This facility is used to load initial member and beneficiary data for annuity-only schemes. Beneficiaries are loaded as dependants, and do not have a membership.
In addition, this is used when uploading expression of wish of members in a file.
Note:
A record is required for each beneficiary receiving an annuity.
Refer to
Processes
File Transfer
File Layouts
Beneficiaries
Membership Details
Expression of Wish Membership Details
Both scheme and member notes may also be loaded. The member reference number is optional. If no reference number is on the file, then a scheme note will be loaded.
Select Member File Upload from the sub-menu on the left. The following screen will be displayed.
Click BROWSE. This will allow you to search the available drives (user network or local) for the file to be loaded.
Highlight the required file, then click OPEN.
Note:
You are able to provide the actual file location and file name without using BROWSE.
The file name will appear in the box. Click SUBMIT FILE to submit the file for upload. To clear the Filename field, click BACK. Refer to Member Details Load to continue.