Cash Commutation Priority
This field is used to determine the order in which pension will be commuted for cash. Select from the drop-down list which of the options to use. The options are:
- After Split (actives only)
- Before Split (actives only)
- Priority
- Pro Rata
If After Split
or Before Split
is used then the pension is commuted
by reference to the Latest Finish Date
specified on the Offset
Slice.
Typically an active member will have a service timeline as shown in the following diagram:
If After Split
is selected then the pension accrued after the End of
the Offset Slice would be commuted first. Within each period pension may
increase at different rates and are commuted in the following order:
- Special
- Main
- Pension Increase 3
- Pension Increase 4
If Before Split
is selected then the pension accrued before End of the
Offset Slice would be commuted first. Within each period pension may
increase at different rates and are commuted in the following order:
- Special
- Main
- Pension Increase 3
- Pension Increase 4
If Priority
is selected then the cash is commuted according to the
pension increase rate applied on the Slices or PUP Tab. Pensions are
commuted in the following order:
- Special
- Main
- Pension Increase 3
- Pension Increase 4
If Pro Rata
is selected, then pension is commuted in proportion to the
pension amounts, irrespective of the pension increase rate.