New Business Overview (Annuity)

This functionality facilitates the take-on of member data in respect of new members who are annuitants or living annuitants.

 

From the main menu on top, select New Business.  A sub-menu will be displayed on the left. 

 

 

The uploading of member and annuity details has been described elsewhere in the manual.  Refer to

Processes

File Transfer

File Layouts

Membership Details

Membership Group