So this is an RQD 2 case. As soon as we run the case work, the first thing to check is has the request raised? Has the request been raised by a third party or a member? We will go through the request to see if the request is through a third party or a member. The request here is through a member and then we will continue. We have to check if correct case type has been raised or not. Correct case type has been raised. We'll continue. Then we have to do standard verification checks to check if the member is verified or not. Here from the details provided by the member, we will check if member is verified or not and EQA. Will automatically see after we put details if members verified or not. After we have input details, EQ is automatically calculated if member is verified or not. Here member is verified. We proceed. If member is not verified, we send a verification letter and await for the response. Once response is received, we proceed with the casework. If the member is verified, we continue. On then there is a standard triage overview where we review that if member has AVC or not, transfer out or not, pension service order or not and various other triage steps are checked. Then continue. Another screen comes up wherein it is a reminder to capture and review the communication preferences of the member. Continue. We then have to assess if we need to prepare a full coat or a short coat. Full code node needs to be prepared. We need to assess if ecoms will be used for this member or it will be a manual letter. And then proceed forward. Then a screen pops up where it reminds us to do data checks in the next checklist. We continue.
Data check checklist is. To be filled to confirm member's data is verified. If member has more than one record request is from third party. If the transfers are included correctly, if the member has EVC. Are transferring recorded correctly? The checklist is completed and then we have to continue. We have to assess if a member is eligible to retire. If the member is eligible to retire, we continue with the case. If not, we need to prepare a cannot retire letter. And center member. If member is eligible to retire, we continue with the case. Then we need to assess if we need to create any letter for any outstanding information, for example ABC or actuarial. If any outstanding information is to be requested, a letter needs to be created. If we have all the outstanding information, then we need to continue the case. Then we have to check if the member has passed all the eligibility. If not, and we want to send any missing information letter, we send that letter or we tell the member why we cannot proceed. If we are ready to proceed, we continue. Then. It reminds us to continue to the processing case. The process action comes up wherein we forced to run the calculation. We select for the appropriate calc method which is system generated or an off system calculation. If it is a manual calculation, we do it outside of EQA and then upload it to EQA. If it is an automated transisting calc, we continue. We then need to select the event date which is the date of retirement. And the appropriate event type, which is the type of calculation to be used. Once we selected the event date and the type of. OK. It gives us a reminder of remarks history. We then need to add the runtime input which is the date of calculation. If the member has AVC, we also add the AVC fund value on the screen. EQA then gives us the calculation results. We print it and then continue. It then reminds us to summarize the DC balances for letter. We always have to select no for this. It then asks us if we need to save the calculation results via Excel. If the scheme calculation is an Excel output, we select yes, otherwise we select no and continue.
It gives us a reminder if we want to do a redo of the calculation. If the calculation is complete, we continue the case or it gives an option to redo the calculation. It then gives us a reminder to check the annual allowance, the LSA and check for TCLS and SLS. After the reminder, we can continue. It then gives us a field to proceed with the further actions we select for update later fields. It gives us a reminder that on the next panel we need to ensure all the required fields are populated for letter generation. We need to fill the required field wherein we select if the member had selected for a full code or a short code, if there is a consent. With member to retire early or not? If we need to send back to the third party or not. Is the member active or preserved? Does the member have EVC and does the member have travel option? If the member has AVC, we need to fill the AVC values in the DC AVC tab. If the member is eligible for trivial, we also need to fill the trivial values in the follow up tab. Once all letter fields are updated, we need to continue. It then takes us back to the process action screen and we need to continue when all steps are completed. It will remind us to view and update the disclosure panel. It takes us to the disclosure calculator. If the member has AVC, we need to calculate the disclosure date. If the member does not have AVC, we can proceed without calculating the disclosure date. We are then reminded to update the post calc checklist on the next screen. It asks us if the calculation is done correctly, if the member has buy option or not. Have all anti bank checks been completed if the member is trivial applicable for trivial or small lump sum. And if cash flow, all cash flows are updated if necessary. If cash flow needs to be updated, we need to go to the relevant scheme folder and update the cash flow. If not, we continue. It then gives us a reminder that to check if all checklist is completed. It then gives us the next step, which wherein they ask if it needs us to be referred to external actuary, to an internal actuary and end the case. If not, then
we can proceed with the coding. Once done, once the quotation is generated, we continue and move the case to the checking step.
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