!!!DEFINE PENSION ACCOUNTS __Pension Accounts__ define which plans and options individual employees are enrolled in. The employee will have their own account and account number for pensions. The Define Pension Accounts (IXPA) form allows you to create the necessary pension accounts. Define Pension Accounts data is stored in the [P2K_RX_PN_ACCOUNTS] and [P2K_RX_PN_ACCOUNT_DETAILS] tables. !Account Info ;[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]: ;[Term Reason|DRV_TERM_REASON]: ;[Annuity Start|ANNUITY_START_DATE]:If the member is receiving a benefit, this indicates the date the payment started. Annunity_Start_Date is an optional date field you may fill either manually or using the calendar icon. ;[Retired On|RETIREMENT_DATE]:This field displays the retirement date for this employee. Retirement_Date is an optional date field you may fill either manually or using the calendar icon. ;[O/R Vest Percentage|OVERRIDE_VEST_PERCENTAGE]:This field allows you to enter the vesting factor (50%, 75%, etc.). This is an override field. Override_Vest_Percentage is an optional 18-character numeric field you may enter manually. ;[Vested on|VESTED_DATE]:This field displays the date on which the employee was vested within the plan. Vested_Date is an optional date field you may fill either manually or using the calendar icon. ;[Deceased as of|DECEASED_DATE]:The date on which the member became deceased Deceased_Date is an optional date field you may fill either manually or using the calendar icon. ;[Service Connected Death|SERVICE_CONNECTED_DEATH]:If this toggle is ON, the employee’s death was connected to their employment. Service_Connected_Death is an optional toggle. !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. Pension_Account_Text is an optional 4000-character alphanumeric field you may manually enter. ;[Retire Member|ACT_RETIRE_MEMBER]: ;[Print Service|ACT_PRINT_SERVICE_SUMMARY]: ;[Pension Status Code|PENSION_STATUS_CODE]:This field will display the status of the account. E.g. Active, Retired, LTD Pension_Status_Code from P2K_RX_PN_ACCOUNT_STATUSES is a mandatory field you must fill either manually or by using the LOV. ;[Plan Code|PENSION_PLAN_CODE]: ;[Description|DESCRIPTION]: ;[Text|PENSION_ACCOUNT_TEXT]:This field allows you to provide additional information about pension status and pension code.