Automatic Agreements Maintenance
Enter the following transaction information .
Amount:
$
$500 Minimum
Start Date:
(mm/dd/yyyy)
Stop Date:
(optional)
(mm/dd/yyyy)
Processing Date(s):
01
02
03
04
05
06
07
08
09
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
,
01
02
03
04
05
06
07
08
09
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Process:
Y
N
S
Y
N
S
Y
N
S
Y
N
S
Y
N
S
Y
N
S
Y
N
S
Y
N
S
Y
N
S
Y
N
S
Y
N
S
Y
N
S
Contribution Year:
C
P
C
P
C
P
C
P
C
C
C
C
C
C
C
C
NOTE:
All Investments made in May through December will be current year contributions.
Y - Agreement will process for that month.
N - Agreement will not process for that month.
S - Agreement will skip the specified month once.
C - Investment will be coded as current year contribution.
P - Investment will be coded as prior year contribution.
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Copyright © 2009 DST Systems, Inc. All Rights Reserved.
