Create Retirement Annuity Contract

Enter details of your client’s Retirement Annuity Contract.

If your client has more than one contract, complete a Create Retirement Annuity Contract page for each.

Enter where indicated:

• Company name
• Contract number
• Date payments commenced
• Date payments ceased (if appropriate)
• Total contract payments for the year

The information entered here will be used to help populate the Retirement Annuity Contracts section of Reliefs.

From the Save drop-down menu:

• Select Save and Close to save the information entered and to return to Reliefs.
• Select Save and New to save the information entered and to open a fresh Create Retirement Annuity Contract page.