Note:
The INVESTMENTS update type is available only for LIVING ANNUITIES.
This update type allows the specification of which portfolios to disinvest from and in what proportions.
The investment split is used to determine the disinvestment across the portfolio to pay for the monthly annuity.
From the JU4DB Annuitant Process screen, highlight INVESTMENTS, then click PROCESS UPDATE.
The JU3BH Member Investment Allocation Details List screen will be displayed.
To add new investment allocation details, select New Member Investment Allocation from the sub-menu on the left.
The JU3BH New Member Investment Allocation Details screen will be displayed.
In order to allocate a percentage, double click on the required portfolio. The JU3BH Allocation Percentage screen will be displayed.
Enter the percentage allocation, then click OK. The JU3BH New Member Investment Allocation Details screen will be re-displayed, showing the percentage captured.
Click OK. The JU3BH Confirmation of Member Allocation Percentage screen will be displayed for final acceptance.
Click ACCEPT. The JU3BH Member Investment Allocation Details List screen will be re-displayed, showing the allocation captured.
Return to the JU4DB Annuitant Process screen, then click CLOSE UPDATE.