This facility is used to load address details, annuity payment details, ad-hoc pension payments and ad-hoc pension increases and bank account details.
The banking details must be for the member and not a 3rd party.
A record is required for each payment , i.e. the principal member OR each dependant, AND for each deduction to be paid to a third party. A record is also required for each person receiving an annuity, i.e. the principal member OR each dependant, for whom address or bank account details are required.
For more information on the data take-on process, refer to
Supplements
Processes
Data Take-on Process for Pensioners
For information on annuity payment details, refer to
Processes
File Transfer
File Layouts
Annuity Payment
For information on ad-hoc pension payments and ad-hoc pension increases, refer to
Processes
File Transfer
File Layouts
Annuity Payment Detail Upload
For information on loading addresses, refer to
Processes
File Transfer
File Layouts
Addresses
For information on loading bank accounts, refer to
Processes
File Transfer
File Layouts
Bank Accounts
For information on the order of loading, refer to
Processes
Regular Payments
New Business
Loading Data for Annuitants
For information on the uploading of member and annuity details, refer to
Processes
File Transfer
File Layouts
Membership Details
Membership Group
Select Annuity Details File Upload from the sub-menu on the left. The Adhoc Upload screen will be displayed.
Click BROWSE. This will allow you to search the available drives (user network or local) for the file to be loaded.
Highlight the required file, then click OPEN.
The file name will appear in the box. Click SUBMIT to submit the file for upload. Refer to
Processes
Regular Payments
New Business
Annuity Details
Details Load