In this process, the following steps must be followed:
- Create a new entrant certificate format
- Link the format to the product
Navigation: Homepage > Products
Select List from the top menu.
Select a product from the JU1BK List screen.
Select Formats > New Entrant Certificate Format from the sub-menu on the left.
For more detailed information refer to New entrant certificate format under
Product Launch Requirements
Additional Menu Options
Formats
A message will display to indicate that the List is empty, because no format exists yet.
List is empty.
On the JU1ER New Entrant Certificate screen, click NEW.
The JU1ER New Entrant Certificate Detail screen will be displayed.
Ensure that the following fields are ticked on the screen:
- Normal Retirement Age
- Normal Retirement Date
- Flexible Format
- Annual Pensionable Salary
- Monthly Pensionable Salary
- Contribution Details
- Investment Allocations
- Beneficiaries
Click SAVE.
The Format has now been set up.
Navigation: Homepage > Infrastructure
Select System Data from the top menu.
Select Document Templates > Document Template from the sub-menu on the left.
For more detailed information refer to
Infrastructure
System Data
Document Templates
Document Template
The JU1FI Template List screen will be displayed.
Highlight the template for Membership Certificate and select Link to Scheme from the sub-menu on the left.
The JU1FJ PDF Template/Scheme Association screen will be displayed.
Select the new product from the Potential Schemes column and click INSERT to move it to the Selected Schemes column.