The following prompts appear for defined benefit retirement plans:
Spouse's DOB
Enter the spouse's date of birth.
| Notes: | 1. This prompt will not show up if the Illustrate Spouse Needs is checked above (the spouse's DOB will be entered on the 'Spouse' tab). |
| 2. If there is no spouse, the value may be cleared. To clear the spouse's DOB value, press the "Backspace" key when the value is highlighted (or when the cursor is on the right side of the value). |
Additional Funds
Enter additional funds to be added to the Final Average Salary. This may include items such as unused sick leave or unused vacation time. See the plan handbook for specific information.
Additional YOS
Enter additional years of service for the retirement plan. This may include military service creditable under the plan.
