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Division of Pensions & Benefits

EPIC User's Information Guide


Part 1 - Welcome to EPIC

The Employer Pensions and Benefits Information Connection (EPIC) is a set of Internet based applications that allow registered employers access to their employees' pension and, if applicable, health benefit account information. The Division of Pensions and Benefits has designed EPIC to be both fast and easy to use. Once you begin to use EPIC, we believe you will find it to be one of your most useful resources for the accurate information you need for the day-to-day administration of your employees' pensions and benefits.

Access to EPIC is granted through the MyNewJersey website. MyNewJersey is the platform through which the State of New Jersey provides a variety of e-business services and online information. By routing access to EPIC through MyNewJersey, the Division of Pensions and Benefits is able to provide registered employers with a technology platform that is secure, efficient, and easy to use.

For more about becoming a registered user of EPIC and MyNewJersey, see the EPIC Registration Information page.


The EPIC Home Page

When you first sign onto EPIC you are taken to the EPIC Home Page.

epic home

On the left side of the EPIC Home Page you will find "Employer Information" that identifies the employer through which you have access and helpful links — the online help screen is available by clicking the "EPIC User's Guide" button.

A drop-down box identifies the pension fund and employer location number and name through which you are logged onto EPIC.

If you have EPIC access to other pension funds or employing locations, you may select them by clicking on the arrow at the right of the drop-down listing. Once you select another location number from the list, the employer information for that employing location will be displayed on the left side of the EPIC Home Page.

Note: As an EPIC user, you are only permitted access to information about employees of the employing location shown in the drop-down box at the top of the "Employer Information" area. The single exception to this security precaution is the "Check for Existing Account" application described below in Part II.

On the right side of the EPIC Home Page are the "Employer Applications". The application area contains:

  • Text fields for entering the membership number, Social Security number, or the name of employees whose account information you wish to retrieve.
  • Buttons for calling up the various online applications. Additional information about these applications is provided in the next section.

Note: EPIC users have access to a variety of online applications. The specific group of application buttons you will see depends on the type of employer you represent and the level of access authorized by your Certifying Officer.

applications

Note for MBOS Users

If you have EPIC access through your employer and are also registered as a member in the Member Benefits Online System (MBOS), you will need to select the role you wish to open for the session each time you log on (below).

role login

Note: If you are registered with multiple roles through EPIC and/or MBOS, you may click the "Select MBOS Role" button on the EPIC Home Page to leave the current EPIC session and access your MBOS account.


EPIC Support

If, after reading this EPIC User's Guide, you still have questions about or difficulty accessing or using EPIC, registered users may contact the Division's Employer Education Unit at 609-292-7524 or send an email.


Part 2.1 - EPIC Applications

Navigating Between Applications

All of EPIC's Employer Applications contain a navigation bar at the top of the page that allows you to begin a new search in the current application or access other EPIC applications without having to return to the EPIC Home Page.

epic navigation

To begin a new search in the same application, enter the employee's membership number or Social Security number in the appropriate field and click the "New Search" button. To go to another application, click the application name which is found in the "Select Application" drop-down box.


Check for Existing Account

In most cases, EPIC users are only permitted access to information about employees at their employing location. An exception to this is provided for the Check for Existing Account application. This application is designed to allow employers to check for an existing pension account and determine the status of any prior pension accounts (active, expired, withdrawn, retired, etc.) when hiring new employees.

  • Knowledge of an existing active pension account is important so that the employer and employee can complete the appropriate enrollment or transfer application.
  • Knowledge of retiree status is important because of salary or position limitations that can affect retirees who return to public employment.

Access to the application requires the employee's Social Security number. Enter the Social Security number on the EPIC Home Page and click the "Check for Existing Account" button.

The page that appears will show the status of any New Jersey State-administered pension account listed for that Social Security number. If the account listed was with your employer it is marked with an asterisk.

check for account


Statement of Account

The Statement of Account application allows you to view the Personal Benefit Statement for any of your enrolled employees.

Access to the application requires the employee's membership number, Social Security number, or name. Enter the membership number, Social Security number, or name on the EPIC Home Page and click the "Statement of Account" button.

The page that appears will show the statement current as of the last quarterly posting by the Division of Pensions and Benefits.

personal benefit statement

On the left side of the page you will see information about the pension service credit, total employee contributions to the pension fund, life insurance coverage status, and an estimate of future retirement benefits.

On the right side of the page is the employee's personal identifying information, date of enrollment, birth date evidence and veteran status, and - if available - information about health benefits coverage under the SHBP or SEHBP and/or enrollment in any supplemental savings programs (State Employees Deferred Compensation Plan, Supplemental Annuity Collective Trust of New Jersey, etc.).

An icon is provided at the top of the page to "Print" a copy of this information page for the employee or for your records.

When you are done, click the "Home" button to exit the Personal Benefit Statement.


Payroll Certifications

The Payroll Certifications application allows you to view the Certifications of Payroll Deductions issued by the Division of Pensions and Benefits for your employees. Payroll certifications are issued to authorize the start of pension deductions for new employees, for back deductions due to the Division, pension loan payments, or arrears/purchase payments (certifications are archived for up to two years).

To access the application, click the "Payroll Certifications" button on the EPIC Home Page.

  • Certifications are retrieved in "groups" of 25 and presented five at a time. If the certification you are looking for is not in the first five returned, click the "Next" button to view the next five certifications in the group.
  • When you reach the end of the first group of 25, the "Next" button will not be visible. To view the next group of 25 certifications, click the "Next Group" button. The next 25 certifications will then be loaded and displayed five at a time.

The total number of records available for viewing will be listed in the bottom right table cell.

certifications

To view a specific certification, click the check box that corresponds to the certification you want and then click the "Details" button. You may also request to view more than one certification by clicking on several check boxes (or click the "Select All" box to view all certifications from this search). Selected certifications are presented one at a time with navigation buttons to go to the "Next" or "Previous" certification.

epic certification

Note: The payroll certification for newly hired employees can be viewed only upon the completion of the enrollment process. You may check the enrollment status using the "Enrollment Application Status" application.


Chapter 52 Annual Membership Certification

Chapter 52, P.L. 2011, (N.J.S.A. 43:3C-15) requires that both the Certifying Officer and the immediate Supervisor of the Certifying Officer complete enrollment training and annually certify for each member of the retirement system that the enrolled person is eligible for membership in the retirement system in accordance with the statutes and regulations of the retirement system.

  • The Chapter 52 online application shows the status of the Enrollment Training requirement for the employing location’s Certifying Officer and Supervisor of the Certifying Officer;
  • The status of the Annual Membership Certification; and
  • If required, the Annual Membership Certification can be completed through the online application.

To access the Chapter 52 application, click on the “Chapter 52 Annual Certification” button on your EPIC Home Page.

chapter 52 certification

  • All EPIC users with application access can view the “status” of Enrollment Training and the Annual Certification for the employing location.
  • On the status inquiry page, the date of Chapter 52 Enrollment Training and Annual Certification are shown for the Certifying Officer and the Supervisor of the Certifying Officer.
  • If a date field on the page is blank, it means that either the required Enrollment Training or the Annual Certification has not been completed.

Certifying Membership

Only the Certifying Officer and the Supervisor of the Certifying Officer can complete the Chapter 52 Annual Certification.

Important: If either the Certifying Officer or the Supervisor of the Certifying Officer has not completed the required Chapter 52 Enrollment Training, a message will appear when that individual accesses the application to indicate that training must be completed immediately and before access to complete the Annual Certification will be allowed. See the Division’s Chapter 52 Web page for additional information and instructions on the Enrollment Training requirement.

Failure to complete the required Enrollment Training and/or the Annual Membership Certification will prevent the acceptance of any new enrollment or transfer applications from the employing location until the training and certification requirements are completed.

If the Chapter 52 Annual Membership Certification is due, a message appears on the page.

certifying membership

The “Click to Complete Annual Certification” button will also be available. To continue with the Annual Certification process, click the button.

Please read the information on the next page of the Annual Membership Certification.

chapter 52 certification screen 2

  • If you are able to certify that each member of the retirement system is properly enrolled, click “Yes.” You will receive an online confirmation and the process is completed.
  • If you are unable to certify that each member of the retirement system is properly enrolled, click “No” and you will be shown a page with detailed instructions on how to report any improperly enrolled individuals to the Division of Pensions and Benefits. Once any instance of an improperly enrolled worker has been reported with the Division, you will receive a follow-up email from the Division with instructions that you may return to EPIC and complete the Annual Membership Certification.

When you are able to certify that each member of the retirement system is properly enrolled, you will receive an online confirmation and the process is completed.

chapter 52 certification screen 4

You should print a copy of this confirmation page for your records.

The Chapter 52 annual membership certification is now complete. The Division will notify Certifying Officers and Supervisors of Certifying Officers by email when the Annual Certification again becomes due for completion.

Please note: It is important that the Certifying Officer and Supervisor of the Certifying Officer keep their email addresses current in EPIC to assure the accurate and timely delivery of this information. If necessary, update your contact information using the EPIC Security application.

Click the "Home" button at the top of the page to exit the application.


Enrollment Application Status

The Enrollment Application Status application allows you to check the enrollment status of newly hired employees. Once an Enrollment Application is received by the Division, and processing has begun, it will be accessible by this application.

Access to the application requires the employee's Social Security number. Enter the Social Security number on the EPIC Home Page and click the "Enrollment Application Status" button.

The page that appears will show any Enrollment Applications processed for the individual along with the current processing status. If the processing of the enrollment has been delayed pending the need for additional information, the pending reason will be displayed.

enrollment application

If processing is complete and a Certification of Payroll Deductions is pending or has been issued, the certification date will be displayed (see above for Payroll Certifications).


PERS Enrollment Application

The PERS Enrollment Application allows employers to enroll eligible, newly hired employees into the Public Employees' Retirement System (PERS).

To access the application, click the "PERS Enrollments" button on the EPIC Home Page.

On the page that appears you will see a list of enrollments for your employing location that are pending approvals by the Certifying Officer and/or the Supervisor of the Certifying Officer — as required under N.J.S.A. 43:3C-15. See below for details on required certification of enrollments.

pers enrollment

If the Enrollment List does not appear, there are no enrollments pending for your employing location and the PERS Enrollment Application form will open automatically.

Otherwise, to enter a new PERS Enrollment, click the "New Enrollment" button. The PERS Enrollment Form page will open where you should:

  • Enter the information for the employee who you wish to enroll.
  • Be sure to carefully answer all the questions. Questions marked with an asterisk * are required.
  • Include the employer Payroll or Benefits office telephone number.
  • When all the information is entered, click the "Continue" button.

pers enrollment screen 1

Additional pages will be presented to request additional details about the applicant and the position.

Please check any of the items that apply.

pers enrollment screen 2

  • To return to a previous page, click the "Back" button.
  • When all applicable questions on a page have been answered, click the "Continue" button to proceed to the next page.

pers enrollment screen 3

When all applicable questions on a page have been answered, click the "Continue" button to proceed to the next page.

pers enrollment screen 4

Please Note:

  • If the employee's enrollment cannot be processed online, you will see a message explaining the reason and providing further instructions on how to proceed with the enrollment.
  • If it is determined that the employee' may be eligible for a Interfund Transfer, you will see a message requesting that you notify the member they may be eligible for an Interfund Transfer. If necessary, provide them with the Interfund Transfer form. You will be able to click the "Continue" button to complete the online enrollment process.
  • In certain cases, online enrollments may require additional review. If this is the case, you will see a message indicating that the Division of Pensions and Benefits will notify you of the final enrollment status within 30 days. You will be able to click the "Continue" button to complete the submission of the enrollment data.
  • Do Not submit paper enrollment applications for PERS employees who are processed through the online application.
  • Do Not submit TPAF or PFRS enrollment requests through the online PERS application.

When all applicable questions have been answered you will see a Summary Page. Please review the information to verify that it is correct.

pers enrollment screen 5

  • To change any of the information presented, click the "Modify" button.
  • To cancel the enrollment without submitting it, click the "Cancel" button.
  • If all of the information presented is correct, click the "Continue for Approval" button to proceed to the Approval process.

When an enrollment application is successfully submitted, you will see a confirmation message.

enrollment confimation

Required Enrollment Approvals

At this point the PERS Enrollment information is saved and pending approval certifications from the Certifying Officer and the Supervisor of the Certifying Officer. The enrollment cannot be processed by the Division of Pensions and Benefits until both certifications are completed.

  • If the person entering the information on the PERS Enrollment Form page is either the Certifying Officer or the Supervisor of the Certifying Officer, their approval certification will be automatically appended to the information.
  • Otherwise the Certifying Officer and the Supervisor of the Certifying Officer must each separately log on to EPIC and the PERS Enrollment Application and certify each pending enrollment application.

To certify an enrollment, click an individual's name on the list of pending enrollment applications.

pers enrollment list

The enrollment Summary Page will open.

The Certifying Officer or the Supervisor of the Certifying Officer should check the information presented for accuracy.

Note: Under N.J.S.A. 43:3C-15, both the Certifying Officer and the Supervisor of the Certifying Officer must complete required training on pension enrollments and each must certify that the information submitted is correct and that the person enrolled is eligible for enrollment in the pension fund or retirement system in accordance with the relevant rules or regulations and law. By submitting the enrollment certification the Certifying Officer and the Supervisor of the Certifying Officer each acknowledge that knowingly making a false statement, falsifying, or permitting to be falsified any record, application, form, or report of a pension fund or retirement system, is an attempt to defraud the fund or system and any such act is punishable with prosecution as a crime of the fourth degree.

chapter 52 buttons

  • If the information presented is correct, click the "Continue for Approval" or the "Submit" button, as provided, certifying that the information is correct and that the person is eligible for enrollment in the retirement system in accordance with current regulations and laws.
  • If any changes are required, make them prior to any approvals by clicking the "Modify" button. (Once any approval Certification has been made, modifications are no longer permitted.)
  • If you cannot modify the information or you need to stop the enrollment process without submitting it, click the "Cancel" button. (In this case, any enrollment for the individual will require an entirely new application to be entered.)

email Confirmation of Enrollment

Upon successful submission and full certification of an online PERS Enrollment Application, the saved information is released to the Division of Pensions and Benefits and the Certifying Officer will receive an email confirmation that the enrollment is complete.

  • A printable PDF version of the completed PERS Enrollment Application will be attached to the email message. Print 2 copies of this application attachment. Give one copy to the newly enrolled member and keep the other copy for your records.
  • Please go over the information contained on the Enrollment Application with the member.

This enrollment is now complete. Click the "Home" button to exit the application.

IMPORTANT: The online PERS Enrollment Application does not include a Designation of Beneficiary page. Until the member designates his or her beneficiary, the member’s estate will be the beneficiary of record.

  • Once members are enrolled, they will have the opportunity to open a Member Benefits Online System (MBOS) account and update their Designation of Beneficiary online. Details about MBOS are provided on the application printout.
  • Paper Designation of Beneficiary forms from active employees are no longer accepted by the Division.

TPAF Enrollment Application

The TPAF Enrollment Application allows education employers to enroll eligible, newly hired employees into the Teachers' Pension and Annuity Fund (TPAF).

To access the application, click the "TPAF Enrollments" button on the EPIC Home Page.

On the page that appears you will see a list of enrollments for your employing location that are pending approvals by the Certifying Officer and/or the Supervisor of the Certifying Officer — as required under N.J.S.A. 43:3C-15. See below for details on required certification of enrollments.

tpaf enrollment

If the Enrollment List does not appear, there are no enrollments pending for your employing location and the TPAF Enrollment Application form will open automatically.

Otherwise, to enter a new TPAF Enrollment, click the "New Enrollment" button. The TPAF Enrollment Form page will open where you should:

  • Enter the information for the employee who you wish to enroll.
  • Be sure to carefully answer all the questions. Questions marked with an asterisk * are required.
  • Include the employer Payroll or Benefits office telephone number.
  • When all the information is entered, click the "Continue" button.

tpaf enrollment screen 1

Please Note:

  • If the employee's enrollment cannot be processed online, you will see a message explaining the reason and providing further instructions on how to proceed with the enrollment.
  • If it is determined that the employee' may be eligible for a Interfund Transfer, you will see a message requesting that you notify the member they may be eligible for an Interfund Transfer. If necessary, provide them with the Interfund Transfer form. You will be able to click the "Continue" button to complete the online enrollment process.
  • In certain cases, online enrollments may require additional review. If this is the case, you will see a message indicating that the Division of Pensions and Benefits will notify you of the final enrollment status within 30 days. You will be able to click the "Continue" button to complete the submission of the enrollment data.
  • Do Not submit paper enrollment applications for TPAF employees who are processed through the online application
  • Do Not submit PERS enrollment requests through the online TPAF application.

When all required questions have been answered you will see a Summary Page. Please review the information to verify that it is correct.

tpaf summary

  • To change any of the information presented, click the "Modify" button.
  • To cancel the enrollment without submitting it, click the "Cancel" button.
  • If all of the information presented is correct, click the "Continue for Approval" button to proceed to the Approval process.

When an enrollment application is successfully submitted, you will see a confirmation message.

tpaf confirmation

Required Enrollment Approvals

At this point the TPAF Enrollment information is saved and pending approval certifications from the Certifying Officer and the Supervisor of the Certifying Officer. The enrollment cannot be processed by the Division of Pensions and Benefits until both certifications are completed.

  • If the person entering the information on the TPAF Enrollment Form page is either the Certifying Officer or the Supervisor of the Certifying Officer, their approval certification will be automatically appended to the information.
  • Otherwise the Certifying Officer and the Supervisor of the Certifying Officer must each separately log on to EPIC and the TPAF Enrollment Application and certify each pending enrollment application.

To certify an enrollment, click an individual's name on the list of pending enrollment applications.

tpaf enrollment list

The enrollment Summary Page will open.

The Certifying Officer or the Supervisor of the Certifying Officer should check the information presented for accuracy.

Note: Note: Under N.J.S.A. 43:3C-15, both the Certifying Officer and the Supervisor of the Certifying Officer must complete required training on pension enrollments and each must certify that the information submitted is correct and that the person enrolled is eligible for enrollment in the pension fund or retirement system in accordance with the relevant rules or regulations and law. By submitting the enrollment certification the Certifying Officer and the Supervisor of the Certifying Officer each acknowledge that knowingly making a false statement, falsifying, or permitting to be falsified any record, application, form, or report of a pension fund or retirement system, is an attempt to defraud the fund or system and any such act is punishable with prosecution as a crime of the fourth degree.

chapter 52 buttons

  • If the information presented is correct, click the "Continue for Approval" or the "Submit" button, as provided, certifying that the information is correct and that the person is eligible for enrollment in the retirement system in accordance with current regulations and laws.
  • If any changes are required, make them prior to any approvals by clicking the "Modify" button. (Once any approval Certification has been made, modifications are no longer permitted.)
  • If you cannot modify the information or you need to stop the enrollment process without submitting it, click the "Cancel" button. (In this case, any enrollment for the individual will require an entirely new application to be entered.)

email Confirmation of Enrollment

Upon successful submission and full certification of an online TPAF Enrollment Application, the saved information is released to the Division of Pensions and Benefit and the Certifying Officer will receive an email confirmation that the enrollment is complete.

  • A printable PDF version of the completed TPAF Enrollment Application will be attached to the email message. Print 2 copies of this application attachment. Give one copy to the newly enrolled member and keep the other copy for your records.
  • Please go over the information contained on the Enrollment Application with the member.

This enrollment is now complete. Click the "Home" button to exit the application.

IMPORTANT: The online TPAF Enrollment Application does not include a Designation of Beneficiary page. Until the member designates his or her beneficiary, the member’s estate will be the beneficiary of record.

  • Once members are enrolled, they will have the opportunity to open a Member Benefits Online System (MBOS) account and update their Designation of Beneficiary online. Details about MBOS are provided on the application printout.
  • Paper Designation of Beneficiary forms from active employees are no longer accepted by the Division.

PFRS Enrollment Application

The PFRS Enrollment Application allows education employers to enroll eligible, newly hired employees into the Police and Firemen's Retirement System (PFRS).

To access the application, click the "PFRS Enrollments" button on the EPIC Home Page.

On the page that appears you will see a list of enrollments for your employing location that are pending approvals by the Certifying Officer and/or the Supervisor of the Certifying Officer — as required under N.J.S.A. 43:3C-15. See below for details on required certification of enrollments.

pfrs enrollment list

If the Enrollment List does not appear, there are no enrollments pending for your employing location and the PFRS Enrollment Application form will open automatically.

Otherwise, to enter a new PFRS Enrollment, click the "New Enrollment" button. The PFRS Enrollment Form page will open where you should:

  • Enter the information for the employee who you wish to enroll.
  • Be sure to carefully answer all the questions. Questions marked with an asterisk * are required.
  • To clear the entered information on a page, click the "reset" button.
  • When all applicable questions on a page have been answered, click the "Continue" button to proceed to the next page.

pfrs enrollment info 1

  • Enter the position information for the employee who you wish to enroll.
  • Be sure to carefully answer all the questions. Questions marked with an asterisk * are required.
  • Include the employer Payroll or Benefits office telephone number.
  • When all the information is entered, click the "Continue" button.

pfrs enrollment info 2

Additional pages will be presented to request additional details about the applicant and the position. Please check any of the items that apply.

pfrs enrollment questions

Please Note:

  • If the employee's enrollment cannot be processed online, you will see a message explaining the reason and providing further instructions on how to proceed with the enrollment.
  • If it is determined that the employee' may be eligible for a Interfund Transfer, you will see a message requesting that you notify the member they may be eligible for an Interfund Transfer. If necessary, provide them with the Interfund Transfer form. You will be able to click the "Continue" button to complete the online enrollment process.
  • In certain cases, online enrollments may require additional review. If this is the case, you will see a message indicating that the Division of Pensions and Benefits will notify you of the final enrollment status within 30 days. You will be able to click the "Continue" button to complete the submission of the enrollment data.
  • Do Not submit paper enrollment applications for PFRS employees who are processed through the online application.
  • Do Not submit PERS or TPAF enrollment requests through the online PFRS application.

When all required questions have been answered you will see a Summary Page. Please review the information to verify that it is correct.

pfrs enrollment summary

  • To cancel the enrollment without submitting it, click the "Cancel" button.
  • If all of the information presented is correct, click the "Continue for Approval" button to proceed to the Approval process.

When an enrollment application is successfully submitted, you will see a confirmation message.

pfrs enrollment confirmation

Required Enrollment Approvals

At this point the PFRS Enrollment information is saved and pending approval certifications from the Certifying Officer and the Supervisor of the Certifying Officer. The enrollment cannot be processed by the Division of Pensions and Benefits until both certifications are completed.

  • If the person entering the information on the PFRS Enrollment Form page is either the Certifying Officer or the Supervisor of the Certifying Officer, their approval certification will be automatically appended to the information.
  • Otherwise the Certifying Officer and the Supervisor of the Certifying Officer must each separately log on to EPIC and the PFRS Enrollment Application and certify each pending enrollment application.

To certify an enrollment, click an individual's name on the list of pending enrollment applications.

pfrs enrollment list

The enrollment Summary Page will open.

The Certifying Officer or the Supervisor of the Certifying Officer should check the information presented for accuracy.

Note: Under N.J.S.A. 43:3C-15, both the Certifying Officer and the Supervisor of the Certifying Officer must complete required training on pension enrollments and each must certify that the information submitted is correct and that the person enrolled is eligible for enrollment in the pension fund or retirement system in accordance with the relevant rules or regulations and law. By submitting the enrollment certification the Certifying Officer and the Supervisor of the Certifying Officer each acknowledge that knowingly making a false statement, falsifying, or permitting to be falsified any record, application, form, or report of a pension fund or retirement system, is an attempt to defraud the fund or system and any such act is punishable with prosecution as a crime of the fourth degree.

chapter 52 buttons

  • If the information presented is correct, click the "Continue for Approval" or the "Submit" button, as provided, certifying that the information is correct and that the person is eligible for enrollment in the retirement system in accordance with current regulations and laws.
  • If any changes are required, make them prior to any approvals by clicking the "Modify" button. (Once any approval Certification has been made, modifications are no longer permitted.)
  • If you cannot modify the information or you need to stop the enrollment process without submitting it, click the "Cancel" button. (In this case, any enrollment for the individual will require an entirely new application to be entered.)

Email Confirmation of Enrollment

Upon successful submission and full certification of an online PFRS Enrollment Application, the saved information is released to the Division of Pensions and Benefit and the Certifying Officer will receive an email confirmation that the enrollment is complete.

  • A printable PDF version of the completed PFRS Enrollment Application will be attached to the email message. Print 2 copies of this application attachment. Give one copy to the newly enrolled member and keep the other copy for your records.
  • Please go over the information contained on the Enrollment Application with the member.

This enrollment is now complete. Click the "Home" button to exit the application.

IMPORTANT: The online PFRS Enrollment Application does not include a Designation of Beneficiary page. Until the member designates his or her beneficiary, the member’s estate will be the beneficiary of record.

  • Once members are enrolled, they will have the opportunity to open a Member Benefits Online System (MBOS) account and update their Designation of Beneficiary online. Details about MBOS are provided on the application printout.
  • Paper Designation of Beneficiary forms from active employees are no longer accepted by the Division.

DCRP Enrollment Application

The DCRP Enrollment Application allows employers to enroll:

  • Eligible Elected or Appointed Officials into the Defined Contribution Retirement Program (DCRP); or
  • Other employees who are ineligible for PERS or TPAF enrollment because they do not meet the minimum salary requirements for the PERS or TPAF.

The DCRP was created under the provisions of Chapter 92, P.L. 2007 and extended under the provisions of Chapter 103, P.L. 2007, and Chapter 89. P.L. 2008. Specific guidelines on eligibility and enrollment are available in the Employers Pension and Benefits Administration Manual (EPBAM) or in the DCRP for Elected or Appointed Officials Fact Sheet and the DCRP if Ineligible for the PERS or TPAF Fact Sheet.

To access the application, click the "DCRP Enrollments" button on the EPIC Home Page.

On the page that appears:

  • Enter the information for the elected or appointed official who you wish to enroll.
  • Be sure to carefully answer all the questions. Questions marked with an asterisk * are required.
  • Include the employer Payroll or Benefits office telephone number.
  • When all the information is entered, click the "Continue" button.

dcrp enrollment

You will be shown a Summary Page. Please review the information to verify that it is correct.

dcrp enrollment screen 2

  • If you need to make any changes, click the "Modify" button to return to the previous page
  • If all of the information is correct, click the "Submit" button to complete the enrollment process.

When a submission is successfully completed, you will see a confirmation page.

dcrp enrollment screen 3

At the top of the page is a link to a printable version of the completed DCRP enrollment information. Print 2 copies of this information and give one copy to the newly enrolled member and keep the other copy for your records.

Please go over the information contained on the Enrollment Application with the member.

IMPORTANT: The online DCRP Enrollment Application does not include a Designation of Beneficiary page. Until the member designates his or her beneficiary, the member’s estate will be the beneficiary of record. Members should complete and mail the standard ABP/DCRP Designation of Beneficiary form to the Division of Pensions and Benefits as soon after enrollment as possible.

This enrollment is now complete. Click the "Return" button to exit the application.


ABP Enrollment Application

The ABP Enrollment Application allows employers to enroll eligible, newly hired employees into the Alternate Benefit Program (ABP).

To access the application, click the "ABP Enrollment Application" button on the EPIC Home Page.

On the page that appears:

  • Enter the information for the employee who you wish to enroll.
  • Be sure to carefully answer all the questions. Questions marked with an asterisk * are required.
  • Include the ABP Title or Position from the provided list.
  • When all the information is entered, click the "Continue" button.

abp enrollment

Page two of the Enrollment Application will request additional information.

  • Be sure to carefully answer all the questions. Questions marked with an asterisk * are required.
  • Include the employer Payroll or Benefits office telephone number.
  • When all the information is entered, click the "Continue" button.

abp enrollment screen 2

You will be shown a Summary Page. Please review the information to verify that it is correct.

abp enrollment screen 3

  • If you need to make any changes, click the "Back" button to return to the previous pages.
  • If all of the information is correct, click the "Submit" button to complete the enrollment process.

When a submission is successfully completed, you will see a confirmation page.

abp enrollment screen 4

At the top of the page is a link to a printable version of the completed ABP enrollment information. Print 2 copies of this information and give one copy to the newly enrolled member and keep the other copy for your records.

Please go over the information contained on the Enrollment Application with the member.

IMPORTANT: The online ABP Enrollment Application does not include a Designation of Beneficiary page. Until the member designates his or her beneficiary, the member’s estate will be the beneficiary of record. Members should complete and mail the standard ABP/DCRP Designation of Beneficiary form to the Division of Pensions and Benefits as soon after enrollment as possible.

This enrollment is now complete. Click the "Return" button to exit the application.


Delayed Enrollments

The Delayed Enrollments application allows employers to view amounts currently due and/or past payments made for delayed enrollments.

To access to the application click the "Delayed Enrollments" button on the EPIC Home Page.

The page that appears will show any current delayed enrollment balance(s) that is due. If there is no current balance due, a message to that effect will appear instead.

delayed enrollments

Click on the "Paid Invoices" button to view past, paid Delayed Enrollment Bill information.

Click the "Frequently Asked Questions" link to view more information about Delayed Enrollments.

Purchase Certification - Employment Verification

purchase certification

Click on the "Unpaid Invoices" button to return you to the previous screen.

Click on any "Invoice Number" to view the billing information in more detail.

purchase cert screen 1

Clicking on the member's name will open the online form and permit the verification of the employment.

If the Purchase Type is listed as "Uncredited" the Add Title page will open.

Indicate the Official Payroll Title of the position, the Dates of Employment (including Appointment Date, Hire date, etc.), and salary information requested.

Please complete all required fields on the verification page.

purchase cert screen 2

In the "Title Classification" field, select a classification from the list that best represents the type of position held by the employee.

If the Purchase Type is listed as "Leave of Absence" the Add Leave of Absence page will open.

Indicate the Dates and Reason of the Leave of Absence.

Please complete all required fields on the page.

purchase cert screen 2a

purchase cert screen 3

In the "Reason" field, select a reason for the Leave of absence from the list provided.

When all of the information has been entered, click the "Continue" button and you will be shown a Summary Page.

purchase cert screen 3a

purchase cert screen 4

Please review the information on the Summary Page to verify that it is correct.

  • If you need to make changes click the "Modify" button.
  • To add another Payroll Title for this employee, click the "Add Another Title" button.
  • If the information is correct, enter a contact telephone number in case there are additional questions about information submitted and click the "Submit" button

You will be shown a confirmation that the Purchase Certification was submitted successfully.

A link at the top of this page will open a "Printable Version" of the Summary Page information that you can print for your records.

purchase cert screen 5

To exit the application, click the "Home" button near the EPIC page header. You will be returned to the menu page that lists requested certifications.

From here you can complete another employee's certification, or click the "Home" button again to exit the application and return to the EPIC Home Page.


Employer Certification of Withdrawal

The Employer Certification of Withdrawal application allows employers to complete and certify the withdrawal information for retirement system members who have terminated employment (but who have not applied for retirement). This information is used to verify eligibility for a withdrawal and to calculate the withdrawal payment due to the member.

To access the application, click the "Certification of Withdrawal" button on the EPIC Home Page.

On the page that appears, you will see the names of any of your employees who have submitted an Application for Withdrawal where the Employer Certification is still outstanding.

Click on the member's name to continue with completing that certification.

withdrawal cert

By clicking the "Add New Part II" button, employers may also submit a "new certification" for a member who is not listed but who is in the process of submitting an Application for Withdrawal.

When submitting a "new certification", enter the member's ID number and name on the "Member Search" page.

withdrawal cert screen 1

On the Certification Page, indicate the reason and dates for the employee's termination, the status of any Workers' Compensation claim, and a contact telephone number for the employer representative completing the certification.

When done, click the "Submit Certification" button.

withdrawal cert screen 2

You will see a confirmation page to indicate that the certification has been submitted successfully.

At the top of the page is a link to a "printable version" of the confirmation page. You should print and keep a copy on this confirmation for your records.

withdrawal cert screen 3


Retirement Certification

The Retirement Certification application allows for online submission of the Certification of Service and Final Salary for Retirement.

When an employee submits a Retirement Application, the Certifying Officer will receive an email message that the certification is requested.

To complete the Certification, click the “Retirement Certification” button on the EPIC Home Page.

On the page that appears, the employer will see the names of any employees for whom there is an outstanding request for a Certification.

Clicking on the member's name will open the online form and permit the certification of service and salary.

retirement cert

On the Certification Page, you will answer questions about the employee's retirement.

Fields with additional questions may appear if the employee:

  • Was dismissed;
  • Applied for Accidental Disability; or
  • Has an active Workers' Compensation claim.

Please provide an answer for all questions that are shown.

retirement cert screen 1

You will also be asked to indicate whether or not the employee had a significant increase in salary within the last 5 years of employment, and supply salary information as appropriate.

retirement cert screen 2d

A contact telephone number is also required in case there are additional questions about information submitted.

retirement cert screen 2f

When all of the information is submitted, you will be shown a Summary Page.

Please review the information on the Summary Page to verify that it is correct. Then click the "Submit" button.

retirement cert screen 3

You will be shown a confirmation that the Retirement Certification was submitted successfully. A separate email confirmation will also be sent.

A link at the top of this page will open a "Printable Version" of the Summary Page information that you can print for your records. It is also advisable to print a copy and give it to the employee who is retiring for his or her records.

retirement cert screen 4

To exit the application, click the "Home" button near the EPIC page header. You will be returned to the menu page that lists requested certifications.

From here you can click the "Home" button again to exit the application and return to the EPIC Home Page.


Retirement Estimate Calculator

The Retirement Calculator application allows you to estimate how much employees may be eligible to receive at retirement for any retirement date up to two years in the future.

Access to the application requires the employee's membership number, Social Security number, or name. Enter the membership number, Social Security number, or name on the EPIC Home Page and click the "Retirement Calculator" button.

retirement estimate

On the page that appears:

  • Select the type of retirement from the drop-down menu.

    retirement type

  • Enter the employee's planned retirement date (All retirements must be for a date no more than two years in the future and must start on the first of a month).
  • Enter the date on which the employee will terminate employment (must be prior to the retirement date).
  • If the employee is planning to purchase additional service credit, enter the service in the "Additional Service" field (optional).
  • By clicking "Yes" in the "Add Beneficiary" area, a box will open where you may include the employee's beneficiary's name, date of birth, and spouse information. Note: By providing this information we will be able to calculate additional pension payment options that include survivor payments (optional).

    beneficiary screen

  • When all of the information has been entered, click the "Submit" button.

The page that appears will show the retirement estimate.

retirent calculation

Note: All calculations are ESTIMATES ONLY and are based on service and salary information currently posted to your pension account by the Division of Pensions and Benefits.


Retirement Application — Employer version

The online Retirement Application permits an employer to submit an application for retirement for one of their employees — in cases of either an “involuntary retirement” application or when simply assisting an employee who is applying for retirement.

Note: As a general rule, a member who is not being retired Involuntarily and capable of completing the application on their own, should submit their application using their personal MBOS account.

Access to the application requires the employee's membership number or Social Security number, and name. Enter the employee’s pension membership number or Social Security number and first and last name on the EPIC Home Page. Then click the "Retirement Application" button.

The first page will ask for the employee’s email address. Please enter the email address and click the "Continue" button.

employee email address

Note: While not required, it is highly recommended that the email address be provided for electronic confirmation or in cases where follow-up contact with the employee is needed.

Before applying for retirement, all members should receive an Estimate of Retirement Benefits and consider the pension payment options available to them and any beneficiary. The online Retirement Application provides a link to the Retirement Estimate Calculator.

  • To calculate an estimate of benefits for the employee prior to completing an application, click the "Yes" button.
  • If the employee already has an estimate and you are ready to complete the application, click “No” and the application form will open.

employee application

Member Information

The Member Information page asks about the retiree. Please complete all of the requested fields.

  • Some fields may be pre-filled.
  • If any of the pre-filled information is incorrect, it can be corrected.

After you have entered all of the information for this page, click the "Continue" button.

employee application screen 2

Retirement Type

On the Select Retirement Type page, choose the employee’s “Retirement Date” and “Retirement Type”.

Because all retirements begin the first day of the month select only the Retirement Month and Retirement Year from the drop down lists.

Then select the employee’s “Retirement Type” by clicking a selection button. Only ONE type of retirement may be selected.

Note: Click on the “question mark” icon next to “Retirement Type” to open a page with detailed explanations of each type of retirement.

If you select Ordinary Disability or Accidental Disability Retirement, a field will open where you should enter additional information about the employee’s disability. Please note that all disability retirement information submitted to the Division is kept strictly confidential.

You must also answer the question about any pending purchase of service credit.

employee application screen 3

For PERS and TPAF retirements, you must also answer the question about the last or highest years of salary.

  • Most PERS and TPAF retirements are calculated using the employee’s last 3 years of salary (5 years for Tier 4 and Tier 5 members) – which are usually the highest. If the employee's last 3 or 5 years are not the highest salary years, select “No” and additional fields will open where you will enter the employee's highest fiscal years of salary. A fiscal year runs from July 1st through to June 30th.

highest salary calc

After you have entered all of the information for this page, click the “Continue” button.

Note: The next pages of the application differ depending upon the member's retirement system. The PERS and TPAF are discussed first with the PFRS and SPRS following.

PERS and TPAF Retirements

The Option Selection page will open. You will need to select the member's pension option and list a pension beneficiary.

  • The pension options provide for varying amounts that can be paid to the retiree, and to a named beneficiary after the retiree’s death. Click on the “question mark” icon next to “Select Pension Option” to view detailed explanations of each pension option.
  • Choose only ONE of the 9 different options that are offered.
  • IMPORTANT: Please be certain that the employee understands the options available and that it is chosen carefully. The retiree has the opportunity to change the option selection until at least 30 days after the retirement date, however, once the retirement becomes “Due and Payable” the option CANNOT be changed.

employee application screen 3a

  • At the bottom of the page, information for the pension beneficiary must be entered. This is the person who will receive benefits from the option selection — or the "last check benefit" if selecting the Maximum.

When this section is completed, click the "Continue" button at the bottom of the page and you will go to the Life Insurance Beneficiary page.

PFRS and SPRS Retirements

The Marital Status page will open. List the name and other requested information as appropriate for a spouse, civil union partner, or eligible same-sex domestic partner. (If the employee is single or divorced, select “None of the Above”.)

On a following page you will also be asked to list information for any dependent children.

employee application screen 3b

Life Insurance Beneficiaries

On the Life Insurance Beneficiary page, all retirees are required to list information about one or more beneficiaries for any Group Life Insurance payable upon the retiree's death.

When you have entered all of the information for this page, click the “Continue” button.

employee application screen 3c

View Summary and Submit

All of the information needed for the Retirement Application should now be entered, and you will be shown the Summary Page.

Please review the summary information and selections carefully as this is what will be submitted to the Division of Pensions and Benefits to begin processing the retirement.

employee application screen 6

  • If you need to change any of the information shown, click on the heading of any section to go back and make changes. You can also click the "No" button at the bottom of the page.
  • If all of the information displayed on the Summary Page is correct, click the “Yes” button at the bottom of the page to submit the application.

You will see a Confirmation Page indicating that the application has been submitted successfully. In addition, both you and the employee will receive a separate email confirmation.

At the top of the Confirmation Page, there is a link to a “Printable Version” of the Summary Page information. You should click this link and print the summary information for your records AND provide a copy to the employee.

employee application screen 8

To exit the application, click the "Home" button near the EPIC page header.


Retirement Application Status

The Retirement Application Status application allows you to check the status of employees who have submitted a retirement application to the Division of Pensions and Benefits.

Click the "Retirement Application Status" button to request information on all retiring employees, or enter a membership number, Social Security number, or name on the EPIC Home Page and click the "Retirement Application Status" button to request the retirement application status for an individual employee.

retirement status list

The page that appears will show the date the retirement application was received from the employee, the retirement date, and the date of receipt of the employer's Certification of Service and Final Salary. If available, the list will also include the date the quote letter was prepared and mailed to the member and the date the retirement will be presented for approval to the pension fund's Board of Trustees.

Retirement information records are retrieved in groups of 25 and presented five at a time. If the retirement information you are looking for is not in the first five records returned, click the "Next" button to view the next five records in the group.

When you reach the end of the first group of 25, the "Next" button will not be visible. To view the next group of 25 records, click the "Next Group" button. The next 25 records will then be loaded and displayed five at a time.

The total number of records available for viewing will be listed in the bottom right table cell.


Death Claim Certification

The Employers' Death Claim Certification application allows online submission of the service and salary information required by the Division of Pensions and Benefits following the death of an employee.

To access the application, click the "Death Claim Certification" button on the EPIC Home Page.

death claim cert list

On the page that appears, you will see the names of any employees for whom there is an outstanding request for an Employer Certification for Death Claim.

  • Click on the member's name to continue with completing that certification.
  • By clicking the "Certify a New Death Claim" button, an employer may also enter information on a recent death, thereby generating a "report of death" to the Division.
  • Note: When a new Death Claim Certification is required, employers will receive an email notification from the Division of Pensions and Benefits

Upon making your selection to complete an existing or new certification, the Certification Form will appear.

death claim cert

After you have entered the information that is requested on the form, click the "Continue" button. You will have a chance to review the information to make changes or complete the submission.

Upon completion, you will see a confirmation page to indicate that the Death Claim Certification has been submitted successfully. An email confirmation is also sent to confirm the transaction.

At the top of the page is a link to a "printable version" of the confirmation page. You should print and keep a copy on this confirmation for your records.

death claim confirmation


Employer Appropriations Bill

The Employer Appropriations Bill application allows employers to view amounts currently due and/or past payments made for pension system employer appropriations.

To access to the application click the "Employer Appropriations Bill" button on the EPIC Home Page. The "Employer Appropriations" menu will open.

appropriations menu

  • The "View Bill" button will let you view currently due and/or past payments made for pension system employer appropriations.
  • The "Make a Payment" and "Change Banking Information" buttons will take you to the TEPS Online System for making and managing payments.

If you select the "View Bill" button, the page that appears will show the current Employer Appropriations bill.

appropriations bill

To view Employer Appropriations bill for another year, select the year/date from the drop down list at the top of the Employer Appropriations Bill page.

appropriations selection


Transmittal Electronic Payment System (TEPS)

The Transmittal Electronic Payment System (TEPS) application allows you to manage payments that are made through TEPS.

To access to the application, click the "Transmittal Electronic Payment" button on the EPIC Home Page. The TEPS Menu screen will open.

teps menu

  • The "Payment Inquiry" button will let you view past TEPS payments in EPIC.
  • The "Make a Payment" and "Change Banking Information" buttons will take you to the TEPS Online System.

If you select the "Payment Inquiry" button, the page that appears will show the current quarterly posting of account information by the Division of Pensions and Benefits.

teps main

By clicking on the "Select Period" drop-down box, you can access TEPS payment records from previous quarters.

teps selections

You can print the TEPS information page by clicking the "Printable Version" link at the top of the TEPS page.

Clicking on the

teps online

link, will take you to the TEPS Online Payment System where you can make payments over the Internet (instead of payments over the phone).

teps logon

Note: You must be a registered user to make TEPS payments online — your Location Number and TEPS Password are required to access the Online Payment System.


Internet-based Report of Contributions (IROC)

The Internet-based Report of Contributions (IROC) application allows you to view, update, and submit your quarterly Report of Contributions over the Internet. To access to the application, click the "Report of Contributions" button on the EPIC Home Page.

iroc application

Detailed instructions on using the IROC application are contained in the IROC Users Guide.


Supplemental Annuity Collective Trust (SACT) (If applicable)

The Supplemental Annuity Collective Trust (SACT) Plan Information application allows you to view SACT account information for any of your employees who participate in SACT.

Access to the application requires the employee's Social Security number or name. Enter the Social Security number or name on the EPIC Home Page and click the "Supplemental Annuity Collective Trust" button.

The page that appears will show account information current as of the last quarterly posting by the Division of Pensions & Benefits.

iroc application

By clicking on the "SACT Unit Values" box, you can access the unit values of the investment fund for the past quarter.

sact unit values

To begin a new search in the same application, click the "back" button until you reach the EPIC Home Page. Enter the employee's Social Security number or name in the appropriate field and click the "Supplemental Annuity Collective Trust" button.


Alternate Benefit Program (ABP) Applications (If applicable)

ABP Annual Report of Covered Lives

(For the ABP Enrollment Application, see above.)

Each year the Division of Pensions and Benefits asks Colleges and Universities that participate in the New Jersey Alternate Benefit Program (ABP) to provide updated salary information for active members of the ABP. The ABP Report of Covered Lives application has been designed to allow employers to provide salary information online.

Choose your location from the drop-down menu" box, and click the "Alternate Benefit Program" button to access the application.

abp choice

The application will present up to five (5) ABP members per screen. Individuals are listed in order by ABP member number. You can advance through the list by using the "Next" and/or "Previous" buttons located at the bottom of the page.

For each active member, indicate the member's contractual base salary as of June 30, of the report year, and modify vesting status if necessary. Salaries must be included for any member who terminated employment on or after June 30, of the report year. Salaries are to be reported in whole dollars only and corrections may be made online until September 30, of the report year, or until you choose to submit the report (See IMPORTANT NOTICE below).

For members absent from the online list, but employed at your institution prior to June 30, of the report year, please provide an ABP Enrollment Application or Intrafund Transfer Form indicating the individual's hire date. If this information has previously been submitted to the Division, please contact the Defined Contribution Plans Unit at 609-777-0887 to resolve the matter.

No salary information should be entered for members ceasing employment prior to June 30, of the report year. However, leave or termination information must be submitted and may be done so through this on-line application as described below.

Reporting Employment Status Changes — If a member has had a change in employment status and is no longer actively employed, report that information to the Division by using the member-specific update screen. To access the member-specific screen, click the individual's name, for you wish to report the change, where it appears in the list on the Report of Covered Lives list.

In the window that opens (below), you can select a leave or termination reason from a drop-down menu and insert the effective date for the leave (start date). If the individual has returned from a leave, the return date (end date) may be entered in the field provided. Fields are also provided for updates to the member's name.

abp main

Once you have completed updating the individual member's record, click the "Submit" button and you will be returned to the Report of Covered Lives screen where you may select another member, continue entering annual salary information, updating vesting status, or end your session.

Ending Your Session — You may leave the ABP application by using the "Home" and/or "Logout" buttons at the top of the page.

IMPORTANT NOTICE — When you decide to leave the ABP Report of Covered Lives application you will be presented with a question: "Are you finished updating the ABP?"

  • ONLY answer "YES" if you have completed all entries and wish to submit your entire salary report for processing. Answering "YES" to this question will also prohibit any further updates to the Annual Salary data field.
  • Selecting "NO" will save your entries but permit you to return later to continue or review your work before final submission.

Health Benefits Applications

Available only to SHBP/SEHBP participating employers

SHBP/SEHBP Home Page

The Health Benefits applications are for employers that participate in the State Health Benefits Program (SHBP) or the School Employees' Health Benefits Program (SEHBP). To access the applications click the "SHBP/SEHBP" button on the EPIC Home Page.

The screen that appears is the SHBP/SEHBP Home Page.

health benefits menu

Here you will find buttons for the SHBP/SEHBP applications. The application buttons that appear will vary based upon the type of employer (State, Local Government, Local Education, etc.) as well as your individual access as assigned by your Certifying Officer.


SHBP/SEHBP Reports

The SHBP/SEHBP Reports application allows employers to view, print, or download (and save) the Health Benefits List of Covered Employees, Alpha List, Activity Report, Waiver Report, and (if applicable) the Monthly Bill.

To access the application click the "Reports" button on the SHBP/SEHBP Home Page in EPIC.

  • Local Government, Local Education, and State Monthly Employers — the following section describes Reports for Local and State Monthly employers
  • State Biweekly employers

Reports for Local and State Monthly Employers — Depending on the health benefits coverage agreements of your employing entity, the first page of the application may ask you to select reports for either the Active or Retired health benefits group. If requested, select the appropriate group and click the "Submit" button.

health benefits reports local group

Reports for local government/education or State monthly employers are provided by month. The page that opens lists the current monthly report cycle, a summary of costs, and up to 11 months of prior reports and costs.

health benefits reports dates local group

Click on the linked month/year for the reports you wish to view.

The page that opens contains buttons for the selected month's reports and monthly bill.

health benefits reports buttons local group

To view the information click the button for the report or bill. The Reports open in PDF format.

health benefits reports local group

You can view or print the PDF report or download and save the report to your own files. (Downloading may be restricted on some employer networks - check with your Network Administrator if you experience problems.)

State Biweekly Employers — Reports for State biweekly employers are provided by pay period. The opening page of the application lists the current report cycle, a summary of costs, and up to 25 pay periods of prior reports and costs.

health benefits reports state group

To view reports for a particular pay period, click on the linked date and pay period number.

The page that opens contains buttons for the available reports.

health benefits reports buttons state group

Click the button for the report you wish to view. The Reports open in PDF format.

health benefits reports state group

You can view or print the report, or you can download and save the report to your own files. (Downloading may be restricted on some employer networks - check with your Network Administrator if you experience problems.)


SHBP/SEHBP Year-End Reports

The SHBP/SEHBP Year-End Reports application allows employers to view, print, or download (and save) reports.

The Year-End Reports are provided to aid employers in tracking health benefits costs, NJ WELL member participation, and requirements under the federal Patient Protection and Affordable Care Act to report coverage information on IRS Form 1095-C and/or Form W-2.

To access the application click the “Year End Report" button on the SHBP/SEHBP Home Page in EPIC.

Up to five different reports are available; however, your employing location’s report selections may vary. Select the check box for the report you wish to view. You must also select the report year from the drop menu.

health benefits reports aca year end

When you click the “Submit” button, the report will open for viewing. You can also print or download and save the report to your own files. (Downloading is available in PDF or CVS formats and may be restricted on some employer networks - check with your Network Administrator if you experience problems.)


SHBP/SEHBP Transmittal of Deletions

Terminations and Deletions must be made through Benefitsolver.


SHBP/SEHBP Member Account Inquiry

The SHBP/SEHBP Member Account Inquiry application allows you to view both active and retiree health benefit account information for any of your employees, as well as COBRA information. To access the application click the "Inquiry" button on the SHBP/SEHBP Home Page in EPIC.

The screen that appears is the "Subscriber/Dependent Search" screen. In order to see health benefit information for an employee, you must enter:

  • Your Employer ID, Bureau, and Payroll Numbers; and
  • The employee's Social Security number OR the employee's name.

Once you have entered this information, click the "Search" button.

If you enter incorrect information and need to start again, hit the "Reset" button and the information will clear.

shbp

If the employee has more than one type of SHBP/SEHBP account (Active, Retired, or COBRA) a page will appear listing the choices. Select the account you wish to view by clicking the link in the Employer ID column.

Subscriber Information

The page that appears will show the Eligibility Summary, Coverage Information, and Dependent Information for that employee/Retiree. Buttons at the top right side of the Eligibility Summary screen allow you to switch from the Active coverage view to a retired or COBRA coverage view.

ships main screen

To view the Expanded Coverage Listing, showing the history of the SHBP/SEHBP account, click the link "Select here to view previous coverage information".

select coverage

The following information will appear:

expanded information

Click the "Plan Type" to see billing information.

To return to the Eligibility Summary screen, hit the "Back to Subscriber Information" button at the bottom of the Expanded Coverage Listing.

Provider and Billing Information

To view additional information about the current Service Provider, click one of the links under "Plan Type."

The following information will appear:

service provider

Use the drop down list to select a specific Billing Period.

If there is a link in the "Type" column, clicking it will show you additional billing details.

full detail

To return to the Eligibility Summary screen, hit the "Back to Subscriber Information" button at the bottom of the Service Provider screen.

Dependent Coverage

To view details about a dependent's coverage, click the linked name of a covered dependent.

dependent name

Information about the dependent's coverage will appear:

dependent name

Click the "next" button to view additional Dependent Detail.

dependent detail

To return to the Eligibility Summary screen, hit the "Back to Subscriber Information" button at the bottom of the Dependent Detail screen.

Retiree Eligibility

To access Retiree Eligibility (if available), click the "Retiree Account" button when it appears at the top right of the Eligibility Summary screen.

retiree eligibility

The following information will appear:

ships retired summary

To access additional retiree detail, click the "Retiree Information" button when it appears at the top right of the Retiree Eligibility Summary screen.

retirement button

The following information will appear:

ships retiree

To return to the Eligibility Summary screen, hit the "Back to Subscriber Information" button at the bottom of the Retiree screen.

COBRA Eligibility

To access COBRA information (if available), hit the "COBRA Account" button when it appears at the top right side of the Eligibility Summary screen.

cobra account

The following information will appear:

ships cobra summary

To access additional COBRA detail, click the "COBRA Information" button when it appears at the top right of the COBRA Eligibility Summary screen.

cobra button

The following information will appear:

ships cobra

To return to the Eligibility Summary screen, hit the "Back to Subscriber Information" button at the bottom of the COBRA screen.


PART 3 - EPIC Security System

For Certifying Officers and Supervisors of Certifying Officers

More information about the EPIC Security System


PART 4 - Questions or Comments About EPIC

The Division of Pensions & Benefits wants EPIC to be a tool that employers find useful and choose to use in their daily administrative work. We have made every effort to make EPIC powerful while also keeping it easy to use. We would like to hear about how you liked using EPIC and welcome your suggestions on how EPIC could be made better for the way you work. We will try - based on the response we receive - to include the features you would like to see in future versions of EPIC. Send your questions, comments, and suggestions to the Division of Pensions & Benefits or call the Division's Employer Education Unit at 609-292-7524.

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Last Updated: Thursday, 05/13/21