Plan Types

Plan Types provide additional details about an account and/or policy to help identify how a product is designed to meet specific needs.

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Create and Assign Plan Types

Creating new Plan Types is a two-step process. First, you will create the desired Plan Type and then attach it to the corresponding Product Type.

Step 1: Adding Plan Types from Advanced Setup page

1. From the left-side main menu, click the Settings tab > Advanced Setup

2. Select the Product section > click Plan Types

3. From the Plan Types page click

4. Complete the New Plan Type form

   1. Name
   2. Description
   3. Qualified select if this is a Tax-Qualified Plan Type

5. Click Save.

Step 2: Attaching Plan Types to the Product Type in Advanced Settings

1. From the left-side main menu, click the Settings tab > Advanced Setup
2. Select the Product section > click Product Types
3. From the Product Types page > select the desired Product Type and > click on the three-dot Action Menu > click Edit
4. Add the Plan Type
5. Click Save.

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Edit Existing Plan Types from Advanced Setup Page

1. From the left-side main menu, click the Settings tab > Advanced Setup

2. Select the Product section > click Plan Types

3. From the Plan Types page > click theAction Menu of Plan type you wish to edit > click Edit

4. Complete the Edit Plan Type form

   1. Name
   2. Description
   3. Qualified select if this is a Tax-Qualified Plan Type

5. Click Save.

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Merge Plan Types

1. Select the Product section > click Plan Types

2. From the Plan Types page click

3. Complete the Merge Plan Types form

   1. Merge From
   2. Merge to
   3. Remove original Plan Type after merge recommended

4. Click Save.

Caution

🛑 Warning! Once merged, Plan Types cannot be Un-merged. Please use with caution.