PensionSoft Help | Valuation Extract Layout

Valuation Extract Layout

The Valuation Extract settings screen defines the default extract type and the header information included in valuation extract files. The tables below provide the standard file-layout reference and describe the coded values used by specific fields.

Screen items

Default Extract Type: selects the default valuation extract format used when an extract is created.
Valuation Items: lists the valuation items configured for inclusion in the extract.
File Header: supplies the header text associated with the valuation extract.
Include Header in Extract: includes the configured File Header in the generated extract file.

Standard extract layout reference

Standard valuation extract fields, data types, and positions
Field	Type	Position
SSN	S.S.Num.	1
StatusCode	Coded	2
NameLast	Character	3
NameFirst	Character	4
NameMiddle	Character	5
Sex	Coded	6
SexCA	Coded	7
DOB	Date	8
DOBCA	Date	9
DOH	Date	10
DOT	Date	11
NRD	Date	12
ServiceCred	Numeric	13
ServiceVest	Numeric	14
ServicePart	Numeric	15
BenAmount	Numeric	16
BenForm	Coded	17
BenFracBoth	Numeric	18
BenFracPart	Numeric	19
BenFracCA	Numeric	20
CertainPeriod	Numeric	21
BenCertEndDate	Date	22
ACD	Date	23
BenStopDate	Date	24
SALARY	Numeric	25
SALARY_PRIOR_01	Numeric	26
SALARY_PRIOR_02	Numeric	27
SALARY_PRIOR_03	Numeric	28
SALARY_PRIOR_04	Numeric	29
SALARY_PRIOR_05	Numeric	30
SALARY_PRIOR_06	Numeric	31
SALARY_PRIOR_07	Numeric	32
SALARY_PRIOR_08	Numeric	33
SALARY_PRIOR_09	Numeric	34
SALARY_PRIOR_10	Numeric	35
SALARY_PRIOR_11	Numeric	36
SALARY_PRIOR_12	Numeric	37
SALARY_PRIOR_13	Numeric	38
SALARY_PRIOR_14	Numeric	39
SALARY_PRIOR_15	Numeric	40
SALARY_PRIOR_16	Numeric	41
SALARY_PRIOR_17	Numeric	42
SALARY_PRIOR_18	Numeric	43
SALARY_PRIOR_19	Numeric	44
SALARY_PRIOR_20	Numeric	45
SALARY_PRIOR_21	Numeric	46
SALARY_PRIOR_22	Numeric	47
SALARY_PRIOR_23	Numeric	48
SALARY_PRIOR_24	Numeric	49
SALARY_PRIOR_25	Numeric	50
SALARY_PRIOR_26	Numeric	51
SALARY_PRIOR_27	Numeric	52
SALARY_PRIOR_28	Numeric	53
SALARY_PRIOR_29	Numeric	54
SALARY_PRIOR_30	Numeric	55
SALARY_PRIOR_31	Numeric	56
SALARY_PRIOR_32	Numeric	57
SALARY_PRIOR_33	Numeric	58
SALARY_PRIOR_34	Numeric	59
SALARY_PRIOR_35	Numeric	60
SALARY_PRIOR_36	Numeric	61
SALARY_PRIOR_37	Numeric	62
SALARY_PRIOR_38	Numeric	63
SALARY_PRIOR_39	Numeric	64
RPTAMT_01	Numeric	65
RPTAMT_02	Numeric	66
RPTAMT_03	Numeric	67
RPTAMT_04	Numeric	68
RPTAMT_05	Numeric	69
RPTAMT_06	Numeric	70
RPTAMT_07	Numeric	71
RPTAMT_08	Numeric	72
RPTAMT_09	Numeric	73
RPTAMT_10	Numeric	74
RPTAMT_11	Numeric	75
RPTAMT_12	Numeric	76
RPTAMT_13	Numeric	77
RPTAMT_14	Numeric	78
RPTAMT_15	Numeric	79
RPTAMT_16	Numeric	80
RPTAMT_17	Numeric	81
RPTAMT_18	Numeric	82
RPTAMT_19	Numeric	83
RPTAMT_20	Numeric	84
MISCAMT_01	Numeric	85
MISCAMT_02	Numeric	86
MISCAMT_03	Numeric	87
MISCAMT_04	Numeric	88
MISCAMT_05	Numeric	89
MISCAMT_06	Numeric	90
MISCAMT_07	Numeric	91
MISCAMT_08	Numeric	92
MISCAMT_09	Numeric	93
MISCAMT_10	Numeric	94
MISCAMT_11	Numeric	95
MISCAMT_12	Numeric	96
MISCAMT_13	Numeric	97
MISCAMT_14	Numeric	98
MISCAMT_15	Numeric	99
MISCAMT_16	Numeric	100
MISCAMT_17	Numeric	101
MISCAMT_18	Numeric	102
MISCAMT_19	Numeric	103
MISCAMT_20	Numeric	104
Benefit Type	Numeric	105
Credited Service Start Date	Date	106
Vesting Service Start Date	Date	107
Date of Participation	Date	108
Prior Status	Numeric	109
Date of Death	Date	110
True SSN	Numeric	111
CA SSN	Numeric	112
PIA Level Income Date	Date	112
PIA Level Income Amount	Numeric	113

Specific Column Values

Status Code and Prior Status

Positions 2 and 109 in the standard extract.

Status and prior-status file codes and labels
File Code	Label
0	Non-participating
1	Active
2	Inactive
3	Terminated Vested
4	Disabled
5	Retired
6	Survivor
7	Non-vested Termination
8	Lump Sum Cash-Out
9	Death
10	Active (Hired on Val Date)

Sex and Contingent Annuitant Sex

Positions 6 and 7 in the standard extract.

Participant and contingent-annuitant sex file codes and labels
File Code	Label
M	Male
F	Female

Benefit Form

Position 17 in the standard extract.

Benefit-form file codes and labels
File Code	Label
1	Life Annuity
2	Joint Life Annuity
3	Certain Only Annuity
4	Certain & Life Annuity
5	Certain & Joint Life Annuity
6	Life Insurance
7	Lump Sum (not contingent)
8	Lump Sum (life contingent)
9	PIA Level Income

Benefit Type

Position 105 in the standard extract.

Benefit-type file codes and labels
File Code	Label
0	Unknown
1	Retirement
2	Disability
3	Survivor
4	Minimum Distribution
5	401(k) Payout
6	403(b) Payout
7	Health Care Stipend
8	QDRO