Table of Contents
PENSION ACCOUNT INTERFACE FILE#
The Pension Account Interface File screen is used to import pension accounts into the software data structures.
Pension Account Interface File data is maintained on the INF_CV_PNACCOUNTS table.
- ID
- This field identifies the pension account record within the data base.
- Pension Plan
- This field identifies the pension plan associated with this account.
- Entity
- The entity associated with the pension plan is displayed in this field.
- PN Account
- The Pension Option field identifies the option the employee has selected upon official retirement. This field is only completed once the employee retires.
- Person Code
- This field identifies the person associated with this account.
- PN Account
- This field displays the pension account.
- Enrolled On
- This field displays the date the EE was enrolled in the pension plan.
- Adj. Enrollment Date
- This field displays the override date the employee was enrolled.
- Vested On
- This field displays the date on which the employee was vested within the plan.
- Retired On
- This field displays the retirement date for this employee.
- Start Date of Annuity
- If the member is receiving a benefit, this indicates the date the payment started.
- Deceased as of
- The date on which the member became deceased.
- Service Connected Death
- This field indicates if the employee’s death was connected to their employment.
- O/R Vest Percentage
- This field displays the vesting factor (50%, 75%, etc.). This is an override field.
- Change Reason
- This field displays the ‘Change Reason’ code, which provides the rationale as to why information has been created or changed as of an effective date.
- PN Account Status
- This field will display the status of the account.
- Effective As Of/Expires On
- If the account is time sensitive, these fields will indicate the dates it is effective.
- Pension Account Text Details
- This field allows you to enter in details about the pension account.
- Pension Plan Details
- This field allows you to enter in details about the pension plan.
