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
PLAN
Plan Number	Allows you to enter a plan number for the transaction. Note: You may use alphanumeric and special characters.
Contribution/Request	Allows you to select the type of transaction. This configures the data displayed during creation of the transaction.
CONTRIBUTIONS
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)	The Distribution Type list is filtered based on the IRA owner’s age as well as the Distribution Date, not just the account holder’s age. The Distribution Date is important because it influences the distribution list when account owner attains age 59½ on the date that the distribution is occurring. In that case, the list reflects the second category where the owner is older than 59½ years of age. For a Traditional plan type, note the following regarding the IRA owner's age: If the owner is older than 59½ years of age, your options will NOT include: Normal SIMPLE IRA Distribution During Two-Year Period If the owner is older than 59½ years of age, your options will NOT include: Early Distribution no known exception Early Distribution exception applies Disability SIMPLE IRA Distribution During Two-Year Period Conversion Note: If the plan type is Traditional, the Age 59½ or older option is unavailable. For a Roth plan type, note the following regarding the IRA owner’s age: If the owner is younger than 59½ years of age, your options will NOT include: Age 59½ or Older Early Distribution from a Roth IRA Disability If the owner is younger than 59½ years of age, your options will NOT include: Age 59½ or Older Early Distribution from a Roth IRA Disability
Tax Year	Enter the tax year for which the contribution is made.
INVESTMENTS
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