This facility allows you to enquire on annuitant information (e.g. address details, annuity amount, beneficiaries, bank accounts, etc.).
Select the required member as described under Finding Members.
From the JU3AO List of Members for a Scheme/Pay Centre screen, highlight the required member, then select Annuity Details from the sub-menu on the left.
The JU4DB Annuitant Process screen will be displayed.
To enquire on annuity details, on the JU4DB Annuitant Process screen, highlight the required Update Type, then click either PROCESS UPDATE or CORRECT UPDATE.
The screens that will be displayed when selecting any of these sub-menu options (with the exception of Annuity Payment History), are identical to those described under the annuity update section of this manual, but they are for enquiry only (i.e. they cannot be updated here).
For detailed information regarding these enquiries, refer to the corresponding annuitant update types under
Processes
Regular Payments
Annuitant Update Types
My Work
When the Payable from Fund indicator for the Pension Payment field on the on the JU4AO Payment screen for a Retirement Claim has been selected and the claim has been authorised by the user, the system creates a Service Request in the JU7AB Work Management List screen in My Workwith a Process Name of CAPTURE ANNUITY and an Activity name of CAPTURE ANNUITY.
For more information refer to
My Work
Process SR
Capture Annuity
On the JU4DB Annuitant Process screen, select Annuity Payment History from the sub-menu on the left or click the ANNUITY PAYMENT HISTORY button.
The JU4EG Annuity Payment History screen will be displayed.
To find information for a period, enter the appropriate dates in the FROM DATE and TO DATE fields.
Click the appropriate radio button to define whether your selection is to be based on TRANSACTION DATE, EFFECTIVE DATE, DUE DATE or DATE TIMESTAMP.
For more information refer to Dates and Times under
Accounting
Structure
Once the required selections have been made, click SEARCH.
The JU4EG Annuity Payment History screen will be displayed with details for the parameters selected.