To view the Beneficiary Allocation Statement, click VIEW DOCUMENT.
The system will read the document template with the Process Type of BENEFICIARY and a Template Type of BENEFICIARY INV.
The Beneficiary Allocation Statement will be displayed in PDF format.
This document displays the following data:
- Deceased Member Reference Number
- Deceased Member First Name
- Deceased Member Surname
- Total Investment Amount
- Transaction Date
- For Each Beneficiary:
- Membership Reference Number
- Surname and Name
- Date of Birth
- ID Number
- Relationship
- Amount
- Percentage Allocation