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 |