Now that you have finalized calculation of Fund income and tax liabilities and allocated profits and losses to member accounts, you are able to create the new pension account for this member:
Select FUND SETUP on the Settings Menu (top right of screen)
Click the MEMBER DETAILS button.
Select the Member requesting an account conversion.
Click the ADD NEW ACCOUNT FOR MEMBER button.
Enter the Commencement Date. (Remember that this is the day immediately following the Interim To Date.)
Click the RETRIEVE MEMBER BALANCE button. The Member Account Screen will display.