TRANSFER MEMBER PLAN#

Processing Information#

The Transfer Member Plan (UXTR) form is used to transfer member plans.

Report Parameters & Filters#

Report Parameters
Pension AccountMandatory,
New Pension PlanMandatory,
Plan Change DateMandatory,
Transfer CommentsMandatory,
Change ReasonMandatory,
Evaluation CategoryMandatory,

Pension PlanMandatory, LOV Available.
This field identifies the plan for which the payments are being generated.
Payment DateMandatory,Date, LOV Available
This field allows you to identify the payment date for the report.
Sundry DeductionsOptional,Yes or No lexicon available
If <YES>, sundry deductions will be included in the report.
Exception LevelOptional, Exception Level lexicon available
This field defines the exception level (report messages) required.
TrialOptional, Yes or No lexicon available
You may choose to run the report in a trial mode to see results <Yes> or in update mode <No>.

Notes #

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