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PENSION ACCOUNT INTERFACE FILE#

The Pension Account Interface File screen is used to import pension accounts into the software data structures.

Pension Account Interface File data is maintained on the INF_CV_PNACCOUNTS table.

ID
This field identifies the pension account record within the data base.
Pension Plan
Entity
PN Account
Person Code
PN Account
Enrolled On
Adj. Enrollment Date
Vested On
Retired On
Start Date of Annuity
Deceased as of
Service Connected Death
O/R Vest Percentage
Change Reason
PN Account Status
Effective As Of
Expires On
Pension Account Text Details
Pension Plan Details

Pension Account
This field displays a user-defined code that uniquely identifies the pension account.
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
If the member is terminated this field will display their termination date.
Term Reason
If the member is terminated, this field will display the reason for the termination.
Annuity Start
If the member is receiving a benefit, this indicates the date the payment started.
Retired On
This field displays the retirement date for this employee.
O/R Vest Percentage
This field allows you to enter the vesting factor (50%, 75%, etc.). This is an override field.
Vested on
This field displays the date on which the employee was vested within the plan.
Deceased as of
The date on which the member became deceased
Service Connected Death
If this toggle is ON, the employee’s death was connected to their employment.

Pension Account Text#

Text
The Pension Account Text field allows you to store any additional information and notes necessary regarding this account.
Retire Member
The field enables the user to retire the member in focus.
Print Service
This field enables the user to print a summary of the member's service.
Pension Status Code
This field will display the status of the account.
Plan Code
The pension plan associated to the pension account for the member will display here.
Description
The description of the pension plan will display here.
Text
This field allows you to provide additional information about pension status and pension code.