Individual Retirement Annuity Members (File Layout)

This file layout enables the processing of Individual Retirement Annuity Members.

Batch BJU3EA loads all Memberships.

Batch BJU3RN loads Memberships for Debit Order schemes.

This layout is also used for the loading of initial member data for annuity-only schemes or the bulk updating of details for existing members, via the JUH0 layout.

Note:

This layout is also used for the loading of initial member data for annuity-only schemes or the bulk updating of details for existing members, via the JUH0 layout. For more information, refer to

Processes

File Transfer

File Layouts

Membership Details

For information on the order of loading, refer to

Processes

Regular Payments

New Business

Loading Data for Annuitants

The following mask is used by Batch Job BJU3RN:

	Field Name		Field Size		DEC		ATTR		O/M		Start		End		Description /Value
1	File indicator		4				Char		M		1		4		JUH0
2	MemberNumber		20				Char		M		5		24		Member reference number
3	Organisation Code		6				Char		M		25		30		Participating Employer Code
4	COREF		8				Char		O		31		38		Company Reference Number
5	Surname		30				Char		M		39		68		Member’s Surname
6	Title		15				Char		O		69		83		Member's Title
7	Initials		5				Char		M		84		88		Member's Initials
8	First Name		20				Char		O		89		108		Member's First Name
9	ID		15				Char		M		109		123		ID Number
10	DOB		8				Char		M		124		131		YYYYMMDD
11	Gender		15				Char		O		132		146		Male or Female
12	Marital Status		15				Char		O		147		161		Marital Status
13	Filler 1		1				Char		M		162		162		Space
14	Employment start		8				Char		M		163		170		YYYYMMDD
15	Date Joining Fund		8				Char		M		171		178		YYYYMMDD
16	Membership Group 1		15				Char		M		179		193		Contribution Membership Group
17	Membership Group 2		15				Char		M		194		208		Benefit Membership Group
18	Membership Group 3		15				Char		O		209		223		Investment Membership Group
19	Transfer Value		15		2		Num		O		224		238
20	Date leaving Fund		8				Char		O		239		246		YYYYMMDD
21	Paycentre Code		8				Char		M		247		254		Paycentre Code
22	Cycle Month		8				Char		M		255		262		YYYYMMDD
23	FundNumber		7				Char		M		263		269		Scheme code
24	Membership Group 4		15				Char		O		270		284		Medical Aid Membership Group
25	Membership Group 5		15				Char		O		285		299		Annuity (used for selection criteria for annuity increase)
26	Membership Group 6		15				Char		O		300		314		Payment Date (used for selection criteria for annuity monthly run). Day on which contributions are to be collected for a group of members
27	Status		15				Char		O		315		329		Membership Status: LIVE (default), DEFERRED, DEF ANNUITANT, DECEASED, EXITFINALISED, ANNUITANT, LIVING ANNUITNT, UNCLAIMED BEN, PHI, DECEASEDANNUITY.
28	Tax reference number		20				Char		O		330		349		Tax reference number of the person
29	Membership group 7		15				Char		O		350		364		SCHEMELIFECYCLE Membership group
30	Intermediary Code		15				Char		O		365		379		Intermediary Code
31	Language		15				Char		O		380		394		ENGLISH or AFRIKAANS.
32	Salary Amount		11		2		Num		O		395		405		Amount of Salary
33		Filler		1				Char		M		406		406	Space
34		External Code		20				Char		O		407		426	Client code on administrator’s other systems.
35		Tax Status		15				Char		O		427		441	Tax status: TAX EXEMPT
36		Annual Fee %		7		2		Num		O		442		448	Annual broker fee percentage
37		Identity Type		15				Char		O		449		463	ID Type : SA ID OTHER NATIONAL ID PASSPORT
38		Filler		1				Char		M		464		464	Space

O = Optional field

M = Mandatory

If there is a value for Intermediary Code, the system will create a Client Relationship record linking the Membership to the Intermediary Client with a Code equal to the Intermediary Code in the file. If no Intermediary Client record is found with a Code equal to the value in the file, an error message will be written to the error log.