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General Plan Information field group |
  
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Navigation: Deposit Screens > Retirement Screen Group > Retirement Calculations Screen >
General Plan Information field group
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General Plan Information field group |
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This field group always appears at the top of the Retirement Calculations screen regardless of which tab is selected.
The fields in this field group display information as follows:
Field |
Description |
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Mnemonic: RPHH# |
The Household number tied to the customer account. This number is pulled from CIF. |
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Mnemonic: RPPLAN |
The retirement Plan Number tied to the customer account. This number is set up on the Deposits > Retirement > Retirement Plan screen. |
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Mnemonic: RPOWMB |
The Household Member Sequence number of the plan owner (pulled from CIF) followed by the name and Social Security number of the plan owner. |
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Mnemonic: RPOWAD |
The Household Address Sequence number of the address tied to the customer account, followed by the address itself. |