Setup MenuGeneral Information
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General Information - Dates Tab
Use this window to enter pertinent participant dates into the Plan. Some of these fields might already be filled in, depending on the participant.
How to Access the Participant General Info Details – Dates tab
1. On the Setup menu, point to Participants and then click General Information. The Participants General Info Details window displays.
2. Click the Dates tab.
Explanation of Fields
|
Field Name |
Field Description |
Required / Optional |
|
Birth |
Enter the participant's date of birth. |
Required |
|
Deceased |
Enter the participant's date of death. |
Optional |
|
Disability |
Enter the date the participant became disabled. |
Optional |
|
Military leave of Absence |
Enter the date the participant began his/her military leave of absence. |
Optional |
|
QDRO |
Enter the participant's QDRO date. |
Optional |