Claim Cancellation

Select the required employee membership as described under

Processes

Benefits

Claims Administration Overview

Selecting Members

Select Claims from the top menu and then select Cancel a Claim from the sub-menu on the left.  The Benefit Claim Requests screen will be displayed.

Select the claim to be cancelled by clicking the hyperlinked Req number .  The Claim Cancellation screen will be displayed.

Note:

If a box is already ticked by the system, or you wish to change a selection, click on it to remove the tick.

Indicate the reason for cancellation by ticking one of the check boxes.

–         Click the first box to cancel the claim that has been processed up to this point. The person’s membership will be reinstated.

–         Click on the second box to change the benefit event and reprocess the claim.

–         Click on the third box to change the exit date and reprocess the claim.  Input the new exit date.  
If the box is ticked and no exit date is entered, the following error message will be displayed.

Click OK, then enter the new exit date.

If more than one of the boxes are ticked, then the following error message will be displayed.

Click OK, then unclick the incorrect box(es).

Click SUBMIT.

A message will be displayed confirming that the claim has been cancelled.

For more information refer to

Processes

Benefits

Benefit Payment Update Type

Claim Cancellation

Accounting Entries

Supplements

Cancellation Bulk Payment Association

LTA check after actuary result

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.