Policy Level Withholding

The Withholding screen is accessed from the Policy link on the Policy Entity Navigation menu. When a policy is opened that is configured to support policy level withholding, the Withholding link will be listed in the Entity Navigation list.   

Withholding Detail

An explanation of the fields on the Withholding Detail portion of the Withholding screen is given below.

Important   Policy level withholding can be locked according to policy status. If the Withholding fields are disabled when the Withholding link is selected from the Entity Navigation list, then the policy status does not support the capture of withholding values.

Steps to Set Policy Level Withholding

  1. Search for the policy.

  2. Click Withholding from the Entity Navigation list. The Withholding detail will open. 

  3. Enter the withholding percents or amounts in the fields provided.

  4. Click Save when the withholding details are complete.

An activity's withholding details can be set to process according to the policy level withholding or the activity level withholding. In the absence of policy withholding, established plan level withholding will apply.

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