Plan Allocations

Plan level allocations are typically allocations that are established as part of business processing rules. For example, during the free look period all deposits are set-up to be invested in Fund A, or at notification of death all deposits are moved into Fund B.

The plan level allocation is not unique to a specific policy or determined by the policy owner. There can be multiple plan level allocations.

Security

Security is assigned to the Plan Fields, Plan Withholding and Plan Allocation options on the Plan menu in order to control the ability of users to access or modify this information. If a user is not assigned the proper security access, then a Page Not Authorized error will occur.

Steps to Access Plan Allocation Data

1. Click Plan on the Admin menu.
2. Click Plan Allocations on the Plan drop down list.
3. Select the Company name associated with the plan from the Company Name drop down list.
4. Select the Product name associated with the plan from the Product drop-down list.
5. If Plan Groups are enabled, select the plan group associated with the plan from the Plan Group drop down list.
6. Select the plan from the Plan drop down list. The allocation values will display on the screen.

Note: The information displayed is read only and may not be updated.