The Plan Data tab contains an option to include Sub Custodian Numbers.

• A. True
• B. False
• C. Only in Reports
• D. Not available in Plan Data

Answer: (A)

In DPAS, the Plan Data configuration lets you choose which identifying fields appear for items in a plan, including who is responsible for them. Enabling the option to include Sub Custodian Numbers means those numbers will be shown in the Plan Data view (and in exports that use that view). This helps you track custody and accountability across sub-custodians, so you can see at a glance which sub-custodian is responsible for each item within the plan. The choice isn’t limited to reports and isn’t absent from Plan Data, so the statement is correct.