If you’ve generated a pension benefit statement but noticed that some merge fields are displaying incorrect or unexpected values, this usually indicates an issue with how the letter template and data source are linked. This can happen when the merge fields in your Microsoft Word letter don’t correctly match the headers in the data source that provides the pension information.
Before generating the pension benefit statement, make sure you create the correct data source and set up your letter template with the appropriate mail merge fields. Ensuring that each field matches between the data source and the letter template is essential for displaying accurate information.
Merge fields typically display incorrect values when they're linked to the wrong header in the data source. Any mismatched or incorrectly inserted merge fields will cause the wrong information to appear in the letter.
When editing your letter template in Microsoft Word, avoid renaming merge fields manually. If you need to change a field, delete the existing one and reinsert the correct field using the Insert Merge Field option. The same approach applies if you want to use the same merge field in multiple places; rather than copying and pasting with Ctrl + C, use Insert Merge Field each time you add it.
Using Insert Merge Field consistently helps ensure that each field connects correctly to the data source and prevents errors from appearing on the pension benefit statement.