How to start a Transition to Retirement Pension (TRIS).
Class will determine a pension account is a TRIS (non-retirement phase) based on the following factors:
- The member’s age is less than 65 and the member hasn't met a nil cashing restriction condition of release:
- Permanent incapacity
- Terminal illness
- The pension established has a condition of release of attaining preservation age
- The condition of release is blank for a pension account as the pension was created through a take-on process.
Navigate to Fund Level > Members > Browse Members
- Refer to our User Guide for detailed steps on Adding a New Pension