I'm doing a rollover for the member, however, message says the member balance is $0 when it is not.
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.
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
- Commute the pension to accumulation - for detailed instructions refer to Commuting a Pension
Navigate to Fund Level > Transactions > Member - Payments > Rollover/ Lump sum out
- Process the rollover event on the same day as the Pension Commutation - for detailed instructions refer to Rollover/Lump Sum Out