Eligibility and Election Detail

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Select the data that you would like to include in your report from the list below.

Note : Default will be all available columns if you choose not to select any column from below.

Select Columns		Data Description
Basic employee information - Select all
First Name	First name	Employee's first name
Participant ID	Participant ID	Participant ID
Last name	Last name	Employee's last name
Middle initial	Middle initial	Initial of employee's middle name
Partial SSN	Partial SSN	Employee's partial social security number
Street address 1	Street address 1	Employee's street address Line 1
Street address 2	Street address 2	Employee's street address Line 2
Street address 3	Street address 3	Employee's street address Line 3
Street address 4	Street address 4	Employee's street address Line 4
City	City	Employee's city of residence
Country	Country	Employee's country of residence
Alternate ID	Alternate ID	Employee's alternative unique ID
Birth date	Birth date	Employee's date of birth
Current age	Current age	Employee's current age
Participant location	Participant location	Workplace location of the employee
Zip code	Zip code	Employee's Zip Code
State	State	Employee's state of residence
Work email ID	Work email ID	Employee's work email ID
Participant account balance	Participant account balance	Participant account balance as of previous month end
Employment Information - Select All
Benefit Event	Benefit Event	Employee's benefit event type
Distribution Information - Select All
Distribution Available Amount	Distribution Available Amount	Distribution Available Amount
Allocation Period End Date	Allocation Period End Date	Allocation Period End Date
Eligible to be Paid Date	Eligible to be Paid Date	Employee's Eligible to be Paid Date
Member Benefit Event Date	Member Benefit Event Date	Employee's benefit event date
Eligible for In-Service Withdrawal	Eligible for In-Service Withdrawal	Eligible for In-Service Withdrawal
Distribution Election Amount	Distribution Election Amount	Employee's Distribution Election Amount
Election Effective Date	Election Effective Date	Employee's Election Effective Date
Election Option	Election Option	Employee's Election Option
Election Option Code	Election Option Code	Employee's Election Option Code
Lump Sum or Install Elected	Lump Sum or Install Elected	Employee's election lump sum or installment
Installment Number	Installment Number	Employee's installment number
Installment Type	Installment Type	Employee's installment type
Installment Type	Installment Type	Employee's installment type
Installment Type Code	Installment Type Code	Employee's installment type code
Installment Option	Installment Option	Employee's installment option
Installment Option Code	Installment Option Code	Employee's installment option code
Check Line 1	Check Line 1	Check address line 1
Check Line 2	Check Line 2	Check address line 2
Check Line 3	Check Line 3	Check address line 3
Mailing Address Line 1	Mailing Address Line 1	Mailing Address Line 1
Mailing Address Line 2	Mailing Address Line 2	Mailing Address Line 2
Mailing Address Line 3	Mailing Address Line 3	Mailing Address Line 3
Mailing Address Line 4	Mailing Address Line 4	Mailing Address Line 4
Mailing Address City	Mailing Address City	Mailing Address City
Mailing Address Abbreviated State	Mailing Address Abbreviated State	Mailing Address State
Mailing Address Postal ID	Mailing Address Postal ID	Mailing Address Postal ID
Direct Deposit Routing (ABA) Number	Direct Deposit Routing (ABA) Number	Direct Deposit Routing (ABA) Number
Account Number	Account Number	Account Number
Accountholder Name	Accountholder Name	Accountholder Name
Account Type	Account Type	Account Type
Account Type Code	Account Type Code	Account Type Code
Account Type Code	Account Type Code	Account Type Code
Rollover Type	Rollover Type	Rollover Type
Rollover Type Code	Rollover Type Code	Rollover Type Code
Rollover Contact Person	Rollover Contact Person	Rollover Contact Person
Rollover Contact Phone Number	Rollover Contact Phone Number	Rollover contact phone number
Forfeiture & Investment Information - Select all
Member Account Value	Member Account Value	Account balance
Member Vested Account Value	Member Vested Account Value	Account Balance of vested cash

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Drag and drop the columns in the order you would like to see them in the report.

First name
Last name
Date Elected
Distribution Available Amount
Distribution Election Amount
Lump Sum or Installment
Election Effective Date
Allocation Period End Date

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Refine the data you would like within the report.

Participant age (start)

Participant age (end)

Highly compensated status

Key status

Note: Hold "Ctrl" to select multiple items

Employment date (start)

Employment date (end)

Termination date (start)

Termination date (end)

Retirement date (start)

Retirement date (end)

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First Name	Last Name	Date Elected	Distribution Available Amount	Distribution Election Amount	Lump Sum or Installment	Election Effective Date	Allocation Period End Date
Paul	Brown	01/01/2024	235,427	235,427	LUMP SUM	01/01/2024	12/31/2024
John	Buttler	01/01/2024	286,135	286,135	INSTALLMENT	01/01/2024	12/31/2024
Michael	Hyde	01/01/2024	357,116	357,116	INSTALLMENT	01/01/2024	12/31/2024
William	Paige	01/01/2024	213,424	213,424	LUMP SUM	01/01/2024	12/31/2024
James	Mcmullan	01/01/2024	385,377	385,377	INSTALLMENT	01/01/2024	12/31/2024

Data included in any downloaded report(s) is considered authentic only as of the exact date and time it is downloaded. Principal no longer guarantees the authenticity of this information once the information has been moved into a CSV or Excel file.