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FAQs

Contact the Human Resources (HR) department of your last denominational employer.

If you have received an email from a Benefits Processing Assistant you should contact this person.  He or she should be able to give you an estimated time.

If you have not received an email from a Benefits Processing Assistant, please contact Monica in our Retirement Office by emailing her at monicajohnson@nadadventist.org. Diane can tell you the status of your application and should be able to give you an estimated time.

Checks and EFTs (Electronic Funds Transfers) are released on or by the 27th of each month.

  • If the 27th is a Sabbath, Sunday or holiday Monday, the checks and EFTs are released the Friday before.
  • If the 27th is a Thanksgiving, the checks and EFTs will be released the Wednesday before.

For checking accounts:  Remove a check from your permanent checkbook (it must have the retiree’s name and address pre-printed on it) and attach this check to a note with the retiree’s signature and Social Security Number on it requesting the update. Fax or mail this check and note to our office.

For savings accounts:  You can request that our office send you an authorization agreement for direct deposit form or you can download this form from our website.

Changes in your address can be emailed, faxed or sent via mail.  If you choose to email the address change your name MUST be part of the email address or we cannot process the request.

Contact the Benefits Processing Assistant who handled your application for an explanation.

Contact the Benefits Processing Assistant who handled your application for an explanation.

Are you a new retiree and, if so, are you sure your application has been received and is in process?  If the answer to these questions is yes, contact the Benefit Processing Assistant who is handling your application.

If you don’t know who has your application contact Diane Gatling at dianegatling@nadadventist.org.

Do we have your current address?  You may want to contact our office to be sure.

Have you recently sent us direct deposit information?  If so, please contact your bank before calling us to see if the funds have been deposited into your account.

If you receive a paper check we cannot re-issue the check until the 15th of the following month. Contact us at that time.

More than likely the bank has either damaged the check in processing or you cut off the bottom of the check. Either you or the bank should fax or mail us a copy of this damaged check so we can replace it.

First, determine the precise difference by comparing your stub from last year to the stub for this year. That amount may be explained by the one or more of the following:

Did you start having SHARP deductions this year? If so, this will lessen your gross amount.

Did you ask to have federal taxes withheld? If so, this will lessen your gross amount.

Did you have a spouse pass away or do you have a spouse who started their own retirement benefits? If so, a spouse allowance amount may have been discontinued on your retirement account.

Are you on state medical assistance (Medicaid)? If so, you may have had the Medicare Part B premium reimbursement discontinued on your retirement account as medical assistance (Medicaid) covers the Medicare Part B premium.

Have you recently changed your direct deposit information?  If so, it may be you forgot to send it to us. Please call the toll-free recorded information line at (888) 838-8955 for instructions on how to get that new data to us.

Have you contacted your bank and spoken with the ACH (Automated Clearing House) department about this?  If not contact them.

Are you looking online for the payment?  It may be the payment has been received but not posted to your account yet.  Again, contact your bank to be sure.

Are you looking at your bank statement?  Look at the statement end date.  If it is before the 27th of the month your payment will not show on that statement.

You can get the answer from Andrew Choi in the Retirement Office by emailing him at andrewchoi@nadadventist.org.

If your last name starts with the letters A – K, you should call Gayle at (443) 391-7336.

If your last name starts with the letters K - Q, you should call Stephanie at (443) 391-7310

If your last name starts with the letters R – Z, you should call Bonnie (443) 391-7335.

For the answer, contact Adventist Risk Management at (800) 447-5002.

From the list of Benefit Processing Assistants below, find the one who serves all retirees with the first letter of your last name (in parentheses): 1-443-391-xxxx

  • Christina Rasmussen x7316 (H, T, U, V, W)
  • Vernon Rogers x7320 (A, B, F, I)
  • Jean Sloane x7315 (C, D, E)
  • Monica Johnson x7324 (Applications)
  • Shirley Jones x7317 (G, J, K, L)
  • Sharon Kuykendall x7318 (M, N, O P)
  • Joyce Macatiag x7319 (Q, R, S)
  • Karin Dortch x7321 (X, Y, Z)
  • Diane Gatling x7322 (Applications only)
  • Dellouris Hepburn x7323 (Trainee)

1099R’s are sent out by the 31st of January and should be received by you within the first 2 weeks of February.  If you have not received your 1099R by February 14, call our Retirement Office and we will replace it.

Have you moved?  If so—and as long as you remembered to put in a forwarding address—you will be receiving the form, but just a bit later than before.

Fax or mail us a letter stating the exact dollar amount or the exemptions you want us to withhold.  We do not calculate a percentage.

Be sure your signature and social security number are on the letter.

We only withhold federal income tax.  We do not withhold state income tax.

Please consult with your tax preparer to determine this. We do not counsel retirees on such matters.

Once you have determined your withholding, please fax or mail us a letter with your request. Make sure this letter has both your signature and social security number on it.

Yes, if you asked for the funds to be sent directly to you.

No, if you rolled the funds into a retirement account such as an IRA or a tax-sheltered annuity (TSA).

Funds sent directly to you will be reported on the same 1099R as your basic gross retirement benefits.

Funds rolled over will be reported on a separate 1099R that will indicate (in box 7 with the letter “G”) that the funds were rolled over.

Both scenario RA/Lump Sum payments (i.e. taxable and tax-deferred) are reported to the IRS.

Hospital retirees always get a 2.50% COLA.

A church retiree’s increase depends on what is voted by the North American Division Executive Committee.

Payroll is not made aware of the new rates till the processing of the January benefit run.

Contact our administrative assistant, Sherri Jackson, who can put you in touch with someone who can help you. Sherri can be reached at (443) 391-7301.

Fax or mail us a release form/letter authorizing us to do so.  The form/letter must include the receiving party’s name and fax number along with the retiree’s signature and social security number.  We do not suggest using email, as your social security number could be compromised by sending it via the internet. Note that we can mail rather than fax the 1099R or Statement of Monthly Benefits to your designated person, if you prefer.

We need legal paperwork (i.e. power of attorney papers, guardianship papers, trust papers or a signed release from the retiree) before we can honor any such requests.  Fax or mail this paperwork to our office.  We do not suggest using email, as the retiree’s social security number could be compromised by sending it via the internet.

Medicare does assess a penalty to a retiree who enrolls later than their “initial retirement period,” which refers to the period when they are first eligible for Medicare retirement benefits. Any penalty assessed by Medicare for late enrollment is a lifetime penalty on the monthly cost for Medicare Part B or on the monthly cost for Medicare D prescription drug plan. You pay this penalty to social security.