This layout is used for the bulk load of nominated beneficiaries for “live” members (expression of wish”. These details may be stored for purposes of future benefit claims.
Note:
A record is required for each beneficiary receiving an annuity.
- The date format must be correct (e.g. a date of 19521560 will reject because the month and day are invalid).
- The member must exist on the system.
- Where fields require specific values, these values have been indicated in the Description / Value column of the detail record below.
Log in to the system from the Logon page.
Click clients.
The Welcome screen will be displayed.
From the main menu on top, click Members. The JU3AO List of Members for a Scheme/Pay Centre screen will be displayed.
Once the required member has been selected, the JU3AO List of Members for a Scheme/Pay Centre screen will be displayed. Highlight the required member and select Annuity Details from the menu on the side.
The JU4DB Annuitant Process screen will be displayed.
Select Beneficiaries from the sub-menu on the left.
The JU4DE Beneficiaries screen will be displayed.
The beneficiary details that were loaded via the conversion tool will be shown.
If either the percentage or the amount of the benefit for the beneficiary were uploaded, then this will be shown on the member web site.
On the Member Web Site, select Membership Details > Beneficiaries and then Member Details from the top menu.
The Beneficiary List screen will be displayed.
Select a nominee and click OPEN. The Beneficiary Detail screen will be displayed.
The data has now been successfully loaded and is ready for further processing. Refer to
Processes
Regular Payments
Annuitant Update Types
Annuitant Update Type: Beneficiaries
Maintaining Beneficiaries
For additional information refer to
Clients
Beneficiary Nomination for Trust
Detail record
|
|
Field Name |
Field Size |
DEC |
ATTR |
O/M |
Start |
End |
Description / Value |
|
1 |
File indicator |
4 |
|
Char |
M |
1 |
4 |
AB66 |
|
2 |
FundNumber |
7 |
|
Char |
M |
5 |
11 |
Scheme code |
|
3 |
MemberNumber |
20 |
|
Char |
M |
12 |
31 |
Principal member reference number |
|
4 |
Surname |
30 |
|
Char |
M |
32 |
61 |
Beneficiary surname |
|
5 |
Initials |
5 |
|
Char |
M |
62 |
66 |
Beneficiary initials |
|
6 |
DOB |
8 |
|
Char / Date |
M |
67 |
74 |
CCYYMMDD - beneficiary Date of Birth |
|
7 |
IDnumber |
15 |
|
Char |
M |
75 |
89 |
Beneficiary ID number |
|
8 |
Status |
15 |
|
Char |
O |
90 |
104 |
SPOUSE DEPENDANT DISABLED DEPDNT ANNUITANT LIVING ANNUITNT |
|
9 |
Percentage benefit |
3 |
|
Num |
O |
105 |
107 |
Percentage of the benefit |
|
10 |
Filler |
1 |
|
Char |
O |
108 |
108 |
Space |
|
11 |
Benefit amount |
11 |
2 |
Num |
O |
109 |
119 |
Benefit amount |
O = Optional field
M = Mandatory
Note:
All optional text fields must be padded with trailing spaces.
All numeric fields must be padded with leading zeroes.
Refer to
Supplements
Processes
Data Take On Process For Pensioners