DC Admin Process (Online)

The Termination process is used to process a member's termination from a plan. The individual process events in the Retirement process are meant to be run in sequence.

Host Events	Description	Supporting Views
Withdrawal	Launches the Withdrawal Calculation wizard.

Switch	Launches the Switch Calculation wizard.
Deposit	Launches the Deposit Calculation wizard.
View Funds	Displays the member's Fund Summary browser.	Interest Funds Interest Funds Money Market Funds Money Market Funds Unitized Funds Unitized Funds GICs (Term Deposits) GICs (Term Deposits)
View Deposits	Displays the member's deposit information.
View Disbursements	Displays the member's disbursement information.	Cheque Register
View Deposit Allocation Instructions	Displays member allocation instructions
Change Allocation Instructions	Launches the Deposit Allocation Rule wizard.
View Requests	Displays a list of transaction requests.
New KYC	Launches the New KYC wizard.
Past KYCs	Displays the member's KYC information.

For more information, see About Web Administrator Processes.

Build 1136