Applies for Type of Run:
- ANNUITIES
- BENEFICIARY FND
- INVESTMENT FUND
- LIVING ANNUITIES
- INVESTMENT FUND
- TRUST
Select Third Party Payment from the sub-menu on the left.
All Membership Payments with a Payment Type of DEDUCTION SUBSIDY will be included on the Third Party Payments Schedule.
The Report Selection screen will be displayed.
The following columns are displayed:
- Scheme Code
- Date Captured
- Report Type
- Sequence Number
- Scheme Name
- Third Party Tax
- Action
Scheme Code
If a Scheme Code is captured and SEARCH is selected, the system will display the applicable report for only the Scheme selected in the list for the run.
If the Scheme Code is deleted and SEARCH is selected, the system will display the screen with all of the reports for the run.
Click display alongside the required third party payment. The Report Selection screen will show the third party payment details.
The following columns are displayed for each third party:
- Member Reference
- Unique ID *
- Third Party Reference
- Reference
- Surname
- Name
- ID Number
- Payment Type
- Income Type
- Deduction
- Adult Dependant
- Add Adult Dependant
- Minor Dependant
* Refer to
Processes
Regular Payments
Annuity Payments
Client Enquiries
Payment Enquiries
For additional information, refer to
Supplements
Annuity Deductions - Journal Transfers
Annuity Employer Medical Aid Contributions