Guidelines for Loading US Tax Withholding for Pension and Annuity Payments
Provide one Calculation Card record for every US retiree you are maintaining Tax Withholding for Pension and Annuity Payments data for.
Even if you are updating an existing calculation card and the calculation card itself is not being updated, still include the calculation card record to group other related data supplied in the file. The effective start date you specify for the Tax Withholding for Pension and Annuity Payments card must be the original effective start date of the card.
Tax Withholding for Pension and Annuity Payments Calculation Card Attributes
| HCM Data Loader Attribute | Alternative User Key Attributes | Functional Description |
|---|---|---|
| SourceSystemId | CardSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName | A unique identifier for the Tax Withholdingfor Pension and Annuity Payments calculation card. For new calculation card supply the source key attributes. You can also identify calculation cards with the user key attributes. |
| SourceSystemOwner | N/A | The name of the source system owner used to generate the source system ID. |
| LegislativeDataGroupName | N/A | The name of the legislative data group for the calculation card. |
| DirCardDefinitionName | N/A | The name of the card definition. Specify ‘Tax Withholding for Pension and Annuity Payments’ |
| CardSequence | N/A | A number to uniquely identify this card when multiple calculation cards for the same card definition exist for the employee. Not required when source keys are used. |
| AssignmentId(SourceSystemId) | AssignmentNumber | Either supply the source system ID, or assignment number that identifies the retiree this calculation card is for. |
| EffectiveStartDate | N/A | The start date of the calculation card, typically the employee’s retirement date. |
Examples of supplying these attributes are supplied in the card component topics.