Table of Contents
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.
- Deceased as of
- The date on which the member became deceased
- 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.
- 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.
