The Record Death of Spouse sub-menu option will only be enabled when the Type of the Beneficiary record selected is SPOUSE, there is a death payment record for the spouse and no End Date has been captured.
Display the JU4DE Beneficiaries screen.
Highlight a Spouse and select Record Death of Spouse from the sub-menu on the left.
The JU4FK Beneficiary Allocation screen will be displayed.
Descriptions of the contents of these columns are as follows:
|
Type |
Indicates that the beneficiary is a Spouse. |
|
Surname |
The last name of a spouse. |
|
Initials |
The initials of a spouse, |
|
Name |
The first name of a spouse. |
|
DOB |
The date of birth of a spouse. |
|
Start Date |
The date of commencement of the annuity payment. |
|
Current % |
The percentage of pension currently allocated to a spouse. |
|
Current Amount |
The current pension amount for a spouse. |
|
New % |
The percentage calculated for a spouse. |
|
New Amount |
The pension amount calculated for a spouse. |
This screen displays all of the dependants who may receive money.
To authorise the dependant that was selected on the JU4DE Beneficiaries screen, click AUTHORISE.
The following message will be displayed.
The selected dependant’s payment will be end-dated and the payment amount shared amongst the remaining dependants. Do you wish to continue?
Click NO to remove the message and cancel the authorisation.
Click YES to confirm that the selected dependant’s payment must be end-dated and the payment amount shared amongst the remaining dependants.
The JU4FK Beneficiary Allocation screen will be displayed.
The value displayed in the End Date field is defaulted to be the Last Pay Date field plus 1 month. A different date can be captured in the End Date field if required.
Click OK.
If the End Date field is earlier than the Last Pay Date field, the following message will be displayed.
The selected end-date occurs prior to the start date of the payment record.
Click OK to remove the message.
Capture a new End Date on the JU4FK Beneficiary Allocation screen and click OK.
Once the correct end date has been captured, the system will end date the Dependants’ Membership Payment records with the end date as captured by the user and create new Dependants’ Membership Payment records for the remaining dependants with a Regular Payment amount equal to the result of the Benefit Package.
This means that the selected dependant’s payment record will be end-dated and new records created for the other active dependants, with an effective date of the first of the following month.
The end date will be displayed in the End Date column of the JU4DE Beneficiaries screen.
Note:
In some cases there may only be only one dependant.
If there is only one dependant, then the following Payment Allocation Message will be displayed.
The selected dependant’s payment will be end-dated. Please note that there are no remaining dependants, so the payment amount cannot be re-allocated. Do you wish to continue?
Click NO to cancel the end dating of the spouses’ Annuity Payment record.
Click YES to end date the spouse’s Annuity Payment record.
The JU4FK Beneficiary Allocation screen will be displayed, requiring the capture of an End Date.