Annuity Member List (Annuity)

This report displays details of members' annuities.

The report is produced in two stages:

-        input the selection criteria and submit the job
Note:
The reports are not displayed automatically.

-        view the completed reports

From the Reports menu, click  alongside Annuity Member List on the sub-menu on the left.  Additional options will be displayed.

New

Click New below Annuity Member List.  The Annuity Member List screen will be displayed.

Select the required FROM DATE (optional) and specify the TO DATE and e-mail address (mandatory).

Click GENERATE REPORT.

The current report detail will be displayed on the lower portion of the screen.

A message will indicate once the job has been successfully submitted (and an e-mail will be sent to you).

View

Click View below Annuity Member List.  The Report Selection screen will be displayed.

The following columns are displayed:

-        Scheme code

-        Timestamp

-        Date captured

-        Report type

-        Sequence number

-        Action

To select a report, click on the hyperlinked display in the Action column alongside the appropriate report.

The Report Selection screen will be displayed. 

The following columns are displayed:

-        Member

-        Surname

-        Initials

-        Name

-        Sex

-        Marital status

-        Date of birth

-        Type of annuitant

-        Type of annuity

-        Retirement date

-        Payment start date

-        Payment end date

-        Annuitant status

-        Guarantee date

-        Type of Subsidy

-        Annuity

-        Subsidies

-        Other Income

-        Gross annuity

-        Membership Status