Death Process (Online)

The Death process is used to upload a death notification, perform the death calculation, and generate the required reports. The individual process events in the Death process are meant to be run in sequence.

Host Events	Description	Supporting Views
Receive Notification	Launches the Document Upload wizard and uploads the death notification document.	Summary Beneficiaries Beneficiary Designation Contributions Compensation Member Documents
Verify Beneficiary Information	Displays the member's beneficiary information.
View Beneficiary Designation	Displays the member beneficiary designation per plan information.
Death Calculation (DB Example, DC Example)	Launches the Death Calculation wizard, calculates the benefit and saves it as 'Pending'.	Beneficiaries Beneficiary Designation Summary Calculations
Death Option Letter	Creates a report to specify the member's options.
Election of Benefits	Launches the Document Upload wizard to upload the 'returned' options form.
Final Processing (DB Example, DC Example)	Launches the Disbursement wizard to set Payment, and Tax, Instructions and saves the calculation as 'Process'.
View Lumpsum Information	Displays the member's Pension Disbursements.
View Pension Information	Displays the member's Lump Sum Disbursements.

For more information, see About Web Administrator Processes.

Build 1136