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:
|
| Transaction Data | Displays the Transaction data code for the account. |
