Item | Type | Description |
|---|---|---|
Group Sponsor | check box | Select to indicate the client sponsors a group plan. |
Frequency | drop-down list | Select either One Time or Recurring. |
Next Date | date | If “One Time” is selected as the frequency, enter the appropriate date. Otherwise not available, instead displays the next date that contributions are expected to run for. If left blank, defaults to the current system date upon saving. This date will be advanced during processing of the batch at day end once all contributions and purchases have been made. |
Interval | text | If “Recurring” is selected as the frequency, click the Interval Details button to set up frequency contribution information. |
Currency | drop-down list | Select from the list. |
Deposit Source | drop-down list | Select either Cheque or EFT. |
Deposit Suspense Account | drop-down list | Select the account that will be used as a deposit suspense account for any “unallocated” group deposit amounts. |
Restrict Sponsor Contributions | check box | Select if the group sponsor has a restriction on employer contributions. |
Group Contribution Totals | button | Opens the Group Contribution Totals dialog |
Update | button | Saves the information. |
Cancel | button | Closes the dialog without saving changes. |