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Add and Update Status Codes

Status codes are used in the annuitant’s record to identify whether a disbursement is Active or Inactive. The codes are user-defined, although they must begin with an A or an I (indicating whether the status is Active or Inactive.)

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Field Description
Status Code* The payment status code for the annuitant.
Description A description corresponding to the code.
Direct Deposit Flag (Y/N)*

Indicates if annuitants with this status receive direct deposit:

  • Y—Yes to set the direct deposit flag.

  • N—No to not set the direct deposit flag (the default).

Note: An annuitant with direct deposit status won’t receive a check, although their name will display on the Pre-Check report.
Prenote Flag (Y/N)*

Indicates if annuitants with this status are included on the next direct deposit file as prenotifications. This verifies that their direct deposits will be accepted by the bank and advises the bank of their status:

  • Y—Yes to set the prenote flag.

  • N—No to not set the prenote flag (the default).

This is only used when the Direct Deposit Flag is Y. The annuitant will receive a check and will be on the Direct Deposit file with a $0.00 amount. The following month the annuitant will receive their benefit through direct deposit.

Change-To Status Code

Indicates the direct deposit status which will automatically be assigned to an annuitant once the prenotification item has been sent in a direct deposit file. For example, a prenotification code of APN (Active PreNote) could be configured to change the annuitant’s status to ADD (Active Direct Deposit) once the prenotification is sent. In this example, APN would only be used for the initial prenote transaction for a new annuitant.

Note: For a prenote run, the status codes entered here will display in the Chg Sts column on the Annuity Pre-Check report.
Adj Change-To Status Code*

Indicates in the pre-check report that an annuitant’s account balance is less than the requested disbursement. A disbursement is made for the entire account balance, and the annuitant’s status code is changed to reflect an inactive status.

Note: Status codes entered here will display in the Chg Sts column on the Annuity Pre-Check report.
  1. Enter the Status Code.
  2. Complete the fields.

  3. Enter F to file and save your changes.

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