MSS Withdraw

Location: Member Self Service/Withdraw

To run a withdrawal calculation via CPAS Online, do the following:

  1. Ensure that the correct plan is selected and then click to select the Withdraw event. The system displays the Calculation wizard with the Calculation Type 'Withdrawal' selected.

  2. Accept he default Transaction Date and click Next to continue.

  1. Using the drop-down list, select the Fund Selection method (Participant Selection, Prorated Balance), the Currency, and enter the withdrawal Amount.

  1. Click Next to display the Fund Amounts. In this case, Fund Selection method Prorated Balance selected in Step 3 instructs the system to determine the withdrawal amounts from each fund.

  1. Click Next to display a Summary.

  1. If the Summary is correct, click Finish. The system displays the Calculation History showing the withdrawal saved as a Quote.

 

For more information, see Member Self Service Process.

 

Build 1136

See Also