1.52.4 Beneficiary Details Tab

This topic explains the Beneficiary Details Tab of Investment Account Detail screen.

1. On Investment Account Detail screen, click Beneficiary Details tab to view the following details.
   The Beneficiary Details are displayed.

   Figure 1-72 Beneficiary Details

   
   

   
   Description of "Figure 1-72 Beneficiary Details"

   
   
2. On the Beneficiary Details tab, specify the fields.
   For more information on fields, refer to the field description table.

   Table 1-65 Beneficiary Details - Field Description

   Field	Description
   Beneficiary Type	Optional Select the type of beneficiary from the drop-down list. The list displays the following values: Primary Secondary
   Beneficiary ID	Alphanumeric; 12 Characters; Optional Specify the beneficiary ID. Alternatively, you can select beneficiary ID from the option list. The list displays all valid beneficiary ID maintained in the system.
   Beneficiary Name	Display The system displays the name of the selected beneficiary ID.
   Award Percentage	Mandatory Specify the beneficiary award percentage. The sum total should be 100.