Provides for the capture or amendment of beneficiary details.
The processing of a death claim (without GLA) is similar to a withdrawal claim, with the following differences:
- A withdrawal claim has a screen for PAYMENT DETAILS, which a death claim does not have.
- A death claim has a screen for BENEFICIARIES, which a withdrawal claim does not have.
From the JU8CN Benefit Payment Process screen, highlight BENEFICIARIES, then click PROCESS.
The JU4BQ Beneficiaries List screen will be displayed.
Note:
When the BENEFICIARIES Update Type is processed, the system will read the Scheme Parameter with a Parameter Type of PAY GUARDIAN and if found will enable the NEW GUARDIAN button on the JU4BQ Beneficiaries List screen.
This functionality allows for the capture of a nominated adult in cases where one or more of the beneficiaries are minors.
In cases where the beneficiary is a minor, the benefit is paid to a guardian who will not receive a portion of the total benefit but will simply be recorded as the person to whom the individual minor beneficiary’s portions will be paid.
For more information on the processing of Guardians refer to
Processes
Benefits (All Products)
Capturing of Exit Notifications
Death Claim
Guardian Details
Add new guardians
To add a new Guardian click NEW GUARDIAN on the JU4BQ Beneficiaries List screen.
The JU4BQ Guardian Maintain screen will be displayed.
Capture details as follows:
|
Surname |
The surname of the Guardian. |
|
Initials |
The initials of the Guardian. |
|
Title |
The title of the Guardian (selected from the drop-down list). |
|
First Name(s): |
The first names of the Guardian. |
|
Date of Birth |
The date of birth (dd/mm/ccyy) of the Guardian. |
|
SA ID Number |
The South African ID number of the Guardian, if available. |
|
Other ID Number |
Any other ID number (e.g. passport) if SA ID number is not available. |
|
Relationship |
The relationship of the Guardian to the Policyholder. Select a value from the drop-down list. |
|
Postal Address |
The postal address of the Guardian. |
|
Postal Code |
The postal code of the Guardian. |
|
Screening Status |
Select a value from the drop-down list. APPROVED NOT APPROVED PENDING
The system will default the value for Screening Status to PENDING and enable it to be updated. |
|
Screening Number |
The CSA Reference under the Additional section on the Policyholder Details screen. |
|
Screening Date |
The date on which screening took place.
The system will default to the current date and enable it to be updated. |
|
Screening Expiry Date |
The date on which screening expired.
The system will default to the current date and enable it to be updated. |
|
Comment |
Any free form text.
Note: If a value has been captured the system will create a Note record with a Note Type of SCREENING, a value for Header of SCREENING STATUS and Line Text value on the Note Detail equal to the value captured. |
|
Bank Account |
|
|
Payment Method |
The method by which payment must be made. Click on the drop-down box and select a payment method from the list, e.g. - CHEQUE - EFT
Note: The remaining bank account details will not be enabled before the new Guardian details have been saved. Refer to Payee Name below. |
|
Payee Name |
The name of the party to whom the benefit should be paid. Click LIST to select a Bank Account from the JU1CC Product Bank Account List screen.
Note: This facility will not be enabled before the new Guardian details have been saved. When LIST is selected, the following message will be displayed:
Please save guardian details before adding a bank account.
a
Click OK to remove the message.
Once the Guardian details have been saved, select the Guardian on the JU4BQ Beneficiaries List screen and click OPEN to display the JU4BQ Guardian Maintain screen. Click the Payee LIST to display the JU1CC Product Bank Account List screen and select a Bank Account. |
|
Account Number |
The payee’s bank account number. |
|
Branch Code |
Branch code of the bank where the account is held. |
|
Bank Account Type |
The bank account type, e.g. current or savings (selected from a drop-down list). |
|
Bank Account Status |
The status of the account holder validation for the bank account, e.g. NOT VALIDATE, VALIDATED, REJECTED, USER VALIDATED, etc. Note: The account holder validation (AHV) via LDC only validates account numbers for ABSA, First National Bank (FNB) and Standard Bank (SBSA). Where the account is held at any other bank, the status will be able to be updated to MANUAL VALIDATE and the user ID of the person who updated the status will be displayed. The authorizer can take this into account when checking the status of the account. |
Once all the details have been captured, click OK.
Note:
The Guardian Bank Account details may now be captured. Select the Guardian on the JU4BQ Beneficiaries List screen and click OPEN to display the JU4BQ Guardian Maintain screen. Click the Payee LIST to display the JU1CC Product Bank Account List screen and select a Bank Account.
Processing
When the OK button is selected, the system will create a Natural Person record, a Client record and a Client Relationship record with a Client Relationship Type of GUARDIAN.
A Client Address record will be created with the address details and a Client DTI Account record with the bank account details.
If there is an existing Client Relationship record with a Client Relationship Type of GUARDIAN linked to the Policyholder, the End Date will be updated with a date equal to the Start Date of the new record less one day.
To add beneficiaries, select NEW. The JU4BQ Beneficiary Maintain screen will be displayed.
Field notes:
* denotes mandatory fields
|
Surname |
The beneficiary’s surname. |
|
Initials |
The beneficiary’s initials. |
|
Title |
The beneficiary’s title (selected from a drop-down list). |
|
First Name(s): |
The beneficiary’s first names. |
|
Date of Birth |
The beneficiary’s date of birth (dd/mm/ccyy). |
|
SA ID Number |
The beneficiary’s South African ID number, if available. |
|
Other ID Number |
Any other ID number (e.g. passport) if SA ID number is not available. |
|
Percentage |
The percentage of the benefit that the beneficiary should receive. |
|
Amount |
The amount of the benefit that the beneficiary should receive. |
|
Financially Dependent on Deceased |
A tick box to indicate whether or not the beneficiary is financially dependent on the deceased. |
|
Postal Address |
The beneficiary’s postal address. |
|
Postal Code |
The beneficiary’s postal code. |
|
Screening Status |
Select a value from the drop-down list. APPROVED NOT APPROVED PENDING
Note: At the time of a claim: · The policy can only be finalized if the Screening Status is APPROVED. · If the Status is PENDING the details of the policy may be captured but the policy cannot be finalized. · If the Status is NOT APPROVED the policy will be declined.
The system will default the value for Screening Status to PENDING and enable it to be updated. |
|
Screening Number |
The CSA Reference under the Additional section on the Policyholder Details screen. |
|
Screening Date |
The date on which screening took place.
The system will default to the current date and enable it to be updated. |
|
Screening Expiry Date |
The date on which screening expired.
The system will default to the current date and enable it to be updated. |
|
Comment |
Any free form text.
Note: If a value has been captured the system will create a Note record with a Note Type of SCREENING, a value for Header of SCREENING STATUS and Line Text value on the Note Detail equal to the value captured. |
|
Payment Method |
The method by which payment must be made. Click on the drop-down box and select a payment method from the list, e.g. - BANK TRANSFER - CHEQUE - EFT - FOREIGN DRAFT GROUP PAYMENT |
|
Payee Name |
The name of the party to whom the benefit should be paid. Click LIST to select a Bank Account from the JU1CC Product Bank Account List screen. |
|
Account Number |
The payee’s bank account number. |
|
Branch Code |
Branch code of the bank where the account is held. |
|
Bank Account Type |
The bank account type, e.g. current or savings (selected from a drop-down list). |
|
Bank Account Status |
The status of the account holder validation for the bank account, e.g. NOT VALIDATE, VALIDATED, REJECTED, USER VALIDATED, etc. Note: The account holder validation (AHV) via LDC only validates account numbers for ABSA, First National Bank (FNB) and Standard Bank (SBSA). Where the account is held at any other bank, the status will be able to be updated to MANUAL VALIDATE and the user ID of the person who updated the status will be displayed. The authorizer can take this into account when checking the status of the account. |
|
Payment Reference |
The Payment Reference that must appear on the recipient’s Bank Statement when payments are made via EFT. |
|
Advance Payment |
|
|
Amount |
The amount advanced to the spouse of a deceased member while the Trustees complete the process of determining the distribution. |
|
Percentage |
The maximum amount that may be advanced to the spouse of a deceased member.
Note: This percentage is defined in the Parameter Type of MAXBENADVANCE% on the JU1DO Scheme Parameter Details screen. |
To view or update existing beneficiary details, highlight the required line, then select Open. The JU4BQ Beneficiary Maintain screen will be displayed.
To delete a beneficiary, highlight the required line, then select Delete. The JU4BQ Beneficiary Maintain screen will be displayed.
Click OK. A confirmation screen will be displayed.
Are you sure you wish to delete this occurrence?
Click YES.
Return to the JU8CN Benefit Payment Process screen, then click CLOSE to close this update type.
