To run the Process Forfeitures concurrent request:Run the Process Forfeitures concurrent request to calculate and record the total forfeited amount for each participant in a reimbursement plan at the end of a plan year.
Note: As a prerequisite, update the balances to make sure that contribution and distribution totals are current and accurate.
See: Setting Up Reimbursement Plans for Forfeitures (Advanced Benefits)
You run processes from the Submit Requests window.
To run the Process Forfeitures concurrent request:Select Process Forfeitures in the Name field.
Enter the Parameters field to open the Parameters window.
Enter the Effective Date of the process.
In the Commit field, select whether you want to commit or rollback the results of the process.
Select the reimbursement plan for which you are processing forfeitures in the Plan Name field.
Choose the OK button.
Complete the batch process request and choose Submit.
Run the Process Forfeitures Audit Log process or the Process Forfeitures Summary Report for information about errors and process totals.
To view forfeiture results for a participant, open the View Enrollment Results window. Query a person, then choose the Rates button.
To view total forfeitures for the plan, open the Forfeited Values window. Query a plan. Select the Forfeitures tab, then choose the Forfeiture Values button.