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.

WithholdingScreen can be built to address withholding at the Policy 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

WithholdingScreen writes to the following tables:

• AsWithholding

• AsWithholdingField

 WithholdingScreen Element/Attribute Table

XML Example

<WithholdingScreen>

     <Fields>

          <Field>

               <Name>FederalPercent</Name>

               <Display>Federal Percent</Display>

               <DataType>Percent</DataType>

               <DefaultValue>0</DefaultValue>

          </Field>

          <Field>

               <Name>FederalAmount</Name>

               <Display>Federal Amount</Display>

               <DataType>Money</DataType>

               <DefaultValue>0</DefaultValue>

          </Field>

          <Field>

                <Name>StatePercent</Name>

                <Display>State Percent</Display>

                <DataType>Percent</DataType>

                <DefaultValue>0</DefaultValue>

          </Field>

          <Field>

                <Name>StateAmount</Name>

                <Display>State Amount</Display>

                <DataType>Money</DataType>

                <DefaultValue>0</DefaultValue>

          </Field>

          <Field>

               <Name>OptOut</Name>

               <Display>Opt-Out</Display>

               <DataType>Radio</DataType>

               <DefaultValue>01</DefaultValue>

               <Disabled>No</Disabled>

               <Query TYPE="FIXED">

                    <Options>

                         <Option>

                              <OptionValue>01</OptionValue>

                              <OptionText>No</OptionText>

                         </Option>

                         <Option>

                              <OptionValue>02</OptionValue>

                              <OptionText>Yes</OptionText>

                         </Option>

                    </Options>

               </Query>

          </Field>

          <Field>

               <Name>StateForm</Name>

               <Display>State Form Returned</Display>

               <DataType>Radio</DataType>

               <DefaultValue>01</DefaultValue>

               <Disabled>No</Disabled>

               <Query TYPE="FIXED">

                    <Options>

                         <Option>

                              <OptionValue>01</OptionValue>

                              <OptionText>No</OptionText>

                         </Option>

                         <Option>

                              <OptionValue>02</OptionValue>

                              <OptionText>Yes</OptionText>

                         </Option>

                     </Options>

               </Query>

          </Field>

     </Fields>