AEName: name of the Actuarial Equivalence Definition.
PaymentFormFrom: name of the Payment Form Definition from which you are converting.
PaymentFormTo: name of the Payment Form Definition to which you are converting.
AgePart: participant age (including fractions).
AgeCA: beneficiary age (enter 0 if not applicable).
CalcYear: calculation year (4 digits).
Popup: (optional) enter TRUE here if payment form that you are converting to includes a popup option.
InterestRate: (optional) leave 0 unless overriding the interest rate specified in Actuarial Equivalence Definition. (enter 0.07 for 7% for example)
Mortality: (optional) enter "P" or "B" here. Entering "B" here will reverse participant and beneficiary mortality (if different) when calculating the factor.
MortalityCA: (optional) beneficiary mortality override, enter "P" or "B" here.
Timing: (optional) payment timing, enter 0 for beginning of period, 1 for end of period.
Frequency: (optional) payment frequency, enter 0 for weekly, 1 for monthly, 2 for quarterly, 3 for semi-annual, 4 for annual.
COLA: (optional) COLA rate override, enter as a decimal (0.03 for 3% for example).
CertainPerNum: (optional) enter 0 here unless overriding the certain period specified in the Payment Form Definition. This overrides for numerator in the conversion factor ratio (initial annuity).
CertainPerDen: (optional) enter 0 here unless overriding the certain period specified in the Payment Form Definition. This overrides for denominator in the conversion factor ratio (converted annuity).
CAFractNum: (optional) enter 0 here unless overriding the contingent fraction for the factor numerator, enter as a decimal (0.75 for 75% for example). This overrides for numerator in the conversion factor ratio (initial annuity).
CAFractDen: (optional) enter 0 here unless overriding the contingent fraction for the factor denominator, enter as a decimal (0.75 for 75% for example). This overrides for denominator in the conversion factor ratio (converted annuity).
PartFractNum: (optional) enter 0 here unless overriding the participant fraction for the factor numerator, enter as a decimal (0.75 for 75% for example). This overrides for numerator in the conversion factor ratio (initial annuity).
PartFractDen: (optional) enter 0 here unless overriding the participant fraction for the factor denominator, enter as a decimal (0.75 for 75% for example). This overrides for denominator in the conversion factor ratio (converted annuity).
COLADef: (optional) enter 0 here unless overriding the COLA deferral period, enter the number of years deferred (5 for 5 years for example).
COLAMax: (optional) enter 0 here unless overriding the COLA maximum benefit ratio, enter the maximum fraction (1.5 if maximum equals 150% of the initial benefit for example).