Unsuspended Annuitants (Annuity)

Note:

This report only applies to annuities, and living annuities will not be displayed.

This report displays the suspended annuitants who have been reinstated during the monthly payment run.

From the Reports menu, click  alongside Unsuspended Annuitants on the sub-menu on the left.  Additional options will be displayed.

New

Click New below Unsuspended Annuitants.  The Unsuspended Annuitants Report screen will be displayed.

Capture the date from which Unsuspended Annuitants must be reported on and the email address to which notification of the completion of the report 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).

View

Click View below Unsuspended Annuitants.  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 Report Selection screen will be displayed.

The following columns are displayed:

-        Scheme

-        Reference

-        Surname

-        Name

-        Date of birth

-        Status

-        Monthly Annuity

-        Arrear Annuities

To export the information to an Excel file, enter the e-mail address to which the report should be sent, then click EXPORT.

A message will confirm that the e-mail has been sent.  The report will be e-mailed as a CSV file, and it will be zipped.  Once unzipped, the file can be viewed in Excel.