Manually Creating New Person
To manually create a new participant (other than through an import):
  • Open the New Person Wizard: select File and then select New - Participant to open the New Person screen. Then enter information such as SSN and name and press OK.
  • Examine Person Tab: review the Person Screens and make changes if necessary.
  • Save the Person: select File and then select Save to save the Person to the database. The Person will not be saved until you explicitly save the data.
Invalid SSN Rules
Social Security Number will be considered invalid if any of the following apply:
  • The SSN contains more than nine digits.
  • The first three digits all equal six (666-xx-xxxx).
  • The fourth and fifth digits both equal zero (xxx-00-xxxx).
  • The last four digits all equal zero (xxx-xx-0000).




PensionSoft Corporation | 860.540.3690 | support@pensionsoft.com