Member Liabilities (Reports for Member)

This report displays all prior claims, cessions and preference claims registered against the members' fund values.

 

From the Member menu, select Member Liabilities from the sub-menu on the left.

 

The Member Liabilities Report screen will be displayed.

 

 

Select the required liability type from the drop-down list, and specify any additional criteria, then click GENERATE REPORT.

 

The report will be displayed on the lower portion of the screen.

 

 

The following columns are displayed:

-        Scheme Code

-        Pay Centre

-        Surname

-        Initials

-        Date of Birth

-        Member Reference Number

-        Company Reference Number

-        Liability Type

-        Claimant Name

-        Liability Start Date

-        Liability End Date

-        Liability Amount

-        Liability Settlement Date

-        Liability Settlement Amount

 

The end of the report displays the following summary totals:

-        Number of members

-        Number of liabilities

-        Total of liability amounts

-        Total of liability settlement amounts

 

Use the appropriate buttons to print or navigate the various pages of the report.