Membership Certificate (Debit Order Umbrella Fund)

Certificates can be printed for new members joining the scheme during a specified period.

This report is produced in two stages:

-        input the selection criteria and extract the data
Note:
The reports are not displayed automatically.

-        view the extracted data

Click  alongside Membership Certificate on the sub-menu on the left.  Additional options will be displayed.

Extract

Click Extract below Membership Certificate.  The Membership Certificate screen will be displayed.

Select the required criteria, then click EXTRACT.

Note:

If no membership reference number is captured, the date of joining fund FROM must be provided.

A message will confirm that the request has been initiated.

Request Initiated

View

Click View below Membership Certificate.  The Membership Certificate screen will be displayed.

The following columns are displayed:

-        Scheme Code

-        Sequence Number

-        Report Type

-        Action

To select a report, click on the hyperlinked display in the Action column alongside the required report.  The Report Selection screen will be displayed.

The following columns are displayed:

-        Registration Number

-        Participating Employer

-        Paycentre

-        Member

-        Membership Reference Number

-        DOB

-        Plan

-        Date of Joining Company

-        Company Reference Number

-        Basic Contribution

-        Additional Contribution

-        Total Contributions

Main Umbrella Schemes

When VIEW is selected and the Display Hyperlink selected for a report on the Report Selection screen, the system will display the certificate information in Sub-Scheme order.