Add additional Information to a Member Statement
Additional information can be added and displayed on the Members Statement.
- Current Salary
- Previous Salary
- Death Benefit*
- Employer's ABN
- Disability Benefit
- Centrelink Product Reference
*Death benefit amount will be included in Total Death Benefit section of Members Statement. If this amount is to be shown separately from the vested benefit, add an additional field (select Add Line) for Insurance.
When creating a New Accumulation Member select + Show Member Financial Details. Select the Field Name, input a Value and ensure the check box is selected to Show on Members Statement.
Enter amounts in the "Value" field with no commas
When customising fields for an existing member account, navigate to the Members Screen, Select the Member Code which will now allow you to edit. Input the required details in + Show Member Financial Details.