Covid-19 Early Release Lump Sum Minute

Create a Covid-19 Early Release Lump Sum Minute acknowledged by the fund trustee, detailing the lump sum payments (46000/MemberCode) made to fund members.

From the Main Toolbar select REPORTS.

From the Reports screen, under the Letters/Minutes section, drag and drop the Covid-19 Early Release Lump Sum Minute to the landing page.

Select Options | Settings. 

update the Report Date, Chairperson (Trustees assigned in Fund Relationships) and select the lump sum payments which will be included in the minute. 

Click Save Settings.

Select Preview Reports to view the minute.  

To learn how further customise the minute, refer to following help file: Customising the Template for an Existing Report

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