PA & IO Refunds
Britany:
This screen is used to delete a refund that was scheduled that day.
FMDELREF
Synna:
The is the screen you need to access to cancel a rider due to death.
What is FMTERMCV?
Ne'Kedra:
This code is used on line one to add premiums back on the policy when it is monthly with gaps.
What is PREMSFP?
Ashlen:
When changing a GROUP's tax status to post-tax from pretax, this goes in the ENR MONTHS section.
What is the previous enrollment month?
Terri:
When a name change is done, this is the screen we go to in order to force the change through, so it appears in Client View the same day.
FMINSNAM
Ne'Kedra:
This area handles refunds in excess of $2000.
Who is Billing?
Britany:
One of these two documents are required to be on file in order to process a refund associated to the death of the spouse.
What is the death certificate or obituary?
Ashlen:
When performing downgrades, this indicates that we will not affect the policy's commissions.
What is "Q"?
Terri:
This is the form that must be submitted to change a group to initially change an account to pre-tax.
What is The Flex Plan Supplemental form?
Synna:
When adding a TPN to a policy, you press this button after searching and not finding your record to begin to create the IPN record.
What is F4?
Synna:
When reversing premium off of a policy for an overpayment refund, this is the account you put the money into.
What is the 12 account?
Ashlen:
When dealing with policy rider cancellations, these are two examples of where we MUST we proactively review for a refund without the customer requesting it.
Death and Benefits Exhausted
Terri:
When downgrading a policy, this should be added if you determine that an invoice is printing in the next 5 days.
What is premium differ?
Britany:
The account may need to be updated to this via GIINFMNT when changing the group enrollment to pre-tax.
What is Dating Rule 6?
Ne'Kedra:
This tab in Excel allows you to access the macros that work with mainframe.
Add-Ins tab.
Ashlen:
When researching for refunds, this is where you go in mainframe to see the premiums that have been applied.
SEPOLHIS
Terri:
This is the tab you would use in the Excel Refund Calculator to calculate a refund for a policy rider that has been exhausted?
Synna:
The report captures when premium adjustment has been moved for your downgrade where you did not affect commissions?
What is the Non-commission audit tracking report?
Ne'Kedra:
This three digit code is used to update the enrollment code when an account is changing to pretax.
What is ANN?
Britany:
When adding a TPN or Payor relationship to a policy, this screen is used to build a profile when one does not already exist.
What is AXBLDUPD?
Terri:
A refund that is calculated for a dependent aging out of his parent's policy would use this tab in the Excel Refund Calculator.
What is Pro-rated?
Ne'Kedra:
This is this effective date keyed on the FMTERMCV screen for a benefit paid in full effective 4/18/23 where the policy's PED is 8/5/20.
What is 5/5/23?
Britany:
The step of adding premium adjustment back to the policy is a part of this.
What is Day 2?
Synna:
When changing a group from post tax to pre tax, this is the button used to bypass system edits.
What is F8?
Ashlen:
This is a premium taken from a previous invoice that was paid in error; however, it is not refunded.
What is a back credit?