Valuation Snapshot Compare Filter
The Valuation Snapshot Compare Filter Screen is used to filter snapshot comparison results shown on the Comparison Results screen.
Screen items
  • General Tab: selects the standard participant information to compare. Check an item to identify changes in that value between the two snapshots.
    • Basic Data: SSN, Status, Name, Gender, Date of Birth, Date of Hire, Date of Termination, and Normal Retirement Date.
    • Beneficiary Information: Gender and Date of Birth.
    • Service: Credited Service, Credited Service Date, Vesting Service, Vesting Service Date, Participation Service, and Participation Service Date.
    • Benefit Information: Amount, Form of Annuity, CA Fraction, Certain Period, Payment Start Date (ACD), Payment End Date, Certain End Date, and Benefit Type.
  • Amounts Tab: selects individual items to compare from the Salary/Earnings, Reported Amounts, and Plan Amounts lists.
Related topics
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