| Lesson 4: | Savings Plans |
| Pages: | 1 2 3 4 5 6 |
| Case Studies: | 7 8 |
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Savings
Plan Screens The Fast Access screen shows balances in UC-managed funds. You can find more information, including monthly contributions, transfers, and refunds on the B-Screen (Display All Plans) and the C-Screen (Display Plan Recond). The B-Screen (Display All Plans) provides summary information for all UC managed accounts, both current and closed.
The C-Screen (Display Plan Record) provides detailed information about each individual account.
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