2.4.6.2 View Beneficiary Details

You can view the details of the beneficiary added to a CD account.

To view the beneficiary details:

1. In the Beneficiary Details section, click the Edit icon from the Actions field.
   The Beneficiary Details section is displayed.

   Figure 2-58 View Beneficiary Details - Personal

   
   

   
   Description of "Figure 2-58 View Beneficiary Details - Personal"

   
   
2. You can view the required beneficiary details in the section displayed. For more information on fields, refer to the field description table.

   Table 2-42 Beneficiary Details - Personal Details – Field Description

   Field	Description
   Personal Details	This section displays the personal details of the beneficiary.
   Title	Displays a title for the beneficiary.
   First Name	Displays the beneficiary first name.
   Middle Name	Displays the beneficiary middle name.
   Last Name	Displays the beneficiary last name.
   Relation Type	Displays the type of relationship with the beneficiary.
   Date of Birth	Displays the beneficiary date of birth.
   Mobile Number	Displays the beneficiary mobile number.
   Email ID	Displays the beneficiary email ID.
   Minor	Displays whether the added beneficiary is a minor.
   Address	Displays the complete address of the beneficiary.

   Figure 2-59 View Beneficiary Details - Guardian

   
   

   
   Description of "Figure 2-59 View Beneficiary Details - Guardian"

   
   

   For more information on fields, refer to the field description table.

   Table 2-43 Beneficiary Details - Guardian Details – Field Description

   Field	Description
   Guardian Details	This tab displays the guardian details. Note: This tab is displayed if the beneficiary is a minor.
   Guardian Name	Displays the name of the guardian.
   Relation Type	Displays the type of relationship with beneficiary.
   Address	Displays the guardian's address.
   Mobile Number	Displays the guardian's mobile number.
   Email ID	Displays the guardian's email ID.

3. Click Close.