Creating an Annuity
UNDER REVIEW
To create a new annuity contract, you need to:
- Locate the partner that you wish to create the annuity for.
- Click on the
Manage Annuities link from
he Action tab to the right
of the screen:
The Annuities page will be displayed: - Click on the
Add an Annuity link:
The Add / Edit Annuity page is displayed: - Enter the annuity's contract number in the Contract Number text field. The Contract Number text field is a free-form field that can accept any data up to 50 characters in length.
- Select the annuity type from the Type dropdown menu. Currently, the following options are valid: Single, Two, Joint, and Deferred.
- Enter the annuity's status in the Status text field. The Status text field is a free-form field that can accept any data up to 50 characters in length.
- Enter the date that the first gift was given for the annuity in the Gift Date field. You can enter the date manually in the MM/DD/YYYY format or choose the date from the calendar prompt.
- Enter the amount of the first gift that was given for the annuity in the Gift Amount text field.
- Enter the amount of the recurring check to the partner in the Check Amount text field.
- Enter the date that the first check will be sent to the partner in the Date of First Check field. You can enter the date manually in the MM/DD/YYYY format or choose the date from the calendar prompt.
- Enter the amount of the first check that will be sent to the partner in the First Check Amount text field.
- Select the frequency in which the partner will be paid from the Pay Frequency dropdown menu. Currently, the following options are available:
- Choose Weekly if the payment is to be made weekly.
- Choose Monthly if the payment is to be made monthly.
- Choose Quarterly if the payment is to be made every three months.
- Choose Semi-Annually if the payment is to be made every six months.
- Choose Annually if the payment is to be made yearly.
- Select the gender of the partner from the Gender dropdown menu. Currently, the following options are available: Male, Female, and Joint.
- Enter his social security number in the His SSN text field.
- Enter her social security number in the Her SSN text field.
- Check the Is Active check box if this annuity is currently active. Leave the check box unchecked if the annuity is not currently active.
- Click on Save to save the annuity but stay on the page, or click on Save & Return to save the annuity and return to the Annuity page.
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