Revised: 01/24/2013

Pension File Export

Go to Utilities>>Payroll Exports>>Pension Export

This program will create an electronic submission file for one or two pension codes for the date range entered.

Quick Links>>>

• Create File

Deduction/Expense Selection

Select one or two deduction/expense codes for the submission file.

Ded/Exp Code

Enter or select a valid deduction/expense code for the submission file.

Description

When a valid deduction/expense code has been selected, its description will be shown in this field.

Additional Code

Enter or select an additional code for the submission file.  This field may be left blank.

Date Range

Start Date

Enter or select a beginning date for the records to include on the submission report.

End Date

Enter or select an ending date for the records to include on the submission report.

Parameters

Plan ID

Enter your pension plan's identification code.

Location

Enter the location.

File Information

File Type

Select one of the following types for the submission:

• Aetna

• Aflac

• Participant Data Management (Non-Union)

• Participant Data Management (Union)

• Principal

• Principal - With Plan ID

• Sky Bank

• Stan Corp

• Stan Corp - Audit

File Name

Enter or browse for the drive/folder/file.txt name for the submission file that will be created.

C:\myfolder\myfile.txt

Create File

Click the Create File button on the Quick Links bar to create the submission file.  When the process is finished an information box will be shown with a "Process Complete" message.  Click "OK" to close the program.