You can save ProVal’s valuation set exhibits directly to a Microsoft Word document. The exhibits will appear as tables in Word. To do this:

1. On the Output menu, click Valuation Set Exhibits.

2. Select the valuation set and associated exhibits you wish to save.

You may also wish to turn off the display by valuation events and select a degree of rounding.

Click View.

3. After reviewing the exhibits, click File…

In the Save as type box, click Word document (tables only) (*.doc, *.docx).

In the File name box, type a new name or the name of an existing Word document.

Click Save.

If an existing document has been selected, ProVal will use existing tables and update their contents but preserve all other formatting. For exhibits to save that are longer or shorter than what is currently in the existing document (such as a schedule of amortization bases), ProVal will add or delete rows (or columns) as needed. If ProVal does not find an existing table to use for an exhibit to save, it will add a new table to the end of the Word document, along with a title. The title is not considered part of the table; feel free to edit or delete the title, as it will not change the next time you save exhibits from ProVal.

4. Open the document in Microsoft Word. When working in the Word document, you can:

• move the tables to different locations in the document or even copy and paste them into other documents,

• apply formatting to the tables (column widths, bold, font, font size, borders, shading, alignment, etc.), and

• add other information to the document, such as a management summary, summary of plan provisions, summary of actuarial assumptions, headers and footers, etc.

but you should not:

• change any of the text of the tables, merge any cells together, or add any rows or columns, as these changes will be lost the next time you save exhibits from ProVal.

ProVal marks the location of tables in the Word document by using bookmarks. If you follow the steps above, ProVal should maintain these bookmarks for you without any intervention on your part. However, you can manually mark the location of tables if you wish. To do so:

• Highlight a table in Word

• On the Insert menu (in Word), click Bookmark…

• In the Bookmark name box, type the name of the bookmark (see ProVal’s list of word bookmarks).

• Click Add.