UCRS Tutorial


  Lesson 4: Savings Plans
  Pages: 1  2   3  4   5  6 
  Case Studies: 7  8 

Savings Plan Screens
Page 1

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.

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This B-Screen shows seven plans: 6 active and 1 transfer.

The C-Screen (Display Plan Record) provides detailed information about each individual account.

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According to this C-Screen, most of this plan balance
was transferred to a Fidelity fund in '95.