Navigation:  Customer Relationship Management Screens > General Information Screen > Retirement Plans tab

This tab displays information about the customer's retirement plan, if applicable (pertaining to the indicated household, if the household search field is in use). The Plan Number is displayed at the top of this screen. Retirement plans are set up for customer accounts on the Deposits > Retirement > Retirement Plan screen.

 

The Plan Owner box at the top-left of the screen displays the customer's name. For more information about the customer, press <View Name Detail> to open up the Name Detail dialog.

 

The Owner Address box at the top-right of the screen displays the customer's address. For more information about the address, press <View Address Detail> to open up the Address Detail dialog.

 

This list view on the bottom of this tab displays information about all accounts on the customer's retirement plan. This information includes an account's retirement account sequence number (SQ), Account number, account Type, account Status, account Balance, account interest Rate, and the account's Maturity date.

 

Customer Relationship Management > General Information Screen, Retirement Plans Tab

 

The rest of the fields on this tab are divided into two sub-tabs: Plan Fields and Beneficiaries. See the linked help for each tab for more information.