Claim Detail Report (Automated Claims)

Select a Benefit Requests from the search results of the JU4GF Process Benefit Payments screen and select Claim Details Report from the sub-menu on the left.

 

 

The following PDF report will be displayed.

 

 

The following data is displayed:

 

MEMBERSHIP DETAILS

SCHEME CODE

REFERENCE NUMBER

NAME

DATE OF BIRTH

COMPANY REFERENCE

IDENTITY REFERENCE

AGE

NORMAL RETIREMENT DATE

BENEFIT CATEGORY

PENSIONABLE SERVICE DATE

RISK SALARY

PENSIONABLE SALARY

PAY CENTRE

 

BENEFIT DETAILS

DATE OF EXIT

DATE OF DEFERMENT

REQUEST NUMBER

STATUS

QUOTED GROSS BENEFIT

FINAL GROSS BENEFIT

BENEFIT EVENT

GROSS BENEFIT

DATE OF CLAIM FORM

REALISATION AMOUNT

LAST CONTRIBUTION DATE

LAST CONTRIBUTION AMOUNT

 

TAX DETAILS

TAX NUMBER

TAX CERTIFICATE NUMBER

AMOUNT

 

REALISATION DETAILS

PORTFOLIO

INCOME TYPE

SELL DATE

UNIT PRICE

UNIT VALUE

MARKET VALUE

 

MEMBERSHIP LIABILITIES

 

CLAIMANT

 

PAYMENT DETAILS

PAYEE

DOER

AUTHORISERS

AMOUNT

ACCOUNT/CHEQUE NO

BRANCH

ACC TYPE

 

ACCOUNTING TRANSACTIONS

ACCOUNTING ACTIVITY

INCOME TYPE

PORTFOLIO

TRAN DATE

AMOUNT

PAYEE NAME

DOC NUMBER

RECON DATE

 

NOTES

TEXT

 

USERID

 

Note:

The Automated Claims Report will reflect the user id associated with the current step that the claim is at.