The Account Definition Screen provides the space to enter a brief description of the Account Definition, as well as indicate if you wish to include this item in the valuation extract file.

The specifics of the Account Definition itself are defined on the Account Provision screen. If the parameters vary over time, more than one provision is set up.

• Description: space to provide a brief description of the Account Definition.
• Start with Defined Contribution balance specified by User: select this box if you wish to use a starting Defined Contribution plan balance specified by the user rather than calculating it using the system.
• Display as graph on portal Home page: Includes this account in the graphs displayed on the participant Portal Home page.
  • Graph Title: Supplies the title displayed above the account graph.
  • Include description in graph sub-header: Displays the Account Definition description beneath the graph title.
• View item in QuickCalc: this function is currently not available.
• Val Extract: click the Val Extract button and fill out the resulting screen to indicate if you wish to include this Account Definition in the valuation extract file. To include this field in the extract, select the column it should be displayed in and enter the label you wish to use in the Column Header box. Up to 20 items are possible, including selected Formula Derived Items. If the item does not need to be included, make sure no column is selected here.