This facility allows you to customize membership certificates by defining exactly which details are to be displayed on the membership certificates for a product. The details must be selected from a list of items.
Note:
For information regarding translating membership certificates into other languages, refer to
Auxiliary Activities
Language Translation
From the JU1BK List screen, select a product and then select Formats>New Entrant Certificate Format from the sub-menu on the left.
The JU1ER New Entrant Certificate screen will be displayed.
To add the format details of a membership certificate, highlight a New Entrant Certificate Format and click OPEN. The JU1ER New Entrant Certificate Detail screen will be displayed.
This screen enables you to customize the membership certificate for the members of a product, by selecting from a list of items. Only those items selected will be displayed on the membership certificates. Items are selected by clicking the check box. A tick (
) shows that the item will be selected for display.
Descriptions of the input fields on this screen appear below.
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Statement Type Details |
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Start Date |
The date of the membership certificate. |
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Description |
Free form text describing this membership certificate. |
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Personal Information |
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Company Reference No |
The unique number allocated to an employee by the employer. |
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Pay Centre |
The pay centre to which the member belongs. |
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Participating Employer |
The name of the participating employer (corporate client) to whose company the member belongs. |
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Branch Code |
The code of the branch to which the member belongs. |
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Date Joined Scheme |
The date on which the employee joined the product as a member. |
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ID Number |
The national identity number of an employee. |
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Normal Retirement Age |
The normal retirement age applicable to the member. |
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Normal Retirement Date |
The member's normal retirement date |
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Pensionable Service Date |
The date the member's pensionable service started (brought forward from the member's previous product). |
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Annual Pensionable Salary |
The member’s annual pensionable salary amount.
Note: The system allows the selection of either annual or monthly pensionable salary but not both. |
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Monthly Pensionable Salary |
The member’s monthly pensionable salary amount.
Note: The system allows the selection of either annual or monthly pensionable salary but not both. |
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Main Umbrella Scheme Name |
If the product is a sub product, the main umbrella product code and name will be used on the statement. |
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Annual Risk Salary |
The member’s annual risk salary amount.
Note: The system allows the selection of either annual or monthly risk salary but not both. |
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Monthly Risk Salary |
The member’s monthly risk salary amount.
Note: The system allows the selection of either annual or monthly risk salary but not both. |
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Contribution Group |
The contribution group to which the member belongs. |
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Benefit Group |
The benefit group to which the member belongs. |
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Investment Group |
The investment group to which the member belongs. |
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Flexible Format |
If Flexible Format is selected, the user may set up a specific flexible document Template for the New Entrant Statements.
A tick in this box defines whether or not a flexible document template will be set up and used for the production of the new entrant certificates for a Product or if the existing standard template must be used.
Note: If a Flexible Benefit has been selected but a Template has not been defined, the system will default to the New Entrant Statement in the old format.
Note: For a list of Tags, refer to Supplements Tags Tags for New Entrant Statements |
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Page Break before this section |
Tick this box to create a page break before this section. |
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Page Break after this section |
Tick this box to create a page break after this section. |
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Contribution Details |
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Contribution Details |
The member's contribution details. |
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Page Break after this section |
Tick this box to create a page break after this section. |
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Benefits |
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Insured Benefits |
The member's insured benefits details. |
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Payable Benefits |
The member’s payable benefits. |
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Page Break after this section |
Tick this box to create a page break after this section. |
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Investments |
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Investment Allocations |
The member's investment allocations details. Note: The system will display the member individual investment split, or investment category default split or product default split. |
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Page Break after this section |
Tick this box to create a page break after this section. |
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Beneficiaries |
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Beneficiaries |
The member's beneficiary details. |
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Once all details on the JU1ER New Entrant Certificate Details screen have been captured, click OK.
The JU1ER New Entrant Certificate screen will be re-displayed with the details captured.
To select the benefit events for which the benefit amount must be displayed on the membership certificate, highlight a membership certificate format, then select Select Benefit Events from the sub-menu on the left.
The JAJY Benefit Events for Benefit Statement Projections screen will be displayed.
Note:
Only those benefit events with an event category of RETIRAL will be displayed.
The Potential Benefit Events pane on the left displays all the benefit events that are available for selection. Highlight the required benefit event and click INSERT to move it to the Selected Benefit Events pane on the right. Repeat this process until all selections have been made.
In order to remove a benefit event from the Selected Benefit Events pane, highlight the relevant event and click REMOVE.
If no BSV with an effective date prior to the effective date of the New Entrant Certificate exists, the following Message will be displayed.
No Benefit Structure Version has been setup for this scheme with an effective date prior to the effective date of the selected Benefit Statement Format.
Click OK to remove the message.
Once all selections have been made, select CLOSE from the sub-menu on the left.
The JU1ER New Entrant Certificate screen will be re-displayed.
To select the income types that must be included on the membership certificate, highlight a membership certificate format, then select Select Income Types from the sub-menu on the left.
The JAJX Income Types for Benefit Statements screen will be displayed.
This screen displays a list of income types associated to the product.
The Potential Scheme Income Types pane on the left displays all the income types that are available for selection. Highlight the required income type and click INSERT to move it to the Selected Scheme Income Types pane on the right. Repeat this process until all selections have been made.
To view details of a selected scheme income type, click DETAILS. The JAJX Scheme Income Type Details screen will be displayed.
To return to the Income Types screen, click OK.
In order to remove an income type from the Selected Scheme Income Types pane, highlight the relevant type and click REMOVE.
Once all selections have been made, select CANCEL. The JU1ER New Entrant Certificate screen will be re-displayed.