Navigation:  Deposit Screens > Retirement Screen Group > Retirement Plan Screen >

Plan Owner Information tab

Navigation:  Deposit Screens > Retirement Screen Group > Retirement Plan Screen >

Plan Owner Information tab

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Use this tab to view and edit general information about the retirement account owner and minimum distribution information.

 

Deposits > Retirement > Retirement Plan Screen, Plan Owner Information Tab

Deposits > Retirement > Retirement Plan Screen, Plan Owner Information Tab

 

 

The field groups on this tab are as follows:

 

General Information field group

 

Required Minimum Distribution Information field group

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