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Retirement Plans RP

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Retirement Plans RP

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This section of the GOLDWriter Mnemonic Dictionary provides the CIM GOLD source location and entry details for GOLDWriter field mnemonics within the Retirement Plans RP master record category. This master record can also be viewed by manually entering "FPRP" in the text portion of the Master Record field (as explained in the first step of the GOLDWriter Report Wizard process).

 

The following records can be accessed underneath this record in the GOLDWriter Report Wizard tree view:

 

Beneficiary RM

Acct Info NT

Plan Owner ND

Address NA

 

RetirementPlansRPGW

 

This table is organized alphabetically by field Mnemonic.

 

Mnemonic

Description

CIM GOLD Field Location

Details

RPBENE

Beneficiary Bdate

Beneficiary Birth Date field on the Deposits > Retirement > Retirement Plan screen

8 numeric characters

RPCTCD

Criteria Code

Criteria Code field on the Deposits > Retirement > Retirement Plan screen

2 numeric characters

RPDTCP

Date Charge Paid

Last Paid Date field on the Deposits > Retirement > Retirement Plan screen

8 numeric characters

RPDTDT

Date Of Death

Date of Death field on the Deposits > Retirement > Retirement Plan screen

8 numeric character

RPDTOP

Date Opened

Date Opened field on the Deposits > Retirement > Retirement Plan screen

8 numeric characters

RPDTSD

Date To Start Distr

 

 

RPDTW4

Date Last W4 Notif

W4P Notification field on the Deposits > Retirement > Retirement Plan screen

8 numeric characters

RPFAMP

HSA Family Plan

HSA Family Plan? field on the Deposits > Retirement > Retirement Plan screen

Checkbox (0=No, 1=Yes)

RPFXDA

Fixed Distr Amount

Fixed Distribution field on the Deposits > Retirement > Retirement Plan screen

11 numeric characters

RPHH#

Household Number

Household field on the Deposits > Retirement > Retirement Plan screen

12 numeric characters

RPINFO

User Information

 

 

RPJLEC

Spouse Exception

Spouse Exception field on the Deposits > Retirement > Retirement Plan screen

Checkbox (0=No, 1=Yes)

RPOTHP

Using Another Plan

RMD on Another Plan field on the Deposits > Retirement > Retirement Plan screen

Checkbox (0=No, 1=Yes)

RPOWAD

Owner Address

Address field on the Deposits > Retirement > Retirement Plan screen

3 numeric characters

RPOWMB

Owner Member Number

Owner field on the Deposits > Retirement > Retirement Plan screen

3 numeric characters

RPPLAN

Plan Number

Plan Number field on the Deposits > Retirement > Retirement Plan screen

4 numeric characters

RPPRMD

Last Rmd Factor

Last RMD Factor field on the Deposits > Retirement > Retirement Plan screen

7 numeric characters

RPPRSV

Pre Pay Srvc Fee

Prepaid Amount field on the Deposits > Retirement > Retirement Plan screen

13 numeric characters

RPPYOP

Payment Dist Options

Distribution Option field on the Deposits > Retirement > Retirement Plan screen

2 numeric characters

RPRCDT

Beneficiary

Beneficiary field on the Deposits > Retirement > Retirement Plan screen

Checkbox (0=No, 1=Yes)

RPREF

Reference Number

Reference field on the Deposits > Retirement > Retirement Plan screen

14 numeric characters

RPRMAJ

Rmda Adjustment Amt

 

 

RPRMDA

Req Min Dist Amount

RMD field on the Deposits > Retirement > Retirement Plan screen

11 numeric characters

RPRPII

Dtdt 5498 Issued

 

 

RPSTA1

1st Status Flag

 

 

RPSVCD

Service Charge Code

Charge Code field on the Deposits > Retirement > Retirement Plan screen

4 numeric characters

RPSVDT

Srvc Chrg Eff Date

Next Charge Date field on the Deposits > Retirement > Retirement Plan screen

8 numeric characters

RPSVFQ

Srvc Chrg Freq

Charge Frequency field on the Deposits > Retirement > Retirement Plan screen

2 numeric characters

RPTSEQ

Account Sequence

 

 

RPW4FL

W4 On File

W4P On File? field on the Deposits > Retirement > Retirement Plan screen

Checkbox (0=No, 1=Yes)

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