Loading Data for Annuitants

For a summary of all file layouts available, refer to

Processes

File Transfer

File Layouts

File Layout Summary

For information on the uploading of member and annuity details, refer to

Processes

File Transfer

File Layouts

Membership Details

Membership Group

Data must be loaded in the order listed below:

Select Processes > Regular Payments > New Business.

The following sub-menu options are displayed:

Loading member and beneficiary data (JUH0 Member Load)

-  Select Member File Upload to load initial members. 

-  Select the Member Details Load menu option to initiate the batch job (BJU3EA). 

-  Run Batch Job 01 Member.bat

For more information refer to

Processes

Regular Payments

New Business

Member Details

For more information on the file layout refer to

Processes

File Transfer

File Layouts

Individual Retirement Annuity Members

Membership Details

Loading annuity payment details / Ad-hoc pension payments / Ad-hoc pension increases (AB77)

-  Select the Annuity Details File Upload menu option to select and submit the file for upload.

-  Then select the Annuity Details Load menu option to initiate the (BJU5AA) batch job.  The batch job is automatically run when the ACTIVATE PROCESSING button is selected. 

For more information refer to

Processes

Regular Payments

New Business

Annuity Details

For more information on the File Layout refer to

Processes

File Transfer

File Layouts

Annuity Payment

Loading address details (AB88)

-  Select Member File Upload to load initial members. 

-  Select the Member Details Load menu option to initiate the batch job (BJU3EA). 

For more information refer to

Processes

Regular Payments

New Business

Member Details

For more information on the File Layout refer to

Processes

File Transfer

File Layouts

Addresses

Loading bank details (AB33)

-  Select Member File Upload to load initial members.

-  Select the Member Details Load menu option to initiate the batch job (BJU3EA).

For more information refer to

Processes

Regular Payments

New Business

Member Details

For more information on the File Layout refer to

Processes

File Transfer

File Layouts

Bank Accounts

Loading annuity payment detail updates for ad-hoc payment / ad-hoc increases (AB78)

-  Select the Annuity Details File Upload menu option to select and submit the file for upload.

-  Select the Annuity Details Load menu option to initiate the (BJU5AA) batch job.  The batch job is automatically run when the ACTIVATE PROCESSING button is selected. 

For more information refer to

Processes

Regular Payments

New Business

Annuity Details

For more information on the AB78 File Layout refer to

Processes

File Transfer

File Layouts

Annuity Payment Detail Changes Upload