Overview

This group of merge fields ({^Field Name^}) provides access to data specifically related to MAXUP products. This information is typically configured under Setup > MAXUP, as well as within the client's MAXUP profile.

Key Related Merge Fields from Other Groups

While the following fields are integral to MAXUP documents, they originate from other merge field groups:

• {^Product Dependence Children^}: References where the relationship is "Child."
  • Token Group: MAXUP
• {^Reference 1 Full Names^} {^Reference 1 Surname^}: Client References set up under Client Administration > Search for a Client > Edit Client > References.
  • Token Group: Reference
• {^Product Beneficiary Full Names^} {^Product Beneficiary Surname^}: Beneficiary information set up under Client Administration > Search for a Client > Edit Client > MAXUP > Edit MaxUp > Product Beneficiary.
  • Token Group: MAXUP
• {^Full Names^} {^Surname^}: The client’s full name and surname.
  • Token Group: Client

MAXUP Merge Fields

• Cover Topup 1 Description: {^Cover Topup 1 Description^}
• Cover Topup 1 Monthly Fee: {^Cover Topup 1 Monthly Fee^}
• Cover Topup 1 Payout: {^Cover Topup 1 Payout^}
• Cover Topup 2 Description: {^Cover Topup 2 Description^}
• Cover Topup 2 Monthly Fee: {^Cover Topup 2 Monthly Fee^}
• Cover Topup 2 Payout: {^Cover Topup 2 Payout^}
• Cover Topup 3 Description: {^Cover Topup 3 Description^}
• Cover Topup 3 Monthly Fee: {^Cover Topup 3 Monthly Fee^}
• Cover Topup 3 Payout: {^Cover Topup 3 Payout^}
• Cover Topup 4 Description: {^Cover Topup 4 Description^}
• Cover Topup 4 Monthly Fee: {^Cover Topup 4 Monthly Fee^}
• Cover Topup 4 Payout: {^Cover Topup 4 Payout^}
• Cover Topup 5 Description: {^Cover Topup 5 Description^}
• Cover Topup 5 Monthly Fee: {^Cover Topup 5 Monthly Fee^}
• Cover Topup 5 Payout: {^Cover Topup 5 Payout^}
• Cover Topup (Over 18) Additional Age Limit Monthly Fee: {^Cover Topup (Over 18) Additional Age Limit Monthly Fee^}
• Cover Topup (Over 18) Additional Age Limit Payout: {^Cover Topup (Over 18) Additional Age Limit Payout^}
• Cover Topup (Over 18) Monthly Fee: {^Cover Topup (Over 18) Monthly Fee^}
• Cover Topup (Over 18) Payout: {^Cover Topup (Over 18) Payout^}
• Product Beneficiary Cellphone Tel No: {^Product Beneficiary Cellphone Tel No^}
• Product Beneficiary Date of Birth: {^Product Beneficiary Date Of Birth^}
• Product Beneficiary Fax No: {^Product Beneficiary Fax No^}
• Product Beneficiary Full Names: {^Product Beneficiary Full Names^}
• Product Beneficiary ID Number: {^Product Beneficiary ID Number^}
• Product Beneficiary Surname: {^Product Beneficiary Surname^}
• Product Beneficiary Work Tel No: {^Product Beneficiary Work Tel No^}
• Product Benefit Description: {^Product Benefit Description^}
• Product Broker Code: {^Product Broker Code^}
• Product Commencement Date: {^Product Commencement Date^}
• Product Dependence: {^Product Dependence^}
• Product Dependence Children: {^Product Dependence Children^}
• Product Dependence Spouse ID Number: {^Product Dependence Spouse ID Number^}
• Product Dependence Spouse Name: {^Product Dependence Spouse Name^}
• Product Description: {^Product Description^}
• Product Expiration Date: {^Product Expiration Date^}
• Product Expiration Term: {^Product Expiration Term^}
• Product Inception Date: {^Product Inception Date^}
• Product Monthly Fee (Main Member): {^Product Monthly Fee (Main Member)^}
• Product Name: {^Product Name^}
• Product Payment Frequency: {^Product Payment Frequency^}
• Product Payout (Main Member): {^Product Payout (Main Member)^}
• Product Policy No: {^Product Policy No^}
• Product Status: {^Product Status^}
• Product Total Monthly Fee: {^Product Total Monthly Fee^}
• Product Type Description: {^Product Type Description^}
• Product Type Name: {^Product Type Name^}
• Product Type Reference No: {^Product Type Reference No^}
• Product Type Shortcode: {^Product Type Shortcode^}
• Service Provider Business Registration No: {^Service Provider Business Registration No^}
• Service Provider Description: {^Service Provider Description^}
• Service Provider Email Address: {^Service Provider Email Address^}
• Service Provider Fax No: {^Service Provider Fax No^}
• Service Provider Name: {^Service Provider Name^}
• Service Provider Other Registration No: {^Service Provider Other Registration No^}
• Service Provider Physical Address: {^Service Provider Physical Address^}
• Service Provider Postal Address: {^Service Provider Postal Address^}
• Service Provider Reference No: {^Service Provider Reference No^}
• Service Provider Shortcode: {^Service Provider Shortcode^}
• Service Provider VAT Registration No: {^Service Provider VAT Registration No^}
• Service Provider Work Tel No: {^Service Provider Work Tel No^}