This index lists all screens available when editing a Person in DB Precision.

• Person Basic Information:  contains general information for a Person such as Social Security Number and Date of Birth.

• Person Note:  records a note for a specific Person, including call-center details, Portal access, display events, and call duration.

• Name Information:  where a Person's current name is stored, as well as any prior name history.

• Address Information:  for entering a Person's current mailing address, phone numbers, and email.

• Beneficiary Information:  used to indicate the relationship of a Beneficiary to a Person, as well as enter basic information like date of birth and gender.
  • Beneficiary Address:  stores a Beneficiary's address and contact information when it differs from the Person's information.

• Historical Dates:  for specifying the dates various employment events have occurred for a given Plan Sponsor and Person.
  
  This includes common milestones like date of employment and date of termination, as well as more person-specific events like date of transfer to part-time status, credited service override date, or date of transfer from an hourly to salaried plan.

A Reported Amount is a unique data item created for this Plan Sponsor which is loaded into the system either from time to time or at regular intervals. Examples include earnings, hours worked, and frozen accrued benefits. Standard data items such as name, sex, address, and retiree benefit information, as well as Historical Dates like date of hire and date of termination are not Reported Amounts.

The Reported Amount field itself is defined on the Plan Sponsor Reported Amount screen.

• Reported Amounts:  where you enter or view specific Reported Amounts for a Person.

• Benefit Payments:  lists benefit payments being paid or to be paid to a Person.
  • Benefit Payment:  stores the payment period, benefit amount, form of payment, and related details for one benefit payment.
    • Benefit Payment Administration:  stores payment-administration information such as tax withholding, payment method, and distribution coding.
• Benefit Tax Withholding Elections:  stores federal, state, and local tax-withholding elections.
• Deposit Institution/Payee Information:  stores payee information used in the processing of benefit payments.
  • Deposit Institution/Payee Detail:  stores address, routing, and account information for one payee.
• Form 8955-SSA History:  lists the Person's Form 8955-SSA reporting entries.
  • Form 8955-SSA Detail:  records one Form 8955-SSA reporting entry.

• Actuarial Valuation Data: displays a Person's valuation history; allows manually maintained valuation-status records to be added, edited, or deleted; and provides access to historical Valuation Extract data.
  • Actuarial Valuation Detail: displays specific fields from the Valuation Extract file for a Person for a selected snapshot.

• Person Archive Detail:  opens from an archive entry in the main Person tree and is used to edit archive information and manage its stored documents.
  • Archive Image Detail:  views and edits the stored document description, type, and original file path.

• Person Transaction Log:  allows users to view a log of all database changes made for a Person.