This option will be enabled when the Status of the membership selected is DECEASED.
Select Amend Beneficiary Allocations from the sub-menu on the left.
Note:
If the status of the selected member is BENEFICIARY, then the JU4DC Beneficiary Payment Maintain JU3EO Regular Payment Amount screen can be accessed by selecting the Regular Payment menu option.
For more information, refer to
Products
Beneficiary Fund
Regular Payment
If there are existing beneficiaries linked to the deceased member that have not yet been authorised, then the following message will be displayed:
Existing beneficiaries transactions must be authorised before adding new.
Click OK to remove the message.
The JU3EQ Amend Beneficiaries screen is displayed.
This screen displays a list of the existing beneficiaries linked to the deceased member selected.
- The following columns are displayed:
- Surname
- Initials
- First Name
- Membership Number
- Date of Birth
- Percentage
- Amount (Sum of MEM CONTRIB, MEMINVADJPOS and MEMINVADJNEG BT’s)
- Balance (Latest balance on Beneficiary’s INVESTMEMB account)