Log in to iTellco.
Select the “Clients” tab and then click on the “All” button to the right of the search.
Select the contract for which you want to generate the claim report by clicking on the contract number itself in the search result.
You are now in the contract level in iTellco in the “clients” tab. Open the “Reports/Pension plan” menu with a click.
Now open the “claim report” tile by clicking on it.
Select the desired contract and click on “Next”
Select the report date using the calendar symbol. Click “Confirm” to go to the next step.
Open the claims report as a PDF or Excel file by clicking on the corresponding link.
If the document cannot be downloaded immediately, you will receive the following pop-up; click on “OK”.
You can download the document in 15 to 30 minutes by clicking on the bell symbol at the top right.
Notes:
If you need the document without the watermark, please contact our customer service.
If a technical issue occurs, please contact the helpdesk.