The following is a list of all of the screens that are 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.

• Notes Definition:  place to record a note that relates to a specific Person and set it up to display upon certain events. This is a useful way to flag individuals in unique situations, as well as record background information for reference in the future.

• 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.

• 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:  used to provide the details regarding benefit payments being paid or to be paid to a Person.
• Benefit Tax Withholding Elections:  used for storing tax withholding elections for a Person.
• Deposit Institution/Payee Information:  stores payee information used in the processing of benefit payments.
• Form 8955-SSA History:  for recording the specifics of one set of benefit payment information that was reported to the federal government for a Person by this Plan Sponsor using the Form 8955-SSA.

• Actuarial Valuation Data:  for viewing the history of a Person's status from past Valuation Snapshots, as well as accessing their historical Valuation Extract data.
• Actuarial Valuation Detail:  displays specific fields from the Valuation Extract file for a Person for a selected snapshot.

• Archive Detail:  for viewing the details of individual archived documents stored for a Person.

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