Instructions for completing the template:
Expected file format:
- Excel File
- Columns may appear in any order
- First row MUST contain the column names as described below
- All required columns must appear in the file. Other columns are optional.
- Columns are not case sensitive. Description is the same as DESCRIPTION.
- ALL TSA/Shelther and ROTH deductions MUST have the IRS plan type included in the description (403B or 457B)
Details for data in the template:
| Column | Sample Data | Required? | Notes |
| Code | F403B | YES | This will be the unique identifier in the tables for the deduction |
| Description | Fidelity 403B | YES | This will a Descriptive name for the Deduction |
| Class | TSA/Shelter | YES | Required field and MUST be one of the following: 'Fringe', 'TSA/Shelter', 'Cafeteria 125 Plan', 'ROTH', 'Garnishment', Elected Deduction', or 'Healthcare' |
| Type | Simple Amount | YES | Required field and MUST be one of the following: '% of Base', '% of Gross', '% of Net', 'Simple Amount' |
| Declining Balance | N | YES | Answer MUST be 'Y' or 'N" |
| Exempt from Federal tax | Y | YES | Answer MUST be 'Y' or 'N" |
| Exempt from State tax | N | YES | Answer MUST be 'Y' or 'N" |
| Exempt from FICA/MEDI | N | YES | Answer MUST be 'Y' or 'N" |
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