Table of Contents
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 |