# Plan Info Screen

The Plan Info screen allows you to associate specific plan information to a new account.

The following table describes the less common features of the Plan Info screen.

Feature | Description
--- | ---
Contribution Type | Allows you to select a type of Contribution. The options within this list varies, depending on the Plan Type selected.
Contribution Amount | Enter a monthly Contribution Amount. If you enter 200, for example, the application saves and displays the data as 200.00 when you move to another field.
Contribution Date | Click in the Contribution Date field to display a calendar from which you can select the desired date.
Distribution Type (not shown above) | Allows you to select a type of Distribution. The options within this list varies, depending on the Plan Type selected.
Tax Year | Enter the tax year for which the contribution is made.
Investment Type Policy | Select an Investment Type Policy. The list that appears is from all policies configured for your system by the administrator. For more information, refer to Policies.
Request Funds/Assets | Allows you to select which type of fund or asset to request, including: Transfer Direct Rollover Funding Distribution Conversion Recharacterization
Transaction Data | Displays the Transaction data code for the account.

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