Create Distribution Types

  1. Navigate to Distributions from the Home page.
  2. Select Distribution Types from the left-side menu.
  3. Click Create.
  4. In the Create Distribution Type window, enter the following:
    • Name
    • Type - Type of calculation you use to determine the amount to be dispersed.
      • Percentage (percent)
      • Average Per Quarter (avg per qtr)
      • Average Per Year (avg per year)
    • Percent - Distribution percent
      • Enter as a decimal (Ex: .03 = 3%)
    • Trail Quarters
    • Trail Years
  5. Click Create.

If you selected Average per Quarter or Average per Year in the Type field, and your spending policy requires that the distribution percentage be calculated on the average balance of a fund over a period of time longer than one quarter or one year; enter the number of past quarters or years to calculate the distribution from.

  • If you selected Average Per Quarter, enter the number of additional months in the Trail Quarters field.

  • If you selected Average Per Year, enter the number of additional months in the Trail Years field.

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