WithholdingScreen

Description

This business rule defines the layout of the Withholding Screen which signifies the amount or percentage of federal and state taxes to be withheld from taxable disbursements defined by the Policy Owner.

Additional Information:
WithholdingScreen can be built to address the withholdings at the Client, Policy, Plan and Activity level.
Following are some of the basic dynamic fields that are recommended to be present in the WithholdingScreen:
"Federal Percent", "Federal Amount", "State Percent", "State Amount", "Opt-out" and "State Form returned" radio button.

WithholdingScreen Element \ Attribute Table

Element/Tag	Definition	Attribute	Element/Attribute Value and Description
<WithholdingScreen>	The opening and closing tag of the WithholdingScreen Business Rule.
<Fields>	Allows configuration of dynamic fields.
<Field>	Required element; See Fields

Database Tables for WithholdingScreen

Table Name	Description
AsWithholding	Stores information regarding withholding on a Policy / Plan /Activity
AsWithholdingField	Stores Field names and values from the WithholdingScreen Business Rule

XML Example

<Field>

<Name>FederalPercent</Name>

<Display>Federal Percent</Display>

<DataType>Percent</DataType>

</Field>

<Field>

<Name>FederalAmount</Name>

<Display>Federal Amount</Display>

<DataType>Money</DataType>

</Field>

<Field>

<Name>StatePercent</Name>

<Display>State Percent</Display>

<DataType>Percent</DataType>

</Field>

</Fields>

</WithholdingScreen>