Changing your IRA settings

Employee Self Service (ESS) enables employees to change their IRA deduction settings. Changes made to IRA deduction settings may take up to two paychecks before becoming effective.

To change your IRA settings

1. From the navigation menu, click Employee Self Service, then click Payroll and Compensation, then click IRA.
   
   Your current IRA information appears.
   
   
2. Click the Change Account Info button.
   
   A New IRA Info box appears.
   
   
3. Update all the fields you wish to change.
   
   Important: The name that appears in the Account Name field must match the name on your bank/financial institution account. Additional names on the account are acceptable.
   
   
4. Click the Submit Changes button.
   
   A Confirm dialog box appears containing the current IRA information, new IRA information, and the Employee Authorization dialog box.
   
   
5. Read the new IRA information to ensure that all information was entered correctly.
   
   
6. In the Employee Authorization section, enter the last four digits of your Social Security number.
   
   
7. In the Employee Authorization inner dialog box, click the Certify/Confirm button.
   
   An email will be sent to you stating that a pending change has been applied to your IRA information in ESS and that the change should be processed by the next business day but may take up to two paychecks to become effective.
   
   
8. For more information regarding IRA Payroll Deduction Program, employees should refer to the OPA website.
   
   

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Related topics
EForms
Canceling your IRA payroll deductions
Removing pending changes for IRA
Setting up IRA payroll deductions

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Last revised: Septemer 1, 2009