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Viewing a Carrier Enrollee Record

This topic has been updated to add the Employee/Annuitant_Ind field description and screen captures have been updated to reflect updates.

The View function allows users to view carrier enrollee records.

To View a Carrier Enrollee Record:

  1. Select the Carrier tab at the top of the CLER Main Menu.

    CLER Main Menu Page

    The Carrier Main Page is displayed.

    Carrier Main Page

  2. Select Enrollees at the top of the Carrier Main Page. The Carrier Enrollees page is displayed.

    Carrier Enrollees Page

  3. Complete the following fields on the Carrier Enrollees page and select the Submit button.

    OR

    Select the Reset button to clear all entered data.

    Carrier ID

    Year

    Quarter

    Payroll Office

    Enrollment Code

    SSN - From

    SSN - To

    Last Name

    First Name

    Middle Name

    Error Code

    Warning Code

    Display

    Order By: 1st

    Order By: 2nd

    Order By: 3rd

    Order By: 4th

    Order By: 5th

    The Carrier Enrollees Search Results page is displayed.

    Carrier Enrollees Search Results Page

    The following fields are displayed on the Carrier Enrollees Search Results page:

    Carrier ID

    Year

    Quarter

    Enrollee SSN

    Last Name

    First Name

    Payroll Office

    Code

    Discrepancies

    Employee/Annuitant_Ind

    Fail Count

  4. Select the View button next to the applicable record. The Carrier Enrollees View page is displayed.

    Carrier Enrollees View Page

    Note: To view another record, select your browser’s Back button to return to the Carrier Enrollees Search Results page. Select the View button next to the applicable record.

    The following fields are displayed on the Carriers Enrollees View page:

    Carrier ID

    Year

    Quarter

    Submission

    Payroll Office ID

    Enrollment Code

    SSN

    Last Name

    First Name

    Middle Name

    Effective Date

    Deceased Annuitant SSN

    Pseudo SSN

    Other Payroll ID

    Other Carrier ID

    Submitter Use #1

    Submitter Use #2

    Submitter Use #3

    Date Processed

    Time Processed

    Source

    Fail Count

    Select Another Discrepancy

    Discrepancy

    Reconciliation Reason

    Reconciliation Action

    Corrective Action

    Payroll Office Comments

    Carrier Comments

    Last Payroll Update ID

    Last Payroll Update Date

    Last Payroll Update Time

    Last Carrier Update ID

    Last Carrier Update Date

    Last Carrier Update Time

See Also

Maintaining Carrier Enrollee Records

Viewing a Matching Carrier Enrollee Record or Duplicate Payroll Office Enrollee Record

Validating a Carrier Enrollee Record