Installments must be set up in plan specs in Relius if not already completed and then separately in the participant's census in Relius.

Plan Set up:

Double check the allowable frequency in plan doc.

(ensure all sources/investments are checked off)

Participant Set Up:

Set up recurring payment transaction per ppt's instructions on their form. Below is an example for annual installments.

Please note: installment default tax is 10% for participants of all ages.