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  4. How to approve member withdrawal

How to approve member withdrawal

  • Expand the Member Servicing menu the click on the Member Withdrawals sub menu item.

           

  • Member Withdrawals page will appear

           

  • Select Pending Trustees Approval tab

           

  • On Withdrawals Pending Trustees Action table, Identify the member number then expand the Actions drop down menu.

           

  • Click on Download and Sign Discharge form menu item,A dialogue box will appear
  • From the dialogue, download the discharge form, sign it, scan as PDF and attach then click on the Upload Signed Discharge and Forward to Administrator button.
  • Also you can sign the discharge form online
  • You can reject if the details are incorrect.

           

 

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