Once you've generated a data source for the benefit statement to extract information, you can create a mail merge letter to generate the pension benefit for employees.
To do this, follow the steps below.
Open the pension benefit statement letter template in Microsoft Word.
🤓Tip: This is usually saved on your local drive.
From the toolbar, click the Mailing tab then click Start Mail Merge.
Select Step-by-Step Mail Merge Wizard.
Select the following options:
What type of document are you working on?: Letters.
How do you want to set up your letters?: Use the current document.
Select recipients: Use an existing list.
Select the pension benefit statement letter template generated for the data source.
Select Field Delimiter = ( | ) pipe delimiter.
Write your letter: Write the letter as required.
Preview your letter: Check you're happy with the letter.
Complete the merge: Complete the merge.
Click Match Fields then click OK.