Issue

I'm doing a rollover for the member, however, message says the member balance is $0 when it is not.

Cause

The member only has a balance in the pension account.

A rollover event at Fund Level > Transactions > Member - Payments > Rollover/ Lump sum out can only be done from accumulation. 

Resolution

If the member only has a balance in the pension account, it needs to be commuted to accumulation before the rollover event can be processed.

Navigate to Fund Level > Members > Pension Commutation

1. Commute the pension to accumulation - for detailed instructions refer to Commuting a Pension

Navigate to Fund Level > Transactions > Member - Payments > Rollover/ Lump sum out

1. Process the rollover event on the same day as the Pension Commutation -  for detailed instructions refer to Rollover/Lump Sum Out