Customer Contact Center - Retirement Benefits Counselor Training
This Course will cover the equivalent of 23 days of Customer Contact Center - Retirement Benefits Counselor classroom training. The training is organized into seven modules and a mid-review module. The training was filmed in the fall of 2018 and features Teresa Sutton as the instructor.
The videos contain PII and PHI and are therefore maintained in a secure location for privacy and security purposes.
For each of the 7 Modules and mid-review module, you will open the Module folder, select the appropriate video, watch and absorb the information. Take notes and record any questions you have regarding the content. Your trainer will assist you along the way.
You must complete the module in the assigned sequence. The modules build upon one another, therefore, it is important to understand the content of an initial module before advancing to the next module.
You should repeat this process for all 7 modules and mid-review module (23 video presentations).
The course material for each module can be found on the Intranet. For your convenience, the page for each module has been linked in the outline below. Please be sure to right click to open the material in a new tab.
Customer Contact Center - Retirement Benefits Counselor Training
Module 1 - Membership and Enrollment
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Module 2 - Reporting and Service Credit and Service Purchase
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Module 3 - Leaving Covered Employment-Required Minimum Distributions, Refunds, and Deferred Annuities
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Module 3R - Cumulative Review (all preceding modules)
Module 3.R Video
Module 4 Retirement Annuities-Service, TERI and SCNG
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Module 5 Disability Retirement
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Module 6 Death Benefits
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Module 7 Benefit Payments
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Lessons
| Name | View Schedule |
|---|---|
 1. Module 1 - Membership and Enrollment
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- |
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2. Module 2 - Reporting and Service Credit and Service Purchase
|
- |
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3. Module 3 - Leaving Covered Employment-Required Minimum Distributions, Refunds, and Deferred Annuities
|
- |
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4. Module 3R - Cumulative Review (all preceding modules)
|
- |
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5. Module 4 Retirement Annuities-Service, TERI and SCNG
|
- |
|
6. Module 5 Disability Retirement
|
- |
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7. Module 6 Death Benefits
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- |
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8. Module 7 Benefit Payments
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- |