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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

This field indicates if the recipient should receive a cost of living expense.

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 #

This field indicates the sequence of payment to the recipient.

Payment Amount

The payment amount is displayed in this field.

Payment %

This field identifies a percentage paid to the recipient.

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.