The Basic tab defines one benefit stream, its eligibility, recipient, adjustments, COLA treatment, and forms of payment.

• Name: Identifies the component within the Valuation Provision and in valuation detail.
• Decrement Type: Retirement, Termination, Death, or Disability. The corresponding decrement probability weights the benefit.
• Definition Type: Formula derives the benefit from the Benefit Formula. Benefit Payment Set would use a configured payment set. (Currently unavailable)
• Configure: Opens the Forms of Benefit Payment list.
• Benefit Recipient: All Participants, Married Participants, or Single Participants determines how the sponsor marriage assumption and payment-form elections apply.
• Payable To: Identifies whether the payment is payable to the Participant or Spouse.
• Override Assumed COLA Parameters: Replaces the sponsor COLA parameters for this component with the selected Annuity Factor Definition.
• Annuity Factor: Supplies the component-level COLA type, rate, and timing when the override is selected. COLA Start Age is the age after which COLA increases begin to be applied.
• Benefit Formula (annual benefit payable at Normal Retirement Date): Defines the annual benefit payable at Normal Retirement Date.
• Filter Formula: A formula returning a nonzero value for projected rows to which the component applies. A result of 0 excludes the component from that row, and blank adds no component-level filter.
• Benefit Start Date: The first eligible date; a row on this date is included.
• Benefit End Date: The first ineligible date; a row on this date is excluded.
• Vesting Adjustment: The vested fraction used for active PVFB, EAN, and the separate Vested Liability result. Ordinary UC and PUC remain unvested. Blank is treated as 1.
• Early/Late Benefit Adjustment: The factor applied to the Normal Retirement Date benefit. Blank is treated as 1.
• Return of Employee Contributions Balance (if non-vested): The contribution balance replaces the component benefit when Vesting Adjustment is exactly 0. It is treated as fully vested and valued as a lump sum without the Early/Late Benefit Adjustment, Conversion Factor, or Annuity Factor. This input is separate from the Valuation Provision’s Employee Contributions formula.

The Attribution tab defines PUC and UC benefit attribution and the component-specific EAN funding period.

• PUC Attribution Method: selects Accrual Proration, a Service Definition, a Linear Period beginning on a formula-derived attribution start date, or a Component-Based basis and rate.
• PUC Service Definition: supplies the service used when the PUC attribution method is Service Definition.
• PUC Base Formula: supplies the cumulative accrual measure for formula or component-based PUC attribution.
• PUC Service Start Date: supplies the beginning date when PUC attribution is linear from an attribution start date to decrement.
• UC Attribution Method: selects Accrual Proration, a Service Definition, a Linear Period beginning on a formula-derived attribution start date, or a Component-Based basis and rate.
• UC Service Definition: supplies the service used when the UC attribution method is Service Definition.
• UC Base Formula: supplies the formula used by a component-based UC attribution method.
• UC Service Start Date: supplies the beginning date when UC attribution is linear from an attribution start date to decrement.
• EAN Benefit Eligibility: selects the Service Definition used to derive the Entry Age Normal funding start.