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WorksheetsSFRP September 2023 Knowledge Check
Total questions: 10
Worksheet time: 3hrs 30mins
Personal Identifiable Information (PII) cannot be released to callers, even if they are verified.
True
False
A Payroll Representative can call in and obtain information even if their name is not on the account:
True
False
If a call or email is received from one of our State Partners:
CSR should reply right away.
CSR should NOT reply to the email received.
Email should be forwarded to CSSSRPManagement@ascensus.com
CSR should reach out to Lead associate if unsure how to handle.
Rollover out checks should be made payable to the other financial institution FBO (Saver’s name):
True
False
What code should QB be using to send in contributions:
CalSavers
Retirement deduction savings plan
IL Secure Choice
Roth IRA
Exemption instructions (for other reasons such as company closed, etc.) can be sent via email to ERs:
True
False
If a CA ER has EEs in CA and out of the State:
Only EEs that are reported in CA and receive CA wages need to be added.
Only EEs that live in CA can be added.
Only EEs who live in CA and receive CA wages need to be added.
Out of State EEs can be added as well.
IL ERs can include EEs who are IL non-residents if they receive IL wages/pay IL taxes:
True
False
If an ER has Union workers then can exempt the business from offering SFRP:
False
True
What is the reason some check cashing places feel they can't cash a distribution check?
It is drawn from an ZBA account.
Many times tellers aren't familiar with this type of account and need to speak to a banker or manager.
ZBA accounts are a way companies prevent fraud.
