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31		-This workflow transfers the capital, interest, contributions and growth from a member record (% style="color:#2980b9" %)(**Source Member**)(%%) to another member record (% style="color:#2980b9" %)(**Destination Member**)(%%). The destination record can be either a new record or an existing record.
	31	+This workflow transfers the capital, interest, contributions and growth from a member record (**Source Member**) to another member record (**Destination Member**). The destination record can be either a new record or an existing record.
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33		-Where the (% style="color:#2980b9" %)**Destination Member**(%%) already exists, the (% style="color:#2980b9" %)**Destination Member** (%%)record must be an active record, i.e. transfers cannot be done to an exited member. Where the destination record does not exist, a new record is created, and the following is transferred from the old record to the new record:
	33	+Where the **Destination Member** already exists, the **Destination Member** record must be an active record, i.e. transfers cannot be done to an exited member. Where the destination record does not exist, a new record is created, and the following is transferred from the old record to the new record:
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35	35	* Loans
36	36	* Salaries
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39	39	* Break in Service
40	40	* Medicals
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42		-Where the (% style="color:#2980b9" %)**Source Member**(%%) record is active, the member will automatically be exited with an exit type (% style="color:#2980b9" %)“**Client Transfer**”, (%%)the transfer date will be recorded, and the capital, interest, contributions and growth will be transferred to the (% style="color:#2980b9" %)**Destination Member**(%%). The date of exit will be set to the effective date of the transfer.
	42	+Where the **Source Member** record is active, the member will automatically be exited with an exit type “**Client Transfer**”, the transfer date will be recorded, and the capital, interest, contributions and growth will be transferred to the **Destination Member**. The date of exit will be set to the effective date of the transfer.
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44		-Should the(% style="color:#2980b9" %) **Source Member** (%%)already be exited, or have had a prior transfer done, the transactions with an effective date after the last transfer/exit will be transferred to the(% style="color:#2980b9" %) **Destination Member**.(%%) This is done by recording the effective date for each transfer. The maximum of the last date of transfer (% style="color:#2980b9" %)“**DTRF**”(%%), date of calculation (% style="color:#2980b9" %)“**DOC**”(%%) or date of exit (% style="color:#2980b9" %)“**DOX**”(%%) is used to determine the starting date for records to be transferred.
	44	+Should the **Source Member** already be exited, or have had a prior transfer done, the transactions with an effective date after the last transfer/exit will be transferred to the **Destination Member**. This is done by recording the effective date for each transfer. The maximum of the last date of transfer “**DTRF**”, date of calculation “**DOC**” or date of exit “**DOX**” is used to determine the starting date for records to be transferred.
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46	46	Non-taxable components to the switch are recorded as Single Premium entries, using the same effective date logic as described above.
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48		-The member notes field is used to record predetermined notes on both the (% style="color:#2980b9" %)**Source Member**(%%) and (% style="color:#2980b9" %)**Destination Member**(%%) respectively.
	48	+The member notes field is used to record predetermined notes on both the **Source Member** and **Destination Member** respectively.
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51		-(% style="text-align: center;" %)
52		-== (% style="color:#2980b9" %)**//Steps to complete the transfer//**(%%) ==
	51	+[[image:Member Client Transfer Workflow Process_html_857ba1e075348553.png||height="12" width="634"]] //Steps to complete the transfer//
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	53	+[[image:Member Client Transfer Workflow Process_html_dd3cab69f513fef3.gif||alt="Shape3"]] [[image:Member Client Transfer Workflow Process_html_bb2f743be13dfded.gif||alt="Shape2"]] [[image:Member Client Transfer Workflow Process_html_e8558f59f0591b34.gif||alt="Shape1"]] T[[image:Member Client Transfer Workflow Process_html_e77425bb2bfe2f68.png||height="182" width="627"]]
	54	+he user will need to locate the **Source Member** on the database. Do this by selecting the relevant client from which the member is transferring. Search for the member, select the member, right click your mouse and copy the member before starting the workflow process.
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56		-[[image:Member Client Transfer Workflow Process_html_e77425bb2bfe2f68.png||height="182" width="627"]]
	57	+Select the “**Member Client Transfer Workflow**” from Batch Management. Click on the __edit__ hyperlink.
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58		-
59		-The user will need to locate the (% style="color:#2980b9" %)**Source Member** (%%)on the database. Do this by selecting the relevant client from which the member is transferring. Search for the member, select the member, right click your mouse and copy the member before starting the workflow process.
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62		-Select the (% style="color:#2980b9" %)“**Member Client Transfer Workflow**”(%%) from Batch Management. Click on the(% style="color:#2980b9" %) __edit__(%%) hyperlink.
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65	65	[[image:Member Client Transfer Workflow Process_html_e21f9347b677c69b.png||height="112" width="627"]]
66	66	[[image:Member Client Transfer Workflow Process_html_1658717abada82f4.gif||alt="Shape4"]]
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