Qualification Condition:- (Age > 59.

05 or Death or Disabled) AND (Trade Date of transaction > PH801)

Sesoned Condition: (Trade Date must be greater than all BT138 of CON Records)
Qualified and Seasoned

Test Case # Description

Participant
Age > 59.05.
Trade Date >
PH801.
Money in
2,I,Y,Z
Sources.
Distribution
request from
Roth Contrb
1 Sources only.

Observatio
ns to be
Noted
Results

PH800
needs to
get
reduced
as per the
formula
PH800 =
PH800Note
((PH800/M
PH800
V OF Roth
Prior
Contrb
transactio Sources)*
n.
Roth
Note MV Contrb
OF Roth
Distrb)
Contrb
Check
Source
Non
prior.
Taxable
Note MV of Amount
RIPC
displayed
Source
in 1099R
prior.
Box.

PH800
needs to
get
reduced
as per the
formula
PH800 =
Participant
PH800Age
Note
((PH800/M
<59.05.Partic PH800
V OF Roth
ipant is
Prior
Contrb
dead/Disable transactio Sources)*
d.
n.
Roth
Trade Date > Note MV Contrb
PH801.
OF Roth
Distrb)
Money in
Contrb
Check
2,I,Y,Z
Source
Non
Sources.
prior.
Taxable
Distribution Note MV of Amount
request from RIPC
displayed
Roth Contrb Source
in 1099R
2 Sources only. prior.
Box.

Note
PH800
Prior
No
Participant
transactio Change in
Age > 59.05. n.
PH800.
Trade Date > Note MV Creation
PH801.
OF Roth
of DIS
Money in
Contrb
Record in
2,I,Y,Z
Source
BT.
Sources.
prior.
Reduction
Distribution Note MV of of BT as
request from RIPC
per
RIPC Source Source
percentag
3 only.
prior.
e

Participant
Age < 59.05.
Participant is
dead/Disable
d.
Trade Date >
PH801.
Money in
2,I,Y,Z
Sources.
Distribution
request from
RIPC Source
4 only.

Note
PH800
Prior
No
transactio Change in
n.
PH800.
Note MV Creation
OF Roth
of DIS
Contrb
Record in
Source
BT.
prior.
Reduction
Note MV of of BT as
RIPC
per
Source
percentag
prior.
e

Participant
Age < 59.05.
Participant is
dead/Disable
d.
Trade Date >
PH801.
Money in
2,I,Y,Z
Sources.
Distribution
request from
Both Roth
Contrb and
5 RIPC Source.

Change in
PH800 as
per the
formula.
Note
Reduction
PH800
of BT as
Prior
per
transactio percentag
n.
e.
Note MV Check
OF Roth
Non
Contrb
Taxable
Source
amount in
prior.
1099r
Note MV of box.
RIPC
Creation
Source
of DIS
prior.
Record.

Change in
PH800 as
per the
formula.
Note
Reduction
PH800
of BT as
Participant
Prior
per
Age > 59.05. transactio percentag
Trade Date > n.
e.
PH801.
Note MV Check
Money in
OF Roth
Non
2,I,Y,Z
Contrb
Taxable
Sources.
Source
amount in
Distribution prior.
1099r
request from Note MV of box.
Roth Contrb RIPC
Creation
and RIPC
Source
of DIS
6 Source
prior.
Record.

Date of transaction > PH801).

ecords)