Font size
WorksheetsSFRP October 2023 Knowledge Check
Total questions: 10
Worksheet time: 3hrs 30mins
Employers can add part-time employees in CalSavers
True
False
This is how a Saver can change the delivery preferences on an account:
Over the phone
Online
Form by mail
CA Savers can change their delivery preferences through the app
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.
For new QA guidelines, who must verify address?
Savers that have not been IVR authenticated
Savers and Employers
Employers because they can’t be IVR authenticated
Only delegates and payroll providers
When submitting employee information via a file, which document should be used?
Our Payroll Census file
Any Excel equivalent template
PDF document
We have received reports about callers impersonating Ascensus HR representatives, where should this be reported?
If a Saver calls in to request a distribution:
Rep must check for all possible holds
Rep must check for all possible holds and inform the Saver if any is applicable.
Rep must offer reference number
Rep must provide trade date once the transaction request has been submitted.
According to the new QA guidelines this is the new hold time limit, holds longer than this time will result in an Auto Fail:
2 minutes
3 minutes
4 minutes
5 minutes
These are the expected impactful dates for October:
10/11; 10/29
10/30
10/12; 10/31
10/15; 10/19
