Bank Accounts (Annuity)

To set up bank accounts for the beneficiary, from the JU4DE Beneficiaries screen, select Bank Accounts from the sub-menu on the left.

 

 

The JU1CN Member Bank Account screen will be displayed.

 

 

For details on how to capture information for this screen, refer to Annuitant Update Type: Bank Accounts.

 

To view bank account limits, highlight a bank account, then select Account Limits List from the sub-menu on the left.

 

 

The JU1CZ Bank Account Limits screen will be displayed.

 

 

For details on how to capture information for this screen, refer to Annuitant Update Type: Bank Accounts.