Death Notify

The Death Notify activity indicates an annuitant is deceased.  The following fields are required when setting-up the Death Notify activity.

• Date of Notification

• Deceased

• Death Notified by

• Proof of Death Received

• Date of Death

• Payout option

Withholding information can also be added.  The Withholding link is at the top of the activity window.  The Death Notify activity automatically spawns the Proof of Death activity.  It will be listed in the activity list in pending status.

Withholding Link on DeathNotify Activity Window

PolicyProofOfDeath Activity Spawned by DeathNotify