This allows for the Percentage Allocation to be updated for a beneficiary.
On the JU3EQ Amend Beneficiaries screen, highlight a beneficiary and click AMEND.
The Member Details screen will be displayed.
The Percentage Allocation field will be enabled for update. Update the Percentage Allocation and click SAVE.
If the sum of the Percentage Allocation for all of the beneficiaries linked to the deceased is now not 100 %, the following message will be displayed:
The sum of the beneficiary allocations is greater than 100%. Please re-adjust the beneficiaries allocations on the Amend Beneficiaries screen.
Click OK to remove the message. Adjust the allocations for the beneficiaries linked to the deceased.
The following message will now be displayed:
Are you sure you want to save your changes?
Click OK to confirm.
The screen will display the message Member details saved.
Once the changes have been completed, the following message will be displayed:
The update completed. If the member record was not updated, there might be update error messages in the log for program SJU3DY
Check to see that the update has been done. If the update was not done, refer to the Log to view any error messages. Click OK to remove the message.
If the update has been done, the system will display the JU3EQ Amend Beneficiaries screen and with the beneficiary updated.