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Pension Payment Declaration Report

Overview

The Pension Payment Declaration Report provides a summary of the following:

  • Member Details
    • Date of Birth
    • Age
    • Member Code
    • Pension Minimum Amount:
  • Payment Amounts
    • Comparative Years Pension Payments

There is also an option to add a signing line for the member to confirm the contribution amounts for the financial year.

How to prepare

From the Main Toolbar, go to Reports.

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Select Reports.

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1. On the left-hand side of the Reports screen, use the search bar to search for the Pension Payment Declaration Report. Alternatively, locate the report under Member Reports
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2. In the Search Result Reports section, select the green arrow to add the report to your Report Pack List. 

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3. Once the report has been added, select Settings (to the right of the report).

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Show Comparatives Toggle on to display Comparative amounts for pension payments
Show Member Declaration Sign Line Toggle on to display a declaration section and a signing line for the member to sign.
Consolidate Member Accounts Toggle on to display a member per page rather than by member account per page of the report. 

4. Select either Download PDF, Download Excel or Download Word. 

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You can also add these reports to a Report Pack. See Reports for instructions. 

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