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Frequently Asked Questions (Customer Support) Question: Can corrections be made to the inputted information after the submit button is clicked? Answer: No. However, if you inadvertently entered an incorrect date or dollar amount you can call 1-800-447-0084 ( Mon. thru Fri. 8:00 to 5:00 EST) and ask an analyst to make the correction for you (No Additional Cost). After the correction is made you will be able to print a revised report. Question: Will the on-line version produce a report for all cases? Answer: No. The on-line service will provide a report for approximately 75% of the cases submitted. If any of the following special conditions exist you should process the valuation by using the process type: "Printable Form". Send the form along with the information relative to the special condition to: Pension Appraisers, Inc. P.O. Box 4396 Allentown, PA 18105-4396 FAX: 610-770-9342 1. The Pensionholder is retired or will retire within one year of the Date of Valuation. 2. The Pensionholder has terminated employment and is no longer participating in the plan. 3. The Pensionholder is receiving Disability Benefits from the Pension Plan. 4. The Pensionholder will not receive Social Security for the years of participation in the Pension Plan and you need a Social Security Offset Report. 5. The Pensionholder will receive Non-Compounding Post Retirement Cost-of-Living Increases. 6. Post Retirement Cost-of-Living Increase DO NOT start one year after retirement. 7. The Pensionholder has had breaks in service. 8. The Plan is NOT a Defined Benefit Plan. 9. The Accrued Benefit changes at different ages. Question: Can an invoice be printed for my client? Answer: Yes Login to your account and click on the invoice icon. Question: Can I view old reports? Answer: Yes Simply login to your account and click on the report icon. |
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