How to Use the ftwilliam.com Distribution Module

DTS Access Points Video

Creating Distribution and Loan Records Video There are two ways to create a distribution from the TPA side. You can either click the “Start Distribution” button on the plan level dashboard or you can click the menu icon on the participant dashb...

Clone/Split Distributions Video The system is able to create a split distribution upon request. This is used when a participant wishes to receive their distribution in two different forms. For example, taking half of their distribution as a ca...

First click the “Start Distribution” button in the upper right hand corner of the plan level dashboard as displayed above. Next, enter the name of your participant. Now you will be asked to fill in the email address, social security number, and ...

Once you are in the “Specifications” you’ll notice that the first three questions address initiation and portal access. In the first question, “Who can initiate a Distribution”, you should choose the option that best fits your process.  Some users w...

Each distribution record has a menu option next to the “Open” button on the dashboard. Users have the ability to resend portal invitations, send distribution attachments via email, clone distributions, and delete distribution records. ...

While statuses can be changed automatically during data collection, they can also be overridden via the “Distribution Summary”.  Simply click the “Open” button on the distribution dashboard and then click the “Change Status” button at the top of the...

Distribution Summary Video The distribution summary holds all data and files associated with a distribution. It is important that you make yourself familiar with all of the features included in the summary. Activity Log The first block in the “...

ftwilliam.com has integration with the following Rollover Providers: In the DTS specifications for your plan, you can indicate which Rollover Provider the plan uses. Once you’ve collected data for all of your distribution records, simply selec...

If you need to delete distribution records in batch, simply select the records that you want to delete on the dashboard and then use the “Delete Distributions” button in the “Do With Selected” tool to remove them.  Please note, if your record was ...

You may also update records in batch. Simply select the records you want to update and then choose which field you wish to change. Currently you will have the option to update the Owner of the record, the Responsible for 1099 status and the Status o...

The sorting, filters and export features are located on both the Global and Plan level dashboards. Each of the headers at the top of the grid can be used for sorting purposes.  Simply click the header of your choice and the software will sort by alp...