FAQ 2213: Nationwide Vesting Export effective 2024

Problem: Effective in 2024 the platform structure for Nationwide changed to SS&C - how does this change the current vesting export in ASC?

Solution: Effective in 2024 the platform structure for Nationwide changed to SS&C and some of these features below will need new programming. The existing Nationwide Vesting Export may require a few extra items to be removed and reordered then finally saved as a csv file. Option1: Enter the Nationwide vesting export program from the main ASC menu-Utilities-Export-Nationwide. Code for Certificate values and File types Comma-delimited and Vesting. Enter the case number. This is a key consideration, the source numbers listing here appear to be the NATIONWIDE source codes [i.e. 1=ASC Employer source #2] This is how the current Nationwide vesting csv exports (listing same ee in multiple ee rows): To manipulate or correct the Nationwide export VESTING csv file output, you need to alter the 1 to read as 3330, remove Col. A with VEST, and the last/first name columns. Update the Effective date listing in Col. D and list it in Col. E eventually, Hardcode 3030, client enters the external planID, the csv will extract the ssn, source code, client enters Vesting calc date would be the Effective date, then we extract the vesting percent and Hardcode A (user can change this code in the output if needed). 3030,ExternalPlanID12345,SSN,SourceCode15,EffectiveDate10102025[today or future date],vesting%20,A or U or D https://csc.asc-net.com/csc/asc_client/download/User%20Documentation/NationwideVestingExport.VXF Option 2: Access-Ascript and open VXF, click on Finish and save as xlsx. Locate and download the Nationwidevestingexport.VXF (open via Ascript) will give the below output and format, but still requires manipulation and may be saved to xlsx attached (needing to be resaved after fixing to csv). Also the 3330, 12345 and MMDDYYY as well as the final column Action (A) are all hardcoded and will require manipulation. The source numbers extracted here are the ASC source numbers and will need translation to the Nationwide source number also seems to only export vesting for ees with dollars in their account. 3330 12345 111111111 3 MMDDYYYY 30 A 3330 12345 222222222 3 MMDDYYYY 30 A 3330 12345 333333333 3 MMDDYYYY 30 A 3330 12345 333333333 6 MMDDYYYY 60 A 3330 12345 444444444 3 MMDDYYYY 50 A 3330 12345 444444444 6 MMDDYYYY 60 A 3330 12345 555555555 3 MMDDYYYY 30 A