To cancel a claim, from the Claims menu, select Cancel a 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)
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
Cancel a Claim
When there is a requirement to input pension values calculated by the Actuary and perform the Life Time Allowance (LTA) check once these values have been captured, the following will apply:
- in the Benefit Payment process, if the Event Subtype for the Benefit Event being processed is PRE-CALCULATION then none of the Benefit Update Types will be enabled to be processed.
- the Cancel Claim menu option will be enabled.
When the Cancel Claim menu option is selected, if the Benefit Event for the claim being processed is PRE-CALCULATION then the following Cancellation Reasons will be enabled for selection:
- CALC INPUT
- EXIT DATE
- CANCEL
If EXIT DATE or CANCEL is selected, processing will take place as per the current process.
If CALC INPUT is selected the current claim will be cancelled and the system will flow to the Benefit Claim Request screen and populate the screen with the same values as per the cancelled claim except for the Benefit Event.