Distributions App

Rejected. {{ rejectionSuccessBanner }}

By Reason

By Status

No distributions match your filters.

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$$$ {{ d.status }}

First Name Last Name SSN Plan Name Reason Distribution Types Requested Status

{{ distribution.firstName }} $$$

Plan: {{ distribution.planName }}

Reason: {{ distribution.distributionReason }}

Type: {{ distribution.distributionType }}

Requested: {{ requestedTimeLabel(distribution.requestedAt) }}

Status: {{ distribution.status }}

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General Information

Distribution Name *

SSN *

Traditional Alloc.

Roth Alloc.

{{ payeeIndex + 1 }} Payee Information

First Name *

Last Name *

Allocation Amt

Address Line 1

Address Line 2

City

State

Zip

Country

Fed. Withhold Code

Source Type

Manual Fed. Tax

Manual State Tax

Check Ref Text

Payment Details

Account Number

ABA Number

Method Code

Company Name

Contact Name

Bank Acct Name

Phone

Overnight Check

Sub Acct Num

Rollover Code

Rollover To Type

Open a distribution to run validation checks.

Field	Value	Source value	Status
{{ row.label }}	{{ row.value }}	{{ row.sourceValue }}	{{ validationStatusLabel(row.status) }}

Check	Source value	Status
{{ row.label }}	{{ row.sourceValue }}	{{ validationStatusLabel(row.status) }}

Check	Source value	Status
{{ row.label }}	{{ row.sourceValue }}	{{ validationStatusLabel(row.status) }}

Preview Payload

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Reason for rejection

Distributions Dashboard

By Reason

By Status

General Information

{{ payeeIndex + 1 }} Payee Information

Payment Details

Participant identity

Eligibility validation

Plan rule validation

Tax validation

User Defined Validation Rules

{{ sheetDistribution.firstName }} {{ sheetDistribution.lastName }}

General

Payee

Payment

Preview Payload

Reject distribution

Notes