Canceling a 2809 Record
The Cancel function allows users to cancel the release of 2809 records.
To Cancel The Release of a 2809 Record:
- Select the CLER Main Menu. The Forms Main Page is displayed with the options and . tab at the top of the
- Select the option on the Forms Main Page. The Form 2809 page is displayed.
- Complete the fields as follows:
Field
Instruction
Payroll Office ID*
Required
Select the payroll office identification number from the drop-down menu.
Year*
Optional, default
Select the reconciliation year from the drop-down menu. If no year is selected, this field automatically defaults to the current reconciliation year.
Quarter*
Optional, default
Select the reconciliation quarter from the drop-down menu. If no quarter is selected, this field automatically defaults to the current reconciliation quarter.
Agency ID
Optional, alphanumeric, 4 positions
Enter the Agency identification code for the enrollee's employing, personnel, or point of contact office (example: AG90 for U.S. Department of Agriculture, Office of the Chief Financial Officer).
POI
Optional, alphanumeric, 4 positions
Enter the personnel office identification number where the enrollee's records are maintained.
Enrollment Code
Optional, alphanumeric, 3 positions
Enter the enrollment/carrier enrollment code.
Required, alphanumeric, 9 positions
Enter the enrollee’s Social Security number (SSN). If the enrollee does not want his/her SSN provided to the carrier, a pseudo SSN may be used if the pseudo SSN is also reported to CLER.
User ID
Optional, alphanumeric, 8 positions maximum
Enter the user identification number of the person creating the report.
Last Name
Optional, alphanumeric, 25 positions maximum
Enter the enrollee’s last name. If the enrollee has a title (e.g., Jr, Sr, I, II, or III), it should be entered after the last name without punctuation (e.g., Smith Jr or Smith III). If there is a case of an enrollee having only one name, enter that one name in this field.
First Name
Optional, alphanumeric, 17 positions maximum
Enter the enrollee’s first name.
Initial
Optional, alphanumeric, 1 position
Enter the enrollee’s middle initial.
Display
Optional, default
Defaults to the
display option. Allows users to display search results by the options listed below. To choose another display option, select the radio button next to one of the following options:- Displays all records related to the search criteria.
- Displays records released for processing.
- Displays records that have been cancelled.
- Displays records not released for processing.
- Displays processed records.
Order By
Optional, default
Defaults to the
sort option. Allows users to sort search results by the options listed below. To choose another sort option, select the radio button next to one of the following options:- Search by Agency identification code.
- Search by enrollee Social Security number.
- Search by enrollee name.
- Search by user identification number.
- Search by status (e.g., released, processed, not released, or cancelled release).
- Click
Field
Description
Payroll Office ID
System generated
Displays the payroll office identification number.
Year
System generated
Displays the reconciliation year.
Quarter
System generated
Displays the reconciliation quarter.
Enrollee SSN
System generated
Displays the enrollee’s SSN .
Last Name
System generated
Displays the enrollee’s last name.
First Name
System generated
Displays the enrollee’s first name.
Release Date
System generated
Displays the date the record was released for processing.
Released By
System generated
Displays the user identification number of the individual who released the record for processing.
Status
System generated
Displays the status of the transmission. This field is populated by one of the following:
, , , or . . The Form 2809 Results page is displayed.
- Click next to the applicable record. A pop up message is displayed to confirm the cancelation of the record's release.
- Click to close the pop up.
See Also |