The Data Request Screen is used to create a data request in Excel that can then be sent to the Plan Sponsor to obtain valuation data.

• Plan Number: select the desired plan number if the sponsor has more than one plan (otherwise, this box will be disabled).
• Request Date: date as of which the client must update the data (usually the next valuation date).
• Prior Snapshot/Run: select the prior val date. In some instances you may have run multiple snapshots, so be sure you choose the final prior val snapshot (DBP will use the val status from that snapshot to group participants on the request).
• Optional Column - Status Change: checking this box creates a blank column in the data request spreadsheet that a client can populate with any new statuses.
• Optional Column - Benefit Information: checking this box creates columns on the active and TV tabs of the request that a client can use to report benefit information for new retirees (payment start date, amount, etc.). Note that these columns will be populated if the data is in the system and you have chosen to reflect changes made to data since last snapshot.
• Optional Column - Comment: checking this box creates a “Comment” column and will be populated with the comment stored in the system. We want to encourage clients to report data in designated columns, not in a comment. If you feel it is necessary to have a “comment” column in your data request, check this box.
• Optional Column - Date of Death: if this box is checked, a "date of death" and “CA date of death” column will be added to your request. These columns will be populated if the data is in the system and you have chosen to reflect changes made to data since last snapshot (discussed below). If you do not enter data into the system throughout the year, you may want to uncheck this box. The date of death column is not necessary since clients can use the status change and status change columns to report dates of death. If you did enter a date of death since the last snapshot however, including the "date of death" column is the only way for it to appear on the request.
• Optional Column - Address Information: checking this box will create columns with participant address information. The column will be populated if the data is in the system. Check this box only if you collect addresses as part of the data update process.
• Optional Column - Benefit Type: by checking this box, there will be a column on the TV tab of the data request identifying beneficiaries (similar to what is done on the retiree tab).
• Optional Column - Beneficiary SSN: by checking this box, a column for beneficiary SSN will appear when other beneficiary data (such as DOB and gender) are displayed on the request. The column will be populated if the data is in the system.
• Optional Column - Beneficiary Name: by checking this box, a column for beneficiary name will appear when other beneficiary data (such as DOB and gender) are displayed on the request. The column will be populated if the data is in the system.
• Optional Column - COLA Benefit: checking this box will create a separate column for benefits increased by a COLA for retired and disabled participants. Check this box if this applies to your plan.
• Prior Reported Amounts to Display: select any reported amounts that should be displayed on the request. Items such as division/department/location/group code will automatically be selected. Review to be sure the correct items are highlighted.
• Show client name and client number in worksheet headers: check this box to show client name and number in the header of each worksheet tab.
• Separately group retirees and beneficiaries: if you check this box, the retirees and beneficiaries will be grouped separately in their own tabs.
• Do not show any amounts or dates that are estimated: checking this box will cause any stored estimated historical dates and reported amounts to not be displayed on the request.
• Show all pension benefit amounts as monthly amounts: checking this box displays all inactive benefits as monthly amounts. Note that if the plan includes a lump sum option, and lump sums are reported by the sponsor, it will be easier to import the data into DB Precision if this box is unchecked.
• Show non-accruing benefits using the following: check this box if you have non-accruing actives for whom you have a benefit stored in the system which you want to show on the request. This is useful for transfers, for examples. If you check the box, you will need to select the reported amount containing the benefit in the drop down box. Note that this amount with be labeled as “Annual Deferred Benefit” on the request, so make sure that it is in fact annual or change the column heading.
• Do not reflect changes made to the data since the last snapshot: If you enter data in the system throughout the year (with benefit calculations, for example), you can have that new data that has been entered since the last snapshot appear on the request. Participants will still appear on the tab for their status as of the last valuation date, and the status change columns will not be populated, but if there is a column on the request that has been updated since the last snapshot, that new data will be displayed on the request. For example, if you enter a termination date and a benefit amount for a new TV, that person will be on the active tab with the latest termination date and benefit information filled in. This way, we are showing the data that has been provided to us, but the client still needs to confirm it by populating the status change column. Note that reported amounts will not be populated on the request; so, if you have entered the most recent year’s pay, it will not be on the request. If you do not want to reflect any data since the last valuation date, check this box.
• Highlight terminated vested participants at or near payment start date: checking this box will result in participants at or near their benefit payment start date to be highlighted in yellow.
• Do not include ineligibles in active tab: if this box is checked, ineligible participants (as of the prior valuation date) will not appear on the data request. Check this box if the plan is frozen and/or your sponsor has multiple plans (so the participants in other plans don’t show up in on the request for the plan you are generating the request for as ineligible). Keep in mind, however, that if you have multiple plans but there are true ineligibles in the data (such as employees who have not met an age/service eligibility requirement) you will not want to check this box. You will have to manually delete any ineligibles from the request that are really participants in other plans so that the true ineligibles still appear.
• Data Filter: usually, this space is left blank. It allows you to write a filter formula to specify which individuals should appear on the request. Most often this would be used if you provide the sponsor with separate data requests for different groups/divisions.