P 251329Z NOV 14 FM DFAS CLEVELAND OH TO AIG 4730// AIG 4676// AIG 4678// BT UNCLAS SUBJ/PROCESSING PROCEDURES FOR NEW SYSTEM IMPROVEMENTS FOR ROTH TSP EFFECTIVE JANUARY 1, 2015. MILITARY PAY ADVISORY 48/14// POC/BARBARA BLOCK/CODE JFLQ/TEL: 216-204-4308// RMKS/1. THIS MILITARY PAY ADVISORY PROVIDES PROCESSING PROCEDURES ON NEW SYSTEM IMPROVEMENTS FOR ROTH TSP AND CATCH-UP CONTRIBUTIONS EFFECTIVE JANUARY 1, 2015 2. START ROTH TSP - TRANSACTION D601. A. SOCIAL SECURITY NUMBER B. NAME FIRST FIVE LETTERS OF LAST NAME. IF THE LAST NAME IS ONLY FOUR LETTERS, THE FIFTH POSITION WILL BE A SPACE. IF THE LAST NAME IS ONLY THREE LETTERS, THE FOURTH POSITION IS A SPACE AND THE FIRST LETTER OF THE FIRST NAME IS IN THE FIFTH POSITION. C. START DATE YYMMDD FORMAT. SHOULD NOT BE EARLIER THAN 140201. THE START DATE SHOULD NORMALLY BE THE FIRST FULL CALENDAR MONTH FOLLOWING SUBMISSION OF THE FORM. D. PERCENT BASIC PAY - ENTER ZERO OR THE PERCENTAGE OF BASIC PAY TO BE WITHHELD. IF ZERO THEN MEMBER MUST HAVE A BASIC PAY PERCENTAGE ELECTED FOR TRADITIONAL TSP. E. PERCENT SPECIAL PAY ENTER ZERO OR THE PERCENTAGE OF SPECIAL PAY TO BE WITHHELD. F. PERCENT INCENTIVE PAY ENTER ZERO OR THE PERCENTAGE OF INCENTIVE PAY TO BE WITHHELD. G. PERCENT BONUS ENTER ZERO OR THE PERCENTAGE OF BONUS PAY TO BE WITHHELD. H. EMPLOYMENT CODE BLANK I. EFFECTIVE DATE YYMMDD FORMAT. THIS IS THE DATE THE MEMBER SUBMITTED THE FORM. J. SPECIAL RETENTION INDICATOR THERE IS NO CRITICAL MATCHING CONTRIBUTION FOR ROTH TSP SO THIS FIELD WILL ALWAYS BE N FOR NOT ENTITLED. K. TSP STREET ADDRESS LINE 1 ENTER THE MEMBER'S STREET ADDRESS. THE FIELD MAY CONTAIN THE FOLLOWING SPECIAL CHARACTERS: DASH/HYPHEN, POUND SIGN, FORWARD SLASH, OR ASTERISK ONLY. NO OTHER SPECIAL CHARACTERS ARE ALLOWED. L. TSP STREET ADDRESS LINE 2 - LEAVE THIS FIELD BLANK OR ENTER A SECOND STREET ADDRESS LINE. IF ENTERED THE SAME EDITS AS TSP STREET ADDRESS 1 APPLY. M. TSP STREET ADDRESS LINE 3 - LEAVE THIS FIELD BLANK OR ENTER A SECOND STREET ADDRESS LINE. IF ENTERED THE SAME EDITS AS TSP STREET ADDRESS 1 APPLY. N. CITY ENTER THE MEMBER'S CITY. O. STATE ENTER THE MEMBER'S STATE. P. ZIP CODE ENTER THE MEMBER'S ZIP CODE. Q. DATE OF BIRTH YYMMDD FORMAT. ENTER THE MEMBER'S DATE OF BIRTH (DOB). 3. STOP ROTH TSP TRANSACTION D602. A. SOCIAL SECURITY NUMBER B. NAME FIRST FIVE LETTERS OF LAST NAME. IF THE LAST NAME IS ONLY FOUR LETTERS, THE FIFTH POSITION WILL BE A SPACE. IF THE LAST NAME IS ONLY THREE LETTERS, THE FOURTH POSITION IS A SPACE AND THE FIRST LETTER OF THE FIRST NAME IS IN THE FIFTH POSITION C. STOP DATE YYMMDD FORMAT. THE STOP DATE CONTAINS THE LAST MONTH THE ROTH TSP SHOULD BE DEDUCTED. THE STOP DATE SHOULD BE THE LAST DATE OF THE MONTH THE FORM IS SUBMITTED. D. EFFECTIVE DATE - YYMMDD FORMAT. THIS IS THE DATE THE MEMBER SUBMITTED THE FORM. 4. CHANGE ROTH TSP TRANSACTION D604. A. SOCIAL SECURITY NUMBER B. NAME FIRST FIVE LETTERS OF LAST NAME. IF THE LAST NAME IS ONLY FOUR LETTERS, THE FIFTH POSITION WILL BE A SPACE. IF THE LAST NAME IS ONLY THREE LETTERS, THE FOURTH POSITION IS A SPACE AND THE FIRST LETTER OF THE FIRST NAME IS IN THE FIFTH POSITION. C. START DATE YYMMDD FORMAT. THE START DATE SHOULD NORMALLY BE THE FIRST FULL CALENDAR MONTH FOLLOWING SUBMISSION OF THE FORM. D. PERCENT BASIC PAY ENTER ZERO OR THE PERCENTAGE OF BASIC PAY TO BE WITHHELD. IF ZERO THEN MEMBER MUST HAVE A BASIC PAY PERCENTAGE ELECTED FOR TRADITIONAL TSP. E. PERCENT SPECIAL PAY ENTER ZERO OR THE PERCENTAGE OF SPECIAL PAY TO BE WITHHELD. F. PERCENT INCENTIVE PAY ENTER ZERO OR THE PERCENTAGE OF INCENTIVE PAY TO BE WITHHELD. G. PERCENT BONUS ENTER ZERO OR THE PERCENTAGE OF BONUS PAY TO BE WITHHELD. H. EMPLOYMENT CODE BLANK I. EFFECTIVE DATE YYMMDD FORMAT. THIS IS THE DATE THE MEMBER SUBMITTED THE FORM. J. SPECIAL RETENTION INDICATOR THERE IS NO CRITICAL MATCHING CONTRIBUTION FOR ROTH TSP SO THIS FIELD WILL ALWAYS BE N FOR NOT ENTITLED. K. TSP STREET ADDRESS LINE 1 ENTER THE MEMBER'S STREET ADDRESS. THE FIELD MAY CONTAIN THE FOLLOWING SPECIAL CHARACTERS: DASH/HYPHEN, POUND SIGN, FORWARD SLASH, OR ASTERISK ONLY. NO OTHER SPECIAL CHARACTERS ARE ALLOWED. L. TSP STREET ADDRESS LINE 2 LEAVE THIS FIELD BLANK OR ENTER A SECOND STREET ADDRESS LINE. IF ENTERED THE SAME EDITS AS TSP STREET ADDRESS 1 APPLY. M. TSP STREET ADDRESS LINE 3 LEAVE THIS FIELD BLANK OR ENTER A SECOND STREET ADDRESS LINE. IF ENTERED THE SAME EDITS AS TSP STREET ADDRESS 1 APPLY. N. CITY ENTER THE MEMBER'S CITY. O. STATE ENTER THE MEMBER'S STATE. P. ZIP CODE ENTER THE MEMBER'S ZIP CODE. Q. DATE OF BIRTH YYMMDD FORMAT. ENTER THE MEMBER'S DATE OF BIRTH (DOB). 5. CANCEL ROTH TSP TRANSACTION D606. THIS TRANSACTION IS USED TO CANCEL AN ERRONEOUS ROTH ELECTION. IT MUST BE SUBMITTED IN THE SAME MONTH THAT THE ERRONEOUS D601 START IS POSTED. A. EFFECTIVE DATE YYMMDD FORMAT. THE EFFECTIVE DATE MUST MATCH THE START DATE OF THE TRANSACTION TO BE CANCELLED. 6. REQUEST WIDEST DISSEMINATION POSSIBLE.// BT