Editing an Existing Annuity

UNDER REVIEW

To edit an existing annuity contract, you need to:

1. Locate the partner that you wish to create the annuity for.  
2. Click on the Manage Annuities link from he Action tab to the right of the screen:
   
   
   
   The Annuities page will be displayed:
   
   
3. Click on the dropdown arrow to the left of the annuity that you want to edit:
   
   
   
   The Add / Edit Annuity page is displayed:
   
   
   
4. Edit the fields that you want to modify.
5. 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.