distributions & Force Out Cash Payments
Neurosurgical Associates DB Plan and Tennessee Vein DB Plan
CSR receives the request, creates a Freshdesk ticket. Ticket creation triggers reminder to request ppwk from Lisa P.
Ticket status changed to: Closed
Once we get distribution packet from Lisa P, CSR will manipulate the document and send to participant.
CSR will also add the balance to the ticket and a to-do reminder if this is a force out.
Ticket status changed to: Closed
Participant returns paperwork.
CSR downloads paperwork from document received ticket, closes that ticket, and finishes the request from the Distribution Request ticket.
Ticket status changed to: Open
If we need more information from the participant, Ticket status changed to: Waiting.
CSR reviews signed paperwork for completion, saves and attaches documents to ticket.
Ticket status changed to: Process (Assign to KB to Process Scenario Automation)
Daily Ops post the distribution fee.
Ticket status changed to: Trust Ops Process (Assign to Trust Ops for Processing Scenario Automation)
Trust Ops posts distribution in InnoTrust.
Ticket status changed to: Closed
RPS Defined Benefit Plan Payments - Force Outs as Rollover to IRA
Neurosurgical Associates DB Plan
CSR receives the request, creates a Freshdesk ticket. Ticket creation triggers reminder to request ppwk from Lisa P.
Ticket status changed to: Closed
Once we get distribution packet from Lisa P, CSR will manipulate the document and send to participant.
CSR will also add the balance to the ticket and a to-do reminder if this is a force out.
Ticket status changed to: Closed
After 30-days
Ticket status changed to: Open
CSR reviews signed paperwork for completion, saves and attaches documents to ticket.
In the Special Notes section, CSR adds Force out - rollover to Inspira. Can send 1 wire for all Inspira rollovers
Ticket status changed to: Process (Assign to KB to Process Scenario Automation)
Daily Ops post the distribution fee.
Ticket status changed to: Trust Ops Process (Assign to Trust Ops for Processing Scenario Automation)
Trust Ops posts distribution in InnoTrust.
Ticket status changed to: Process (Assign to Daily Ops for Processing Scenario Automation)
Daily Ops prepares files for rollover to Millenium Trust.
Ticket status changed to: Closed