Overview

A report can be generated for Rollovers and Release Authorities for auditing purposes and workpapers. This displays various details of the event including:

• Transaction Type / Status
• Member Details
• Receiving / Transferring Fund Details
• Payment Reference Number
• Rollover / Released amount details
• Transaction History

Navigation

From the Main Menu navigate to Connect, select SuperStream Dashboard.
Switch to Fund View
Select SuperStream Rollovers/Release Authorities
Next to the specific event on the right-hand side, select    then click Export to PDF