Directed Deductions

These allocations are set-up from the Allocation link in the Left Navigation menu.  Once configured, use the Activity Detail window and the Allocation link to make changes.

AdditionalPayment Activity Detail Window with Allocations Link

Note:  After the directed deduction fund(s) have been depleted, partial surrenders will be allocated pro-rata against any remaining funds.  

This allocation type is used with the Partial Surrender activity.  Funds must be specified in this allocation section in order for the Partial Surrender activity to process.

Directed Deductions