Customer Relationship Management Screens > General Information Screen > Retirement Plans tab > Plan Fields tab

This field group displays general information about the customer's retirement plan, if applicable (pertaining to the indicated household, if the household search field is in use).

crmgi_generalinfofg

The fields in this field group are as follows:

Field	Description
Reference	The retirement plan number that was used for the customer prior to your institution's conversion to GOLDPoint Systems (if unique numbers were being used for retirement plans before the conversion).
Birth Date/Age	The customer's birth date and age.
70 1/2 Date	The date the customer turns 70.5 years old.
Date Opened	The date the customer account was opened.
Plan Balance	The sum of all retirement account balances for the customer. The customer's retirement accounts are all displayed in the Accounts list view at the bottom of the screen.
W4P On File?	This field indicates whether a W4P form is on file for the customer.
W4P Notification	This field indicates the W4P form notification date for the customer account.

Retirement plans are set up for customer accounts on the Deposits > Retirement > Retirement Plan screen.