This article will explain how to record a member as leaving the fund including:

• Member Transferring their Entire Balance Out
• Member Death
• Show a Member who has Left the Fund
• Removing an Individual Trustee
• Removing a Director of a Corporate Trustee

Navigate to Fund Level > Members > Browse Members

The status of a Member does not change after a leave date has been entered for a Member. There are only two status for a member in Class:
Pending - The member has not been activated
Active - The member has been activated.

 Member Transferring their Entire Balance Out

1. Process the final member rollover. Refer to Rollover/Lump Sum Out
2. In Members > Browse Members select the member
3. Navigate to the Member Details tab 
4. Enter a date in the Leave Fund Date
5. Click Save
   

You should next remove the person as an Individual Trustee or Director of the Corporate Trustee.

 Member Death

1. For a member who has passed away. Refer to Starting a Death Benefit Pension
2. In Members > Browse Members select the member
3. Navigate to the Member Details tab 
4. Enter a date in the Leave Fund Date
5. Click Save

You should next remove the person as an Individual Trustee or Director of the Corporate Trustee.

Show a Member who has Left the Fund

Once a Leave Fund Date is entered for a member that will no longer show in the Browse Member screen. To show a member in the Browse Member screen after a leave fund date has been entered tick the checkbox 'Show Previous Members'.

You are not able to suspend a member, but once you have entered a 'Leave Fund Date' and the member's balance is reduced it will no longer show in Client View. It will still appear in the member statements and reports if the opening balance was more than zero. 

Removing an Individual Trustee

You should read Member Transferring their Entire Balance Out or Member Death before continuing with this section.

Navigate to Fund Level > Fund > Fund Structure

1.  Click Remove as Trustee under the List of Trustees, this moves the contact to Other Fund Contacts
   
   
2. In Other Fund Contacts click on the person
   
3. Navigate to Roles 
4. Click on the Menu  icon
5. Select Remove Role
   
   
6. Save

Removing a Director of a Corporate Trustee

You should read Member Transferring their Entire Balance Out or Member Death before continuing with this section.

Navigate to Fund level > Fund > Fund Structure 

1.  Click Remove as Director under the List of Directors, this moves the contact to Other Fund Contacts
   
   
2. In Other Fund Contacts click on the person
   
3. Navigate to Roles 
4. Click on the Menu  icon
5. Select Remove Role
   
   
6. Save

If the Director is not a Member you will now be able to delete this contact. The role of Member, however, cannot be removed even if the Member has left the fund. This is so that the Member removal can be reversed at any time if required.

What's Next?

Learn how you can add a new member to the Fund in the Adding a New Member page