Year-to-Date Information

The Year-to-Date Information screen allows you to view the year-to-date totals for your retirement benefit. In the upper part of the screen there is a menu where you can select the specific benefit on which you want information. If you are receiving only one benefit, you will not be able to select any other option. In addition, you must select a tax year. The rest of the screen contains the specific year-to-date information about the benefit you selected. This information is broken down into various elements that make up your benefit.

To access your year-to-date information, select the Year-to-Date option from the menu on the left pane of the window. The Year-to-Date Information screen appears.

If you have only one benefit, the screen automatically displays the year-to-date information for that benefit and current tax year. If you have more than one benefit, the screen displays the information for the first benefit you received. If you have more than one benefit and would like to see information on one that is not currently displayed, click on the down arrow on the right side of the Benefit Type menu and select the benefit you wish to view. The year-to-date information for the selected benefit is then displayed on the screen.

The Tax Year menu will initially display the current tax year. If you wish to view a different tax year, click on the arrow on the left side of the Tax Year menu and click on the desired tax year.

Displayed information includes:

• Annuity Type - The kind of benefit you are receiving.
• Benefit Status
• Effective Date - Beginning date for which benefits are being paid.
• Date of Birth - This is followed by your current age.
• Base Amount - Year-to-date benefit amount prior to any deductions, tax withholdings, supplements, or adjustments.
• Supplement - Any amount that has been added to your base benefit amount.
• Gross Amount - Your benefit amount after Supplements have been added in, but before any Adjustments have been made.
• Adjustments - Amount benefits were changed outside of the other supplements, deductions, and withholdings.
• Adjusted Gross - Amount of your benefit after Adjustments have been applied.
• Taxable Income - Amount on which you must pay taxes.
• Deductions - Amount of additional deductions that have been withheld from your benefits.
• Insurance Deductions - Amount that has been deducted from your payment for insurance coverage.
• Federal Tax Withheld - Amount that has been deducted from your payment for federal tax purposes.
• State Tax Withheld - Amount that has been deducted from your payment for state tax purposes.
• Net Amount - Amount actually paid to you.

If you feel that any of the information displayed on this screen is in error, contact your retirement office.

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