Maintain Retirement ER20 ER25 ER27 Records - Member tab

Last Name

The employee's last name.

For regular retirees, the field value is retrieved from the Last Name field on the Employee Information page.

This field value overrides the Last Name field value on the Employee Information page.

For third-party paid retirees, the field value is retrieved from the Last Name field on the TX TEAM Report - Third Party Retiree page.

This field value overrides the Last Name field value on the TX TEAM Report - Third Party Retiree page.

First Name

The employee's first name.

For regular retirees, the field value is retrieved from the First Name field on the Employee Information page.

This field value overrides the First Name field value on the Employee Information page.

For third-party paid retirees, the field value is retrieved from the First Name field on the TX TEAM Report - Third Party Retiree page.

This field value overrides the First Name field value on the TX TEAM Report - Third Party Retiree page.

Middle Name

The employee's middle name.

For regular retirees, the field value is retrieved from the Middle Name field on the Employee Information page.

This field value overrides the Middle Name field value on the Employee Information page.

For third-party paid retirees, the field value is retrieved from the Middle Name field on the TX TEAM Report - Third Party Retiree page.

This field value overrides the Middle Name field value on the TX TEAM Report - Third Party Retiree page.

Suffix

The employee’s name suffix.

Valid values:

• I

• II

• III

• IV

• V

• VI

• VII

• VIII

• IX

• X

• XI

• JR

• SR

For regular retirees, the field value is retrieved from the Suffix field on the Employee Information page.

This field value overrides the Suffix field value on the Employee Information page.

For third-party paid retirees, the field value is retrieved from the Suffix field on the TX TEAM Report - Third Party Retiree page.

This field value overrides the Suffix field value on the TX TEAM Report - Third Party Retiree page.

Birth Date

The employee's date of birth.

The format is MM/DD/YYYY.

For regular retirees, the field value is retrieved from the Birthdate field on the Employee Information page.

This field value overrides the Birthdate field value on the Employee Information page.

For third-party paid retirees, the field value is retrieved from the Birth Date field on the TX TEAM Report - Third Party Retiree page.

This field value overrides the Birth Date field value on the TX TEAM Report - Third Party Retiree page.

Gender

The employee's gender.

Valid values:

• M - Male

• F - Female

For regular retirees, the field value is retrieved from the Sex at Birth field on the Employee Information page.

This field value overrides the Sex at Birth field value on the Employee Information page.

For third-party paid retirees, the field value is retrieved from the Gender field on the TX TEAM Report - Third Party Retiree page.

This field value overrides the Gender field value on the TX TEAM Report - Third Party Retiree page.

Third Party

Indicates whether a third party contracted the retired employee.

Valid values:

• Y - Yes

• N - No

The field value is set to:

• N-No for regular retirees

• Y-Yes for third-party paid retirees (retirees with a record on the TX TEAM Report - Third Party Retiree page)

Adjustment Reason

The reason for the adjustment.

This field is displayed for ER27 records.

Valid values:

• E - Edit previous ER20/ER25

• D - Delete previous ER20/ER25

Original Report Month

The month the record was originally reported.

This field is displayed for ER25 and ER27 records.

Valid values:

• 1

• 2

• 3

• 4

• 5

• 6

• 7

• 8

• 9

• 10

• 11

• 12

Original Report Year

The year the record was originally reported.

This field is displayed for ER25 and ER27 records.

Not applicable