Payment Add - Dividends

The Dividend Payment consists of the following pages:

  • Payment & Taxability
  • Mailing Instructions
  • Tax Withholding

To Add a Dividend Payment:

  1. From the left menu, under Payment, click Add.
    The Payment & Taxability page appears.
  2. On the Payment & Taxability page, enter information in appropriate fields. Note Payable Date defaults to next business day.
  3. From the bottom of the page, click Mailing Instructions.
    Mailing Instructions page appears.
  4. Enter the following information if needed.
  5. From the bottom of the page, click Withholding.
    The Tax Withholding page appears.
  6. Enter Tax Withholding information (Federal Election).
  7. Click Save.
    A message appears indicating the change is successful.

To discontinue adding a payment:

  1. From the left menu, click any option before saving payment.
Benefit Payments Overview
Payment Add - Installments
Payment Add - Loans
Payment Add - Non-qualified Lump Sum
Payment Add - Non-qualified Periodic
Payment Add - Qualified Lump Sum
Payment Add - Qualified Periodic