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Insurers will not produce a download for this type of change, so the information in the web portal Web portal and app will not be updated.
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InstructionsSteps:
Locate the client by searching for their name or policy number.
Under the “Actions,” “Actions” column, click the ‘Edit’ icon (pencil icon) .
Enter the first withdrawal date.
The first withdrawal date is separate as the first payment is often different.
Enter the first withdrawal amount.
This is separate as the first payment is often a different amount from subsequent amounts.
Enter the subsequent withdrawal date.
This will be the subsequent withdrawal date each month until the expiry date.
Enter the subsequent withdrawal amount.
This will be the withdrawal amount until the expiry date.
Click “Submit.”
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