Tom Poje Posted June 22, 2017 Share Posted June 22, 2017 this is the report I have been using SSA report (saved as excel file) then copied and pasted into the FT William 8955 Sample which imports quite easily. of course, no guarantees use at own risk, but I have been running this for years. this reports people an A the year following termination not the year of termination. if someone went from active to ineligible (e.g. person was active but now excluded class) they will show as an A, it will indicate "Verify Data", you might have to delete them from the report. If terminee is 0% vested it should show person as a D and indicate 0% vested. Since I am not sure if the person was ever reported as an A (if it was a takeover) they will show up on the report as a D. of course such people should forfeit. 8955Sample.csv notes on SSA report.doc SSA .rpt Link to comment Share on other sites More sharing options...
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