Location: DC Admin Process/Deposit
To run a deposit calculation via CPAS Online, do the following:
Ensure that the correct plan is selected and from the DC Admin process, click to select the Deposit event. The system displays the Calculation wizard with the Calculation Type 'Deposit' selected.
If necessary, use the Calendar to change the default Transaction Date.
Click Next to continue. The system displays the Amount screen.
Enter the Amount, select the Currency, and under Source, select the 'Voluntary' option from the drop-down list.
Click Next to display the Deposit Allocation screen.
Using the option buttons provided, select the first fund to which you want to deposit and enter the Amount and Fee (if any) in the fields provided.
Select a second fund. Notice that as you select the second fund, the entered amount is saved for the first fund and the 'Total Allocated' and 'Total Unallocated' amounts are updated as required. Notice that a Disbursement Fee can be entered for any fund.
Select funds and enter deposit amounts until the Total Unallocated amount is zero.
Click Next to display the Summary.
If the Summary is correct, click Finish. The system displays the member's Cash Transactions browser.
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For more information, see DC Admin Process (Online).
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