F._2017_Thrift_Savings_Plan_Work_Volumes.pdf

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Recordkeeping Services Acquisiton (RKSA)
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TIB-2017-RFP-0001-RKSA
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2017 Thrift Savings Plan Work Volumes

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Thrift Savings Plan Work Volumes

Channel 2017 Monthly Average

Contact Centers

Incoming Calls (IVR) 293,000

Incoming Calls (Opted Out to Agent) 204,000

Outgoing Calls 5,600

Correspondence 3,000

Special Correspondence 2,200

Secure Messaging 5,800

Fulfillment Requests 2,300

Chat NA

Service Bureau

Mailed Forms by SB 21,220

Faxed Forms by SB 50,011

Death Benefits

Form TSP-17 (claims received) 1,434

Form TSP-17 (claims initiated) 980

Form TSP-3 (received) 9,206

Legal Processing

RBCO (received) 620

CSCO (received) 1,041

POAs – Legal Authorization (received) 270

TSP-16 Spousal Exception (received) 128

MVRA 9

Tax Levy 3

Allegations of Spousal Misconduct 7

Agency Technical services/Money In Money Out

Incoming Calls (From Payroll Agency/Current ATS) 1,270

EDR (Employee Data Record) 3,231

YTD Contribution Requests 653

E-Mail (From Payroll Agency/Current ATS) 254

E-Forms 314

Journal Vouchers (Error Assistance) 10

Journal Vouchers (Manual Assistance) 29

Disbursements – DBPU – Payment Forms Received 1,118

Disbursements – LPU – Total Payments 981

Special Processing Unit

Rollovers and Transfers 3,178

Manual Notices 478

Error Corrections 848

Adjustments and Exceptions 434

Notices Mailed (reissues) 814

Forfeitures and Restorations 483

Forms Review 10,809

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