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Lump Sum Separation Process eLearning Series

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• Lump Sum Separation Process eLearning Series (run time: 4 minutes)

http://cacontrollers.adobeconnect.com/plvw8za2myo2/

The State Controller’s Personnel and Payroll Services Statewide Training unit presents the Lump Sum Separation Process eLearning Series.  In this short module, you will be introduced to the training purpose, overall training objectives, prerequisites, resources and introduction to Modules 1 through 8.

• Module 1 - Lump Sum Overview (run time: 23 minutes)

http://cacontrollers.adobeconnect.com/pr1y6nn7nxij/

This module provides an overview of Lump Sum Separation fundamental terms and definitions, to get you acquainted with Lump Sum Separation pay. You will review a scenario and learn about Savings Plus benefits retirement plans. This module also introduces critical Lump Sum Separation forms and walks you through the 7-Step Lump Sum Separation Process with an illustrated flowchart.

• Module 2 - Lump Sum Where to Begin (run time: 13 minutes)

http://cacontrollers.adobeconnect.com/pd7plebnoo72/

This module introduces the initial steps to help you begin the Lump Sum Separation Process.  You will be introduced to the Lump Sum Tool Kit and essential items needed in preparation for a Lump Sum Separation pay. 

• Module 3 - Lump Sum Determination Tools Leave Accruals (run time: 28 minutes)

http://cacontrollers.adobeconnect.com/paxddnvprp42/

This module provides information regarding Lump Sum leave determination, overview of the Lump Sum tools, and leave accruals. You will review examples of submitted Election Form, scenarios, and be able to determine Lump Sum leave accrual payouts.

• Module 4 - Lump Sum Worksheet and Pre-Tax Calculator (run time: 28 minutes)

http://cacontrollers.adobeconnect.com/pm1fvpjywe0b/

This module will guide you on how to complete the Lump Sum Worksheet and Pre-Tax Calculator. The interactive experience of completing the Lump Sum Worksheet and watching tutorial videos will provide a demonstration of how you can transfer calculated data to the Pre-Tax Calculator, to determine an employee's Pre-Taxed deferral compensation.

• Module 5 - Lump Sum PAR Documentation (run time: 25 minutes)

http://cacontrollers.adobeconnect.com/pzwqdtobaifd/

This module will assist you with the Payroll Action Request (PAR) documentation. You will learn some key document entry guidelines, procedures, and best practices.  You will be provided with examples, formatting, and calculations used for documenting Lump Sum separations.

• Module 6 - Lump Sum Separation Current Tax Year & Contribution (run time 13-min.)

http://cacontrollers.adobeconnect.com/pc196ctrmz3d/

This module provides available resources that are found in the Lump Sum Separation Guide.  You will be introduced to the four items that will assist you with a Lump Sum current tax year cash out.

• Module 7 - Lump Sum Separation Cash & Deferred Tax Year (run time 24-min.)

http://cacontrollers.adobeconnect.com/pib1y7qumy06/

This module will help you compare Lump Sum deferral options and required items for compensation deferrals.  You will examine the 1st and 2nd PARs in Employment History Pages and examples of two Pre-Tax Calculators with the four steps to process a Lump Sum deferral request.

• Module 8 - Lump Sum Submission (run time 17-min.)

http://cacontrollers.adobeconnect.com/pz2pmf6qe7qq/

This module provides final steps for completing a Lump Sum Separation Process. You will identify important timelines for submitting four required items, and guidelines and options for submitting the 1st and 2nd PARs.

For additional information on the Recovery of Lump Sum payments, please refer to the State Administrative Manual on the Department of General Services website: RECOVERY OF LUMP SUM PAYMENTS (ca.gov)