alongside New under Termination Date Changes Report on the sub-menu on the left. Additional options will be displayed.This report contains information per beneficiary for a specified period.
From the Beneficiary Fund menu, click alongside New under Termination Date Changes Report on the sub-menu on the left. Additional options will be displayed.
Click New below Termination Date Changes Report. The Termination Date Changes Trust Report screen will be displayed.
Capture or select the relevant details as follows:
|
Scheme Code |
Capture the code for a specific scheme, or leave blank to display all schemes that fit the criteria specified. |
|
From Date |
The start date of the period. |
|
To Date |
The end date of the period. |
|
|
The email address to which the extract must be sent. |
Click GENERATE REPORT.
The current report detail will be displayed on the lower portion of the screen.
A message will indicate once the job has been successfully submitted (and an e-mail will be sent to the e-mail address provided).
Click View below Termination Date Changes Report. The Report Selection screen will be displayed.
The following columns are displayed:
- Scheme Code
- Timestamp
- Date Captured
- Report Type
- Sequence Number
- Action
To select a report, click on the hyperlinked display in the Action column alongside the appropriate report.
The Termination Date Changes Report screen will be displayed.
The following columns are displayed:
Fund
Beneficiary Reference
Surname
Initials
Date of Birth
Payee
Payee Relationship
Effective Date
Termination Age Years
Termination Age Months
Termination Date
Termination Reason
User