Location: DC Admin Process/View Deposit Allocation Instructions
When you select View Deposit Allocation Instructions from the DC Admin Process, the system displays a double browser of member level allocation instructions. Select an instruction in the upper browser to view the details for that instruction in the lower browser.
Each time a deposit is performed, the system first checks to see if the member has allocation instructions, and if so, applies the instruction to the deposit. If no member allocation instructions exist, the system uses plan level instructions. Note: Instructions are defined by Source and Effective Date.
In the example shown, deposits from all sources except 'Member' would be deposited by default 50 percent to the 'Money Market' fund and 50 percent to the 'GIC 36 6 Month' fund. Note: An administrator may override the default deposit allocation instructions in the Deposit wizard.
Columns in the primary browser include Effective Date and Source. Columns in the secondary browser include Fund and Percent. Note: For each source, the total of all allocation percents must equal 100.
For more information, see DC Admin Process (Online).
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