To add beneficiaries to the membership, click BENEFICIARIES on the Add/Update Membership Details screen.
The Beneficiary Details screen will be displayed.
A message will be displayed on the screen if the member does not have any beneficiaries captured.
Click ADD BENEFICIARY. The Beneficiary Details screen will display a list of blank fields to be completed.
Descriptions of the input fields on this screen appear below.
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Beneficiary Details |
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Spouse / Child ? |
The following options are available from the drop-down list: - CHILD - SPOUSE |
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Surname |
The last name of the beneficiary |
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Initials |
The initials of the beneficiary |
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Date of Birth |
The birth date of the beneficiary. |
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ID Number |
The national identity number of the beneficiary |
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Dependant |
The following options are available from the drop-down list: - NO - YES |
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Relationship |
The relationship of the beneficiary to the member, e.g. son |
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Benefit % |
The percentage of the member's benefit that must be paid to the beneficiary in the event of the death of the member |
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Date Noted |
The date on which these beneficiary details were added |
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Address |
The address of the beneficiary |
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Postal Code |
The postal code of the beneficiary's address |
Note:
A red asterisk (*) alongside a field indicates that the entry of data is mandatory, i.e. this field may not be blank.
Complete the required data, then click SAVE. The Beneficiary Details screen will be re-displayed.
Hyperlinks are displayed on the right of each beneficiary.
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Edit |
To change details of existing beneficiaries. The Beneficiary Details screen will be displayed. |
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Delete |
To delete beneficiaries. A warning message will be displayed.
Click OK to confirm deletion of the beneficiary. The Beneficiary Details screen will be re-displayed. |
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Court Orders |
To add details of any court orders. The Beneficiary Court Order Details screen will be displayed. |
To return to the Add/Update Membership Details screen, click RETURN TO MEMBERSHIP.
For additional process information, refer to
Supplements
Processes
Adding New Members or Beneficiaries to an Annuity Fund
