[{TableOfContents }] !!!PENSION RECIPIENTS INTERFACE FILE The Pension Recipients Interface File screen is used to import pension recipients into the software data structures. Pension Recipients Interface File data is maintained on the [INF_CV_PNRECIPIENTS] table. ;[ID|ID]:This field identifies the pension recipients record within the data base. ;[Pension Plan|PENSION_PLAN_CODE]:This field displays the pension plan associated with this account. ;[Entity|ENTITY_CODE]:The entity associated with the pension recipient ;[PN Account|PENSION_ACCOUNT_CODE]:This field displays the pension account. ;[Owner (EE#)|PERSON_CODE_OWNER]: ;[Recipient (EE#)|PERSON_CODE_RECPT]: ;[Category|RECIPIENT_CATEGORY]:This field displays the type of relation the contact is to the member. ;[Deceased as of|DECEASED_DATE]:The date on which the member became deceased ;[Include COLA|INCLUDE_COLA]: ;[First Name|FIRST_NAME]:This is the first name of the person associated with this account. ;[Last Name|LAST_NAME]:This is the last name of the person associated with this account. ;[Relation|RELATION]:If the person receiving the payment is not the employee, the relationship between that person and the employee is displayed in this field. ;[Employer|EMPLOYER]:The employer associated with the payment will be displayed in this field. ;[Effective As Of|EFFECTIVE]/[Expires On|EXPIRY]:If the pension recipient is eligible for a limited time period, that time frame will be defined in these fields. ;[Status|RECIPIENT_STATUS]:The status of the recipient will be displayed in this field. ;[Payment Seq #|PAYMENT_SEQUENCE]: ;[Payment Amount|PAYMENT_AMOUNT]: ;[Payment %|PAYMENT_PERCENT]: ;[Change Reason|CHANGE_CODE]: [{If var='loginstatus' contains 'authenticated' ---- ![Discussion|Edit:Internal.IVXPR] [{InsertPage page='Internal.IVXPR' default='Click to create a new discussion page'}] }] ;[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. ;[ID|ID]:This field identifies the pension payment record within the data base. ;[Entity|ENTITY_CODE]:The entity associated with the payment will be displayed in this field. ;[Pension Plan|PENSION_PLAN_CODE]:The pension plan associated with the payment will be displayed in this field. ;[PN Code|PENSION_ACCOUNT_CODE]:The pension account associated with the payment will be displayed in this field. ;[Person Code|PERSON_CODE]:The person associated with the payment will be displayed in this field. ;[First Name|FIRST_NAME]/[Last Name|LAST_NAME]:These fields display the first and last name of the person associated with the payment. ;[Relation|RELATION]:If the person receiving the payment is not the employee, the relationship between that person and the employee is displayed in this field. ;[Employer|EMPLOYER]:The employer associated with the payment will be displayed in this field. ;[Status|EVALUATION_STATUS]:This field shows the status of the pension option. ;[Evaluated On|EVALUATION_DATE]:This field displays the date from which the evaluation will be made. ;[PN Option|PENSION_OPTION_CODE]:This field provides the pension option associated with the evaluation. ;[Payment Category|PAYMENT_CATEGORY_CODE]:This field identifies the payment's category. ;[Date of Payment|PAYMENT_DATE]:The date of the payment is displayed in this field. ;[Payment Amount|PAYMENT_AMOUNT]:The payment amount is displayed in this field.