Click on Admin on the Top Menu.  Then, cloick on Drop Down Lists.  For Abbreviation Type, choose Annuity Surrender Period.

Overview

The Annuity Sureender Period is filled in on the Investment Account level, Add / Modify Account Details.  This let's you create a list of Surrender Periods.

Highlight the line you wish to change and then click Modify, or click Add to add a new period.

Excel

Export the list to Excel.

Report

This button reports on all abbreviations.  Then you can choose to print only the pages you wish to print.

Combine

Combines two of the list items and makes that change on all records in the database.

See Also

Annuity Surrender Period Fields