Location: DC Admin Process /Change Allocation Instructions
Depending on your security level, you can add or edit existing member allocation data.
To add new allocation instructions to a member record, do the following:
From the DC Admin process, click to select the Change Allocation Instructions event. The system displays the Deposit Allocation wizard.
Using the Calendar, set the Effective Date.
Select a Source from the drop-down list. To set the same instruction for all sources, select All/All others.
Click Next to specify the 'allocate to' fund(s) screen.
Using the option buttons provided, select the first fund to which you want to allocate deposits and enter a percentage in the Percent field.
Select a second fund. Notice that the first percentage amount is saved beside the first fund. (In this case, the entire deposit (100 percent) is allocated to the Diversified fund.)
When the total for all 'allocate to' funds equals 100%, click Next to display a Summary.
If the summary is correct, click Finish. The system displays the member's Allocation Instructions browser. Select an Effective Date in the upper browser to display the Instruction Details in the lower browser.
For more information, see DC Admin Process (Online).
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