Insert table values into a Word merge document

Chief_Fred

New Member
Joined
Apr 20, 2012
Messages
22
I have a table of policy holders that has data I need to get into a word document which would be simple enough except that the individual may appear more than once and the data must end up in a Word table with a completely different layout. This is a standard form letter I get from corporate for some accounts but which I must created from data in others. I can't change the layout of the letter. I was going to attach the excel and word documents you'd need to work on this but I find I can't post attachments and without those it's hard to visualize. I have inserted the data from Excel and the letter which is a table as well.
I have no idea where to begin. :confused:

Fred
Last NameFirstMIPolicy #
Emp Total PoliciesLine Of BusinessFace AmountDeduction AmountDept #Pre-tax StatusPost-tax StatusCoverageTypeEmp Sub tot AmtURMDDC
JONESSUZANNEHPXX86899 CANCER $41.99 41.990IND 250
JONESSUZANNEHPG42158 LIFE $30.75 030.75IND 125
JONESSUZANNEHPS4567893ACC $21.5800TX21.580IND$94.32
SMITHKALLIEEZ01999991LIFE$10,000$4.08 04.08T-25$4.08
SMITHKIRBYRZ08888881LIFE$10,000$4.08 04.08T-26$4.08
SMITHSHARLAJP5XX3280 ACC $45.5000TX45.50FAM
SMITHSHARLAJP40162YY CANCER $99.97 99.970FAM
SMITHSHARLAJP4QQQ38 ICARE $17.54 17.540FAM
SMITHSHARLAJP40100004CRITICAL ILLNESS $28.40 28.40FAM$191.41250
WILSONLORI PM8111111CANCER $61.75 061.75FAM$61.75125
HYATTLARRYRPM726666 CRITICAL ILLNESS $71.24 71.240HSF
HYATTLARRYRP377777 ICARE $34.06 34.060FAM
HYATTLARRYRZZQ66886 LTC $60.00 060IND
HYATTLARRYRPVVV6373 DENTAL $72.9000TX72.90HSF
HYATTLARRYRP3787777 ACC $45.5000TX45.50FAM
HYATTLARRYRP37333386CANCER $117.13 117.130FAM$400.83
PRINCESHARONLP7249555 ICARE $8.70 8.70IND
PRINCESHARONLLLC53724 LTC $53.00 053IND
PRINCESHARONLP72499243CANCER $50.44 050.44SPF$112.14
RALPHJUSTIN
LPX6538881LIFE $4.0500TX04.05IND$4.05
RALPH
JUSTINLPUGG98451ACC $50.31 50.310FAM$50.31
RALPHGARYLPX799999 CRITICAL ILLNESS $73.45TX73.450HSF

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11/15/2013

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With the annual open enrollment period about to begin at Wally’s Wax Works it’s the perfect time for reviewing your voluntary benefits package. I will be on-site for your company's Wednesday 14 August brief everyone on our products, review your current coverage, answer any questions you may have, assist in evaluating your future needs, and help with any claims you may have.

The following shows the Aflac policies you are currently enrolled in as well as other policies that you are eligible to apply for. A brief summary of the plans as well as information on our new plans is on the flip side of this letter. Look it over carefully and write down any questions you may have so I can answer them during my visit.

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TYPE
COVERAGE
Accident
Policy #, Deduction amount, Coverage type
Cancer

Critical Illness

Dental

Hospital Indemnity

Hospital Intensive Care

Life
Policy #, Deduction amount, Coverage type, Face Amount
Long Term Care (LTC)

Short Term Disability

Vision
Not Yet Enrolled
URM

FSA


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Additionally, our records indicate that you are eligible for unfiled wellness benefits as noted above... that could mean cash in your pocket!* Aflac will be on-site for your company's upcoming open enrollment 11/21/2013 to answer any questions you may have, review your current coverage, assist in evaluating your future needs, and help expedite any wellness benefits you are due.



*


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