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:

  1. Search for the fully-insured group policy in the Policy screen.
  2. 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.
  3. Ensure that the Main tab is selected.
  4. 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.
  5. Enter the required details in the Termination Information window.
  6. Click Save.
    The status of the fully-insured group policy is changed to Pending Termination.

Related Topics

For more information on... See...
How to search for a fully-insured group policy Searching for a Policy
Policy screen Policy (Used for Viewing)
Policy zone Policy