Participant Plan Other Information - Other tab

IDA Account

Enter the number of the participant's individually directed account. Account processing through the Trading > Individually Directed Accounts module on TSM SmartClient is enabled for any participant with an IDA Account number in this field.

Optional

Valuation Date

Displays the valuation date of the most recently posted transaction.

Optional

Pay Cycle

To override the pay cycle specified on the Setup>Plans>Plan - Other tab, choose a different cycle from the list.

Optional

Match Type

To "grandfather" participants with alternative vesting schedules, choose a match type from the list. For example, in an acquisition, the acquired participants may need to maintain their current vesting schedule. In most cases, the match type will equal DEF (default), which uses the standard vesting schedule defined for the plan.

Optional

Allocation Group

Enter the assigned allocation group number for the participant, if applicable (up to 10 positions). The allocation groups are used for separating participants for the Cross Testing process.

Optional

1^st Tax Year Roth

Optional

Modified By

Displays the last user to make changes to the participant record.

Informational Only

Opt Out Period End Date

Years of Service

Before Tax Contrib %

Displays the participant's elected before tax contribution percentage. This rate is defined on the Setup > Participants > Contribution Rates screen.

Informational Only

After Tax Contrib %

Displays the participant's elected after tax contribution percentage. This rate is defined on the Setup > Participants > Contribution Rates screen.

Informational Only

Roth Contrib %

Informational Only

Bank Routing Code

Enter the Bank Routing number for the participant, either manually or through the Payroll Interface process.

See Also: How to Load Electronic Fund Transfer Data Example

Optional

This field is used for informational purposes only with MetLife administration.

Account Number

Enter the account number for the participant, either manually or through the Payroll Interface process.

See Also: How to Load Electronic Fund Transfer Data Example

Optional

This field is used for informational purposes only with MetLife administration.

Account Type

Enter the account type for the participant, either manually or through the Payroll Interface process.

See Also: How to Load Electronic Fund Transfer Data Example

Optional

This field is used for informational purposes only with MetLife administration.

Modification Date

Displays the date when changes were last made to the participant record.

Informational Only

Opted Out Date

FBO Account

Status

Select the status for this participant from the list.

Optional

Location Code 1-3

Select the location for this participant from the list.

Optional

Employee Number

EFT Switch

Enter "Y" or "N" to indicate if the participant has agreed to electronic fund transfer, either manually or through the Payroll Interface process.

See Also: How to Load Electronic Fund Transfer Data Example

Optional

This field is used for informational purposes only with MetLife administration.

Entry Date

Displays when this participant's record was created.

Informational Only

Auto Enrolled