1. Police and Fire Accounts: Loading Annuity Portion Only
MANUAL CALC
Use the “Manual Payments on RP63” Checklist, found in G Drive
Use one checklist for the annuity benefit (2, 3, 2A, 3A, RA, 15C)
Use one checklist for the 25% Spousal Benefit
Use one checklist for the Unit Account (if the member has a unit account)
Write the type of account that we are working on at the top of the comments box on the
checklist (Annuity, 25% P & F, or Unit).
Lump Sum Withdrawal Election Form is used for 3+ retroactive payments OR for the
unit account because the unit account is always paid out as a lump sum to the
beneficiary.
Still check RP55 and RP67 BEFORE entering codes on RP11 (this is the last step at the
top of the checklist).
Use RP11 (not RP14) to check for the beneficiary to be either previously set up in
RIMS/Clarety or if they are already a member themselves.