Overview

25% Lump Sum Withdrawal is a workflow for screening and extracting key information from 25% RSA balance withdrawal application documents (job loss) so pension teams can review requests quickly and consistently.

What you get: a structured table of extracted fields you can review, edit, and export.

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To set up the workflow (that is, creating sessions, uploading documents, running a workflow, and exporting), see Setting Up a Workflow for a comprehensive guide.

This page focuses on what’s specific to 25% Lump Sum Withdrawal.

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When to use 25% Lump Sum Withdrawal

Use 25% Lump Sum Withdrawal when you need a consistent, compliant first-pass review of 25% RSA balance withdrawal requests due to job loss, including applicant details, employment status, key identifiers, and an approval recommendation.

Step-by-step usage

1. Navigate to Workflows section > Template gallery and select 25% Lump Sum Withdrawal.

   

2. Upload the client documents (PDF only).

   

3. Click Run to begin extraction.

   

4. Review the extracted fields and edit anything that is incorrect.

   

5. Use Table view, Block view, and Wrap to validate outputs against the source.

   

6. Export results (CSV or Excel) in PENCOM order for reporting or downstream processing.

Inputs

• Required: access to alk.wamiri.com
• Required: stable internet connection
• Required document type: client application documents (PDF only)

What’s specific to 25% Lump Sum Withdrawal

1. Columns are your screening criteria.

   25% Lump Sum Application review works best when your columns mirror how your team actually screens applications, feel free to edit columns where necessary.