Payment Instruction (Annuity)

Applies for Type of Run:

-   ANNUITIES

-   BENEFICIARY FND

-   INVESTMENT FUND

-   LIVING ANNUITIES

-   INVESTMENT FUND

-   TRUST

 

Select Payment Instruction from the sub-menu on the left. 

 

 

The Report Selection screen will be displayed.

 

 

The following columns are displayed:

-   Scheme Code

-   Date Captured

-   Report Type

-   Sequence Number

-   Scheme Name

-   Admin Branch

-   Report Header Sequence Number

-   Action

 

Scheme Code

If a Scheme Code is captured and SEARCH is selected, the system will display the applicable report for only the Scheme selected in the list for the run.

 

If the Scheme Code is deleted and SEARCH is selected, the system will display the screen with all of the reports for the run.

 

Click display alongside the required schedule.  The Report Selection screen will show the schedule details.

 

 

The following information is displayed:

-          Fund Sub Total

-          Total amount payable

-          Number of annuitants for current month

-          Number of annuitants for previous month

 

Click PRINT in order to print the report.

 

Note:

If a payment instruction is created for a holding scheme, a schedule is created per administrator branch.  All of the schemes linked to the administrator branch will be included in the schedule for that administrator branch.

 

For a list of Annuity Payslip Tags, refer to

Supplements

Tags

Tags for Annuity Payslips