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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

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

Pension_Account_Code is an optional 16-character alphanumeric field you may fill manually.

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

Term Reason

Annuity Start

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

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

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

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

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

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

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

Print Service

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

Description

Text

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