Participant Letters Reports
| Report ID and Report Name | Description | Navigation | Run Control Page |
|---|---|---|---|
|
PASOF01 Participant's Benefit Extract |
Provides the data for the participant selection reports. (SQR) Note: Run this SQR as a prerequisite to running PAWOF01 and PAWOF02. |
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RUNCTL_PASOF01 |
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PASTDEXT Standard Personal Data Extract |
Provides the data for some of the applicant letter reports. (SQR) Note: Run this SQR as a prerequisite to running any of these reports: PAWQL01–03 and PAWRL01–02. |
|
RUNCTL_PASOF01 |
|
PAWOF01 Participant Selection- Qual (participant selection - qualified) |
Outlines a participant's optional forms of payment choices for a qualified pension plan. (BI Publisher) |
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RUNCTL_PASOF01 |
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PAWOF02 Participant Selection- NonQual (participant selection - nonqualified) |
Outlines a participant's optional forms of payment choices for a nonqualified pension plan. (BI Publisher) |
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RUNCTL_PASOF01 |
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PAWQL01 Notice of Minimum Distribution |
Provides a notice of minimum distribution for active participants who are reaching age 70 plus and are five percent owners. (BI Publisher) |
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RUNCTL_PASOF01 |
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PAWQL02 Qual Preretire Survivor Form (qualified preretirement survivor form) |
Provides a form that participants can use to elect or waive a plan's qualified preretirement survivor annuity coverage. (BI Publisher) |
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RUNCTL_PASOF01 |
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PAWQL03 Notice of Benefit Suspension |
Provides a notification to retirees that benefits have been suspended because they have been rehired. (BI Publisher) |
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RUNCTL_PASOF01 |
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PAWRL01 Rollover Notice |
Provides a notification to participants that they are eligible to roll over their retirement plan distributions. (BI Publisher) |
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RUNCTL_PASOF01 |
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PAWRL02 Rollover Election Form |
Provides a form for participants who want to roll over their retirement plan distributions. (BI Publisher) |
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RUNCTL_PASOF01 |