Account type and Commencement date will auto-populate based on data already entered, and cannot be changed.
In the Account Description field, enter a descriptive name for the new pension account.
Be sure to use a description that will easily identify both the Member and the Account type, so that it is readily distinguishable from other accounts when you are selecting an Account to which to post entries. For example, ‘’Mick Jones TTR Acc’’ or ‘’Joe Bloggs Pension Acc’’.
In the Conditions of Release field, select the appropriate conditions of release from the drop-down list.
(Refer to Legal Considerations: Conditions of Release for explanations of the options.)
