Date:November 30, 2007
Bulletin Number: 769

Instructions for Entering Supplemental Retirement Annuity (SRA) and Tax Deferred Annuity (TDA) Deductions for 2008


To provide instructions for entering SRA and TDA deductions for 2008.

Affected Employees

Employees who currently have any of the following SRA or TDA deductions:

Deduction Code

           Narrative Description




Supplemental Retirement Annuity (CUNY)


NBE Tax Deferred Annuity (CUNY)


NYT Tax Deferred Annuity (CUNY)


HRC Tax Deferred Annuity (CUNY)


CUNY TDA Copeland (CUNY)


Supplemental Retirement Annuity (SUNY)


TIAA Special Annuity (SUNY)


SUNY TDA Fidelity (SUNY)


UUP Tax Deferred Annuity (SUNY)


ED TDA Copeland (11000,11260,11270)


Effective Date(s)

Institution paychecks dated January 3, 2008.
Administration paychecks dated January 9, 2008.

OSC Actions

For employees who have an active SRA or TDA deduction and whose status is Active, Paid Leave or Leave Without Pay, OSC will insert a new effective-dated row using the beginning date of the first pay period of 2008 with the current deduction percentage or Flat Amount and a default Goal Amount of $15,500 (normal maximum YTD contribution for 2008).  The Goal Balance field will be blank.

For employees who have an SRA or TDA deduction that is not end dated and whose status is Retired, Terminated or Deceased, OSC will end date these SRA and TDA deductions.

Agency Actions

Agencies must review the Control-D report NBEN749 (SRA/TDA Default Goal Amount) which lists participating employees.  This report will be available in Control-D on or about December 14, 2007 for Institution agencies and on or about December 21, 2007 for Administration agencies.

If a change to the employee’s current deduction or Goal Amount for 2008 is necessary, agencies must update the General Deduction page in accordance with the instructions below.

Note:  Agencies must not begin this data entry until after December 14, 2007 for Institution agencies and December 21, 2007 for Administration agencies.

to Change
Deductions or Report New Deductions

When making changes, the transactions should be entered during the processing of the pay period that the deduction will take effect.  Agencies must not insert future-dated transactions for these deduction codes.

To change the Goal Amount, the agency must insert a new effective-dated row.  All information will roll up on the newly inserted row.  The agency must override the Goal Amount.

To change the Deduction Amount/Percent, the agency must insert a new effective-dated row and override the Deduction Amount/Percent.

To cancel the deduction, the agency must insert a new effective-dated row and populate the effective date and end date fields with the first day of the pay period.

Agencies should not under any circumstances enter or change the Goal Balance Amount.


Questions regarding this bulletin may be directed to the Payroll Deduction mailbox.