Withholding Overview

Withholdings are specific amounts or percentages that can be held from disbursements that are subject to state or federal taxes.

The Oracle Insurance Policy Administration system (OIPA) handles withholding in several ways. Withholding can be configured to capture withholding values at the policy level or at the activity level. Withholding can also be captured for a specific client. Client level withholding is applicable when money is being disbursed at a client level via a client level activity.

If client withholding has been established and activity withholding has been configured, then the Withholding Type combo field on the Activity Withholding window would have client and activity values available. In this scenario, when activity is selected, the fields hold the client withholding values but are enabled and available for update.

Plan level withholding cannot be changed in OIPA, but the values can be viewed from the Plan Main menu when the Plan Withholding option is selected.

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