Initiating the Termination Process for a Fully-Insured Group Policy
Prerequisites
To initiate the termination process for a fully-insured group policy, you should have:
-
Reasons defined for the Terminated status of the C1-POLICY business object in the Status Reason screen
Procedure
To initiate the termination process for a fully-insured group policy:
- Search for the fully-insured group policy in the Policy screen.
-
In the Search Results section, click
the link in the Policy Information column corresponding
to the policy for which you want to initiate the termination
process.
The Policy screen appears.
- Ensure that the Main tab is selected.
-
Click the Initiate Termination button
in the Policy zone.
The Termination Information window appears. It contains the following fields:
Field Name Field Description Mandatory (Yes or No) Terminate Reason Used to indicate the reason why you want to initiate the termination process for the fully-insured group policy. Yes Terminate Date Used to specify the date when you want to terminate the policy. Note: The terminate date cannot be earlier than the policy start date or later than the policy end date.Yes Note: The Initiate Termination button appears when the fully-insured group policy is in the In Force/Active status. - Enter the required details in the Termination Information window.
-
Click Save.
The status of the fully-insured group policy is changed to Pending Termination.
Related Topics
For more information on... | See... |
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How to search for a fully-insured group policy | Searching for a Policy |
Policy screen | Policy (Used for Viewing) |
Policy zone | Policy |