von artobstrel D Vor 3 Jahren
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Account used for a College Goal
This 529 account is linked to [College Goal Name]. Deleting this account will change the [College Goal Name] goal to not use a 529 plan to fund it. Choose continue to delete the account, or go to [College Goal Name] to link a different 529 account.
[CONTINUE] [CANCEL]
Account used in a College Goal
This 529 account is linked to [College Goal Name]. By switching the account type the college goal will no longer use this account for funding. Choose continue to change the account tyet, or go to [College Goal Name] to link a different retirement account.
[CONTINUE] [CANCEL]
Account used in a College Goal
The student in [College Goal Name] and the linked 529 account beneficiary should be the same person. If you change the beneficiary we will unlink this 529 from the college goal. The goal will no longer use a 529 plan for funding.
[CONTINUE] [CANCEL]
Account used for retirement contributions
Deleting this account will delete the linked retirement contribution and employer matching in [Job Income Card Name]. Choose continue to delete the account, or go to [Job Income Card Name] to link a different retirement account.
[CONTINUE][CANCEL]
Account used for retirement contributions
Changing the account type will delete the linked retirement contribution and employer matching in [Job Income Card Name]. Choose continue to make the change, or go to [Job Income Card Name] to link a different retirement account.
[CONTINUE][CANCEL]
Account used for retirement contributions
The employee in [Job Income Card Name] and the linked retirement account beneficiary should be the same person. If you change the beneficiary we will unlink this retirement account from the [Job Income Card Name]. The job will no longer include a retirement contribution or employer match.
[CONTINUE] [CANCEL]
Job switching to part-time
Changing the job to part-time will cause the following changes:
1. We will delete the linked retirement contribution and employer matching associated to this Job.
2. We will delete the retirement goal associated to [Employee], since they will be no longer be employed full-time.
[CONTINUE][CANCEL]
Changing the owner of this job will cause the following changes:
1. We will need to re-enter any retirement contributions and employee matching. The current ones will be deleted, since they belong to a different person.
2. We will delete the retirement goal associated to [Employee], since they will be no longer be employed full-time.
[CONTINUE][CANCEL]
This Bank has one or more accounts currently in use
Deleting this bank will trigger the following changes:
Delete the linked retirement contribution and employer matching in [Job Income Card Name].
Change the setting of [College Goal Name] to not use a 529 plan for funding.
Delete [Debt Payoff Goal Name] goal
Choose continue to accept the changes.
[CONTINUE][CANCEL]
Account used for a College Goal
The student in [College Goal Name] and the linked 529 account beneficiary should be the same. Changing the beneficiary of this account will change the settings of [College Goal Name] goal to not use a 529 plan to fund it. Choose continue to change the owner, or go to [College Goal Card Name] to link a different retirement account.
[HIDE] [CANCEL]
Account used for retirement contributions
The employee in [Job Income Card] and the linked retirement account beneficiary should be the same person. Changing the beneficiary will delete [Job Income’s] retirement contribution and employer matching. Choose continue to change the owner, or go to [Job Income Card Name] to link a different retirement account.
[CONTINUE] [CANCEL]
Account used for a College Goal
Hiding this account will change the settings of [College Goal Name] goal to not use a 529 plan to fund it. Choose continue to hide the account, or go to [Job Income Card Name] to link a different 529 account.
[CONTINUE] [CANCEL]
Account used for retirement contributions
Hiding this account will delete the linked retirement contribution and employer matching in [Job Income Card Name]. Choose continue to delete the account, or go to [Job Income Card Name] to link a different retirement account.
[CONTINUE][CANCEL]
https://docs.google.com/document/d/1cV4DFIOlrAIE2b7q4r2rqGXL_oDLi7mfTFY0cBoDxug/edit#heading=h.qnrp2tjyub7j
https://docs.google.com/document/d/1qt7pbQtGseWABFUWWK8tcMYP8GwouqZwFuYIia3-LCA/edit#heading=h.qwa85qj67j5n
https://docs.google.com/document/d/17kbWv682KPuI2wYKyMAYybAerSIcwjD_1bJM4FCYvWo/edit#
https://docs.google.com/document/d/1JmAt3vvod1agk5xpobGgBTQuPdK1DHS-tePEoeznKu8/edit#
Test cases
https://docs.google.com/spreadsheets/d/14ndfNZ4Iz2naGxtBeqyZuS8-QgnVdkoTnhLigtZ-IUk/edit#gid=1755209321
https://docs.google.com/spreadsheets/d/18BvsUVUdA0BZAWgncKxVm6tfbH28Gdz8u8Wdi7Af1eE/edit#gid=0
