Addresses

This information must be accurate as it is the foundation upon which efficient member communication is built.

Note:

A record is required for each person receiving an annuity, i.e. the principal member OR each dependant (for whom you want to record addresses).

Validations

- The date format must be correct (e.g. a date of 19521560 will reject because the month and day are invalid).

- The member must exist on the system.

View data uploaded

To view data loaded for a beneficiary member for an Annuity:

Click clients.

The Welcome screen will be displayed.

From the main menu on top, click Members. The JU3AO List of Members for a Scheme/Pay Centre screen will be displayed.

Once the required member has been selected, the JU3AO List of Members for a Scheme/Pay Centre screen will be displayed. Highlight the required member and select Annuity Details from the sub-menu on the left.

The JU4DB Annuitant Process screen will be displayed.

Select Address Details from the sub-menu on the left.

The JU1BE Client Address Maintain screen will be displayed.

The addresses that were loaded via the conversion tool will be shown.

To view data loaded for a beneficiary member of a Beneficiary Fund:

Select the Scheme Code for the Beneficiary Fund of the member and select Member List from the menu on the left.

Click on a Member with a Status of one of the following:

SPOUSE

DEPENDANT

DISABLED DEPDNT

ANNUITANT

LIVING ANNUITNT

BENEFICIARY

The Details screen is displayed.

The data is displayed under the Contact Details section.

The Contact Details screen will be displayed on the JU1BE Client Address Maintain screen.

To view details of an address, highlight the required address, then click OPEN. The Client Address Detail screen will be displayed.

The data has now been successfully loaded.

Input file example

Input file layout

Detail record

	Field Name	Field Size	DEC	ATTR	O/M	Start	End	Description / Value
1	File indicator	4		Char	M	1	4	AB88
2	FundNumber	7		Char	M	5	11	Scheme code
3	MemberNumber	20		Char	M	12	31	Organisation or Paycentre Code / Member Number Beneficiary Reference number
4	Surname	30		Char	O	32	61	Member Surname Organisation Type PRINER1 – Principle Employer PARTER1 – Participating Employer PAYCEN1 – Pay Centre BROKER1 – Broker
5	Initials	5		Char	O	62	66	Member initial
6	DOB	8		Num	O	67	74	DOB
7	IDnumber	15		Char	O	75	89	ID NUMBER
8	Status	15		Char	O	90	104	SPOUSE DEPENDANT DISABLED DEPDNT ANNUITANT LIVING ANNUITNT BENEFICIARY
9	T_LINE_1	50		Char	O	105	154	First line of the address
10	T_LINE_2	50		Char	O	155	204	Second line of the address
11	T_LINE_3	50		Char	O	205	254	Third line of the address
12	T_LINE_4	50		Char	O	255	304	Fourth line of the address
13	T_LINE_5	50		Char	O	305	354	Fifth line of the address
14	C_POSTAL	10		Char	O	355	364	Postal code
15	C_ELEC_ID_1	150		Char	O	365	514	E-mail address
16	T_ELEC_DESC_1	20		Char	O	515	534	Description for the e-mail address
17	C_TEL_ COUNTRY_1	8		Char	O	535	542	The country code for the first telephone number.
18	C_TEL_AREA_1	8		Char	O	543	550	The area code for the first telephone number.
19	R_TELEPHONE_1	20		Char	O	551	570	The first telephone number.
20	C_TEL_ COUNTRY_2	8		Char	O	571	578	The country code for the second telephone number.
21	C_TEL_AREA_2	8		Char	O	579	586	The area code for the second telephone number.
22	R_TEL_ NUMBER_2	20		Char	O	587	606	The second telephone number.
23	C_TEL_ COUNTRY_3	8		Char	O	607	614	The country code for the third telephone number.
24	C_TEL_AREA_3	8		Char	O	615	622	The area code for the third telephone number.
25	R_TELEPHONE_3	20		Char	O	623	642	The third telephone number.
26	C_CELL_ COUNTRY	8		Char	O	643	650	The country code for the cellular number.
27	R_CELLULAR	20		Char	O	651	670	The cellular number.
28	TYPE OF ADDRESS	15		Char	O	671	685	UDPV values of Business, Residential, Postal, Care of Address, Foreign, SARSRESIDENTIAL and SARS POST ST. If BLANK, default to residential.
29	COUNTRY	15		Char	O	686	700	Validate to current Country UDPVs.
30	PAGER COUNTRY_1	8		Char	O	701	708	The country code for the first pager number.
31	PAGER_AREA_CODE_1	8		Char	O	709	716	The area code for the first pager number.
32	PAGER NUMBER	20		Char	O	717	736	The pager number.
33	FAX COUNTRY_1	8		Char	O	737	744	The country code for the first fax number.
34	FAX_AREA_CODE_1	8		Char	O	745	752	The area code for the first fax number.
35	FAX NUMBER 1	20		Char	O	753	772	The fax number 1.
36	FAX COUNTRY_2	8		Char	O	773	780	The country code for the first fax number.
37	FAX_AREA_CODE_2	8		Char	O	781	788	The area code for the first fax number.
38	FAX NUMBER 2	20		Char	O	789	808	The fax number 2.
39	Preferred Address	15		Char	O	809	823	Preferred Address SMS, EMAIL or LETTER
40	Address Status	15		Char	O	824	838	UDPV – address status
41	Effective Date	8		Date	O	839	846	Effective Date (CCYYMMDD)
42	T_Line_6	50		Char	O	847	896	6^th Line of the Address City / Town
43	Filler	1		Char	O	897	897	Space

Positions 1-3 of the last row must contain EOF, followed by a return character.

O = Optional field

M = Mandatory

Note:

All optional text fields must be padded with trailing spaces.

All numeric fields must be padded with leading zeroes.

For more information, refer to

Supplements

Processes

Data Take On Process For Pensioners

Processes

Regular Payments

New Business

Loading Data for Annuitants