This extract provides a combined report of addresses for all active annuitants including beneficiaries and suspended annuitants.
Note:
This report can also be selected under Processes > Regular Payments > Reports.
Also refer to the Address Extract under Reports > Member > Addresses. This report displays all the addresses associated to the memberships for the selected scheme. For more information, refer to
Reports
Member
Addresses
From the Annuity menu, select Address Extract from the sub-menu on the left.
The Annuity Addresses screen will be displayed.
The following columns are displayed:
- Scheme Code
- Membership Number
- Relationship Type
- Title
- Surname
- Initials
- First Name
- ID Number
- Address Type
- Status
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Postal Code
- Product Code
- Confirmation Type
- Annuitant Status
- Preferred Address
- Preferred Communication
The following fields are available as search criteria:
- Annuitant Status
- Relationship Type
- Address Type
- Product
- Confirmation Type
- Member Number
- Postal Code
These Search Criteria can be specified in any combinations:
Annuitant Status
Active, (Non Ann Record), Suspended.
Relationship Type
Eg. Business, Postal, Residential.
Address Type
Business, Care of Address, Foreign, Overseas, Postal, Residential.
Product
BONP, BONT, INKT, SCH, SCHD, INFL, OPPT, DEBT.
Member Number
The member number for a specific person.
Postal Code
A specific postal code for an address.
Select and capture any combination of Search Criteria and click SEARCH.
If no Search Criteria are specified, all active annuitants including beneficiaries and suspended annuitants will be displayed.
To sort the report in ascending or descending order, select either the Asc or Desc radio buttons.