Member Self-Service Process

The Member Self-Service process is displayed whenever a member clicks the My Pension tab. The individual events are meant to be run in whatever sequence is required.

Host Events	Description	Supporting Views
My Profile	Displays the member's plan summary.
Demographic Info	Displays the member's demographic and employer information.
Fund Balance Information	Displays the member's Fund Summary.	Interest Funds Interest Funds Money Market Funds Money Market Funds Unitized Funds Unitized Funds GICs (Term Deposits) GICs (Term Deposits)
Deposit	Launches the Deposit wizard.
Switch	Launches the Switch wizard.
Withdraw	Launches the Withdraw wizard.
Estimate My Benefit	Displays the member's calculation history.
Retirement (DB Example, DC Example)	Performs a retirement calculation and saves it as a quote.
Refund (DB Example, DC Example)	Performs a termination calculation and saves it as a quote.
Deposit Allocation Instructions	Displays the member's allocation instructions
Banking Info	Displays the member's banking information.
Address History	Displays the member's address information.
New Address	Launches the Address wizard.
My Beneficiaries	Displays the member's beneficiary information.
Beneficiary Designation	Displays the member beneficiary designation per plan information.
New Beneficiary	Launches the New Beneficiary wizard.
Documents and Statements	Displays member statements.
Download Forms	Displays forms from the Forms catalog.
Submit Document	Launches the Document Upload wizard.
Submitted Documents	Displays the member's documents.

Build 1136

Member Self-Service Process

Host Events

Description

Supporting Views

Interest Funds

Money Market Funds

Unitized Funds

GICs (Term Deposits)