IRM 2.4.46. Command Code EPLAN
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/irm/2.4.46A research copy — for the controlling text, always check the official state or federal source. Not legal advice.
2.4.46 Command Code EPLAN
Manual Transmittal
January 16, 2025
Purpose
(1)This IRM contains procedural steps for use of the EPLAN command code. By following the processes and procedures provided by this IRM, employees will process these cases in a manner that follows IRS policy and procedures while promoting the best interests of the Government.
Material Changes
(1)IRM 2.4.46.1 Updated mandatory Internal Controls.
Effect on Other Documents
IRM 2.4.46, dated May 15, 2020, is superseded.
Audience
These procedures apply to IRS employees who add, revise, and delete Employee Plans Master File
(EPMF)entity records.
Effective Date
(01-16-2025)
Rajiv Uppal
Chief Information Officer
1. Purpose: Use Command Code
(CC)EPLAN to add, revise, or delete a plan data module of an Employee Plans Master File
(EPMF)entity record.
2. Audience: LMSB, SBSE, TEGE, TS
3. Policy Owner:The Chief Information Officer
(CIO)is responsible for overseeing all aspects of our systems that operate the nation’s tax infrastructure.
4. Program Owner:AD Submission Processing
5. Primary Stakeholders: LMSB- Large Mid Size Business Division, SB/SE- Self-Employed/Small Business Division, TE/GE- Tax-Exempt/Government Entitles Division, TS- Taxpayer Services
6. Program Goals: The exhibits that follow this section cover specific information about using Command Code EPLAN. See Exhibit 2.4.46-1 Command Code EPLAN Request shows what data in what format to enter to get the EPLAN screen. See Exhibit 2.4.46-2 EPLAN screen layout. See Exhibit 2.4.46-3 for input fields. See Exhibit 2.4.46-4 for valid abbreviations and District Office codes. See Exhibit 2.4.46-5 for Screens messages and Error flags. See Exhibit 2.4.46-6 for a table that summarizes which transaction codes use which data entry fields. See Exhibit 2.4.46-7 through Exhibit 2.4.46-18 that covers the transaction codes individually.
1. IDRS research tools and command codes
(CCs)are available for Master File
(MF)actions. CC EPLAN is used to add, revise, or delete a plan data module of an Employee Plans Master File (EPMF)account. This IRM and the contained subsections provide the user the necessary information on how to use CC EPLAN.
1. CC EPLAN was developed as the principal means for modifying modules on Employee Plans Master File
(EPMF)accounts.
1. Provide information on who's responsible for the activities discussed in the IRM. Include employee and management responsibilities.
1. Command codes validate user inputs and provide either “Request Completed” messages or "System Error" messages, prompting users to correct inputs.
1. Security and Communication Services
(SACS)controls access and authority of command codes to IRS employees, based on their role and expected job functions.
1. The following are acronyms.
| --- --- |
| Acronym Meaning |
| CC Command Code |
| EPMF Employee Plan Master File |
| PDC Posting Delay Code |
| PFRC Plan Filing Requirement Code |
| TIN Taxpayer Identification Number |
1. IRM 2.7.9.21 Employee Plan Master File
1. Use Command Code
(CC)EPLAN to add, revise, or delete a plan data module of an Employee Plans Master File
(EPMF)entity record. The ten transaction codes
(TC)used with CC EPLAN determine the types of changes the user can make:
| TC Type of Change |
| :-: :-- |
| 000 Add new plan to an EPMF entity |
| 011 Change plan number |
| 012 Reactivate plan |
| 013 Change plan name |
| 016 Change filing requirement code |
| 017 Change file folder number |
| 020 Delete plan |
| 053 Change plan year ending month |
| 127 Change plan administrator data |
| 128 Change both plan name and plan administrator data |
2. To use CC EPLAN, first enter the EPLAN request on line one of the unformatted screen. The request—assuming it passes validity checks and the database files are available—gets the formatted EPLAN screen.
3. The EPLAN screen redisplays the request line sans definer. It displays 17 data entry fields marked by delimiters and identified with abbreviations. Each transaction code uses a unique subset of these fields. Transmitting the input brings up the response screen.
4. The EPLAN response screen redisplays the request line sans definer and the user's input. It adds messages and error flags. Errors consist of fields with unacceptable content, required fields containing blanks, disallowed fields containing data, and related fields with inconsistent entries. For valid input EPLAN displays "REQUEST COMPLETED" and builds a GENDATA record.
5. The exhibits that follow this section cover specific information about using Command Code EPLAN. See Exhibit 2.4.46-1 Command Code EPLAN Request shows what data in what format to enter to get the EPLAN screen. See Exhibit 2.4.46-2 EPLAN screen layout. See Exhibit 2.4.46-3 for input fields. See Exhibit 2.4.46-4 for valid abbreviations and District Office codes. See Exhibit 2.4.46-5 for Screens messages and Error flags. See Exhibit 2.4.46-6 for a table that summarizes which transaction codes use which data entry fields. See Exhibit 2.4.46-7 through Exhibit 2.4.46-18 that covers the transaction codes individually.
1. The exhibits that follow this section cover specific information about using CC EPLAN. See Exhibit 2.4.46-1, Command Code EPLAN Request, shows what data in what format to enter to get the EPLAN screen ( See Exhibit 2.4.46-2, EPLAN Screen layout). See Exhibit 2.4.46-3 and See Exhibit 2.4.46-4 deal with entering data. See Exhibit 2.4.46-5 covers messages and error flags. See Exhibit 2.4.46-6 has a table that summarizes which transaction codes use which data entry fields. See Exhibit 2.4.46-7 through See Exhibit 2.4.46-18 cover the transaction codes individually.
Exhibit 2.4.46-1
Command Code EPLAN Request
The EPLAN request format:
!This is an Image: 28100001.gif
Record Element Descriptions for EPLAN
Please click here for the text description of the image.
You must enter the first 6 elements. Element 7, the TC000 intent indicator, depends on the transaction code.
| Element Position Description |
| :-: :-: :-- |
| 1 1–5 Command code
(CC)EPLAN—"EPLAN" |
| 2 6 CC definer—" R" , indicates a request for the EPLAN screen. When the EPLAN screen is displayed, this CC definer position is blank. |
| 3 7–16 EIN. Operator enters the hyphen after the first two digits. |
| 4 17 File source code—"P" , indicates that the record is located on the ZTIF database. |
| 5 19–22 Name control. |
| 6 1–4 Plan number. This field must be numeric. The valid range is 001–999. |
| 7 6 TC000 intent indicator. You must enter "Y" for Transaction Code 000. For the other nine transaction codes you may make the intent indicator "N " or leave it blank. If you leave it blank, the EPLAN screen displays "N" by default. |
A valid EPLAN request brings up the formatted EPLAN screen. See Exhibit 2.4.46-2.
Exhibit 2.4.46-2
EPLAN Screen
The EPLAN request ( See Exhibit 2.4.46-1) gets the formatted EPLAN screen that allows the user to tab from data entry field to data entry field. EPLAN screen layout:
!This is an Image: 28100002.gif
EPLAN Request
Please click here for the text description of the image.
The EPLAN request ( See Exhibit 2.4.46-1) is redisplayed on line 1 positions 1–28, but the CC definer is omitted. Position 23 has default "N" if it was blank in the request.
The screen shows 18 data input fields with delimiters (" =" ,"+" , or "\]" ). It identifies each field with an abbreviation (literal). The abbreviation follows the right delimiter unless it doubles as delimiter. The positions and names of the display literals:
| Line Position Literal Name |
| :-- :-- :-- :-- |
| 2 8–10 TCN LITERAL-TRANS-CD |
| 2 12–13 PY LITERAL-PLAN-YR-ENDING-MONTH |
| 2 15–17 NPL LITERAL-NEW-PLAN-NUM |
| 3 Various + PLUS-DELIMITER |
| 3 36-39 P1 LITERAL-PLAN-NL1 |
| 4 1 \] BRACKET-DELIMITER |
| 4 36-39 P2 LITERAL-PLAN-NL1 |
| 5 Various = EQUAL-DELIMITER |
| 5 36–39 ADM1 LITERAL-ADMIN-NL-1 |
| 6 Various = EQUAL-DELIMITER |
| 6 36–39 ADM2 LITERAL-ADMIN-NL-2 |
| 7 Various + PLUS-DELIMITER |
| 7 36–38 STR LITERAL-STR-ADDR |
| 8 Various + PLUS-DELIMITER |
| 8 1–20 CY LITERAL-CITY |
| 8 24–25 ST LITERAL-STATE |
| 8 29–37 ZC LITERAL-ZIP-CODE |
| 9 Various + PLUS-DELIMITER |
| 9 1–9 AEIN LITERAL-ADMIN-EIN |
| 9 11–13 FFN LITERAL-FILE-FOLDER-NUM |
| 9 15–18 EFDT LITERAL-PLAN-EFF-DT |
| 10 Various + PLUS-DELIMITER |
| 10 1 PFRC LITERAL-FILING-REQUIREMENT-CD |
| 10 3 ASI LITERAL-ADMIN-SAME-IND |
| 10 5 PDC LITERAL-POSTING-DELAY-CD |
| 11 Various = EQUAL-DELIMITER |
| 11 1–26 RM LITERAL-REMARKS |
Exhibit 2.4.46-3
EPLAN Screen Input Fields
EPLAN data entry screen layout with input fields shaded:
!This is an Image: 28100003.gif
EPLAN Data Entry Screen Layout
Please click here for the text description of the image.
Data fields information:
| EPLAN Screen Data Input Fields |
| :-: |
| Notes applying to all the fields:<br All the delimiters are overlaid by data, except the "\]" in line 4, position 1.<br All entries must begin in the first position of the input field; first positions must not have blanks.<br Data must not follow 2 consecutive blanks. |
| Screen Literal EPLAN Screen Input Fields Ln. Pos. Delimiters Valid Entries |
| TCN Transaction code 1 9–11 TCN 000, 011, 012, 013, 016, 017, 020, 053, 127, 128 |
| PY Plan year ending month 1 13–14 PY 01–12 |
| NPL New plan number 1 16–18 NPL 001–999, but not same as plan number |
| P1 Plan name 1st line 3 1–35 +…+ 1st-position: A–Z, 0–9.<br The others: A–Z, 0–9, &, -, or blank |
| P2 Plan name 2nd line 4 1–35 \]…+ Must not input unless P1 has been.<br A–Z, 0–9, &, %, /, or blank. Do not overlay "\]" in position 1. |
| ADM1 Administrator name 1st line 5 1–35 =…= Must not input if ASI has been.<br 1st position: A–Z, 0–9. The others: A–Z, 0–9, &, -, or blank. Must not put "SAME" in pos. 1–4. |
| ADM2 Administrator name 2nd line 6 1–35 =…= Must not input unless ADM1 has been.<br 1st position: \], A–Z. 0–9, &, -, %, or /. Other positions: A–Z, 0–9, &, -, %, /, or blank. If ADM2 is not administrator secondary-sort name line, the "\]" must go in 1st position. A blank cannot follow "\]" . Must not put "SAME" in positions 1–4. |
| STR Administrator street address 7 1–35 +…+ A–Z, 0–9, &, -, %, /, or blank. See Exhibit 2.4.46-4. |
| CY Administrator city 8 1–20 +…+ A–Z. 0–9, or blank |
| ST Administrator state 8 24–25 ++ Must be input if ADM1 is.<br Valid 2-character state abbreviation. See Exhibit 2.4.46-4. |
| ZC Administrator ZIP code 8 29–40 +…+ May be 5, 9, or 12 digits long. First 3 digits' range: 006–999. 4th & 5th positions must not be "00" . |
| AEIN Administrator EIN 9 1–9 +…+ Must contain nine numeric characters. The first two must be a valid District Office Code. See Exhibit 2.4.46-4. |
| FFN File folder number 9 11–19 +…+ Must have 9 digits. First two must be a valid District Office Code. |
| EFDT Plan effective date 9 21–28 +…+ Valid date in MMDDYYYY format |
| PRFC Plan filing requirement code 10 1 + N, T, U, X, or Z |
| ASI Administrator-same indicator 10 3 + 1\. Must not input when ADM1 has been. |
| PDC Posting delay code 10 5 + 1–6 |
| RM Remarks 11 1–25 =…= Must contain at least 3 characters. |
Exhibit 2.4.46-4
EPLAN Data Entry: Valid Abbreviations and District Office Codes
| Valid Address Abbreviations |
| :-: |
| Abbr. Words Abbr. Words Abbr. Words |
| :-- :-- :-- :-- :-- :-- |
| AFB Air Force Base HWY Highway PO BOX P.O. Box, Post Office Box, P.O. Box No. |
| & And % In care of, Care of RD Road |
| APT Apartment LN Lane RD Rural Delivery, R.D., RFD, R.R., Rural Route |
| AVE Avenue N North RT Route, R., Rte |
| BLVD Boulevard NE Northeast S South |
| CIR Circle NW Northwest SE Southeast |
| CT Court 1/4 One-fourth, One-quarter SW Southwest |
| DR Drive 1/2 One-half ST Street |
| E East PKY Parkway TER Terrace |
| GEN DEL General Delivery PL Place W West |
| Valid State Abbreviations
(ADP)and District Office Codes
(DO)|
| :-: |
| State DO Abbr. State DO Abbr. State DO Abbr. |
| :-- :-- :-- :-- :-- :-- :-- :-- :-- |
| Alabama 63 AL Maryland 52 MD South Dakota 46 SD |
| Alaska 92 AK Massachusetts 04 MA Tennessee 62 TN |
| Arizona 86 AZ Michigan 38 MI Texas TX |
| Arkansas 71 AR Minnesota 41 MN Austin 74
| California CA Mississippi 64 MS Dallas 75
| Laguna Niguel 33 Missouri 43 MO Houston 76
| Los Angeles 95 Montana 81 MT Utah 87 UT |
| Sacramento 68 Nebraska 47 NE Vermont 03 VT |
| San Francisco 94 Nevada 88 NV Virginia 54 VA |
| San Jose 77 New Hampshire 02 NH Washington 91 WA |
| Colorado 84 CO New Jersey 22 NJ West Virginia 55 WV |
| Connecticut 06 CT New Mexico 85 NM Wisconsin 39 WI |
| Delaware 51 DE New York NY Wyoming 83 WY |
| District of Columbia 52 DC Albany 14
| Florida FL Brooklyn 11
| Ft. Lauderdale 65 Buffalo 16 A/C International 98
| Jacksonville 59 Manhattan 13 American Samoa AS |
| Georgia 58 GA North Carolina 56 NC APO Americas AA |
| Hawaii 99 HI North Dakota 45 ND APO Europe AE |
| Idaho 82 ID Ohio OH APO Pacific AP |
| Illinois IL Cincinnati 31 Federated States of Micronesia FM |
| Chicago 36 Cleveland 34 Guam 98 GU |
| Springfield 37 Oklahoma 73 OK Mariana Islands 98 MP |
| Indiana 35 IN Oregon 93 OR Marshall Islands MH |
| Iowa 42 IA Pennsylvania PA Palau PW |
| Kansas 48 KS Philadelphia 23 Puerto Rico 66 PR |
| Kentucky 61 KY Pittsburgh 25 Trust Territories
| Louisiana 72 LA Rhode Island 05 RI Virgin Islands 66 VI |
| Maine 01 ME South Carolina 57 SC
Exhibit 2.4.46-5
EPLAN Screen Messages and Error Flags
EPLAN flags errors with asterisks (\). This screen layout shades the error indicator locations and the message line:
!This is an Image: 28100004.gif
EPLAN Screen Messages
Please click here for the text description of the image.
Message line 24 of the EPLAN screen can display any of these messages:
| EPLAN Messages Displayed on Screen Line 24 Explanation |
| :-- :-- |
| ACCOUNT IS ALREADY ON FILE The dummy account created by EPLAN is already on the TIF. |
| ADMINISTRATOR DATA MUST BE INPUT Invalid entry of " SAME" in administrator name first line. |
| DATA IN NON-INPUT FIELD Data entry outside the delimited input positions. |
| EPMF TIN NEEDED FOR EPLAN-RESTART The TIN or file source code is not valid for EPMF. |
| ID INFO CHANGED-RESTART The TIN, name control, plan number, or TC000 intent indicator on screen display line 1 has been altered after initial request input. Restart CC EPLAN. |
| INVALID DATA WITH TRANS CODE Each TC has unique required, optional, and not-allowed fields. |
| INVALID EPLAN DEFINER Definer must be " R" on initial request and blank for data input. |
| INVALID TIN
| INVALID TRANS CODE Valid TCs: 000, 011, 012, 013, 016, 017, 020, 053, 127, or 128. |
| NAP IS UNAVAILABLE—TRY LATER
| NAME CONTROL INVALID
| NEWLY ESTABLISHED TIN—INTENT IND MUST BE Y
| ONE ENTRY REQUIRED IN EITHER FIELD The given transaction code requires and entry in either the administrator-same indicator field or the administrator name field. |
| PLEASE CORRECT INCONSISTENCY Interrelated fields failed a crosscheck. |
| PLEASE CORRECT INVALID DATA
| PLEASE INPUT DATA IN ONE FIELD ONLY
| REQUEST COMPLETED All validity checks have been passed. |
| REQUIRED FIELD MISSING A field required by a given transaction code is blank. |
| SYSTEM ERROR ON DATA BASE ACCESS An irrecoverable error. Notify RPA. |
| TC000 PENDING FOR THIS PLAN NUMBER The plan number has been set up but not yet posted to the TIF. |
| TRANS CODE CANNOT BE 000 WHEN INTENT IND=N
| TRANS CODE MUST BE 000 WHEN INT-IND=Y
The message "REQUEST COMPLETED" indicates successful data input. It is the only non-error message.
Exhibit 2.4.46-6
Summary of EPLAN Input Fields by Transaction Code
The table below gives a summary of the required (R), optional (O), and disallowed (shaded black) input fields for the ten transaction codes used with EPLAN. See Exhibit 2.4.46-7 through See Exhibit 2.4.46-18 show the input screen layouts for the individual transaction codes (TC).
!This is an Image: 28100005.gif
EPLAN Input Fields by Transaction Code
Please click here for the text description of the image.
Note that both TC000 and TC128 have two versions of the required, optional, or disallowed data entry fields. You enter either the administrator-same indicator or the full administrator information.
Exhibit 2.4.46-7
EPLAN with Transaction Code 000—Add New Plan—First Version
See Exhibit 2.4.46-1, paragraph 2—especially the description of element 7—for the EPLAN screen request to use with Transaction Code 000. On the EPLAN screen layout below the only permitted input fields are blocked out of character by character, and the required fields are shaded as well as blocked.
Here is the first ( See Exhibit 2.4.46-8 for the second) of two screens for TC000 showing the input with the administrator-same indicator:
!This is an Image: 28100006.gif
EPLAN Transaction Code 000
Please click here for the text description of the image.
The required input fields for TC000, first version:
1. Transaction code (TCN), which must be 000
2. Plan year ending month
3. Administrator same indicator (ASI), which must be 1
4. Remarks
5. Plan name first line
The optional input fields for TC000, first version:
1. Plan effective date
2. Plan filing requirement code
3. Posting delay code
4. Plan name second line
Exhibit 2.4.46-8
EPLAN with Transaction Code 000—Add New Plan—Second Version
See Exhibit 2.4.46-1, paragraph 2—especially the description of element 7—for the EPLAN screen request to use with Transaction Code 000. On the EPLAN screen layout below the only permitted input fields are blocked out character by character, and the required fields are shaded as well as blocked.
Second ( See Exhibit 2.4.46-7 for the first) of two screens for TC000, showing the input that does NOT use the administrator-same indicator:
!This is an Image: 28100007.gif
EPLAN Transaction Code 000 - Add New Plan
Please click here for the text description of the image.
The required input fields for TC000, second version:
1. Transaction code (TCN), which must be 000
2. Plan year ending month
3. Remarks
4. Plan name first line
5. Administrator name first line
6. Administrator city
7. Administrator state
8. Administrator ZIP code
9. Administrator EIN
The optional input fields for TC000, second version:
1. Plan effective date
2. Plan filing requirement code
3. Posting delay code
4. Plan name second line
5. Administrator name second line
6. Administrator street address
Exhibit 2.4.46-9
EPLAN with Transaction code 011: Change Plan Number
See Exhibit 2.4.46-1, paragraph 2—especially the description of element 7—for the EPLAN request format to use with Transaction Code
(TC)011. On the layout below the only permitted input fields are blocked out character by character, and the required fields are gray as well as blocked.
EPLAN input screen layout for TC011:
!This is an Image: 28100008.gif
EPLAN Transaction Code 011
Please click here for the text description of the image.
Required input fields for TC011:
1. Transaction code (TCN), which must be 011
2. New plan number
3. Remarks
Optional input field for TC011:
1. Posting delay code
Exhibit 2.4.46-10
EPLAN with Transaction code 012—Reactivate Plan
See Exhibit 2.4.46-1, paragraph 2—especially the description of element 7—for the EPLAN request format to use with Transaction Code
(TC)012. On the layout below the only permitted input fields are blocked out character by character, and the required fields are gray as well as blocked.
EPLAN input screen layout for TC012:
!This is an Image: 28100009.gif
EPLAN Transaction Code 012
Please click here for the text description of the image.
The required input fields for TC012:
1. Transaction code (TCN), which must be 012
2. Remarks
The optional input fields for TC012:
1. Plan year ending month
2. Plan effective date
3. Plan filing requirement code
4. Posting delay code
Exhibit 2.4.46-11
EPLAN with Transaction Code 013—Change Plan Name
See Exhibit 2.4.46-1, paragraph 2—especially the description of element 7—for the EPLAN request format to use with Transaction Code
(TC)013. On the layout below the only permitted input fields are blocked out character by character, and the required fields are gray as well as blocked.
CC EPLAN input screen for TC013:
!This is an Image: 28100010.gif
EPLAN Transaction Code 013
Please click here for the text description of the image.
Required input fields for TC013:
1. Transaction code (TCN), which must be 013
2. Remarks
3. Plan name first line
Optional input fields for TC013:
1. Plan effective date
2. Plan filing requirement code
3. Administrator-same indicator (ASI), which must be 1
4. Posting delay code
5. Plan name second line
Exhibit 2.4.46-12
EPLAN with Transaction Code 016—Change Filing Requirement Code
See Exhibit 2.4.46-1, paragraph 2—especially the description of element 7—for the EPLAN request format to use with Transaction Code
(TC)016. On the layout below the only permitted input fields are blocked out character by character, and the required fields are gray as well as blocked.
EPLAN input screen layout for TC016:
!This is an Image: 28100011.gif
EPLAN Transaction Code 016
Please click here for the text description of the image.
Required input fields for TC016:
1. Transaction code (TCN), which must be 016
2. Plan filing requirement code
3. Remarks
Optional input field for TC016:
1. Posting delay code
Exhibit 2.4.46-13
EPLAN with Transaction Code 017—Change File Folder Number
See Exhibit 2.4.46-1, paragraph 2—especially the description of element 7—for the EPLAN request format to use with Transaction Code
(TC)017. On the layout below the only permitted input fields are blocked out character by character, and the required fields are gray as well as blocked.
EPLAN input screen layout for TC017:
!This is an Image: 28100012.gif
EPLAN Transaction Code 017
Please click here for the text description of the image.
Required input fields for TC017:
1. Transaction code (TCN), which must be 017
2. File folder number
3. Remarks
Optional input fields for TC017:
1. Plan effective date
2. Plan filing requirement code
3. Posting delay code
Exhibit 2.4.46-14
EPLAN with Transaction code 020—Delete Plan
See Exhibit 2.4.46-1, paragraph 2—especially the description of element 7—for the EPLAN request format to use with Transaction Code
(TC)020. On the layout below the only permitted input fields are blocked out character by character, and the required fields are gray as well as blocked.
EPLAN input screen layout for TC020:
!This is an Image: 28100013.gif
EPLAN Transaction Code 020
Please click here for the text description of the image.
Required input fields for TC020:
1. Transaction code (TCN), which must be 020
2. Remarks
Optional input field for TC020:
1. Posting delay code
Exhibit 2.4.46-15
EPLAN with Transaction Code 053—Change Plan Year Ending Month
See Exhibit 2.4.46-1, paragraph 2—especially the description of element 7—for the EPLAN request format to use with Transaction Code
(TC)053. On the layout below the only permitted input fields are blocked out character by character, and the required fields are gray as well as blocked.
EPLAN input screen layout for TC053:
!This is an Image: 28100014.gif
EPLAN Transaction Code 053
Please click here for the text description of the image.
Required input fields for TC053:
1. Transaction code (TCN), which must be 053
2. Plan year ending month
3. Remarks
Optional input field for TC053:
1. Posting delay code
Exhibit 2.4.46-16
EPLAN with Transaction Code 127—Change Administrator Data
See Exhibit 2.4.46-1, paragraph (2)—especially the description of element 7—for the EPLAN request format to use with Transaction Code
(TC)127. On the layout below the only permitted input fields are blocked out character by character, and the required fields are gray as well as blocked.
EPLAN input screen layout for TC127:
!This is an Image: 28100015.gif
EPLAN Transaction Code 127
Please click here for the text description of the image.
Required input fields for TC127:
1. Transaction code (TCN), which must be 127
2. Remarks
3. Administrator name first line
4. Administrator city
5. Administrator state
6. Administrator ZIP code
7. Administrator EIN
Optional input fields for TC127:
1. Plan filing requirement code
2. Posting delay code
3. Administrator name second line
4. Administrator street address
Exhibit 2.4.46-17
EPLAN with Transaction Code 128—Change Administrator Data and Plan Name, First Version
See Exhibit 2.4.46-1, paragraph 2—especially the description of element 7—for the EPLAN screen request to use with Transaction Code
(TC)128. On the EPLAN screen layout below the only permitted input fields are blocked out character by character, and the required fields are shaded as well as blocked.
First ( See Exhibit 2.4.46-18 for the second) of two screens for TC128, showing the input without the administrator-same indicator:
!This is an Image: 28100016.gif
EPLAN Transaction Code 128
Please click here for the text description of the image.
The required input fields for TC128, first version:
1. Transaction code (TCN), which must be 128
2. Plan year ending month
3. Remarks
4. Plan name first line
5. Administrator name first line
6. Administrator city
7. Administrator state
8. Administrator ZIP code
9. Administrator EIN
The optional input fields for TC128, first version:
1. Plan effective date
2. Plan filing requirement code
3. Posting delay code
4. Plan name second line
5. Administrator name second line
6. Administrator street address
Exhibit 2.4.46-18
EPLAN with Transaction Code 128—Change Administrator Data and Plan Name, Second Version
See Exhibit 2.4.46-1, paragraph 2—especially the description of element 7—for the EPLAN screen request to use with Transaction Code 000. On the EPLAN screen layout below the only permitted input fields are blocked out character by character, and the required fields are shaded as well as blocked.
Second See Exhibit 2.4.46-17 for the first) of two screens for TC000, showing the input version with the administrator-same indicator:
!This is an Image: 28100017.gif
EPLAN Transaction Code 128
Please click here for the text description of the image.
Second version of the required input fields for TC128:
1. Transaction code (TCN), which must be 128
2. Plan year ending month
3. Administrator same indicator (ASI), which must be 1
4. Remarks
5. Plan name first line
Second version of the optional input fields for TC128:
1. Plan effective date
2. Plan filing requirement code
3. Posting delay code
4. Plan name second line
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