Consolidated Member Statement

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Overview


A combined member statement can now be produced for each member. When a member statement is combined the following information is consolidated:

  • The earliest account start date will be presented;
  • Combined vested benefits amount (sum of all member account balances);
  • Death benefit amount of first member account (sum of all member account balances plus death benefit of first account);
  • The balance of all member accounts and the combined preservation components;
  • The increases and decreases of all member accounts combined during the specified period. 

How to prepare


  1. From the Reports screen, in the left hand menu, select Financial Reports and then Add the Consolidated Members Statement. 



  2. Select Options and then Download PDF.



  3. Select OK. Select Options | Settings again and then select Download PDF. Alternatively this report can be added to a Report Pack. 
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