Making a Deposit

Note: Making a deposit is an optional transaction. See your iPAS Administrator for more information.

To deposit cash into a fund:

From the Home page, click Deposit. The Deposit page displays.
Use the Investment drop-down menu, search function, or investment pop-up box to select the investment that will receive the deposit. After making your selection, the investment balance information displays under the investment name.

Note: If you previously selected a default investment, this account information automatically displays. See Setting Your Default Investment for instructions.

Note: See Searching for an Investment for instructions on searching for a fund.

Note: See Investment Balance for an explanation of the Investment Balance information.

Use the Payment Method drop-down menu to select the method in which the cash will be deposited. Your options will vary depending on the investment you are working with. See your iPAS administrator for an explanation of your payment method options.
The first available effective date automatically populates based on the Payment Method you selected in Step 3. If you wish to change the date of the deposit, click in the Effective Date box and choose an eligible date from the calendar that displays.

Type the deposit amount in the Deposit Amount text box.

Note: If desired, you can type K to denote thousands or M to denote millions. For example, 1K translates as 1,000 and 3M translates as 3,000,000.

If desired, type a note that describes the transaction in the Transaction Description text box.
Click Submit. A confirmation message displays.
Review the deposit information, and click Continue if it is correct. Click Cancel if any of the information is incorrect.

If you click Cancel, you return to the Deposit page to make changes.
If you click Continue, a confirmation page displays your deposit information and the status of your request.
If you entered an ineligible effective date in step 4, the deposit is automatically rejected. Click Deposit in the Navigation Menu to return to the Deposit page and enter an acceptable transaction.

If the effective date is accepted, the confirmation page displays your confirmation number. The confirmation number is helpful if you have questions about this transaction later.
To print this screen, click Print this page in the bottom right corner of the page.

Making a Deposit

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