Note:
This pensioner statement is also available as a printable PDF version when a specific document template has been created for pensioner statements.
Refer to
Processes
Regular Payments
Schedules
PDF Pensioner Statements
For a list of Annuity Payslip Tags, refer to
Supplements
Tags
Tags for Annuity Payslips
Applies for Type of Run:
- ANNUITIES
- BENEFICIARY FND
- INVESTMENT FUND
- LIVING ANNUITIES
Select Pensioner Statement from the sub-menu on the left.
Note:
This menu item is also available for selection under the Type of Run LIVING ANNUITY.
The Report Selection screen will be displayed.
The following columns are displayed:
- Run Source
- Date Run Requested
- Sequence Number
- Report Type
- Report Sequence Number
- Pay Centre
- Report Description
- 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 disp alongside the required statement. The Pensioner Statement will be generated in PDF format.
You can view payslips for individual annuitants or beneficiaries. Refer to
Processes
Regular Payments
Annuitant Update Types
Payslips