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DEFINE PENSION RECIPIENTS#

Pension Recipients are individuals who receive pension benefits.

The Define Pension Recipients (IXPR) form allows you to create new pension recipients and maintain information on existing recipients.

Define Pension Recipients data is stored in the P2K_RX_PN_RECIPIENTS and P2K_RX_PN_RECIPIENT_DETAILS table.

Person Code

This field identifies the employee who will be defined as the pension recipient.

Name

This is the full name of the pension recipient. Name will default into the field once the person code has been selected.

Contact

If the recipient is listed in the employee’s contact list, you may select that name in this field.

Category

This field allows the user to select the type of relation the contact is to the member.

Deceased as of

If the employee is deceased, the date of death is inputted here.

Include Cola

Include_Cola is an optional toggle field.

Payment History tab#

Retirement Option

Date of Payment

This is the date when payments were made to the recipient.

The information for this field will default in; the employee cannot make entries in this field.

Calendar Period

This field shows the calendar period for this payment.

The information for this field will default in; the employee cannot make entries in this field.

Payment Amount

This is the amount paid out with this payment.

The information for this field will default in; the employee cannot make entries in this field.

Payment Category

This is the payment category that this payment is associated with.

The information for this field will default in; the employee cannot make entries in this field.

Audit Info

Payment Allocation tab#

Status

This field holds the status of the recipient.

Recipient _Status is a fixed lexicon (X_RECIPIENT_STATUS) you may use to select the appropriate value.

Payment Seq#

Payment_Sequence is an optional 10-digit numeric field you may enter manually.

Payment%

Payment _Percent is an optional 18-digit numeric field you may manually enter.

Payment Amount

Payment_Amount is an optional 14-digit numeric you may enter manually.