> ## Documentation Index
> Fetch the complete documentation index at: https://help.alk.work/llms.txt
> Use this file to discover all available pages before exploring further.

# 25% Lumpsum Withdrawal

> Screen and extract key information from 25% RSA balance withdrawal (job loss) application documents

## 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.

<Tip>
  To set up the workflow (that is, creating sessions, uploading documents, running a workflow, and exporting), see [Setting Up a Workflow](/workflows/setting-up-a-workflow) for a comprehensive guide. This page focuses on what's specific to **25% Lump Sum Withdrawal**.
</Tip>

## 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

<Steps>
  <Step title="Open the workflow">
    Navigate to Workflows section > Template gallery and select **25% Lump Sum Withdrawal**.
  </Step>

  <Step title="Upload documents">
    Upload the client documents (PDF only).
  </Step>

  <Step title="Run extraction">
    Click **Run** to begin extraction.
  </Step>

  <Step title="Review extracted fields">
    Review the extracted fields and edit anything that is incorrect.
  </Step>

  <Step title="Validate outputs">
    Use Table view, Block view, and Wrap to validate outputs against the source.
  </Step>

  <Step title="Export">
    Export results (CSV or Excel) in PENCOM order for reporting or downstream processing.
  </Step>
</Steps>

## Inputs

* **Required:** access to [alk.wamiri.com](http://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.
2. **Upload supports multiple files (and collections).** Upload up to 10 documents at once and choose whether to create separate rows or group related files as a collection.
3. **Review is part of the workflow.** Treat outputs as draft. Validate key identifiers and any fields that drive decisions before exporting.

## Standard fields (default columns)

| Field                       | Description                                                                                                                                                                                                                                                       | Field Type | Task Type  |
| --------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------- | ---------- |
| **Applicant Name**          | The applicant's full name as stated on the application form/letter and/or ID.                                                                                                                                                                                     | Text       | Extraction |
| **RSA Number**              | The RSA PIN/number exactly as shown on the RSA statement or official pension document.                                                                                                                                                                            | Number     | Extraction |
| **Application Date**        | The date the withdrawal request was submitted/signed.                                                                                                                                                                                                             | Date       | Extraction |
| **Withdrawal Amount**       | The amount requested to be withdrawn.                                                                                                                                                                                                                             | Number     | Extraction |
| **Reason for Withdrawal**   | The stated reason for the request.                                                                                                                                                                                                                                | Text       | Extraction |
| **Employment Status**       | The applicant's current employment situation based on evidence provided (e.g., Terminated, Laid off, Unemployed).                                                                                                                                                 | Text       | Extraction |
| **Approval Recommendation** | Recommendation based on completeness and consistency with a 25% RSA withdrawal due to job loss: Approve (job loss supported + key identifiers complete), Needs Review (missing/conflicting/unclear info), or Reject (clearly inconsistent or insufficient basis). | Text       | Reasoning  |

## Customising 25% Lump Sum Withdrawal columns

You can tailor columns to match how your pension team reviews 25% withdrawal requests.

* Add columns for any additional data you need to extract. See [How To Add Custom Columns](/workflows/setting-up-a-workflow#how-to-add-custom-columns).
* Rename columns to be explicit (for example, include the expected format).
* Keep column names clear and unambiguous to improve extraction quality.

## Important notes

* Always validate critical identifiers (for example, RSA PIN) against the source document.
* If a field is consistently wrong, simplify the column name or add a short instruction to the column prompt.

## Related articles

* [Setting Up a Workflow](/workflows/setting-up-a-workflow)
* [How To Add Custom Columns](/workflows/setting-up-a-workflow#how-to-add-custom-columns)

## Need help?

If you run into issues, contact the Wamiri support team at [support@wamiri.com](mailto:support@wamiri.com). Include:

* What you were trying to do
* What happened instead
* Any error messages
* Steps to reproduce
* Screenshots or recordings (if available)