1.7.2 View IRA Plans

This topic explains the systematic instructions to view the list of configured IRA plans.

  1. On Home screen, under Menu, click Retail Account Configurations. Under Retail Account Configurations, click IRA Plans Configuration.
  2. Under IRA Plans Configuration, click View IRA Plans.
    The View IRA Plans screen is displayed.

    For more information on fields, refer to the field description table below.

    Table 1-30 View IRA Plans - Field Description

    Field Description
    Plan Type Displays the type of IRA plan.
    Age Cut-off Displays the cut-off age for IRA plan.
    Authorization Status Displays the authorization status of the record. The available options are:
    • Authorized
    • Rejected
    • Unauthorized
    Record Status Displays the status of the record. The available options are:
    • Open
    • In Progress
    • Closed
    Modification Number Displays the number of modifications performed on the record.