Deceased (Beneficiary Member List)

Transferring Fund Details

Administrator

Select a value from the drop-down list.

The system will default the value for Administrator to the user capturing the Member Details if nothing is selected.

The completion of this field is Mandatory.

Transferring Fund

The schemes from which money will be transferred to the beneficiary fund.  Select the required scheme from the drop-down list.

The completion of this field is Mandatory.

Trust Details

Reference Number

The member's reference number.  If this field is left blank, a number will be generated by the system.

Membership Status

The current status of the member.  Values may be:

DECEASED

INACTIVE

Start Date

The start date of this membership.

The completion of this field is Mandatory.

End Date

The end date of this membership.

Payment Reference

Text on Notation record with a Note Type of MEMBER NOTE and a Note Header of PAYMENT REF where the Membership Status is DECEASED.

Investment Amount

The total amount invested.

Personal Details

Surname

The member's surname.

The completion of this field is Mandatory.

First name(s)

The member's first names.

ID Number

The member's identity number.

ID Type

Select the applicable value from the drop-down box.

Date of Death

The date of death of a beneficiary with a Membership Status of DECEASED.

Note:

This is only enabled when the Membership Status is DECEASED.

Title

Select the member's title from the drop-down box.

The completion of this field is Mandatory.

Initials

The member's initials.

The completion of this field is Mandatory.

Date of Birth

The member's date of birth.

The completion of this field is Mandatory.

Marital Status

Select the member's marital status from the drop-down box.

The completion of this field is Mandatory.

Gender

Select the member's gender from the drop-down box.

The completion of this field is Mandatory.

Language

Select the member's language from the drop-down box.

Employee Number

Text on Notation record with a Note Type of BENEFICIARY and a Note Header of EMPLOYEE NUMBER linked to the Membership with a Membership Status of DECEASED.

Pension Amount

The amount on the Member Values record with a Type of BENEFICIARY FUND and Subtype of RF PENSION AMT.

Contact Details:

Postal Address

The member's postal address.

The completion of the first 2 address lines is mandatory.

Postal Code

The postal code of the member's postal address.

The completion of this field is Mandatory.

Business Phone Number

The member's business phone number.
(Country / Area / Number)

Home Phone Number

The member's home phone number.
(Country / Area / Number)

Fax Number

The member's fax number.
(Country / Area / Number)

Cellular No

The member's cellular number.
(Country / Area / Number)

E-mail Address

The member's e-mail address.

Beneficiaries

Fund

The Fund to which the beneficiary belongs.

Deceased

The Reference Number of the deceased.

Beneficiary

The Reference Number of the beneficiary.

Surname

The surname of the beneficiary.

Initials

The initials of the beneficiary.

Date of Birth

The date of birth of the beneficiary.

ID

The id number of the beneficiary.