Authorise Claim (Annuity)

To authorize a claim, from the Claims menu, select Authorise Claim from the sub-menu on the left, then select the required member as described under

Processes

Benefits

Capturing of Exit Notifications

Processing New Claims (Standard Benefit Rules)

Processing New Claims (Flexible Benefit Rules)

 

 

For more information refer to the Benefit Payment Process section under

Security

Segregation of Duties

 

The Benefit Claim Requests screen will be displayed.

 

 

For details on how to proceed from this point, refer to

Processes

Benefits

Capturing of Exit Notifications

Authorize Claim

 

Note:

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