Terminating a Fully-Insured Group Policy
Prerequisites
To terminate a fully-insured group policy, you should have:
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Reasons defined for the Terminated status of the C1-POLICY business object in the Status Reason screen
Procedure
To terminate a fully-insured group policy:
- Search for the fully-insured group policy in the Policy screen.
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In the Search Results section, click
the link in the Policy Information column corresponding
to the policy that you want to terminate.
The Policy screen appears.
- Ensure that the Main tab is selected.
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Click the Terminate button in the Policy zone.
The Status Reason window appears. It contains the following field:
Field Name Field Description Mandatory (Yes or No) Status Reason Used to indicate the reason why you want to terminate the fully-insured group policy. Yes Note: The Terminate button appears when the fully-insured group policy is in the In Force/Active, Pending Reinstatement, or Pending Termination status. - Select the terminate reason from the respective field.
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Click Save.
The status of the policy is changed to Terminated.Note: You cannot terminate a fully-insured group policy which is in the Pending Termination status when the terminate date is earlier than the system date.
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 |