Location: Manage Payees
When you select the Manage Payees process, the system displays links to the members Disbursement information. Depending on your security level, you can edit an existing disbursement data or add a new row.
When you select the Pension Status event from the Manage Payees process, the system displays the Pensioner Status browser.
Columns in this browser include Calc ID, Effective Date, and Pensioner Status.
When you select the Review Pension Amount event from the Manage Payees process, the system displays the Pensioner Account browser. This browser is automatically populated when the member retires and a pension is set up.
Columns include: Calculation ID, Effective Date, Pension Status, Pension Start/Change Date, Current Pension, Survivor Pension, Normal Pension, etc.
When you select the Tax Instructions event from the Manage Payees process, the system displays the Tax Instructions browser. This browser displays the tax instructions set up in the Benefit Disbursement Wizard (often called Final Processing) when a member's retirement is being processed.
Columns include: Tax Jurisdiction, Tax Type, Effective Date, Tax Calculation Method, Amount, Tax Status, Stop Date, etc.
When you select the Payment Instructions event from the Manage Payees process, the system displays the payment instructions set up in the Benefit Disbursement Wizard (often called Final Processing) when a member's retirement is being processed.
Columns include: Effective Date, Payment Type, Payment Type, Payment Method, Percent, Financial Institution No (EFT), Account No (EFT), Account Type (EFT), EFT Pre-Notification, Payee, Cheque Address, Payment Confirmation Address, Contact Person, Stop Date, and Pension Account,.
When you select the Deduction Instructions event from the Manage Payees process, the system displays the Deduction Instructions browser.
Columns include: Effective Date, Deduction Account, From Pension Account, Amount Specification, Amount, When to Apply, and Stop Date.
This browser displays all deduction instructions set up in the Benefit Disbursement Wizard (often called Final Processing) when a member's retirement is being processed. Note: Deduction accounts for the plan must be set up first.
When you select the Pension Form/Monthly NT event from the Manage Payees process, the system displays the Pension Form and Summary browser. This browser displays information about the optional form Refers to optional forms of pension payment available under the terms of a Pension Plan in addition to the normal form of pension payment. At retirement, the member may elect to receive either the normal form or the optional form of payment that best suits financial needs and personal circumstances. chosen by the member.
Columns include: Calculation ID, Effective Date, Process or Pension Start Date, Pension Form, J and S Percentage, Guaranteed Period, Total Number of Payments, Joint Annuitant, Total Pension Paid, and Total Number of Payments.
When you select the Cheque History event from the Manage Payees process, the system displays the Cheque Register browser.
The browser displays a record for each cheque showing the Cheque ID, Cheque/EFT# (optional), Payee, Payment Date, Payment Method, Gross Amount, Net Amount, Deduction, Taxes, Amount, Issued, Payment Status, Memo, Issue Date, Date Cleared, Cancel Date, Cancellation/Reissue Reason, Replaces, Replaced By, Financial Institution #, Account Type, Street Address 1, Street Address 2, City, Province/State, Country, Postal Code/Zip, Batch Process ID.
When you select the Tax Slips History event from the Manage Payees process, the system displays a history of all tax slips that have been 'Saved as final' in the Tax Slips batch.
When you select the Review Lumpsum Amount event from the Manage Payees process, the system displays records of lump sum payment records, such as contribution refunds or small pension 'force cash out' payments.
Select a payment record in the primary browser to view the payment details for that record in the secondary browser.
Columns in the primary browser include Payment Date, Payment Type, Amount, Status, Paid, Request ID, Batch Process ID, Cancellation Date, Cancellation Reason.
Columns in the secondary browser include Description, Amount, Currency, and Taxable.
For more information, see Manage Payees (Online).
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