1.9 Beneficiary Information

This topic describes the section of the Savings Accounts application form where you can provide beneficiary information.

This step is not mandatory and if you do not wish to add a beneficiary to your account, you can opt to skip this step. If you do opt to add a beneficiary, you will be required to provide information pertaining to the beneficiary’s name, date of birth, address etc. In case the beneficiary is a minor, you will also be required to specify information about the beneficiary’s guardian.

Figure 1-14 Beneficiary Information- Basic Details

Description of "Figure 1-14 Beneficiary Information- Basic Details"

Note:

The fields which are marked as Required are mandatory.

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

Table 1-12 Beneficiary Information- Basic Details - Field Description

Field Name	Description
Upload documents to prefill this section	The option to upload the beneficiary's ID proof so as to have his/her information pre-populated based on the ID document.
View list of supporting documents	Click on the link to view the documents supported for this section to be prefilled with data.
Basic Details
Title	Specify the salutation/title applicable to the beneficiary. Examples of salutation are Mr., Mrs., Dr. etc.
First Name	Specify the first name of the beneficiary.
Middle Name	Specify the middle name of the beneficiary.
Last Name	Specify the last name or surname of the beneficiary.
Suffix	The beneficiary’s suffix, if applicable. Examples are Jr, Sr, I, II, etc.
Date Of Birth	Specify the date of birth of the beneficiary. The system validates the date of birth to ascertain whether the beneficiary has attained the age of majority as per the definition of age of majority in the state in which the beneficiary is residing. If the beneficiary is a minor, the Guardian Information sub section will be displayed and you will be required to mandatorily specify information of the beneficiary’s guardian.
Gender	Select the gender of the beneficiary. The options are: Male Female Other Do not wish to disclose
Relationship with applicant	Specify the beneficiary’s relationship with you. E.g. If the beneficiary is your mother, choose the value Mother’ from the list of values. Note: In the case of Joint Application forms, this field will be labelled as Relationship with primary applicant so as to make it clear that you are required to specify the beneficiary’s relationship with the primary applicant. The options are: Spouse Mother Father Brother Sister Daughter Son

1. Click on Upload documents to prefill this section option to upload the supporting documents to prefill the section.
2. In the Basic Details section, enter the required details.
   1. From the Title list, select the title that applies to the beneficiary.
   2. In the First Name field,, enter the first name of the beneficiary.
   3. In the Middle Name field, enter middle name of the beneficiary, if applicable.
   4. In the Last Name field, enter the last name of the beneficiary.
   5. From the Suffix list, sselect the suffix applicable to the beneficiary.
   6. From the Date of Birth date picker, select date of birth of the beneficiary.
   7. From the Date of Birth date picker, select date of birth of the beneficiary.
   8. From the Relationship with applicant list, select the beneficiary’s relationship with you.
3. Click Continue to move to next sub section.
   The Contact sub section appears.
4. In the Contact sub section,enterd the required details.

   Figure 1-15 Beneficiary Information- Contact

   
   

   
   Description of "Figure 1-15 Beneficiary Information- Contact"

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 1-13 Beneficiary Information- Contact - Field Description

   Field Name	Description
   Is beneficiary's address same as that of applicant's home address?	Specify whether the beneficiary's address is the same as that of your home address. Note: In the case of Joint Application forms, this field will be labelled as Is beneficiary's address same as that of primary applicant's home address. The options are: Yes No If you have selected the option No, you will be required to specify the beneficiary’s address.
   Beneficiary Address	Enter the beneficiary’s address in this field. This field is prompt enabled, hence, as you type characters, addresses that match the characters will be listed and you can select the desired address.
   Beneficiary Address Overlay	This overlay is displayed when you click on the Click Here link available under the Beneficiary Address field. On this overlay, you can enter the beneficiary’s address line by line.
   House/Unit Number	The house or unit number of the beneficiary.
   Building Name	Enter the building name of the beneficiary.
   Street	Specify the street in which the beneficiary's address is located.
   Locality	Specify the locality in which the beneficiary's address is located.
   City	Specify the city in which the beneficiary's resides.
   State	Specify the state in which the beneficiary's residence is located.
   Zip Code	Enter the zip code of the beneficiary's residence.
   Email ID	Specify the email ID of the beneficiary.
   Mobile Number	Specify the mobile number of the beneficiary.
   Guardian Details	This section will be displayed only if the beneficiary is a minor as identified by the beneficiary's date of birth.
   Basic Details (guardian)
   Title	Specify the salutation/title applicable to the guardian. Examples of salutation are Mr., Mrs., Dr. etc.
   First Name	Specify the first name of the guardian.
   Middle Name	Specify the middle name of the guardian.
   Last Name	Specify the last name or surname of the guardian.
   Suffix	The guardian’s suffix, if applicable. Examples are Jr, Sr, I, II, etc.
   Date Of Birth	Specify the date of birth of the guardian.
   Gender	The gender of the guardian. The options are: Male Female Other Do not wish to disclose
   Contact (guardian)
   Is guardian's address same as that of applicant's home address?	Specify whether the guardian's address is the same as that of your home address. The options are: Yes No If you have selected the option No, you will be required to specify the guardian’s address.
   Guardian Address	Enter the guardian’s address in this field. This field is prompt enabled, hence, as you type characters, addresses that match the characters will be listed and you can select the desired address.
   Guardian Address Overlay	This overlay is displayed when you click on the Click Here link available under the Guardian Address field. On this overlay, you can enter guardian address line by line .
   House/Unit Number	The house or unit number of the guardian.
   Building Name	Enter the building name of the guardian.
   Street	Specify the street in which the guardian's address is located.
   Locality	Specify the locality in which the guardian's address is located.
   City	Specify the city in which the guardian's resides.
   State	Specify the state in which the guardian's residence is located.
   Zip Code	Enter the zip code of the guardian's residence.
   Email ID	Specify the email ID of the guardian.
   Mobile Number	Specify the mobile number of the guardian.

   1. In the Is beneficiary's address same as applicant's home address? field, select the option of choice.
      Perform one of the following actions:

      • If you have selected the option No;

        To specify the beneficiary's address, perform one of the following actions:

        • In the Beneficiary Address field, enter beneficiary’s address.

          Click on the Click Here link provided under the Beneficiary Address field to invoke the overlay on which you can enter the beneficiary’s address line by line

          1. In the House/ Unit Number field, enter the house or unit number of the beneficiary, if applicable.
          2. In the Building Name field, enter the name of the building/house of the beneficiary, if applicable.
          3. In the Street field, enter the name of the street on which the beneficiary’s address is located.
          4. In the Locality field, enter the locality in which the beneficiary’s address is located.
          5. In the City field, enter the name of the city in which the beneficiary’s address is located.
          6. In the State field, enter the name of the state in which the beneficiary’s address is located.
          7. In the Zip Code field, enter the zip code of the beneficiary’s address.
          8. Click Add to add the address details.

             The Beneficiary Information page displays the beneficiary address.

      • If you have selected option Yes, your permanent address will be considered as the beneficiary’s address.
5. In the Email ID field, enter the email ID of the beneficiary.
6. In the Mobile Number field, enter the mobile number of the beneficiary.
7. The Guardian Details section will appear if the beneficiary is a minor as identified on the basis of the beneficiary’s date of birth.
   1. From the Title list, select the title that applies to the guardian.
   2. In the First Name field, enter the first name of the guardian.
   3. In the Middle Name field, enter middle name of the guardian, if applicable.
   4. In the Last Name field, enter the last name of the guardian.
   5. From the Suffix list, select the suffix applicable for guardian.
   6. From the Date of Birth date picker, select the date of birth of the guardian.
   7. From the Gender list, select the gender of the guardian.
   8. In the Is guardian's address same as applicant's home address? field, select the option of choice.
      Perform one of the following actions:

      • If you have selected the option No;

        In the Guardian Address field, enter guardian‘s address.

        Click on the Click Here link provided under the Guardian Address field to invoke the overlay on which you can enter guardian address line by.

        1. In the House No. field, enter the house or flat number of the guardian, if applicable.
        2. In the Building Name field, enter the name of the building/house of the guardian, if applicable.
        3. In the Street field, enter the name of the street on which the guardian’s address is located.
        4. In the Locality field, enter the locality in which the guardian’s address is located.
        5. In the City field, enter the name of the city in which the guardian’s address is located.
        6. In the State field, enter the name of the state in which the guardian’s address is located.
        7. In the Zip Code field, enter the zip code of the guardian’s address.
        8. Click Add to add the address details.

           The Beneficiary Information page displays the guardian’s address.

      • If you have selected option Yes, your permanent address will be considered as the guardian’s address.
   9. In the Email ID field, enter the email ID of the guardian.
   10. In the Mobile Number field, enter the mobile number of the guardian.
8. Perform one of the following actions:
   • Click Continue to proceed to the next step in the application.
   • Click Back to navigate back to the previous step in the application.
   • Click on the Scan QR-code anytime to continue on mobile link to continue the application on mobile or tablet device.
   • Under the kebab menu, perform one of the following actions:
     • Click the Save and Continue Later option to save the application.
     • Click the Continue on Mobile option to continue the application on a mobile device.