The PIA Level Income Changes Report displays changes in the level income benefit as of the effective date specified.

• Report criteria:
  • Valuation Status: status as of the report end date must equal retired or survivor.
  • Plan Number: benefits must be in the plan specified.
  • Form of Payment: must be set to "Level Income".
  • Annuity Purchase Date: amount will not be displayed if there has been an annuity purchase as identified by an entered date.
  • Benefit Effective Date: may not be set to "Unknown".
  • Level Income Date: must be specified and must fall within the Report Evaluation Period (on or after start date and on or prior to end date specified).
  • Sample Participants: these are excluded from the report.