New Pension Information Dialog Box

1. In the Plan Name field, enter the name of the plan.

2. In the Recipient field, click the magnifying glass icon. The Select Members dialog opens.

3. Select the client member and click OK.

4. From the Tax Status drop-down, select Taxable, Tax-deferred or Non-taxable.

5. In the Annual Amount field, enter a dollar amount.

6. In the Begin Year field, enter the start year.

7. From the COLA Benefit drop-down, select Yes or No.

8. Click OK.