Distributions Dashboard

Duplicate {{ selectedDistribution.status }} Missing info Needs review

Rejected. {{ rejectionSuccessBanner }}

By Reason

By Status

No distributions match your filters.

{{ laneItems(lane).length }} items

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

{{ distribution.firstName }} $$$

Duplicate {{ distribution.status }}

Plan: {{ distribution.planName }}

Reason: {{ distribution.distributionReason }}

Type: {{ distribution.distributionType }}

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

Status: Duplicate {{ distribution.status }}

Drag and drop a PDF here or click to browse

Select PDF File

No fields extracted yet

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	Form Value	Recordkeeper Value	Status
{{ row.label }}	{{ row.value }}	{{ row.sourceValue }}	{{ validationStatusLabel(row.status) }}

Check	Recordkeeper Value	Status
{{ row.label }}	{{ row.sourceValue }}	{{ validationStatusLabel(row.status) }}

Check	Recordkeeper Value	Status
{{ row.label }}	{{ row.sourceValue }}	{{ validationStatusLabel(row.status) }}

Preview Payload

{{ formattedPayload }}

Reject distribution

A reason is required to reject this request.

Reason for rejection

Upload Distribution Form

Drag and drop one or more sample PDFs, or browse.

Distributions Dashboard

By Reason

By Status

General Information

{{ payeeIndex + 1 }} Payee Information

Payment Details

Participant identity

Eligibility validation

Plan rule validation (Based on Document System)

Tax validation

User Defined Validation Rules

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

General

Payee

Payment

Preview Payload

Reject distribution

Notes

Upload Distribution Form