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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

This field identifies the pension recipients record within the data base.

Pension Plan

This field displays the pension plan associated with this account.

Entity

The entity associated with the pension recipient

PN Account

This field displays the pension account.

Owner (EE#)

Recipient (EE#)

Category

This field displays the type of relation the contact is to the member.

Deceased as of

The date on which the member became deceased

Include COLA

First Name

This is the first name of the person associated with this account.

Last Name

This is the last name of the person associated with this account.

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

The employer associated with the payment will be displayed in this field.

Effective As Of/Expires On

If the pension recipient is eligible for a limited time period, that time frame will be defined in these fields.

Status

The status of the recipient will be displayed in this field.

Payment Seq #

Payment Amount

Payment %

Change Reason

Pension Account

This field displays a user-defined code that uniquely identifies the pension account.

Person Code

This field identifies the person associated with this account.

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

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

This field allows you to identify the pension plan associated with this account.

Pension Option

The Pension Option field identifies the option the employee has selected upon official retirement. This field is only completed once the employee retires.

Enrolled

A mandatory field with the date the EE was enrolled in the pension plan.

Adj. Enrolled

This field allows you to override the date the employee was enrolled.

Retirement Info#

Term Date

If the member is terminated this field will display their termination date.

Term Reason

If the member is terminated, this field will display the reason for the termination.

Annuity Start

If the member is receiving a benefit, this indicates the date the payment started.

Retired On

This field displays the retirement date for this employee.

O/R Vest Percentage

This field allows you to enter the vesting factor (50%, 75%, etc.). This is an override field.

Vested on

This field displays the date on which the employee was vested within the plan.

Deceased as of

The date on which the member became deceased

Service Connected Death

If this toggle is ON, the employee’s death was connected to their employment.

Pension Account Text#

Text

The Pension Account Text field allows you to store any additional information and notes necessary regarding this account.

Retire Member

The field enables the user to retire the member in focus.

Print Service

This field enables the user to print a summary of the member's service.

Pension Status Code

This field will display the status of the account.

Plan Code

The pension plan associated to the pension account for the member will display here.

Description

The description of the pension plan will display here.

Text

This field allows you to provide additional information about pension status and pension code.

ID

This field identifies the pension payment record within the data base.

Entity

The entity associated with the payment will be displayed in this field.

Pension Plan

The pension plan associated with the payment will be displayed in this field.

PN Code

The pension account associated with the payment will be displayed in this field.

Person Code

The person associated with the payment will be displayed in this field.

First Name/Last Name

These fields display the first and last name of the person associated with the payment.

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

The employer associated with the payment will be displayed in this field.

Status

This field shows the status of the pension option.

Evaluated On

This field displays the date from which the evaluation will be made.

PN Option

This field provides the pension option associated with the evaluation.

Payment Category

This field identifies the payment's category.

Date of Payment

The date of the payment is displayed in this field.

Payment Amount

The payment amount is displayed in this field.