Setting Up Personal Group Info

R-Desktop : Working with Accounts : Setting Up Personal Group Info—Employee

Setting Up Personal Group Info—Employee

To set up personal group info

1. Follow the procedure Searching for an Account.

2. From the Account Overview screen, select the Group Info from the More... list. The Group Info dialog appears.

Group Info dialog

Opens when “Group Info” is selected from the More... list for RSP, TFSA, RESP, and non-registered group accounts.

Item	Type	Description
View/Edit	button	Click to view or modify the details of an existing group.
Add	button	Click to open the Group Add dialog where a new group can be added. See the next section for details.
Group Contribution Totals	button	Opens the Group Contribution Totals dialog

Group Add dialog

Opens when the Add button is clicked on the Group Info dialog.

Only one group can be active at a time. Any time a new group is added, the previous group becomes inactive.

Item	Type	Description
Group Name	text/button	Enter the group name or click the Find button to search for and select one.
Status	drop-down list	Select one of the following: • Variable—contribution amount will vary for each payment period. • Specified—contribution amount will be consistent for each payment period.
Group Deposit Source	drop-down list	Displays the selected Deposit source for the specified group sponsor. Allowable Values: • Cheque • File
Next Date	display	Displays the next contribution date based on the group sponsor selected.
Currency	display	Displays the currency specified on the account.
Contribution Amount Type	display	Indicates the amount type for the contribution.
Contribution	drop-down list	Allowable values: • Non-Spousal • Spousal Indicates the contribution type for a Group RRSP or Group Spousal RRSP. • Defaults to 'Non-spousal' and cannot be changed if account is a Group RRSP. • Defaults to 'Spousal' and cannot be changed if account is a Group Spousal RRSP and the “All non-spousal contribution” flag is not selected on the account product. • Defaults to 'Spousal' and can be modified if the account is a Group Spousal RRSP and the “Allow non-spousal contribution” flag is selected on the account product. • Defaults to 'Non-Spousal' and cannot be changed if the account type is RESP or Non-Registered.
Total Contribution	currency	If the Contribution Type is “specified”, enter the amount of the contribution.
Beneficiary	button	If the account is a group RESP, click button to enter or modify the appropriate details.
Exclude	check box	Select If you want to exclude the plan from future batch runs.
Locked	check box	Indicates whether this order is already part of a scheduled batch which cannot be excluded unless the batch is unlocked first. Cannot be changed.
CONTRIBUTION ALLOCATION
Amount Type	option buttons/currency/percent	Do one of the following: • To enter the amount of money to be invested in the fund, click Dollar, then enter the amount in the Amount field. • To enter a percentage of the client's deposit to be allocated to the fund, click Percent, then type the amount in the field.
Restrict Employer Contributions	check box	Select if employer contributions in the group account cannot be withdrawn.
Edit/OK	button	Enables text box for editing based on the amount type selected. Edit button changes to OK. When the OK button is clicked, the entered values in the Amount or Percentage text boxes are saved, and: • If the entered value is an amount, the Percentage text box is populated with the calculated percentage based on the amount entered and the total contribution. • If the entered value is a percentage, the Amount text box is populated with the dollar amount based on the percentage specified of the total contribution.
Cancel	button	Enabled when the Edit button is clicked. All values entered in the Amount or Percentage text boxes are discarded and both fields will be disabled. The OK button changes back to the Edit button.
PURCHASE ALLOCATION
Amount Type	option buttons/currency/percent	Select either the Dollar or the Percent option button, then click the Edit button in the Action column to enter an amount or percentage. After an amount or percentage is entered, the Edit button changes to OK. Click OK to save.
Dividend	drop-down list	Select either Cash or Re-invest from the list.
FE%	percent	Enter the desired percentage up to a maximum of two decimal places.
Add	button	Click to add a security.
Edit/OK	button	Enables text box for editing based on the amount type selected. Edit button changes to OK. When the OK button is clicked, the entered values in the Amount or Percentage text boxes are saved, and: • If the entered value is an amount, the Percentage text box is populated with the calculated percentage based on the amount entered and the total contribution. • If the entered value is a percentage, the Amount text box is populated with the dollar amount based on the percentage specified of the total contribution.
Cancel	button	Enabled when the Edit button is clicked. All values entered in the Amount or Percentage text boxes are discarded and both fields will be disabled. The OK button changes back to the Edit button.
Save	button	If no errors are returned and all validations pass, the new contribution is saved and the Group Info screen returns.