This page (revision-8) was last changed on 26-Nov-2021 10:22 by JMyers

This page was created on 26-Nov-2021 10:22 by JMyers

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IVXAC
IVXAC

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;[Activity Component Status|ACTIVITY_COMPONENT_STATUS]:
;[Activity Component Status|ACTIVITY_COMPONENT_STATUS]:This field displays the status of the pension component.
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[{If var='loginstatus' contains 'authenticated'
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![Discussion|Edit:Internal.IVXAC]
[{InsertPage page='Internal.IVXAC' default='Click to create a new discussion page'}]
![Notes|Edit:Internal.IVXAC]
[{InsertPage page='Internal.IVXAC' default='Click to create a new notes page'}]
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}]
;[Pension Account|PENSION_ACCOUNT_CODE]:This field displays a user-defined code that uniquely identifies the pension account.
;[Person Code|PERSON_CODE]:This field identifies the person associated with this account.
;[First Name|FIRST_NAME]:This is the first name of the person associated with this account. First Name will default in once the Person Code field is filled.
;[Last Name|LAST_NAME]:This is the last name of the person associated with this account. Last Name will default in once the Person Code field is filled.
;[Pension Plan|PENSION_PLAN_CODE]:This field allows you to identify the pension plan associated with this account.
;[Pension Option|PENSION_OPTION_CODE]:The Pension Option field identifies the option the employee has selected upon official retirement. This field is only completed once the employee retires.
;[Enrolled|ENROLLMENT_DATE]:A mandatory field with the date the EE was enrolled in the pension plan.
;[Adj. Enrolled|ADJUSTED_ENROLLMENT_DATE]:This field allows you to override the date the employee was enrolled.
!Retirement Info
;[Term Date|DRV_TERM_DATE]: If the member is terminated this field will display their termination date.
;[Term Reason|DRV_TERM_REASON]:If the member is terminated, this field will display the reason for the termination.
;[Annuity Start|ANNUITY_START_DATE]:If the member is receiving a benefit, this indicates the date the payment started.
;[Retired On|RETIREMENT_DATE]:This field displays the retirement date for this employee.
;[O/R Vest Percentage|OVERRIDE_VEST_PERCENTAGE]:This field allows you to enter the vesting factor (50%, 75%, etc.). This is an override field.
;[Vested on|VESTED_DATE]:This field displays the date on which the employee was vested within the plan.
;[Deceased as of|DECEASED_DATE]:The date on which the member became deceased
;[Service Connected Death|SERVICE_CONNECTED_DEATH]:If this toggle is ON, the employee’s death was connected to their employment.
!Pension Account Text
;[Text|PENSION_ACCOUNT_TEXT]:The Pension Account Text field allows you to store any additional information and notes necessary regarding this account.
;[Retire Member|ACT_RETIRE_MEMBER]:The field enables the user to retire the member in focus.
;[Print Service|ACT_PRINT_SERVICE_SUMMARY]:This field enables the user to print a summary of the member's service.
;[Pension Status Code|PENSION_STATUS_CODE]:This field will display the status of the account.
;[Plan Code|PENSION_PLAN_CODE]:The pension plan associated to the pension account for the member will display here.
;[Description|DESCRIPTION]:The description of the pension plan will display here.
;[Text|PENSION_ACCOUNT_TEXT]:This field allows you to provide additional information about pension status and pension code.
This page (revision-8) was last changed on 26-Nov-2021 10:22 by JMyersTop