UXTR
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TRANSFER MEMBER PLAN#

Processing Information#

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

Report Parameters & Filters#

Report Parameters
Pension AccountMandatory, LOV Available
New Pension PlanMandatory, LOV Available
Plan Change DateMandatory, Date, LOV Available
Transfer CommentsMandatory, Text
Change ReasonMandatory, LOV Available
Evaluation CategoryMandatory, Lexicon Available

Notes #

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