To assign Load Obligation, please take the following steps:

1. In the Account Dashboard, locate the Account Status module.
2. Under the Account Status module, click on the ‘Assign Obligations’ hyperlink.

 

 

3. In the Assign Obligations to Subaccounts page, enter the Obligation amount for each Subaccount.

 

Note: The Obligation assignment must equal the Total Obligation amount.

 

4. Click the ‘Save’ button to complete Load Obligation assignments.

 

Click on the following hyperlink to download the NEPOOL GIS Retirement User Guide.