To product annual benefit statements for a Plan, do the following:

• Open the Plan Document: select File and then select Open - Plan Document to open the Plan Document.
• Export the Results: select Home - Export on the Home Tab to open the Calculate Screen. Provide a Calculation Date (equal to the benefit statement date - usually the valuation date), Payment Start Date (usually NRD), Small Benefit Cashout Date (usually NRD), and Account Determination Date (if applicable - usually equal to the Calculation Date). Select from the Export Definition box in the top-left, the name of the Export Definition to use for the export. Then press OK to export the calculation results.
• Review/Print Calculation Output: after you export from DB Precision, a Word document should open up. Select from the Word Ribbon Mailings - Finish & Merge to execute the mail merge. Save the merged document (you should not save the mail merge document template) and then print from within Word.