TRANSFER MEMBER PLAN#
Processing Information#
The Transfer Member Plan (UXTR) form is used to transfer member plans.Report Parameters & Filters#
| Report Parameters | |
|---|---|
| Pension Account | Mandatory, LOV Available |
| New Pension Plan | Mandatory, LOV Available |
| Plan Change Date | Mandatory, Date, LOV Available |
| Transfer Comments | Mandatory, Text |
| Change Reason | Mandatory, LOV Available |
| Evaluation Category | Mandatory, Lexicon Available |
Notes #
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