The Calculation Screen is used to specify the parameters to use when running a benefit calculation for a Person.

• Plan Items List: this list shows all of the possible items to calculate.
• Calculation Dates: area to specify the date as of which calculation components such as the accrued benefit are to be measured.
• Annuity Commencement Date: if annuity benefits are payable when running the calculation, this date represents the date that those annuity payments are to commence.
• Small Benefit Cash-out Date: the date as of which a small benefit cash-out (if any) is to be paid.
• Account Determination Date: if the plan includes an account (such as for contributions or cash balance), this date represents the date that those amounts are to be determined.
• Store inputs in Calculation History: check this box to store all of the calculation inputs (including assumptions) so that they can be retrieved later.
• View Calculation History Button: press this button to view previously stored calculation history items.
• Projection Assumptions: select an Assumption Definition from the list shown.
• View Projection Assumptions Button: press this button to view the calculation assumptions to be used for this calculation.
• DC Items Button: press this button to view the Defined Contribution items (if applicable) when processing this calculation.
• Reduce benefits shown by employee-paid benefit: check this box if the plan being used is contributory and the benefits to be calculated are net of the employee-paid benefit.