The Membership Group file is used for the upload of a file of Main Annuitants and Living Annuitants.
It can be loaded via the Processes > Annuities > New Business > Annuity Details File Upload and Annuity Details Load path (i.e. BJU3EG & BJU5AA).
For information refer to
Processes
Annuities
New Business
Annuity Details
Annuity Details File Upload
Annuity Details Load
Note:
This was created for Membership updates. The business uses the payment schedule as reference, which contains the beneficiaries’ (spouses and dependants) personal details. The business can use this for Annuitants, but will need the assistance of the Vendor to update spouses’ and dependants’ membership numbers.
Detail record
|
|
Field Name |
Field Size |
DEC |
ATTR |
O/M |
Start |
End |
Description /Value |
|
1 |
File indicator |
4 |
|
Char |
M |
1 |
4 |
BA02 |
|
2 |
Fund Number |
7 |
|
Char |
M |
5 |
11 |
Fund Code |
|
3 |
Member Number |
20 |
|
Char |
M |
12 |
31 |
Member Reference Number |
|
4 |
Member Surname |
30 |
|
Char |
M |
32 |
61 |
Member Surname |
|
5 |
Initials |
5 |
|
Char |
M |
62 |
66 |
Initials |
|
6 |
Date of Birth |
8 |
|
Char |
M |
67 |
74 |
Date of Birth |
|
7 |
ID Number |
15 |
|
Char |
M |
75 |
89 |
ID Number |
|
8 |
Membership Group Code |
15 |
|
Char |
M |
90 |
104 |
Membership Group Code |
|
9 |
Membership Group Type |
15 |
|
Char |
M |
105 |
119 |
Membership Group Type |
|
10 |
Membership Group Start Date |
8 |
|
Char |
M |
120 |
127 |
CCYYMMDD |
|
11 |
Membership Group End Date |
8 |
|
Char |
O |
128 |
135 |
CCYYMMDD (Leave Blank) |
O = Optional field
M = Mandatory field
Refer to
Supplements
Processes
Data Take On Process for Pensioners
For information on the order of loading, refer to
Processes
Annuities
New Business
Loading Data for Annuitants