This topic allows you to automatically eliminate benefit and payment form output based on calculation results. 

All other benefits will be suppressed if this small benefit lump sum (with termination contingency) applies allows you to identify the small benefit cash-out Benefit Definition from the benefits currently in the Plan Definition. The Benefit Definition must have the termination contingency selected. If there is a value for the selected benefit (it will be N/A if the cash-out limit is exceeded), output for all of the other Benefit Definitions in the Plan (Except those specified as exceptions - see below) will be suppressed. The intent is that if the value of the member's benefit is below the small benefit cash-out limit, that lump sum will be the only payment form option offered. If the benefit value is above the cash-out limit, the selected benefit will be N/A (not applicable) and all of the other benefits and their associated payment forms will be enabled subject to their regular eligibility requirements. 

Note that a value of $0 is below the cash-out limit by definition, so if the small benefit lump sum benefit evaluates to $0 it will result in a $0 lump sum and no other benefits payable. Accordingly, if you want the small benefit lump sum to be only conditionally available (e.g., for participants in certain categories), a selection expression in the benefit's eligibility should be employed to make the benefit N/A rather than $0.

Note that the selected benefit must include at least one lump sum payment form with a maximum cash out limit.  If the plan has multiple groups, it is acceptable to have multiple payment forms with different eligibility conditions.  The other plan benefits will be suppressed if any of the limited lump sum payment forms is applicable. 

If some benefits, such as a return of employee contributions, are applicable even when there is a small benefit cash-out, click on the Except: link to specify them.  The link allows you to add or omit any non-small benefit cash-out Benefit Definitions from those currently in the Plan Definition.  The link will list the names of any benefit exceptions or say "<no exceptions>".

The Additional Not Applicable (N/A) payment form options section controls when 0's are set to "missing value" or "N/A" in the output:

• Checking the If benefit payable is $0, set payment form value to missing (i.e., N/A) checkbox indicates that if a Benefit Definition calculates a $0 benefit, any payment form values associated with that Benefit Definition will not be included in any output. If not checked, the payment forms will be included in the output with a $0 value.

• If Set alternative payment forms to N/A when not eligible for Normal Form is checked, all alternative payment forms will be set to “missing” and will not be included in any output when the participant is not eligible for the Normal Form. If not checked, any alternative payment forms valued using alternate eligibility conditions which the participant satisfies will be included in the output even though the participant is not eligible for the normal form.

• If Set alternative payment forms to N/A unless annual benefit is at least xxx is selected, any alternative payment forms that do not meet the required minimum annual benefit amount specified will be set to "missing" and will not be included in any output. 

• If Include N/A payment forms in output is selected, for Benefit Definitions with at least one payment form greater than $0, any payment forms that do not apply for the member (i.e. did not meet eligibility for payment form, missing beneficiary information) will be included in the Summary and Output Definition results. This feature can be used to facilitate the generation of communication packages to describe all possible payment forms.