This page will guide you through the process of transferring amounts between reserve accounts and member accounts. 

If you intend to do a pension establishment or pension commutation please refer to the following user guide pages: Pension Establishment and Pension Commutation.

Do not use this screen to move amounts from pension accounts to accumulation accounts or vice versa.

Navigate to Fund Level > Members > Member Account Transfer

1. Select Member Account the balance is being transferred from by using the drop-down
2. Select Member Account the balance is being transferred to by using the drop-down
3. Enter the Transfer Date, in the following date format DD/MM/YYYY
4. Enter the Assessable Amount being transferred
5. Enter the Non-Assessable Amount being transferred
6. Enter Description, or use the Class default one "Member Account Transfer"
   
   
7. Click Submit