1.13 ESA Plans Configuration

This is a common screen where an user can choose plans that are common for ESA savings as well as ESA Certificate of Deposits.

Provide plan-level ESA maintenance mirroring IRA configuration flows. This screen enables plan-level controls such as distribution age cutoff and year-wise contribution limits.

• Create ESA Plans
  This topic explains the systematic instructions to create ESA plans.
• View ESA Plans
  This topic explains the systematic instructions to view the list of configured ESA plans.