2.6.3 Beneficiary Details Update

You can modify the existing beneficiary details, add a new beneficiary, and delete the existing beneficiary details added to an account using this screen.

Note:

The fields marked as Required are mandatory.

To update beneficiary details:

1. On the Home screen, from the Retail Account Services mega menu, under Maintenance, click Beneficiary Details Update or specify Beneficiary in the search icon bar and select the screen.
   The Beneficiary Details Update screen is displayed.

   Figure 2-29 Beneficiary Details Update

   
   

   
   Description of "Figure 2-29 Beneficiary Details Update"

   
   
2. Click the Search icon or specify the account number in the Account Number field, and press Enter or Tab.
   The details are displayed in the screen.

   Figure 2-30 Beneficiary Details

   
   

   
   Description of "Figure 2-30 Beneficiary Details"

   
   
3. In the Beneficiary Details section, you can view the details of the beneficiary if already added to the account. For more information on fields, refer to the field description table.

   Table 2-14 Beneficiary Details Update – Field Description

   Field	Description
   Account Number	Click the Search icon and select the account number or specify the account number to update the beneficiary details. Note: The customer information is displayed at the right of the screen.
   Amount Name	Displays the name of the account holder for the selected account number.
   Payable-on-Death	This option is to maintain a beneficiary to the account in the event of primary customer's death. When this switch is toggled ON, at least one beneficiary record must be present for the account. If no beneficiaries are present in the account, then the system displays an error message.
   Beneficiary Details	This section displays the details of the beneficiary added to the CASA account. Note: For information on adding a eneficiary, refer Add Beneficiary.
   Beneficiary Name	Displays the name of the beneficiary added.
   Relation Type	Displays the relationship of the beneficiary.
   Date of Birth	Displays the beneficiaries date of birth.
   Minor	Displays whether the beneficiary is a minor.
   Guardian	Displays the name of the guardian, if the beneficiary is a minor.
   Actions	Displays the following icons to perform the action: View: For information on this action, refer View Beneficiary Details. Edit: For information on this action, refer .Edit Beneficiary Details Delete: If you click this icon, then a confirmation message is displayed that the beneficiary details will not be recovered. To proceed with deletion, you need to click Delete.

4. Click Submit.
   The screen is successfully submitted for authorization.

• Add Beneficiary
  You can add a beneficiary to a CASA account.
• View Beneficiary Details
  You can view the details of the beneficiary added to a CASA account.
• Edit Beneficiary Details
  You can edit the beneficiary details that are already added to a CASA account.