Description
This page allows you to view a Annuity evidence record.
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Fields
LabelTypeDescriptionMandatory
Updated OnCURAM_DATETIMEThe date on which the last update was made to the evidence.No
Effective Date of ChangeCURAM_DATEDate which the evidence becomes effectiveNo
Approval RequestedCURAM_INDICATORApproval RequestedNo
Annuity TypeEVD_ANNUITY_TYPEAnnuity type, e.g., immediate or long-term from the drop-down list of annuity types. Your system administrator can add a new annuity type via the Code Tables page (see "Code Tables" in the Cúram Administration Guide).No
Annuity CategoryEVD_ANNUITY_CATEGORYAnnuity category from the drop-down list of annuity categories, e.g., revocable, irrevocable. An irrevocable annuity cannot be revoked by the purchaser whereas a revocable annuity can.No
Date EstablishedCURAM_DATEThe date on which the annuity was created.No
End DateCURAM_DATEThe date on which the annuity ends.No
Source of FundsEVD_SOURCE_OF_FUNDSource of the annuity fund from the drop-down list of sources, e.g., annuitant, annuitant's spouse, other. This is the case participant whose funds or assets are used to establish the annuity, for example, annuitant or annuitant's spouse.No
Annuity ValueCURAM_AMOUNTThe monetary value of the funds or assets held in the annuity.No
Recoupment By StateCURAM_INDICATORSelect the Recoupment By State selection box to indicate if any amount remaining in the annuity will be paid to the State upon the death of the individual, up to the amount of medical services paid by Medical Assistance.No
Updated By
LabelTypeDescriptionMandatory
Updated ByUSER_NAMENo
Approval Status
LabelTypeDescriptionMandatory
Approval StatusAPPROVAL_REQUEST_STATUS_CODENo
Institution Details
LabelTypeDescriptionMandatory
Institution TypeEVD_ANNUITY_INSTITUTION_TYPEInstitution type, e.g., bank, insurance company from the drop-down list of institution types. Your system administrator can add a new institution type via the Code Tables page (see "Code Tables" in the Cúram Administration Guide).No
Institution Participant
LabelTypeDescriptionMandatory
Institution ParticipantFULL_NAMEInstitution who established the annuity from the drop-down list of case participants. Note that the system displays the primary alternative ID of each of the case participants displayed on the drop-down list. In the US, the primary alternative ID is the social security number (SSN).No
Comments
LabelTypeDescriptionMandatory
CommentsCOMMENTSNo
Links and Actions
Page Level Actions
LabelDescription
[View History]Click the View History link to view the update history for the evidence.
[View History]Click the View History link to view the update history for the evidence.
Messages
When page is loaded
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
No security implementation is supported for this transaction type. Please contact an Administrator.LinkNo
When page is submitted
None
Related Entities
When page is loaded
CaseParticipantRole
ConcernRole
EvidenceDescriptor
Person
ProspectPerson
Representative
When page is submitted
None
Technical Information
Page IDEVD_viewAnnuityEvidenceHistRec
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\Evidence\Evidence\Annuity\EVD_viewAnnuityEvidenceHistRec.uim
Page Load InterfaceEVDEvidenceMaintenance.readAnnuityEvidence
Page Submit Interface
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