Valuation Screen Help
This page consolidates the DB Precision screen references used to configure valuation assumptions and plan valuation liability items. The Valuation Assumption Provision groups its Basic, Decrements, and Mortality tabs; the Valuation Provision Item groups its Basic and Attribution tabs; and Forms of Benefit Payment includes both the list and form-detail screens. Select a screen name for its complete list of screen items and descriptions.
Sponsor valuation assumption screens
- Valuation Assumption Definition: identifies an effective-dated assumption set.
- Valuation Assumption Provision: documents the consolidated Basic, Decrements, and Mortality tabs, including methods, economic and marriage assumptions, COLA, reported amounts, decrements, and mortality assignments.
- Valuation Interest Rates: defines fixed, segment-rate, and yield-curve discount bases.
- Assumption Reported Amount: defines fixed, table-based, and other projection settings for a valuation Reported Amount.
- Valuation Mortality Selection: selects base mortality, age adjustments, projection, sex basis, and blending.
- Valuation Assumption Detail Screens: covers reported-amount and year variations for decrements and mortality.
- Retirement Age Probability Tables: stores annual retirement probabilities by age, service, and sex.
- Salary Scale Tables: stores annual increases used to project earnings and other reported amounts.
- COLA Tables: stores annual payment increases by payment age.
- Mortality and Projection Tables: stores system-wide base mortality and mortality-improvement rates used by valuation mortality selections.
Plan valuation definition screens
- Valuation Definition: identifies the valuation plan, population filter, type, and effective-dated provisions.
- Valuation Provision: identifies the effective period, benefit items, employee contributions, and inactive-benefit overrides.
- Valuation Provision Item: documents the consolidated Basic and Attribution tabs, including decrement, benefit, eligibility, adjustments, recipient, COLA treatment, and UC, PUC, and EAN attribution inputs.
- Forms of Benefit Payment: documents the consolidated payment-form list and form detail, including conversion, annuity factor, election fractions, and lump-sum mortality treatment.
- Valuation Provision Item: documents the consolidated Basic and Attribution tabs, including decrement, benefit, eligibility, adjustments, recipient, COLA treatment, and UC, PUC, and EAN attribution inputs.
Related topics