Location: Marriage Breakdown Process
After a marriage breakdown notification has been received and acknowledged, a Marriage Breakdown is performed to determine the service split. Then the Marriage Payout Calculation is performed and saved as 'Pending'. Then an option letter is generated and sent to the member. Upon receipt of the returned option form, Final Processing is performed to set Payment, Tax, and Deduction Instructions and change the Status to 'Process'. Lastly, the Disbursements/Payroll batch is run to disburse the benefit.
Use the following steps as a guide to run the Marriage Breakdown process for a DB plan member.
From the Marriage Breakdown process, ensure that the correct plan is selected and then click to select the Review Application for Division event. The system displays the member's Documents folder. For more information, see How to Upload a Member Document.
Click the View icon to open and view the application.
Ensure that the correct plan is selected and from the Marriage Breakdown process, click to select the Service Split event. The system displays the Calculation wizard with the Calculation Type 'Marriage Breakdown' selected.
Use the calendar to change the default Date of Marriage Dissolution and Payment Date. Click Next to continue.
If necessary, use the drop-down to change the default for Ex-spouse and enter the split Percent.
Click Next to display a Summary.
If the Summary is correct, click Next. The system displays the Calculation Results worksheet.
The system displays the Calculation Results screen for the selected member. Calculation tabs include Options, General, Service, Earnings, Pension, Summary, and Factors. In addition, you can access system table data by selecting the table you want from the Data folder.
To save the calculation, scroll down and click Finish. The system saves the calculation and displays the Calculation History browser from which you can open and review the calculation.
Ensure that the correct plan is selected and from the Marriage Breakdown process, click to select the Marriage Payout Calculation event. The system displays the Calculation wizard with the Calculation Type 'Marriage Payout' selected.
Use the calendar to change the default Calculation and Payment Dates. Click Next to continue.
If necessary, use the drop-down to select the Ex-spouse.
Click Next to display a Summary.
If the Summary is correct, click Next. The system displays the Calculation Results worksheet.
To save the calculation, scroll down and click Finish. The system saves the calculation as Pending and displays the Calculation History browser from which you can open and review the calculation.
Ensure that the correct plan is selected and from the Marriage Breakdown process, click to select the Marriage Breakdown Letter event. This event triggers an option letter to be sent to the beneficiary.
From the Marriage Breakdown process, ensure that the correct plan is selected and then click to select the Final Processing event. The Benefit Disbursement Wizard launches and displays the Select Benefit Option screen. Using the option buttons provided, select the payout option chosen by the member. In this case, there is only one option, a cash payout.
Click Next. The system displays the default disbursement wizard Summary.
Click the uppermost Modify button to modify the Payout Instructions.
From the Payment Type drop-down list, select Payment to Beneficiary - Resident.
Change the Disbursement Fee to $75.00.
Click Next to save your modifications and return to the Summary screen.
Click the second Modify button to modify the Lumpsum Tax Instructions.
Change the Tax Calculation Method to Tax Table + Fixed Amount and set the fixed Amount to $50.00.
Click Next to save your modifications and return to the Summary screen.
Click the last Modify button to modify the Payment Instructions.
Change the Payment Method to Direct Deposit. Input a Financial Institution No., an Account No. and select Chequing from the Account Type drop-down list.
Click Next to display the final Summary.
If the Summary is now correct, click Finish. The system completes the process and displays the Calculation History browser. Notice that the Benefit Status has changed from Pending to Process.
For information on how to disburse the benefit, see How to Run a DB Disbursements/Payroll Batch Online.
Build 1136
