E1: 07: R073222 - Cosmetic Corrections For Clarity And Consistency (Doc ID 3052992.1)

Last updated on OCTOBER 11, 2024

Applies to:

Symptoms

The current processing option labels need to be updated to create better clarity on how each should be used, as well as be consistent across both Secure Act 2.0 UBEs. Users should be able to "at a glance" understand the value to be entered into the processing option.

Labels for POs:
PO#7 - from "401 KCU / 457B DBA" to "Pre-tax CU DBA"
PO#8 - from "401KCU / 457B Plan ID" to "Pre-tax CU Plan ID"
PO#9 - from "401KCU / 457B Plan Additional Option" to "Pre-tax CU Plan Additional Option"
PO#10 - from "Roth DBA" to "Roth CU DBA"
PO#11 - from "Roth Plan ID" to "Roth CU Plan ID"
PO#12 - from "Roth Plan Additional Option" to "Roth CU Plan Additional Option"

In addition, for clarity and consistency, update the following:
UBE Name: from "Section 603 - 401K to Roth" to "Secure Act 2.0 Section 603 – Pre-tax Catch-up to Roth Catch-up"
XJDE0001 version name: from "Sec 603 - 401K CU to Roth" to "Section 603 – Pre-tax CU to Roth CU"

Changes

Cause

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