- Retail Accounts User Guide (US Regionalization)
- Operations
- Maintenance
- Beneficiary Details Update
- View Beneficiary Details
2.6.3.2 View Beneficiary Details
You can view the details of the beneficiary added to a CASA account.
To view the beneficiary details:
- In the Beneficiary Details section, click the
View icon from the Actions
field.The Beneficiary Details section is displayed.
Figure 2-35 View Beneficiary Details - Personal
- You can view the required details in the section displayed. For more information on fields, refer to the field description
table.
Table 2-17 Beneficiary Details_Personal Details – Field Description
Field Description Personal Details This section displays the personal details of the beneficiary. Beneficiary Name Displays the beneficiary name. Date of Birth Displays the beneficiary's date of birth. Minor Displays whether the added beneficiary is a minor. Mobile Number Displays the beneficiary's mobile number. Email ID Displays whether the email ID of the beneficiary. Address Displays the complete address of the beneficiary. Figure 2-36 View Beneficiary Details_Guardian
For more information on fields, refer to the field description table.
Table 2-18 Beneficiary Details_Guardian Details – Field Description
Field Description Guardian Details This tab displays the guardian details. Note:
This tab is displayed if the added beneficiary is a minor.Guardian Name Displays the name of the guardian. Relation Type Displays the type of relationship with beneficiary. Mobile Number Displays the guardian's mobile number. Email ID Displays whether the email ID of the guardian. Address Displays the guardian's address. - Click Close.
Parent topic: Beneficiary Details Update