Location: Member Self Service/Deposit
Ensure that the correct plan is selected and click to select the Deposit event. The system displays the Calculation wizard with the Calculation Type 'Deposit' selected.
Notice that the default Transaction Date is Today's date.
Click Next to continue. The system displays the Amount screen.
Enter the Amount, select the Currency, and under Source, select an option from the drop-down list.
Click Next to display the Deposit Allocation screen. Notice that initially, your deposit is allocated according to your or your plan's allocation rules. In this case, the total deposit of $500.00 is allocated to one fund.
To modify the default allocation amounts, using the option buttons provided, select the first fund to which you want to deposit and enter the Amount in the field 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.
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 confirmation message and number.
Click Finish. The system displays your Calculation History browser.
Note: If you initially select a plan for which Deposits are not allowed, you will receive an error message similar to the following:
For more information, see Member Self Service Process.
Build 1136
