Skip to main content
Skip table of contents

VALIC Retirement Report Setup

Before generating the VALIC Retirement Report, ensure that valid information is entered in the following fields on the South Carolina State Retirement page:

  • VALIC Status

  • Status Date

When you create the electronic file for the VALIC Retirement Report, the information is populated for the participants enrolled in the PEBA State Optional Retirement Program (ORP) program using AIG (VALIC) as their designated carrier.

South Carolina State Retirement Page - Employee Information

  1. On the application start page, select Menu > Human Resources > Entry & Processing > Employee Information (under Employee). 

  2. Specify the search criteria and click Find
    Leave all Search Criteria fields blank, and select Include Terminated Employees and Exclude Pending Employees. Click Find.
    A list of regular employees matching the search criteria appears.

  3. Double-click the relevant employee record. 

  4. On the navigation bar, click Personnel Information, and select Defined Windows.

  5. Double-click 32001 - South Carolina State Retirement.

  6. The following table describes the fields on the South Carolina State Retirement - <First Name Last Name (Employee number)> page.

    FieldDescriptionRequired / OptionalSource Data / Override
    VALIC StatusValid VALIC status values:
    R - Retired
    T - Terminated
    X - Deceased
    A - Rehire
    E - Eligible
    Leave the field blank to indicate a status of Active.
    OptionalNot required
    Status DateDate of status code change. Required for the following VALIC statuses:
    R - Retired
    T - Terminated
    X - Deceased
    A - Rehire
    E - Eligible
    If an employee has a Status Code of E (Eligible) or A (Rehire), the VALIC Status field is updated to blank (Active) after the data is loaded. 
    OptionalRequired only if the VALIC Status field is populated.
  7. Enter valid information, and on the navigation barclick OK.

The next step is to create the VALIC Retirement Report.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.