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, |
| New Pension Plan | Mandatory, |
| Plan Change Date | Mandatory, |
| Transfer Comments | Mandatory, |
| Change Reason | Mandatory, |
| Evaluation Category | Mandatory, |
| Pension Plan | Mandatory, LOV Available. This field identifies the plan for which the payments are being generated. |
| Payment Date | Mandatory,Date, LOV Available This field allows you to identify the payment date for the report. |
| Sundry Deductions | Optional,Yes or No lexicon available If <YES>, sundry deductions will be included in the report. |
| Exception Level | Optional, Exception Level lexicon available This field defines the exception level (report messages) required. |
| Trial | Optional, 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>. |
