Select the Policy Request that is to be fulfilled and click the details button. Fill the form as required.
Fulfil Policy Details – DC Pension
The layout of the DC Pension fulfilment form is summarised below. Some sections can be expanded during fulfilment to accommodate the input of data that is not applicable to all policies, or where input requires multiple sets of data e.g. asset holdings/fund breakdown or money in/contributions. This is indicated in the form by the inclusion of the add button.
A partially fulfilled Policy Request can be saved using the Save button at any point and Complete will mark the Policy Request as Complete, indicating that it has been fulfilled.